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.
Warm Springs Advisors Inc. (CIK 2057078) reported $117.8M across 47 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NVDA ($16.5M, 14.01%), AVGO ($9.4M, 7.95%), GOOGL ($8.3M, 7.02%), AAPL ($5.9M, 5.05%), MSFT ($5.9M, 4.98%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $16.5M | 14.01% | 94,618 | Trimmed |
| 2 | AVGO | BROADCOM INC | $9.4M | 7.95% | 30,246 | Trimmed |
| 3 | GOOGL | ALPHABET INC | $8.3M | 7.02% | 28,751 | Trimmed |
| 4 | AAPL | APPLE INC | $5.9M | 5.05% | 23,428 | Hold |
| 5 | MSFT | MICROSOFT CORP | $5.9M | 4.98% | 15,835 | Hold |
| 6 | AMZN | AMAZON COM INC | $5.3M | 4.51% | 25,492 | Hold |
| 7 | AMD | ADVANCED MICRO DEVICES INC | $5.1M | 4.35% | 25,186 | Hold |
| 8 | NET | CLOUDFLARE INC | $4.6M | 3.89% | 22,198 | Hold |
| 9 | QQQ | INVESCO QQQ TR | $4.2M | 3.58% | 7,299 | Trimmed |
| 10 | COST | COSTCO WHOLESALE CORPORATION | $3.9M | 3.30% | 3,899 | Hold |
| 11 | IVV | ISHARES TR | $3.1M | 2.67% | 4,809 | Added |
| 12 | CRWD | CROWDSTRIKE HLDGS INC | $3.0M | 2.51% | 7,579 | Hold |
| 13 | ALAB | ASTERA LABS INC | $2.9M | 2.47% | 26,535 | New |
| 14 | NBIS | NEBIUS GROUP N.V. | $2.9M | 2.47% | 28,000 | Hold |
| 15 | V | VISA INC | $2.7M | 2.31% | 8,996 | Hold |
| 16 | CRWV | COREWEAVE INC | $2.7M | 2.30% | 35,000 | Hold |
| 17 | SOFI | SOFI TECHNOLOGIES INC | $2.5M | 2.16% | 160,000 | Hold |
| 18 | ANET | ARISTA NETWORKS INC | $2.5M | 2.14% | 20,499 | Hold |
| 19 | JPM | JPMORGAN CHASE & CO | $2.4M | 2.01% | 8,067 | Hold |
| 20 | ABBV | ABBVIE INC | $1.9M | 1.60% | 8,687 | Trimmed |
| 21 | TMO | THERMO FISHER SCIENTIFIC INC | $1.9M | 1.59% | 3,815 | Trimmed |
| 22 | GRAB | GRAB HOLDINGS LIMITED | $1.7M | 1.42% | 458,500 | Added |
| 23 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $1.5M | 1.27% | 3,119 | Hold |
| 24 | RDDT | REDDIT INC | $1.3M | 1.14% | 10,000 | New |
| 25 | FIG | FIGMA INC | $1.3M | 1.08% | 60,000 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31