Filed: 10/17/2025ACC: 0002085853-25-000116
📋 What this filing means
BURR FINANCIAL SERVICES, LLC filed this quarterly 13F‑HR report disclosing 28 equity positions with a total reported market value of $134.63M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
28
Positions
$134.63M
Total AUM (reported)
740.61K
Total Shares
Allocation by class
COM$93.32M69.3%
CL A$29.85M22.2%
SPONSORED ADS$6.61M4.9%
CAP STK CL A$1.84M1.4%
CLASS A COM$1.15M0.9%
COM NEW$877.0K0.7%
COM CL A$779.7K0.6%
Portfolio Concentration
Top 3$64.68M48.0%
4–10$55.19M41.0%
11–25$14.15M10.5%
Rest$608.9K0.5%
Top 3 weight
48.0%
Top 10 weight
89.0%
Voting Authority Distribution
Total shares with voting rights: 740.61K
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
740.61K
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole28
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings28
Rows:
NVIDIA CORPORATION
SOLEShares212.18K
TypeSH
Market value$39.59M
29.40%
Sole
0.00
Shared
0.00
None
212.18K
PALANTIR TECHNOLOGIES INC
SOLEShares70.52K
TypeSH
Market value$12.86M
9.55%
Sole
0.00
Shared
0.00
None
70.52K
BROADCOM INC
SOLEShares37.08K
TypeSH
Market value$12.23M
9.09%
Sole
0.00
Shared
0.00
None
37.08K
META PLATFORMS INC
SOLEShares15.31K
TypeSH
Market value$11.24M
8.35%
Sole
0.00
Shared
0.00
None
15.31K
AMAZON COM INC
SOLEShares49.73K
TypeSH
Market value$10.92M
8.11%
Sole
0.00
Shared
0.00
None
49.73K
PALO ALTO NETWORKS INC
SOLEShares40.78K
TypeSH
Market value$8.30M
6.17%
Sole
0.00
Shared
0.00
None
40.78K
UBER TECHNOLOGIES INC
SOLEShares71.19K
TypeSH
Market value$6.97M
5.18%
Sole
0.00
Shared
0.00
None
71.19K
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares23.68K
TypeSH
Market value$6.61M
4.91%
Sole
0.00
Shared
0.00
None
23.68K
APPLIED MATLS INC
SOLEShares28.27K
TypeSH
Market value$5.79M
4.30%
Sole
0.00
Shared
0.00
None
28.27K
CROWDSTRIKE HLDGS INC
SOLEShares10.90K
TypeSH
Market value$5.35M
3.97%
Sole
0.00
Shared
0.00
None
10.90K
MICROSOFT CORP
SOLEShares5.44K
TypeSH
Market value$2.82M
2.09%
Sole
0.00
Shared
0.00
None
5.44K
APPLE INC
SOLEShares8.23K
TypeSH
Market value$2.10M
1.56%
Sole
0.00
Shared
0.00
None
8.23K
ALPHABET INC
SOLEShares7.55K
TypeSH
Market value$1.84M
1.36%
Sole
0.00
Shared
0.00
None
7.55K
SYNOPSYS INC
SOLEShares3.15K
TypeSH
Market value$1.55M
1.15%
Sole
0.00
Shared
0.00
None
3.15K
SOUNDHOUND AI INC
SOLEShares71.65K
TypeSH
Market value$1.15M
0.86%
Sole
0.00
Shared
0.00
None
71.65K
LAM RESEARCH CORP
SOLEShares6.55K
TypeSH
Market value$877.0K
0.65%
Sole
0.00
Shared
0.00
None
6.55K
ADVANCED MICRO DEVICES INC
SOLEShares3.65K
TypeSH
Market value$590.4K
0.44%
Sole
0.00
Shared
0.00
None
3.65K
MARVELL TECHNOLOGY INC
SOLEShares5.83K
TypeSH
Market value$489.9K
0.36%
Sole
0.00
Shared
0.00
None
5.83K
UNITEDHEALTH GROUP INC
SOLEShares1.36K
TypeSH
Market value$471.3K
0.35%
