StockDriftsStockDriftsTop 50 Savoie Capital Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 27% | 1.37M | $217.2M | — | — | — | 2025-06-30 |
| AMZN | AMAZON COM INC | 10.55% | 386.7K | $84.8M | — | — | — | 2025-06-30 |
| GOOG | ALPHABET INC | 4.65% | 211.1K | $37.5M | — | — | — | 2025-06-30 |
| LBRDK | LIBERTY BROADBAND CORP COM SER C | 4.3% | 351.8K | $34.6M | — | — | — | 2025-06-30 |
| QQQ | INVESCO QQQ TR | 3.32% | 48.4K | $26.7M | — | — | — | 2025-06-30 |
| XOM | EXXON MOBIL CORP | 3.17% | 236.6K | $25.5M | — | — | — | 2025-06-30 |
| AMD | ADVANCED MICRO DEVICES INC | 3.08% | 174.5K | $24.8M | — | — | — | 2025-06-30 |
| MSFT | MICROSOFT CORP | 2.46% | 39.8K | $19.8M | — | — | — | 2025-06-30 |
| FWONK | LIBERTY MEDIA CORP DEL | 2.35% | 181.1K | $18.9M | — | — | — | 2025-06-30 |
| ASML | ASML HOLDING N V | 2.2% | 22.1K | $17.7M | — | — | — | 2025-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (7 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +62.96% |
| Top 20 Holdings Unweighted | — | — | — | — | +34.71% |
Savoie Capital Llc reports $804.56M in US-listed equity holdings across 92 positions in its most recent 13F filing. Its largest disclosed positions are NVDA (27.0%), AMZN (10.6%) and GOOG (4.7%). The top 20 holdings account for 78.78% of reported assets. Its disclosed equity book has returned +62.96% cumulatively over 7 quarters. Figures reflect the Q2 2025 filing.
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Holdings on this page are parsed from Savoie Capital Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2001471). View Savoie Capital Llc’s 13F filings on SEC