Savoie Capital LLC — Q1 2025 13F 持股

Name: Savoie Capital LLC — 13F Holdings, Q1 2025
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0002001471

申报总市值

US$8.0亿

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本季完整持股清单

#	代码	标的名称	资产子类别	占比	占比变动	持仓量变化
1	NVDA	Nvidia CORP	股票-科技	23.04%	—	—
2	AMZN	Amazon.com INC	股票-周期性消费	10.80%	—	—
3	FWONK	Liberty Media Corp-formula-c	股票-通信服务	6.01%	—	—
4	GOOG	Alphabet Inc-cl C	股票-通信服务	5.12%	—	—
5	LBRDK	Liberty Broadband-c	股票-通信服务	4.01%	—	—
6	QQQ	Invesco Qqq Trust Series 1	ETF-科技型	3.94%	—	—
7	XOM	Exxon Mobil CORP	股票-能源	3.29%	—	—
8	AMD	Advanced Micro Devices	股票-科技	3.12%	—	—
9	MSFT	Microsoft CORP	股票-科技	1.97%	—	—
10	TLT	Ishares 20+ Year Treasury Bd	ETF-政府公债	1.94%	—	—
11	ASML	ASML Holding N.V.	股票-科技	1.89%	—	—
12	CVX	Chevron CORP	股票-能源	1.77%	—	—
13	LBRDA	Liberty Broadband-a	股票-其他	1.75%	—	—
14	LLY	Eli Lilly & Co	股票-医疗保健	1.74%	—	—
15	AMAT	Applied Materials INC	股票-科技	1.70%	—	—
16	FANG	Diamondback Energy INC	股票-能源	1.67%	—	—
17	AVGO	Broadcom INC	股票-科技	1.67%	—	—
18	QCOM	Qualcomm INC	股票-科技	1.51%	—	—
19	FWONA	Liberty Media Corp-formula-a	股票-其他	1.42%	—	—
20	AAPL	Apple INC	股票-科技	1.28%	—	—
21	COP	Conocophillips	股票-能源	1.25%	—	—
22	HD	Home Depot INC	股票-周期性消费	0.89%	—	—
23	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-大型股与成长	0.87%	—	—
24	TSM	Taiwan Semiconductor-sp Adr	股票-科技	0.73%	—	—
25	LRCXEUR	Lam Research CORP	股票-科技	0.71%	—	—
26	CMCSA	Comcast Corp-class A	股票-通信服务	0.71%	—	—
27	DIS	Walt Disney Co/the	股票-通信服务	0.63%	—	—
28	MU	Micron Technology INC	股票-科技	0.62%	—	—
29	JPIN	JPM Diversified Ret Intl Eq	ETF-其他	0.60%	—	—
30	ADBE	Adobe INC	股票-科技	0.58%	—	—
31	WDIV	St Str Spd S&p Glo Div-us In	ETF-其他	0.55%	—	—
32	HCA	Hca Healthcare INC	股票-医疗保健	0.55%	—	—
33	CRM	Salesforce INC	股票-科技	0.51%	—	—
34	SCHD	Schwab US Dvd Equity ETF	ETF-其他	0.44%	—	—
35	PANW	Palo Alto Networks INC	股票-科技	0.43%	—	—
36	LIN	Linde plc	股票-原材料	0.42%	—	—
37	AAP	Advance Auto Parts INC	股票-周期性消费	0.39%	—	—
38	MA	Mastercard INC - A	股票-金融	0.38%	—	—
39	BA	Boeing Co/the	股票-工业	0.38%	—	—
40	KLAC	Kla CORP	股票-科技	0.38%	—	—
41	AWK	American Water Works Co INC	股票-公用事业	0.37%	—	—
42	IGV	Ishares Expanded Tech-softwa	ETF-科技型	0.36%	—	—
43	NXPI	NXP Semiconductors N.V.	股票-科技	0.36%	—	—
44	AMT	American Tower CORP	股票-房地产	0.35%	—	—
45	CIBR	First Trust Nasdaq Cybersecu	ETF-科技型	0.32%	—	—
46	V	Visa Inc-class A Shares	股票-金融	0.32%	—	—
47	TRV	Travelers Cos Inc/the	股票-金融	0.29%	—	—
48	WY	Weyerhaeuser Co	股票-房地产	0.27%	—	—
49	BAC	Bank Of America CORP	股票-金融	0.26%	—	—
50	JPM	Jpmorgan Chase & Co	股票-金融	0.26%	—	—

1–50 of 94