Filed: 7/22/2025ACC: 0001085146-25-004030
📋 What this filing means
FFG PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 33 equity positions with a total reported market value of $300.79M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
33
Positions
$300.79M
Total AUM (reported)
2.88M
Total Shares
Allocation by class
COM$143.33M47.7%
CL A$39.90M13.3%
COM UT LTD PTN$23.76M7.9%
GOLD SHS$17.84M5.9%
COM CL A$15.98M5.3%
CL B NEW$14.62M4.9%
SHS$13.09M4.4%
Portfolio Concentration
Top 3$86.56M28.8%
4–10$124.50M41.4%
11–25$85.93M28.6%
Rest$3.79M1.3%
Top 3 weight
28.8%
Top 10 weight
70.2%
Voting Authority Distribution
Total shares with voting rights: 2.88M
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
2.88M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole33
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings33
Rows:
NVIDIA CORPORATION
SOLEShares247.29K
TypeSH
Market value$39.07M
12.99%
Sole
0.00
Shared
0.00
None
247.29K
ENERGY TRANSFER L P
SOLEShares1.31M
TypeSH
Market value$23.76M
7.90%
Sole
0.00
Shared
0.00
None
1.31M
ELI LILLY & CO
SOLEShares30.45K
TypeSH
Market value$23.73M
7.89%
Sole
0.00
Shared
0.00
None
30.45K
AMAZON COM INC
SOLEShares103.50K
TypeSH
Market value$22.71M
7.55%
Sole
0.00
Shared
0.00
None
103.50K
PALANTIR TECHNOLOGIES INC
SOLEShares159.44K
TypeSH
Market value$21.74M
7.23%
Sole
0.00
Shared
0.00
None
159.44K
SPDR GOLD TR
SOLEShares58.53K
TypeSH
Market value$17.84M
5.93%
Sole
0.00
Shared
0.00
None
58.53K
COSTCO WHSL CORP NEW
SOLEShares17.13K
TypeSH
Market value$16.96M
5.64%
Sole
0.00
Shared
0.00
None
17.13K
ROBINHOOD MKTS INC
SOLEShares170.63K
TypeSH
Market value$15.98M
5.31%
Sole
0.00
Shared
0.00
None
170.63K
BROADCOM INC
SOLEShares53.20K
TypeSH
Market value$14.66M
4.88%
Sole
0.00
Shared
0.00
None
53.20K
BERKSHIRE HATHAWAY INC DEL
SOLEShares30.10K
TypeSH
Market value$14.62M
4.86%
Sole
0.00
Shared
0.00
None
30.10K
SPOTIFY TECHNOLOGY S A
SOLEShares15.31K
TypeSH
Market value$11.75M
3.91%
Sole
0.00
Shared
0.00
None
15.31K
UBER TECHNOLOGIES INC
SOLEShares122.84K
TypeSH
Market value$11.46M
3.81%
Sole
0.00
Shared
0.00
None
122.84K
CROWDSTRIKE HLDGS INC
SOLEShares21.78K
TypeSH
Market value$11.09M
3.69%
Sole
0.00
Shared
0.00
None
21.78K
ISHARES INC
SOLEShares222.25K
TypeSH
Market value$9.40M
3.13%
Sole
0.00
Shared
0.00
None
222.25K
NETFLIX INC
SOLEShares6.92K
TypeSH
Market value$9.26M
3.08%
Sole
0.00
Shared
0.00
None
6.92K
ALPHABET INC
SOLEShares41.67K
TypeSH
Market value$7.34M
2.44%
Sole
0.00
Shared
0.00
None
41.67K
META PLATFORMS INC
SOLEShares9.58K
TypeSH
Market value$7.07M
2.35%
Sole
0.00
Shared
0.00
None
9.58K
ALIBABA GROUP HLDG LTD
SOLEShares56.87K
TypeSH
Market value$6.45M
2.14%
Sole
0.00
Shared
0.00
None
56.87K
ISHARES BITCOIN TRUST ETF
SOLEShares69.71K
TypeSH
Market value$4.27M
1.42%
Sole
0.00
Shared
0.00
None
69.71K
PALO ALTO NETWORKS INC
