BURR FINANCIAL SERVICES, LLC

PrivateCIK: 1966297
Location

PLEASANT HILL, CA

25
Positions
$125.84M
Total AUM (reported)
699.76K
Total Shares

Allocation by class

TOTAL AUM$125.84M25 positions
COM$85.39M67.9%
CL A$22.99M18.3%
SPONSORED ADS$12.57M10.0%
CAP STK CL A$2.10M1.7%
COM NEW$1.65M1.3%
CLASS A COM$619.5K0.5%
COM CL A$523.1K0.4%

Portfolio Concentration

Top 354.6%4–1038.2%11–257.1%TOP 1092.9%0%100%
Top 3$68.77M54.6%
4–10$48.13M38.2%
11–25$8.95M7.1%

Top 3 weight

54.6%

Top 10 weight

92.9%

Voting Authority Distribution

Total shares with voting rights: 699.76K

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

699.76K

shares

% of voting shares100.0%

Investment Discretion (by position count)

Sole25
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings25
Rows:

NVIDIA CORPORATION

SOLE
COM
Shares242.70K
TypeSH
Market value$42.33M
33.63%
Sole
0.00
Shared
0.00
None
242.70K

BROADCOM INC

SOLE
COM
Shares43.44K
TypeSH
Market value$13.45M
10.68%
Sole
0.00
Shared
0.00
None
43.44K

PALANTIR TECHNOLOGIES INC

SOLE
CL A
Shares88.83K
TypeSH
Market value$12.99M
10.33%
Sole
0.00
Shared
0.00
None
88.83K

TAIWAN SEMICONDUCTOR MANUFAC

SOLE
SPONSORED ADS
Shares37.18K
TypeSH
Market value$12.57M
9.99%
Sole
0.00
Shared
0.00
None
37.18K

APPLIED MATLS INC

SOLE
COM
Shares33.82K
TypeSH
Market value$11.56M
9.18%
Sole
0.00
Shared
0.00
None
33.82K

META PLATFORMS INC

SOLE
CL A
Shares17.05K
TypeSH
Market value$9.75M
7.75%
Sole
0.00
Shared
0.00
None
17.05K

DIAMONDBACK ENERGY INC

SOLE
COM
Shares35K
TypeSH
Market value$6.92M
5.50%
Sole
0.00
Shared
0.00
None
35K

AMAZON COM INC

SOLE
COM
Shares13.38K
TypeSH
Market value$2.79M
2.22%
Sole
0.00
Shared
0.00
None
13.38K

MICRON TECHNOLOGY INC

SOLE
COM
Shares7.22K
TypeSH
Market value$2.44M
1.94%
Sole
0.00
Shared
0.00
None
7.22K

ALPHABET INC

SOLE
CAP STK CL A
Shares7.31K
TypeSH
Market value$2.10M
1.67%
Sole
0.00
Shared
0.00
None
7.31K

APPLE INC

SOLE
COM
Shares7.49K
TypeSH
Market value$1.90M
1.51%
Sole
0.00
Shared
0.00
None
7.49K

LAM RESEARCH CORP

SOLE
COM NEW
Shares6.62K
TypeSH
Market value$1.41M
1.12%
Sole
0.00
Shared
0.00
None
6.62K

PALO ALTO NETWORKS INC

SOLE
COM
Shares7.49K
TypeSH
Market value$1.20M
0.95%
Sole
0.00
Shared
0.00
None
7.49K

ADVANCED MICRO DEVICES INC

SOLE
COM
Shares4.36K
TypeSH
Market value$886.8K
0.70%
Sole
0.00
Shared
0.00
None
4.36K

SOUNDHOUND AI INC

SOLE
CLASS A COM
Shares90.18K
TypeSH
Market value$619.5K
0.49%
Sole
0.00
Shared
0.00
None
90.18K

MARVELL TECHNOLOGY INC

SOLE
COM
Shares5.19K
TypeSH
Market value$514.2K
0.41%
Sole
0.00
Shared
0.00
None
5.19K

CENCORA INC

SOLE
COM
Shares1.31K
TypeSH
Market value$412.8K
0.33%
Sole
0.00
Shared
0.00
None
1.31K

COSTCO WHOLESALE CORPORATION

SOLE
COM
Shares316.00
TypeSH
Market value$314.9K
0.25%
Sole
0.00
Shared
0.00
None
316.00

VISA INC

SOLE
COM CL A
Shares918.00
TypeSH
Market value$277.5K
0.22%
Sole
0.00
Shared
0.00
None
918.00

GE VERNOVA INC

SOLE
COM
Shares290.00
TypeSH
Market value$253.1K
0.20%
Sole
0.00
Shared
0.00
None
290.00

ARCHER AVIATION INC

SOLE
COM CL A
Shares47.52K
TypeSH
Market value$245.7K
0.20%
Sole
0.00
Shared
0.00
None
47.52K

MASTERCARD INCORPORATED

SOLE
CL A
Shares488.00
TypeSH
Market value$243.8K
0.19%
Sole
0.00
Shared
0.00
None
488.00

GE AEROSPACE

SOLE
COM NEW
Shares850.00
TypeSH
Market value$241.2K
0.19%
Sole
0.00
Shared
0.00
None
850.00

QUANTA SVCS INC

SOLE
COM
Shares400.00
TypeSH
Market value$219.6K
0.17%
Sole
0.00
Shared
0.00
None
400.00

THERMO FISHER SCIENTIFIC INC

SOLE
COM
Shares420.00
TypeSH
Market value$206.4K
0.16%
Sole
0.00
Shared
0.00
None
420.00