Filed: 1/27/2026ACC: 0001214659-26-000880
📋 What this filing means
WARM SPRINGS ADVISORS INC. filed this quarterly 13F‑HR report disclosing 48 equity positions with a total reported market value of $129.25M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
48
Positions
$129.25M
Total AUM (reported)
1.36M
Total Shares
Allocation by class
COM$78.64M60.8%
CAP STK CL A$9.04M7.0%
COM CL A$7.67M5.9%
CL A$5.01M3.9%
UNIT SER 1$4.70M3.6%
CL A COM$4.38M3.4%
CORE S&P500 ETF$3.23M2.5%
Portfolio Concentration
Top 3$37.61M29.1%
4–10$38.57M29.8%
11–25$37.28M28.8%
Rest$15.78M12.2%
Top 3 weight
29.1%
Top 10 weight
58.9%
Voting Authority Distribution
Total shares with voting rights: 1.36M
Sole
Full voting authority
1.36M
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)
Sole48
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings48
Rows:
NVIDIA CORPORATION
SOLEShares96.42K
TypeSH
Market value$17.98M
13.91%
Sole
96.42K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares30.61K
TypeSH
Market value$10.59M
8.20%
Sole
30.61K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares28.87K
TypeSH
Market value$9.04M
6.99%
Sole
28.87K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares15.84K
TypeSH
Market value$7.66M
5.93%
Sole
15.84K
Shared
0.00
None
0.00
APPLE INC
SOLEShares23.43K
TypeSH
Market value$6.37M
4.93%
Sole
23.43K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares25.49K
TypeSH
Market value$5.88M
4.55%
Sole
25.49K
Shared
0.00
None
0.00
ADVANCED MICRO DEVICES INC
SOLEShares25.19K
TypeSH
Market value$5.39M
4.17%
Sole
25.19K
Shared
0.00
None
0.00
INVESCO QQQ TR
SOLEShares7.66K
TypeSH
Market value$4.70M
3.64%
Sole
7.66K
Shared
0.00
None
0.00
CLOUDFLARE INC
SOLEShares22.20K
TypeSH
Market value$4.38M
3.39%
Sole
22.20K
Shared
0.00
None
0.00
SOFI TECHNOLOGIES INC
SOLEShares160K
TypeSH
Market value$4.19M
3.24%
Sole
160K
Shared
0.00
None
0.00
CROWDSTRIKE HLDGS INC
SOLEShares7.58K
TypeSH
Market value$3.55M
2.75%
Sole
7.58K
Shared
0.00
None
0.00
COSTCO WHSL CORP NEW
SOLEShares3.90K
TypeSH
Market value$3.36M
2.60%
Sole
3.90K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares4.72K
TypeSH
Market value$3.23M
2.50%
Sole
4.72K
Shared
0.00
None
0.00
VISA INC
SOLEShares9K
TypeSH
Market value$3.15M
2.44%
Sole
9K
Shared
0.00
None
0.00
ARISTA NETWORKS INC
SOLEShares20.50K
TypeSH
Market value$2.69M
2.08%
Sole
20.50K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares8.07K
TypeSH
Market value$2.60M
2.01%
Sole
8.07K
Shared
0.00
None
0.00
COREWEAVE INC
SOLEShares35K
TypeSH
Market value$2.51M
1.94%
Sole
35K
Shared
0.00
None
0.00
NEBIUS GROUP N.V.
SOLEShares28K
TypeSH
Market value$2.34M
1.81%
Sole
28K
Shared
0.00
None
0.00
FIGMA INC
SOLEShares60K
TypeSH
Market value$2.24M
1.73%
Sole
60K
Shared
0.00
None
0.00
THERMO FISHER SCIENTIFIC
SOLEShares3.82K
TypeSH
Market value$2.21M
1.71%
Sole
3.82K
Shared
0.00
None
0.00
GRAB HOLDINGS LIMITED
SOLEShares408.50K
TypeSH
Market value$2.04M
1.58%
Sole
408.50K
Shared
0.00
None
0.00
THE TRADE DESK INC
SOLEShares52.80K
TypeSH
Market value$2.00M
1.55%
Sole
52.80K
Shared
0.00
None
0.00
ABBVIE INC
SOLEShares8.71K
TypeSH
Market value$1.99M
1.54%
Sole
8.71K
Shared
0.00
None
0.00
ZSCALER INC
SOLEShares7.94K
TypeSH
Market value$1.78M
1.38%
Sole
7.94K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares3.12K
TypeSH
Market value$1.57M
1.21%
Sole
3.12K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 96.42K | SH | $17.98M 13.91% | 96.42K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 30.61K | SH | $10.59M 8.20% | 30.61K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 28.87K | SH | $9.04M 6.99% | 28.87K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 15.84K | SH | $7.66M 5.93% | 15.84K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 23.43K | SH | $6.37M 4.93% | 23.43K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 25.49K | SH | $5.88M 4.55% | 25.49K | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INCSOLE | COM | 25.19K | SH | $5.39M 4.17% | 25.19K | 0.00 | 0.00 |
INVESCO QQQ TRSOLE | UNIT SER 1 | 7.66K | SH | $4.70M 3.64% | 7.66K | 0.00 | 0.00 |
CLOUDFLARE INCSOLE | CL A COM | 22.20K | SH | $4.38M 3.39% | 22.20K | 0.00 | 0.00 |
SOFI TECHNOLOGIES INCSOLE | COM | 160K | SH | $4.19M 3.24% | 160K | 0.00 | 0.00 |
CROWDSTRIKE HLDGS INCSOLE | CL A | 7.58K | SH | $3.55M 2.75% | 7.58K | 0.00 | 0.00 |
COSTCO WHSL CORP NEWSOLE | COM | 3.90K | SH | $3.36M 2.60% | 3.90K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 4.72K | SH | $3.23M 2.50% | 4.72K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 9K | SH | $3.15M 2.44% | 9K | 0.00 | 0.00 |
ARISTA NETWORKS INCSOLE | COM SHS | 20.50K | SH | $2.69M 2.08% | 20.50K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 8.07K | SH | $2.60M 2.01% | 8.07K | 0.00 | 0.00 |
COREWEAVE INCSOLE | COM CL A | 35K | SH | $2.51M 1.94% | 35K | 0.00 | 0.00 |
NEBIUS GROUP N.V.SOLE | SHS CLASS A | 28K | SH | $2.34M 1.81% | 28K | 0.00 | 0.00 |
FIGMA INCSOLE | CLASS A COM STK | 60K | SH | $2.24M 1.73% | 60K | 0.00 | 0.00 |
THERMO FISHER SCIENTIFICSOLE | COM | 3.82K | SH | $2.21M 1.71% | 3.82K | 0.00 | 0.00 |
GRAB HOLDINGS LIMITEDSOLE | CLASS A ORD | 408.50K | SH | $2.04M 1.58% | 408.50K | 0.00 | 0.00 |
THE TRADE DESK INCSOLE | COM CL A | 52.80K | SH | $2.00M 1.55% | 52.80K | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 8.71K | SH | $1.99M 1.54% | 8.71K | 0.00 | 0.00 |
ZSCALER INCSOLE | COM | 7.94K | SH | $1.78M 1.38% | 7.94K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 3.12K | SH | $1.57M 1.21% | 3.12K | 0.00 | 0.00 |
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