Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Draper Asset Management, LLC (CIK 1847921) reported $197.7M across 16 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: AAPL ($35.6M, 18.02%), GOOGL ($35.2M, 17.80%), NVDA ($30.1M, 15.24%), AMZN ($29.3M, 14.79%), META ($21.3M, 10.77%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $35.6M | 18.02% | 123,157 | Trimmed |
| 2 | GOOGL | ALPHABET INC | $35.2M | 17.80% | 98,482 | Trimmed |
| 3 | NVDA | NVIDIA CORPORATION | $30.1M | 15.24% | 150,633 | Trimmed |
| 4 | AMZN | AMAZON COM INC | $29.3M | 14.79% | 122,726 | Added |
| 5 | META | META PLATFORMS INC | $21.3M | 10.77% | 37,787 | Added |
| 6 | TSLA | TESLA INC | $9.7M | 4.91% | 23,091 | Added |
| 7 | UBER | UBER TECHNOLOGIES INC | $5.5M | 2.76% | 75,691 | Added |
| 8 | SPCX | SPACE EXPLORATION TECHN CORP | $5.2M | 2.64% | 30,495 | New |
| 9 | ULTA | ULTA BEAUTY INC | $4.8M | 2.41% | 10,579 | New |
| 10 | LLY | ELI LILLY & CO | $4.7M | 2.36% | 3,892 | Added |
| 11 | GOOG | ALPHABET INC | $4.6M | 2.34% | 13,101 | Trimmed |
| 12 | GEV | GE VERNOVA INC | $4.1M | 2.06% | 3,470 | Trimmed |
| 13 | ASML | ASML HLDG NV | $2.7M | 1.35% | 1,343 | Added |
| 14 | WY | WEYERHAEUSER CO | $2.2M | 1.11% | 91,710 | Added |
| 15 | PLTR | PALANTIR TECHNOLOGIES INC | $1.8M | 0.92% | 15,548 | Added |
| 16 | NFLX | NETFLIX INC. | $992,246 | 0.50% | 13,897 | Added |
| 17 | T | AT&T INC | $0 | 0.00% | 0 | Exited |
| 18 | ALNY | ALNYLAM PHARMACEUTICALS INC | $0 | 0.00% | 0 | Exited |
| 19 | CVNA | CARVANA CO | $0 | 0.00% | 0 | Exited |
| 20 | CRWD | CROWDSTRIKE HLDGS INC | $0 | 0.00% | 0 | Exited |
| 21 | META | META PLATFORMS INC | $0 | 0.00% | 0 | Exited |
| 22 | INSM | INSMED INC | $0 | 0.00% | 0 | Exited |
| 23 | NVDA | NVIDIA CORPORATION | $0 | 0.00% | 0 | Exited |
| 24 | RDDT | REDDIT INC | $0 | 0.00% | 0 | Exited |
| 25 | SENEA | SENECA FOODS CORP NEW | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30