Sole
0.00
Shared
0.00
None
1.36K
CENCORA INC
SOLEShares1.31K
TypeSH
Market value$410.7K
0.31%
Sole
0.00
Shared
0.00
None
1.31K
VISA INC
SOLEShares1.20K
TypeSH
Market value$407.9K
0.30%
Sole
0.00
Shared
0.00
None
1.20K
TRI POINTE HOMES INC
SOLEShares11.60K
TypeSH
Market value$394.1K
0.29%
Sole
0.00
Shared
0.00
None
11.60K
MASTERCARD INCORPORATED
SOLEShares688.00
TypeSH
Market value$391.3K
0.29%
Sole
0.00
Shared
0.00
None
688.00
ARCHER AVIATION INC
SOLEShares38.80K
TypeSH
Market value$371.8K
0.28%
Sole
0.00
Shared
0.00
None
38.80K
COSTCO WHSL CORP NEW
SOLEShares316.00
TypeSH
Market value$292.5K
0.22%
Sole
0.00
Shared
0.00
None
316.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 212.18K | SH | $39.59M 29.40% | 0.00 | 0.00 | 212.18K |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 70.52K | SH | $12.86M 9.55% | 0.00 | 0.00 | 70.52K |
BROADCOM INCSOLE | COM | 37.08K | SH | $12.23M 9.09% | 0.00 | 0.00 | 37.08K |
META PLATFORMS INCSOLE | CL A | 15.31K | SH | $11.24M 8.35% | 0.00 | 0.00 | 15.31K |
AMAZON COM INCSOLE | COM | 49.73K | SH | $10.92M 8.11% | 0.00 | 0.00 | 49.73K |
PALO ALTO NETWORKS INCSOLE | COM | 40.78K | SH | $8.30M 6.17% | 0.00 | 0.00 | 40.78K |
UBER TECHNOLOGIES INCSOLE | COM | 71.19K | SH | $6.97M 5.18% | 0.00 | 0.00 | 71.19K |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 23.68K | SH | $6.61M 4.91% | 0.00 | 0.00 | 23.68K |
APPLIED MATLS INCSOLE | COM | 28.27K | SH | $5.79M 4.30% | 0.00 | 0.00 | 28.27K |
CROWDSTRIKE HLDGS INCSOLE | CL A | 10.90K | SH | $5.35M 3.97% | 0.00 | 0.00 | 10.90K |
MICROSOFT CORPSOLE | COM | 5.44K | SH | $2.82M 2.09% | 0.00 | 0.00 | 5.44K |
APPLE INCSOLE | COM | 8.23K | SH | $2.10M 1.56% | 0.00 | 0.00 | 8.23K |
ALPHABET INCSOLE | CAP STK CL A | 7.55K | SH | $1.84M 1.36% | 0.00 | 0.00 | 7.55K |
SYNOPSYS INCSOLE | COM | 3.15K | SH | $1.55M 1.15% | 0.00 | 0.00 | 3.15K |
SOUNDHOUND AI INCSOLE | CLASS A COM | 71.65K | SH | $1.15M 0.86% | 0.00 | 0.00 | 71.65K |
LAM RESEARCH CORPSOLE | COM NEW | 6.55K | SH | $877.0K 0.65% | 0.00 | 0.00 | 6.55K |
ADVANCED MICRO DEVICES INCSOLE | COM | 3.65K | SH | $590.4K 0.44% | 0.00 | 0.00 | 3.65K |
MARVELL TECHNOLOGY INCSOLE | COM | 5.83K | SH | $489.9K 0.36% | 0.00 | 0.00 | 5.83K |
UNITEDHEALTH GROUP INCSOLE | COM | 1.36K | SH | $471.3K 0.35% | 0.00 | 0.00 | 1.36K |
CENCORA INCSOLE | COM | 1.31K | SH | $410.7K 0.31% | 0.00 | 0.00 | 1.31K |
VISA INCSOLE | COM CL A | 1.20K | SH | $407.9K 0.30% | 0.00 | 0.00 | 1.20K |
TRI POINTE HOMES INCSOLE | COM | 11.60K | SH | $394.1K 0.29% | 0.00 | 0.00 | 11.60K |
MASTERCARD INCORPORATEDSOLE | CL A | 688.00 | SH | $391.3K 0.29% | 0.00 | 0.00 | 688.00 |
ARCHER AVIATION INCSOLE | COM CL A | 38.80K | SH | $371.8K 0.28% | 0.00 | 0.00 | 38.80K |
COSTCO WHSL CORP NEWSOLE | COM | 316.00 | SH | $292.5K 0.22% | 0.00 | 0.00 | 316.00 |
Page 1 of 2