13F HOLDINGS REPORT
Accuvest Global Advisors
Quarter ended Q2 2025 · Filed August 5, 2025 · Accession 0001754960-25-000540
Total Value
$153.7M
Positions
78
Other Managers
0
Confidential Omitted
No
Holdings (78)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MICROSTRATEGY INC | STRK | 71,795 | $29.0M | 18.88% |
| 2 | AMAZON COM INC | AMZN | 32,286 | $7.1M | 4.61% |
| 3 | MICROSOFT CORP | MSFT | 12,572 | $6.3M | 4.07% |
| 4 | COSTCO WHSL CORP NEW | 22160K105 | 5,397 | $5.3M | 3.48% |
| 5 | META PLATFORMS INC | META | 7,222 | $5.3M | 3.47% |
| 6 | WALMART INC | WMT | 53,335 | $5.2M | 3.39% |
| 7 | SPOTIFY TECHNOLOGY S A | SPOT | 6,667 | $5.1M | 3.33% |
| 8 | NETFLIX INC | NFLX | 3,757 | $5.0M | 3.27% |
| 9 | APOLLO GLOBAL MGMT INC | 03769M106 | 32,876 | $4.7M | 3.03% |
| 10 | VISA INC | V | 12,667 | $4.5M | 2.93% |
| 11 | APPLE INC | AAPL | 21,485 | $4.4M | 2.87% |
| 12 | TJX COS INC NEW | 872540109 | 34,824 | $4.3M | 2.80% |
| 13 | KKR & CO INC | KKRT | 32,049 | $4.3M | 2.77% |
| 14 | LIVE NATION ENTERTAINMENT IN | LYV | 27,562 | $4.2M | 2.71% |
| 15 | COCA COLA CO | KO | 57,198 | $4.0M | 2.63% |
| 16 | MERCADOLIBRE INC | MELI | 1,518 | $4.0M | 2.58% |
| 17 | PROGRESSIVE CORP | 743315103 | 14,846 | $4.0M | 2.58% |
| 18 | BLACKSTONE INC | BX | 25,489 | $3.8M | 2.48% |
| 19 | UBER TECHNOLOGIES INC | UBER | 35,792 | $3.3M | 2.17% |
| 20 | T-MOBILE US INC | TMUSZ | 12,528 | $3.0M | 1.94% |
| 21 | ELI LILLY & CO | LLY | 3,800 | $3.0M | 1.93% |
| 22 | AMERICAN TOWER CORP NEW | 03027X100 | 11,963 | $2.6M | 1.72% |
| 23 | OREILLY AUTOMOTIVE INC | 67103H107 | 24,860 | $2.2M | 1.46% |
| 24 | JPMORGAN CHASE & CO. | VYLD | 7,052 | $2.0M | 1.33% |
| 25 | BROOKFIELD CORP | 11271J107 | 31,644 | $2.0M | 1.27% |
| 26 | SERVICENOW INC | NOW | 1,576 | $1.6M | 1.05% |
| 27 | SEMLER SCIENTIFIC INC | 81684M104 | 41,629 | $1.6M | 1.05% |
| 28 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 2,932 | $1.4M | 0.93% |
| 29 | PALANTIR TECHNOLOGIES INC | PLTR | 9,035 | $1.2M | 0.80% |
| 30 | ALPHABET INC | GOOG | 6,729 | $1.2M | 0.77% |
| 31 | NVIDIA CORPORATION | NVDA | 7,173 | $1.1M | 0.74% |
| 32 | BOOKING HOLDINGS INC | BKNG | 159 | $920,000 | 0.60% |
| 33 | ROYAL CARIBBEAN GROUP | V7780T103 | 2,718 | $851,000 | 0.55% |
| 34 | ABBVIE INC | ABBV | 4,099 | $761,000 | 0.50% |
| 35 | SAP SE | SAPGF | 2,345 | $713,000 | 0.46% |
| 36 | ROBINHOOD MKTS INC | 770700102 | 7,435 | $696,000 | 0.45% |
| 37 | GOLDMAN SACHS GROUP INC | GSCE | 926 | $655,000 | 0.43% |
