Burr Financial Services, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 8, 2025), Burr Financial Services, LLC reported 35 stock positions worth $127.5 million. Its top holding was Nvidia (NVDA) at 38.2% of the portfolio, followed by Palantir Technologies Class A (PLTR, 10.4%) and Meta Platforms Class A (META, 8.7%). Compared with Q4 2024, it opened 5 new positions, added to 9 and reduced 16. The biggest buy was Palantir Technologies Class A (PLTR, shares +1%) and the biggest sale Nvidia (NVDA, shares −1%).
- Most Recent 13F
- Q3 2026
- Location
- SPARKS, NV
- CIK
- 0001966297
- Portfolio Value
- $127.5M (Q1 2025)
- SEC Filing
- 0001667731-25-000387 ↗ filed Apr 8, 2025
Holdings Value
Holdings 35 stocks · $127.5M
| NVDA Nvidia Corp. | 38.20% | 449,322 | $48.7M | Reduce -1.4% |
| PLTR Palantir Technologies Inc. Class A | 10.36% | 156,486 | $13.2M | Add +1.2% |
| META Meta Platforms Inc. Class A | 8.74% | 19,337 | $11.1M | Add +2.6% |
| AMZN Amazon.com Inc. | 7.72% | 51,711 | $9.8M | Reduce -1.9% |
| PANW Palo Alto Networks Inc. | 7.00% | 52,292 | $8.9M | Reduce -0.3% |
| TSLA Tesla Inc. | 5.66% | 27,821 | $7.2M | Reduce -5.4% |
| AVGO Broadcom Inc. | 4.13% | 31,419 | $5.3M | Add +30.7% |
| TSM Taiwan Semiconductor-SP ADR | 2.17% | 16,669 | $2.8M | New |
| NFLX Netflix Inc. | 2.15% | 2,935 | $2.7M | Add +0.7% |
| AAPL Apple Inc. | 1.89% | 10,872 | $2.4M | Reduce -29.6% |
| GOOGL Alphabet Inc. Class A | 1.85% | 15,227 | $2.4M | Reduce -18.0% |
| MSFT Microsoft Corp. | 1.16% | 3,946 | $1.5M | Reduce -24.8% |
| CRWD CrowdStrike Holdings Inc. Class A | 1.06% | 3,823 | $1.3M | Add +39.0% |
| UBER Uber Technologies Inc. | 0.89% | 15,570 | $1.1M | New |
| PWR Quanta Services Inc. | 0.70% | 3,511 | $892K | Reduce -61.7% |
| AMAT Applied Materials Inc. | 0.67% | 5,900 | $856K | Reduce -14.6% |
| AMD Advanced Micro Devices | 0.59% | 7,326 | $753K | Reduce -5.1% |
| ADBE Adobe Inc. | 0.59% | 1,962 | $752K | Reduce -23.7% |
| SFM Sprouts Farmers Market Inc. | 0.51% | 4,220 | $644K | Add +10.5% |
| LRCX Lam Research Corp. | 0.37% | 6,550 | $476K | New |
| MA Mastercard Inc. Class A | 0.36% | 848 | $465K | Reduce -57.4% |
| V Visa Inc. Class A | 0.34% | 1,250 | $438K | Reduce -34.0% |
| MRVL Marvell Technology Inc. | 0.31% | 6,490 | $400K | Add +12.7% |
| TPH Tri Pointe Homes Inc. | 0.29% | 11,600 | $370K | No change |
| COR Cencora Inc. | 0.29% | 1,314 | $365K | No change |
| SNPS Synopsys Inc. | 0.27% | 798 | $342K | Reduce -43.6% |
| MPWR Monolithic Power Systems Inc. | 0.24% | 533 | $309K | Reduce -3.6% |
| COST Costco Wholesale Corp. | 0.23% | 316 | $299K | No change |
| UNH Unitedhealth Group Inc. | 0.21% | 520 | $272K | No change |
| TMO Thermo Fisher Scientific Inc. | 0.21% | 543 | $270K | Reduce -45.3% |
| GE General Electric filed as GE AEROSPACE | 0.20% | 1,279 | $256K | New |
