13F HOLDINGS REPORT
BURR FINANCIAL SERVICES, LLC
Quarter ended Q2 2025 · Filed July 9, 2025 · Accession 0001667731-25-000750
Total Value
$118.9M
Positions
30
Other Managers
0
Confidential Omitted
No
Holdings (30)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 156,521 | $24.7M | 20.80% |
| 2 | META PLATFORMS INC | META | 15,329 | $11.3M | 9.52% |
| 3 | AMAZON COM INC | AMZN | 45,892 | $10.1M | 8.47% |
| 4 | PALANTIR TECHNOLOGIES INC | PLTR | 73,168 | $10.0M | 8.39% |
| 5 | BROADCOM INC | AVGO | 34,965 | $9.6M | 8.11% |
| 6 | PALO ALTO NETWORKS INC | PANW | 43,231 | $8.8M | 7.44% |
| 7 | UBER TECHNOLOGIES INC | UBER | 70,433 | $6.6M | 5.53% |
| 8 | APPLIED MATLS INC | 038222105 | 28,396 | $5.2M | 4.37% |
| 9 | CROWDSTRIKE HLDGS INC | CRWD | 9,714 | $4.9M | 4.16% |
| 10 | NETFLIX INC | NFLX | 3,250 | $4.4M | 3.66% |
| 11 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 18,877 | $4.3M | 3.60% |
| 12 | MONOLITHIC PWR SYS INC | 609839105 | 4,660 | $3.4M | 2.87% |
| 13 | MARVELL TECHNOLOGY INC | MRVL | 37,085 | $2.9M | 2.41% |
| 14 | ALPHABET INC | GOOG | 16,160 | $2.8M | 2.40% |
| 15 | APPLE INC | AAPL | 8,905 | $1.8M | 1.54% |
| 16 | SYNOPSYS INC | SNPS | 3,128 | $1.6M | 1.35% |
| 17 | MICROSOFT CORP | MSFT | 2,957 | $1.5M | 1.24% |
| 18 | LAM RESEARCH CORP | LRCX | 6,550 | $637,577 | 0.54% |
| 19 | TESLA INC | TSLA | 1,438 | $456,795 | 0.38% |
| 20 | ARCHER AVIATION INC | ACHR-WT | 40,405 | $438,394 | 0.37% |
| 21 | MASTERCARD INCORPORATED | MA | 768 | $431,570 | 0.36% |
| 22 | VISA INC | V | 1,195 | $424,285 | 0.36% |
| 23 | ADOBE INC | ADBE | 1,087 | $420,539 | 0.35% |
| 24 | CENCORA INC | COR | 1,314 | $394,003 | 0.33% |
| 25 | ADVANCED MICRO DEVICES INC | AMD | 2,764 | $392,212 | 0.33% |
| 26 | TRI POINTE HOMES INC | TPH | 11,600 | $370,620 | 0.31% |
| 27 | COSTCO WHSL CORP NEW | 22160K105 | 316 | $312,821 | 0.26% |
| 28 | UNITEDHEALTH GROUP INC | UNH | 940 | $293,252 | 0.25% |
| 29 | SOUNDHOUND AI INC | SOUNW | 18,184 | $195,114 | 0.16% |
| 30 | PG&E CORP | PCG-PX | 12,216 | $170,291 | 0.14% |