13F HOLDINGS REPORT
BURR FINANCIAL SERVICES, LLC
Quarter ended Q3 2025 · Filed October 17, 2025 · Accession 0002085853-25-000116
Total Value
$134.6M
Positions
28
Other Managers
0
Confidential Omitted
No
Holdings (28)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 212,178 | $39.6M | 29.40% |
| 2 | PALANTIR TECHNOLOGIES INC | PLTR | 70,518 | $12.9M | 9.55% |
| 3 | BROADCOM INC | AVGO | 37,076 | $12.2M | 9.09% |
| 4 | META PLATFORMS INC | META | 15,311 | $11.2M | 8.35% |
| 5 | AMAZON COM INC | AMZN | 49,729 | $10.9M | 8.11% |
| 6 | PALO ALTO NETWORKS INC | PANW | 40,781 | $8.3M | 6.17% |
| 7 | UBER TECHNOLOGIES INC | UBER | 71,194 | $7.0M | 5.18% |
| 8 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 23,677 | $6.6M | 4.91% |
| 9 | APPLIED MATLS INC | 038222105 | 28,274 | $5.8M | 4.30% |
| 10 | CROWDSTRIKE HLDGS INC | CRWD | 10,903 | $5.3M | 3.97% |
| 11 | MICROSOFT CORP | MSFT | 5,442 | $2.8M | 2.09% |
| 12 | APPLE INC | AAPL | 8,228 | $2.1M | 1.56% |
| 13 | ALPHABET INC | GOOG | 7,551 | $1.8M | 1.36% |
| 14 | SYNOPSYS INC | SNPS | 3,148 | $1.6M | 1.15% |
| 15 | SOUNDHOUND AI INC | SOUNW | 71,649 | $1.2M | 0.86% |
| 16 | LAM RESEARCH CORP | LRCX | 6,550 | $877,045 | 0.65% |
| 17 | ADVANCED MICRO DEVICES INC | AMD | 3,649 | $590,372 | 0.44% |
| 18 | MARVELL TECHNOLOGY INC | MRVL | 5,827 | $489,876 | 0.36% |
| 19 | UNITEDHEALTH GROUP INC | UNH | 1,365 | $471,335 | 0.35% |
| 20 | CENCORA INC | COR | 1,314 | $410,664 | 0.31% |
| 21 | VISA INC | V | 1,195 | $407,949 | 0.30% |
| 22 | TRI POINTE HOMES INC | TPH | 11,600 | $394,052 | 0.29% |
| 23 | MASTERCARD INCORPORATED | MA | 688 | $391,341 | 0.29% |
| 24 | ARCHER AVIATION INC | ACHR-WT | 38,805 | $371,752 | 0.28% |
| 25 | COSTCO WHSL CORP NEW | 22160K105 | 316 | $292,499 | 0.22% |
| 26 | THERMO FISHER SCIENTIFIC INC | TMO | 442 | $214,379 | 0.16% |
| 27 | CLOUDFLARE INC | NET | 980 | $210,298 | 0.16% |
| 28 | PG&E CORP | PCG-PX | 12,216 | $184,217 | 0.14% |