| 38 | SONY GROUP CORP | SNEJF | 24,982 | $650,000 | 0.42% |
| 39 | COLGATE PALMOLIVE CO | CL | 5,634 | $512,000 | 0.33% |
| 40 | SHOPIFY INC | SHOP | 4,410 | $508,000 | 0.33% |
| 41 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 2,121 | $480,000 | 0.31% |
| 42 | NOVO-NORDISK A S | NONOF | 6,784 | $468,000 | 0.30% |
| 43 | APPLOVIN CORP | APP | 1,198 | $419,000 | 0.27% |
| 44 | HUBSPOT INC | HUBS | 750 | $417,000 | 0.27% |
| 45 | IRON MTN INC DEL | 46284V101 | 4,000 | $410,000 | 0.27% |
| 46 | SOFI TECHNOLOGIES INC | SOFI | 20,665 | $376,000 | 0.24% |
| 47 | FLUTTER ENTMT PLC | G3643J108 | 1,269 | $363,000 | 0.24% |
| 48 | ALTRIA GROUP INC | MO | 6,116 | $359,000 | 0.23% |
| 49 | CBRE GROUP INC | CBRE | 2,520 | $353,000 | 0.23% |
| 50 | NU HLDGS LTD | NU | 24,875 | $341,000 | 0.22% |
| 51 | VERIZON COMMUNICATIONS INC | VZ | 7,493 | $324,000 | 0.21% |
| 52 | DOORDASH INC | DASH | 1,224 | $302,000 | 0.20% |
| 53 | NIO INC | NIOIF | 86,739 | $298,000 | 0.19% |
| 54 | FERRARI N V | RACE | 586 | $288,000 | 0.19% |
| 55 | AMERICAN EXPRESS CO | AXP | 886 | $283,000 | 0.18% |
| 56 | ALIBABA GROUP HLDG LTD | BBAAY | 2,443 | $277,000 | 0.18% |
| 57 | CHENIERE ENERGY INC | LNG | 1,120 | $273,000 | 0.18% |
| 58 | UNITED PARCEL SERVICE INC | UPS | 2,604 | $263,000 | 0.17% |
| 59 | SIMON PPTY GROUP INC NEW | 828806109 | 1,556 | $250,000 | 0.16% |
| 60 | TARGET CORP | TGT | 2,371 | $246,000 | 0.16% |
| 61 | PDD HOLDINGS INC | PDD | 2,243 | $235,000 | 0.15% |
| 62 | DARDEN RESTAURANTS INC | DRI | 1,076 | $235,000 | 0.15% |
| 63 | EXXON MOBIL CORP | XOM | 2,174 | $234,000 | 0.15% |
| 64 | HERSHEY CO | HSY | 1,390 | $231,000 | 0.15% |
| 65 | JOHNSON & JOHNSON | JNJ | 1,499 | $229,000 | 0.15% |
| 66 | CHEVRON CORP NEW | CVX | 1,595 | $228,000 | 0.15% |
| 67 | CHUBB LIMITED | CB | 780 | $226,000 | 0.15% |
| 68 | ICICI BANK LIMITED | IBN | 6,660 | $224,000 | 0.15% |
| 69 | DRAFTKINGS INC NEW | DKNG | 5,206 | $223,000 | 0.15% |
| 70 | ASML HOLDING N V | ASMLF | 273 | $219,000 | 0.14% |
| 71 | MERCK & CO INC | MRK | 2,753 | $218,000 | 0.14% |
| 72 | UNILEVER PLC | UNLYF | 3,458 | $212,000 | 0.14% |
| 73 | AUTOZONE INC | AZO | 57 | $212,000 | 0.14% |
| 74 | COINBASE GLOBAL INC | COIN | 602 | $211,000 | 0.14% |
| 75 | ASTRAZENECA PLC | AZN | 2,945 | $206,000 | 0.13% |
| 76 | MITSUBISHI UFJ FINL GROUP IN | 606822104 | 13,868 | $190,000 | 0.12% |
| 77 | LIBERTY ALL STAR EQUITY FD | 530158104 | 22,455 | $153,000 | 0.10% |
| 78 | APOLLO COML REAL EST FIN INC | 03762U105 | 11,215 | $109,000 | 0.07% |