Savoie Capital LLC Last Quarter Change: USA Stocks, Added

Savoie Capital LLC quarter change: USA Stocks, Added

In share positions in stocks (listed in the US), from the quarter ended 2025-03-31 to 2025-06-30, Savoie Capital LLC opened 4 positions, added to 6, reduced 20, sold out of 5 and left 45 unchanged. The largest increase in value was NVDA (+$23,850,908); the largest decrease was FWONK (-$31,532,765).

MU: Country of operation United States; Class COM; Shares 2025-03-31 62,063; Shares 2025-06-30 117,263.
AAPL: Country of operation United States; Class COM; Shares 2025-03-31 42,752; Shares 2025-06-30 74,151.
MSFT: Country of operation United States; Class COM; Shares 2025-03-31 39,253; Shares 2025-06-30 39,753.
FANG: Country of operation United States; Class COM; Shares 2025-03-31 85,580; Shares 2025-06-30 88,580.

Two Form 13F-HR filings compared (SEC CIK 2001471): 2025-03-31 (filed 2025-05-16) and 2025-06-30 (filed 2025-08-14). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.

Stock	Country of operation	Class	Shares 2025-03-31	Shares 2025-06-30	Share change	Value 2025-03-31	Value 2025-06-30	Value change
MU MICRON TECHNOLOGY INC	United States	COM	62,063	117,263	+55,200	$5,223,222	$14,452,665	+$9,229,443
AAPL APPLE INC	United States	COM	42,752	74,151	+31,399	$10,705,956	$15,213,561	+$4,507,605
MSFT MICROSOFT CORP	United States	COM	39,253	39,753	+500	$16,545,140	$19,773,540	+$3,228,400
FANG DIAMONDBACK ENERGY INC	United States	COM	85,580	88,580	+3,000	$14,020,571	$12,170,892	-$1,849,679
RDDT REDDIT INC	United States	CL A	10,000	14,000	+4,000	$1,634,400	$2,107,980	+$473,580
INTC INTEL CORP	United States	COM	96,506	98,500	+1,994	$1,934,945	$2,206,400	+$271,455

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