Filed: 7/31/2025ACC: 0001221073-25-000067
📋 What this filing means
DRAPER ASSET MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 29 equity positions with a total reported market value of $152.99M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
29
Positions
$152.99M
Total AUM (reported)
994.44K
Total Shares
Allocation by class
COM$110.49M72.2%
CL A$19.24M12.6%
CAP STK CL A$17.69M11.6%
CAP STK CL C$2.36M1.5%
COM NEW$1.53M1.0%
COM PAR $.01$724.3K0.5%
SPONSORED ADS$390.2K0.3%
Portfolio Concentration
Top 3$81.05M53.0%
4–10$56.60M37.0%
11–25$14.39M9.4%
Rest$950.6K0.6%
Top 3 weight
53.0%
Top 10 weight
90.0%
Voting Authority Distribution
Total shares with voting rights: 994.44K
Sole
Full voting authority
994.44K
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole29
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings29
Rows:
AMAZON COM INC
SOLEShares130.43K
TypeSH
Market value$28.31M
18.50%
Sole
130.43K
Shared
0.00
None
0.00
APPLE INC
SOLEShares184.56K
TypeSH
Market value$27.49M
17.97%
Sole
184.56K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares202.65K
TypeSH
Market value$25.25M
16.51%
Sole
202.65K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares109.87K
TypeSH
Market value$17.69M
11.57%
Sole
109.87K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares23.50K
TypeSH
Market value$16.53M
10.80%
Sole
23.50K
Shared
0.00
None
0.00
TESLA INC
SOLEShares24.75K
TypeSH
Market value$7.57M
4.95%
Sole
24.75K
Shared
0.00
None
0.00
UBER TECHNOLOGIES INC
SOLEShares71.90K
TypeSH
Market value$6.58M
4.30%
Sole
71.90K
Shared
0.00
None
0.00
ELI LILLY & CO
SOLEShares3.77K
TypeSH
Market value$2.92M
1.91%
Sole
3.77K
Shared
0.00
None
0.00
VERTEX PHARMACEUTICALS INC
SOLEShares6.50K
TypeSH
Market value$2.87M
1.87%
Sole
6.50K
Shared
0.00
None
0.00
COSTCO WHSL CORP NEW
SOLEShares2.48K
TypeSH
Market value$2.44M
1.59%
Sole
2.48K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares13.26K
TypeSH
Market value$2.36M
1.55%
Sole
13.26K
Shared
0.00
None
0.00
CROWDSTRIKE HLDGS INC
SOLEShares4.36K
TypeSH
Market value$2.18M
1.42%
Sole
4.36K
Shared
0.00
None
0.00
GE VERNOVA INC
SOLEShares3K
TypeSH
Market value$1.56M
1.02%
Sole
3K
Shared
0.00
None
0.00
INTUITIVE SURGICAL INC
SOLEShares2.87K
TypeSH
Market value$1.53M
1.00%
Sole
2.87K
Shared
0.00
None
0.00
IONQ INC
SOLEShares25.74K
TypeSH
Market value$908.1K
0.59%
Sole
25.74K
Shared
0.00
None
0.00
VISHAY PRECISION GROUP INC
SOLEShares26.56K
TypeSH
Market value$751.8K
0.49%
Sole
26.56K
Shared
0.00
None
0.00
STARBUCKS CORP
SOLEShares14.23K
TypeSH
Market value$743.5K
0.49%
Sole
14.23K
Shared
0.00
None
0.00
MARKEL GROUP INC
SOLEShares371.00
TypeSH
Market value$736.6K
0.48%
Sole
371.00
Shared
0.00
None
0.00
INSMED INC
SOLEShares8.16K
TypeSH
Market value$724.3K
0.47%
Sole
8.16K
Shared
0.00
None
0.00