| HIMS Hims & Hers Health Inc. | 0.17% | 7,150 | $211K | New |
| PCG P G & E Corp. | 0.16% | 12,216 | $210K | No change |
| SOUN Soundhound AI Inc. Class A | 0.16% | 25,300 | $205K | Add +8.6% |
| SOFI Sofi Technologies Inc. | 0.14% | 15,580 | $181K | Add +10.6% |
Portfolio Sells Q4 2024 → Q1 2025
| NVDA Nvidia Corp. | Reduce -1.4% | 38.20% | −3.08 |
| TSLA Tesla Inc. | Reduce -5.4% | 5.66% | −2.36 |
| PWR Quanta Services Inc. | Reduce -61.7% | 0.70% | −1.25 |
| AAPL Apple Inc. | Reduce -29.6% | 1.89% | −0.72 |
| GOOGL Alphabet Inc. Class A | Reduce -18.0% | 1.85% | −0.52 |
| MA Mastercard Inc. Class A | Reduce -57.4% | 0.36% | −0.34 |
| MSFT Microsoft Corp. | Reduce -24.8% | 1.16% | −0.33 |
| SNPS Synopsys Inc. | Reduce -43.6% | 0.27% | −0.20 |
| ADBE Adobe Inc. | Reduce -23.7% | 0.59% | −0.18 |
| TMO Thermo Fisher Scientific Inc. | Reduce -45.3% | 0.21% | −0.14 |
| AMZN Amazon.com Inc. | Reduce -1.9% | 7.72% | −0.09 |
| AMAT Applied Materials Inc. | Reduce -14.6% | 0.67% | −0.09 |
| V Visa Inc. Class A | Reduce -34.0% | 0.34% | −0.06 |
| AMD Advanced Micro Devices | Reduce -5.1% | 0.59% | −0.04 |
| MPWR Monolithic Power Systems Inc. | Reduce -3.6% | 0.24% | +0.02 |
| PANW Palo Alto Networks Inc. | Reduce -0.3% | 7.00% | +0.56 |
Portfolio Buys Q4 2024 → Q1 2025
| PLTR Palantir Technologies Inc. Class A | Add +1.2% | 10.36% | +2.47 |
| TSM Taiwan Semiconductor-SP ADR | New | 2.17% | +2.17 |
| META Meta Platforms Inc. Class A | Add +2.6% | 8.74% | +1.29 |
| UBER Uber Technologies Inc. | New | 0.89% | +0.89 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +39.0% | 1.06% | +0.42 |
| NFLX Netflix Inc. | Add +0.7% | 2.15% | +0.39 |
| LRCX Lam Research Corp. | New | 0.37% | +0.37 |
| AVGO Broadcom Inc. | Add +30.7% | 4.13% | +0.37 |
| GE General Electric | New | 0.20% | +0.20 |
| SFM Sprouts Farmers Market Inc. | Add +10.5% | 0.51% | +0.18 |
| HIMS Hims & Hers Health Inc. | New | 0.17% | +0.17 |
| SOFI Sofi Technologies Inc. | Add +10.6% | 0.14% | −0.00 |
| MRVL Marvell Technology Inc. | Add +12.7% | 0.31% | −0.12 |
| SOUN Soundhound AI Inc. Class A | Add +8.6% | 0.16% | −0.15 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q3 2026 | 26 | $163.5M | NVDA, AMAT, TSM, PLTR, MU |
| Q2 2026 | 26 | $161.2M | NVDA, AMAT, TSM, AVGO, MU |
| Q1 2026 | 25 | $125.8M | NVDA, AVGO, PLTR, TSM, AMAT |
| Q4 2025 | 26 | $133.7M | NVDA, AVGO, PLTR, AMZN, META |
| Q3 2025 | 28 | $134.6M | NVDA, PLTR, AVGO, META, AMZN |
| Q2 2025 | 30 | $118.9M | NVDA, META, AMZN, PLTR, AVGO |
| Q1 2025 | 35 | $127.5M | NVDA, PLTR, META, AMZN, PANW |
| Q4 2024 | 30 | $148.2M | NVDA, TSLA, PLTR, AMZN, META |
| Q3 2024 | 27 | $141.2M | NVDA, TSLA, AMZN, META, PANW |
| Q2 2024 | 29 | $143.2M | NVDA, AMZN, META, AMAT, PANW |
| Q1 2024 | 33 | $128.2M | NVDA, GE, AMZN, META, AMAT |