13F HOLDINGS REPORT
Empirical Capital Management, LLC
Quarter ended Q2 2025 · Filed August 15, 2025 · Accession 0001642274-25-000005
Total Value
$161,535
Positions
14
Other Managers
0
Confidential Omitted
No
Holdings (14)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | PALANTIR TECHNOLOGIES INC-A | PLTR | 207,500 | $28,286 | 17.51% |
| 2 | ROKU INC | ROKU | 290,400 | $25,523 | 15.80% |
| 3 | AMAZON.COM INC | AMZN | 100,000 | $21,939 | 13.58% |
| 4 | WAL-MART STORES INC | WMT | 170,000 | $16,623 | 10.29% |
| 5 | TAKE-TWO INTERACTIVE SOFTWRE | TTWO | 66,500 | $16,150 | 10.00% |
| 6 | TJX COMPANIES INC | 872540109 | 100,000 | $12,349 | 7.64% |
| 7 | COSTCO WHOLESALE CORP | 22160K105 | 11,350 | $11,236 | 6.96% |
| 8 | XPO LOGISTICS INC | XPO | 73,000 | $9,219 | 5.71% |
| 9 | PINTEREST INC- CLASS A | PINS | 205,024 | $7,352 | 4.55% |
| 10 | ALPHABET INC-CL A | GOOG | 25,000 | $4,406 | 2.73% |
| 11 | FEDEX CORP | FDX | 16,000 | $3,637 | 2.25% |
| 12 | TRIUMPH BANCORP INC | TFIN-P | 45,000 | $2,480 | 1.54% |
| 13 | TESLA MOTORS INC | TSLA | 6,000 | $1,906 | 1.18% |
| 14 | DRAFTKINGS INC | DKNG | 10,000 | $429 | 0.27% |