SOLEShares10.71K
TypeSH
Market value$2.19M
0.73%
Sole
0.00
Shared
0.00
None
10.71K
ISHARES ETHEREUM TR
SOLEShares70.60K
TypeSH
Market value$1.35M
0.45%
Sole
0.00
Shared
0.00
None
70.60K
MICROSOFT CORP
SOLEShares2.67K
TypeSH
Market value$1.33M
0.44%
Sole
0.00
Shared
0.00
None
2.67K
ISHARES GOLD TR
SOLEShares18.41K
TypeSH
Market value$1.15M
0.38%
Sole
0.00
Shared
0.00
None
18.41K
SPDR SERIES TRUST
SOLEShares4.68K
TypeSH
Market value$987.1K
0.33%
Sole
0.00
Shared
0.00
None
4.68K
APPLE INC
SOLEShares4.05K
TypeSH
Market value$831.9K
0.28%
Sole
0.00
Shared
0.00
None
4.05K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 247.29K | SH | $39.07M 12.99% | 0.00 | 0.00 | 247.29K |
ENERGY TRANSFER L PSOLE | COM UT LTD PTN | 1.31M | SH | $23.76M 7.90% | 0.00 | 0.00 | 1.31M |
ELI LILLY & COSOLE | COM | 30.45K | SH | $23.73M 7.89% | 0.00 | 0.00 | 30.45K |
AMAZON COM INCSOLE | COM | 103.50K | SH | $22.71M 7.55% | 0.00 | 0.00 | 103.50K |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 159.44K | SH | $21.74M 7.23% | 0.00 | 0.00 | 159.44K |
SPDR GOLD TRSOLE | GOLD SHS | 58.53K | SH | $17.84M 5.93% | 0.00 | 0.00 | 58.53K |
COSTCO WHSL CORP NEWSOLE | COM | 17.13K | SH | $16.96M 5.64% | 0.00 | 0.00 | 17.13K |
ROBINHOOD MKTS INCSOLE | COM CL A | 170.63K | SH | $15.98M 5.31% | 0.00 | 0.00 | 170.63K |
BROADCOM INCSOLE | COM | 53.20K | SH | $14.66M 4.88% | 0.00 | 0.00 | 53.20K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 30.10K | SH | $14.62M 4.86% | 0.00 | 0.00 | 30.10K |
SPOTIFY TECHNOLOGY S ASOLE | SHS | 15.31K | SH | $11.75M 3.91% | 0.00 | 0.00 | 15.31K |
UBER TECHNOLOGIES INCSOLE | COM | 122.84K | SH | $11.46M 3.81% | 0.00 | 0.00 | 122.84K |
CROWDSTRIKE HLDGS INCSOLE | CL A | 21.78K | SH | $11.09M 3.69% | 0.00 | 0.00 | 21.78K |
ISHARES INCSOLE | MSCI GERMANY ETF | 222.25K | SH | $9.40M 3.13% | 0.00 | 0.00 | 222.25K |
NETFLIX INCSOLE | COM | 6.92K | SH | $9.26M 3.08% | 0.00 | 0.00 | 6.92K |
ALPHABET INCSOLE | CAP STK CL A | 41.67K | SH | $7.34M 2.44% | 0.00 | 0.00 | 41.67K |
META PLATFORMS INCSOLE | CL A | 9.58K | SH | $7.07M 2.35% | 0.00 | 0.00 | 9.58K |
ALIBABA GROUP HLDG LTDSOLE | SPONSORED ADS | 56.87K | SH | $6.45M 2.14% | 0.00 | 0.00 | 56.87K |
ISHARES BITCOIN TRUST ETFSOLE | SHS BEN INT | 69.71K | SH | $4.27M 1.42% | 0.00 | 0.00 | 69.71K |
PALO ALTO NETWORKS INCSOLE | COM | 10.71K | SH | $2.19M 0.73% | 0.00 | 0.00 | 10.71K |
ISHARES ETHEREUM TRSOLE | SHS | 70.60K | SH | $1.35M 0.45% | 0.00 | 0.00 | 70.60K |
MICROSOFT CORPSOLE | COM | 2.67K | SH | $1.33M 0.44% | 0.00 | 0.00 | 2.67K |
ISHARES GOLD TRSOLE | ISHARES NEW | 18.41K | SH | $1.15M 0.38% | 0.00 | 0.00 | 18.41K |
SPDR SERIES TRUSTSOLE | AEROSPACE DEF | 4.68K | SH | $987.1K 0.33% | 0.00 | 0.00 | 4.68K |
APPLE INCSOLE | COM | 4.05K | SH | $831.9K 0.28% | 0.00 | 0.00 | 4.05K |
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