LENSAR INC
SOLEShares41.98K
TypeSH
Market value$535.7K
0.35%
Sole
41.98K
Shared
0.00
None
0.00
TKO GROUP HOLDINGS INC
SOLEShares2.98K
TypeSH
Market value$534.2K
0.35%
Sole
2.98K
Shared
0.00
None
0.00
DECKERS OUTDOOR CORP
SOLEShares4.99K
TypeSH
Market value$519.5K
0.34%
Sole
4.99K
Shared
0.00
None
0.00
BUCKLE INC
SOLEShares10.26K
TypeSH
Market value$467.7K
0.31%
Sole
10.26K
Shared
0.00
None
0.00
CHEVRON CORP NEW
SOLEShares3.17K
TypeSH
Market value$455.7K
0.30%
Sole
3.17K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares1.71K
TypeSH
Market value$390.2K
0.26%
Sole
1.71K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
AMAZON COM INCSOLE | COM | 130.43K | SH | $28.31M 18.50% | 130.43K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 184.56K | SH | $27.49M 17.97% | 184.56K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 202.65K | SH | $25.25M 16.51% | 202.65K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 109.87K | SH | $17.69M 11.57% | 109.87K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 23.50K | SH | $16.53M 10.80% | 23.50K | 0.00 | 0.00 |
TESLA INCSOLE | COM | 24.75K | SH | $7.57M 4.95% | 24.75K | 0.00 | 0.00 |
UBER TECHNOLOGIES INCSOLE | COM | 71.90K | SH | $6.58M 4.30% | 71.90K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 3.77K | SH | $2.92M 1.91% | 3.77K | 0.00 | 0.00 |
VERTEX PHARMACEUTICALS INCSOLE | COM | 6.50K | SH | $2.87M 1.87% | 6.50K | 0.00 | 0.00 |
COSTCO WHSL CORP NEWSOLE | COM | 2.48K | SH | $2.44M 1.59% | 2.48K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 13.26K | SH | $2.36M 1.55% | 13.26K | 0.00 | 0.00 |
CROWDSTRIKE HLDGS INCSOLE | CL A | 4.36K | SH | $2.18M 1.42% | 4.36K | 0.00 | 0.00 |
GE VERNOVA INCSOLE | COM | 3K | SH | $1.56M 1.02% | 3K | 0.00 | 0.00 |
INTUITIVE SURGICAL INCSOLE | COM NEW | 2.87K | SH | $1.53M 1.00% | 2.87K | 0.00 | 0.00 |
IONQ INCSOLE | COM | 25.74K | SH | $908.1K 0.59% | 25.74K | 0.00 | 0.00 |
VISHAY PRECISION GROUP INCSOLE | COM | 26.56K | SH | $751.8K 0.49% | 26.56K | 0.00 | 0.00 |
STARBUCKS CORPSOLE | COM | 14.23K | SH | $743.5K 0.49% | 14.23K | 0.00 | 0.00 |
MARKEL GROUP INCSOLE | COM | 371.00 | SH | $736.6K 0.48% | 371.00 | 0.00 | 0.00 |
INSMED INCSOLE | COM PAR $.01 | 8.16K | SH | $724.3K 0.47% | 8.16K | 0.00 | 0.00 |
LENSAR INCSOLE | COM | 41.98K | SH | $535.7K 0.35% | 41.98K | 0.00 | 0.00 |
TKO GROUP HOLDINGS INCSOLE | CL A | 2.98K | SH | $534.2K 0.35% | 2.98K | 0.00 | 0.00 |
DECKERS OUTDOOR CORPSOLE | COM | 4.99K | SH | $519.5K 0.34% | 4.99K | 0.00 | 0.00 |
BUCKLE INCSOLE | COM | 10.26K | SH | $467.7K 0.31% | 10.26K | 0.00 | 0.00 |
CHEVRON CORP NEWSOLE | COM | 3.17K | SH | $455.7K 0.30% | 3.17K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 1.71K | SH | $390.2K 0.26% | 1.71K | 0.00 | 0.00 |
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