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 $175.9M across 21 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($31.5M, 17.92%), GOOGL ($28.8M, 16.38%), NVDA ($26.3M, 14.97%), AMZN ($25.4M, 14.47%), META ($19.8M, 11.24%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $31.5M | 17.92% | 124,228 | Trimmed |
| 2 | GOOGL | ALPHABET INC | $28.8M | 16.38% | 100,229 | Trimmed |
| 3 | NVDA | NVIDIA CORPORATION | $26.3M | 14.97% | 150,984 | Added |
| 4 | AMZN | AMAZON COM INC | $25.4M | 14.47% | 122,190 | Added |
| 5 | META | META PLATFORMS INC | $19.8M | 11.24% | 34,550 | Added |
| 6 | TSLA | TESLA INC | $8.4M | 4.77% | 22,573 | Trimmed |
| 7 | UBER | UBER TECHNOLOGIES INC | $5.3M | 3.03% | 74,033 | Trimmed |
| 8 | GEV | GE VERNOVA INC | $4.3M | 2.44% | 4,916 | Trimmed |
| 9 | GOOG | ALPHABET INC | $3.8M | 2.16% | 13,227 | Added |
| 10 | LLY | ELI LILLY & CO | $3.5M | 1.97% | 3,770 | Trimmed |
| 11 | CRWD | CROWDSTRIKE HLDGS INC | $2.9M | 1.67% | 7,508 | Added |
| 12 | TKO | TKO GROUP HOLDINGS INC | $2.8M | 1.62% | 14,107 | Added |
| 13 | RDDT | REDDIT INC | $2.3M | 1.29% | 16,796 | Added |
| 14 | INSM | INSMED INC | $1.9M | 1.05% | 11,321 | Added |
| 15 | WY | WEYERHAEUSER CO | $1.8M | 1.00% | 71,792 | Added |
| 16 | ASML | ASML HLDG NV | $1.6M | 0.92% | 1,222 | New |
| 17 | PLTR | PALANTIR TECHNOLOGIES INC | $1.4M | 0.82% | 9,832 | New |
| 18 | ALNY | ALNYLAM PHARMACEUTICALS INC | $1.2M | 0.71% | 3,773 | Added |
| 19 | SENEA | SENECA FOODS CORP NEW | $987,267 | 0.56% | 6,533 | New |
| 20 | NFLX | NETFLIX INC. | $769,777 | 0.44% | 8,006 | New |
| 21 | CVNA | CARVANA CO | $328,983 | 0.19% | 116 | New |
| 22 | NVDA | NVIDIA CORPORATION | $268,125 | 0.15% | 143 | New |
| 23 | META | META PLATFORMS INC | $257,315 | 0.15% | 43 | New |
| 24 | T | AT&T INC | $204,230 | 0.12% | 7,045 | New |
| 25 | COST | COSTCO WHSL CORP NEW | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31