Filed: 1/26/2026ACC: 0001951757-26-000303
📋 What this filing means
DRAPER ASSET MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 19 equity positions with a total reported market value of $189.96M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
19
Positions
$189.96M
Total AUM (reported)
763.26K
Total Shares
Allocation by class
COM$118.10M62.2%
CAP STK CL A$31.99M16.8%
CL A$29.18M15.4%
CAP STK CL C$4.15M2.2%
COM NEW$4.06M2.1%
COM PAR $.01$1.97M1.0%
SPONSORED ADS$507.2K0.3%
Portfolio Concentration
Top 3$94.06M49.5%
4–10$76.66M40.4%
11–25$19.24M10.1%
Top 3 weight
49.5%
Top 10 weight
89.9%
Voting Authority Distribution
Total shares with voting rights: 763.26K
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
763.26K
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole19
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings19
Rows:
APPLE INC
SOLEShares125K
TypeSH
Market value$33.98M
17.89%
Sole
0.00
Shared
0.00
None
125K
ALPHABET INC
SOLEShares102.21K
TypeSH
Market value$31.99M
16.84%
Sole
0.00
Shared
0.00
None
102.21K
NVIDIA CORPORATION
SOLEShares150.57K
TypeSH
Market value$28.08M
14.78%
Sole
0.00
Shared
0.00
None
150.57K
AMAZON COM INC
SOLEShares120.97K
TypeSH
Market value$27.92M
14.70%
Sole
0.00
Shared
0.00
None
120.97K
META PLATFORMS INC
SOLEShares30.04K
TypeSH
Market value$19.83M
10.44%
Sole
0.00
Shared
0.00
None
30.04K
TESLA INC
SOLEShares22.67K
TypeSH
Market value$10.20M
5.37%
Sole
0.00
Shared
0.00
None
22.67K
UBER TECHNOLOGIES INC
SOLEShares79.33K
TypeSH
Market value$6.48M
3.41%
Sole
0.00
Shared
0.00
None
79.33K
ELI LILLY & CO
SOLEShares4.03K
TypeSH
Market value$4.33M
2.28%
Sole
0.00
Shared
0.00
None
4.03K
ALPHABET INC
SOLEShares13.22K
TypeSH
Market value$4.15M
2.18%
Sole
0.00
Shared
0.00
None
13.22K
REDDIT INC
SOLEShares16.32K
TypeSH
Market value$3.75M
1.98%
Sole
0.00
Shared
0.00
None
16.32K
GE VERNOVA INC
SOLEShares4.93K
TypeSH
Market value$3.22M
1.70%
Sole
0.00
Shared
0.00
None
4.93K
CROWDSTRIKE HLDGS INC
SOLEShares6.38K
TypeSH
Market value$2.99M
1.58%
Sole
0.00
Shared
0.00
None
6.38K
COSTCO WHSL CORP NEW
SOLEShares3.38K
TypeSH
Market value$2.92M
1.53%
Sole
0.00
Shared
0.00
None
3.38K
INTUITIVE SURGICAL INC
SOLEShares5.03K
TypeSH
Market value$2.85M
1.50%
Sole
0.00
Shared
0.00
None
5.03K
TKO GROUP HOLDINGS INC
SOLEShares12.48K
TypeSH
Market value$2.61M
1.37%
Sole
0.00
Shared
0.00
None
12.48K
INSMED INC
SOLEShares11.31K
TypeSH
Market value$1.97M
1.04%
Sole
0.00
Shared
0.00
None
11.31K
WEYERHAEUSER CO MTN BE
SOLEShares51.28K
TypeSH
Market value$1.21M
0.64%
Sole
0.00
Shared
0.00
None
51.28K
ALNYLAM PHARMACEUTICALS INC
SOLEShares2.42K
TypeSH
Market value$963.1K
0.51%
Sole
0.00
Shared
0.00
None
2.42K
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares1.67K
TypeSH
Market value$507.2K
0.27%
Sole
0.00
Shared
0.00
None
1.67K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 125K | SH | $33.98M 17.89% | 0.00 | 0.00 | 125K |
ALPHABET INCSOLE | CAP STK CL A | 102.21K | SH | $31.99M 16.84% | 0.00 | 0.00 | 102.21K |
NVIDIA CORPORATIONSOLE | COM | 150.57K | SH | $28.08M 14.78% | 0.00 | 0.00 | 150.57K |
AMAZON COM INCSOLE | COM | 120.97K | SH | $27.92M 14.70% | 0.00 | 0.00 | 120.97K |
META PLATFORMS INCSOLE | CL A | 30.04K | SH | $19.83M 10.44% | 0.00 | 0.00 | 30.04K |
TESLA INCSOLE | COM | 22.67K | SH | $10.20M 5.37% | 0.00 | 0.00 | 22.67K |
UBER TECHNOLOGIES INCSOLE | COM | 79.33K | SH | $6.48M 3.41% | 0.00 | 0.00 | 79.33K |
ELI LILLY & COSOLE | COM | 4.03K | SH | $4.33M 2.28% | 0.00 | 0.00 | 4.03K |
ALPHABET INCSOLE | CAP STK CL C | 13.22K | SH | $4.15M 2.18% | 0.00 | 0.00 | 13.22K |
REDDIT INCSOLE | CL A | 16.32K | SH | $3.75M 1.98% | 0.00 | 0.00 | 16.32K |
GE VERNOVA INCSOLE | COM | 4.93K | SH | $3.22M 1.70% | 0.00 | 0.00 | 4.93K |
CROWDSTRIKE HLDGS INCSOLE | CL A | 6.38K | SH | $2.99M 1.58% | 0.00 | 0.00 | 6.38K |
COSTCO WHSL CORP NEWSOLE | COM | 3.38K | SH | $2.92M 1.53% | 0.00 | 0.00 | 3.38K |
INTUITIVE SURGICAL INCSOLE | COM NEW | 5.03K | SH | $2.85M 1.50% | 0.00 | 0.00 | 5.03K |
TKO GROUP HOLDINGS INCSOLE | CL A | 12.48K | SH | $2.61M 1.37% | 0.00 | 0.00 | 12.48K |
INSMED INCSOLE | COM PAR $.01 | 11.31K | SH | $1.97M 1.04% | 0.00 | 0.00 | 11.31K |
WEYERHAEUSER CO MTN BESOLE | COM NEW | 51.28K | SH | $1.21M 0.64% | 0.00 | 0.00 | 51.28K |
ALNYLAM PHARMACEUTICALS INCSOLE | COM | 2.42K | SH | $963.1K 0.51% | 0.00 | 0.00 | 2.42K |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 1.67K | SH | $507.2K 0.27% | 0.00 | 0.00 | 1.67K |