Draper Asset Management, LLC In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 13, 2024), Draper Asset Management, LLC reported 18 stock positions worth $131.8 million . Its top holding was Apple (AAPL) at 27.7% of the portfolio, followed by Amazon.com (AMZN, 18.7% ) and Nvidia (NVDA, 18.6% ). Compared with Q1 2024, it sold out of 6, added to 6 and reduced 12. The biggest buy was Apple (AAPL, shares +5% ) and the biggest sale Amazon.com (AMZN, shares −4% ).
Location SMITHTOWN, NY
CIK 0001847921
Portfolio Value $131.8M (Q2 2024) Holdings 18 stocks · $131.8M Holdings quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock % Of Portfolio ▼ Shares Held Total Value Change vs Q1 2024 AAPL Apple Inc. 173,098 $36.5M Add +5.2% AMZN Amazon.com Inc. 127,837 $24.7M Reduce -4.2% NVDA Nvidia Corp. 198,591 $24.5M Reduce -1.5% GOOGL Alphabet Inc. Class A 87,428 $15.9M Add +0.8% TSLA Tesla Inc. 34,928 $6.9M Reduce -4.0% LLY Eli Lilly & Co. 5,880 $5.3M Reduce -5.2% UBER Uber Technologies Inc. 73,110 $5.3M Reduce -4.6% GOOG Alphabet Inc. Class C 15,273 $2.8M Reduce -4.9% VRTX Vertex Pharmaceuticals Inc. 5,682 $2.7M Add +1.7% COST Costco Wholesale Corp. 1,856 $1.6M Add +2.3% ABNB Airbnb Inc. Class A 9,641 $1.5M Add +18.4% SNOW Snowflake Inc. 8,785 $1.2M Reduce -30.5% V Visa Inc. Class A 2,692 $706K Add +20.1% ONON On Holding AG Class A filed as ON HLDG AG 14,538 $564K Reduce -0.3% ISRG Intuitive Surgical Inc. 1,125 $500K Reduce -0.7% MKC McCormick & Co.-Non VTG SHRS 6,879 $488K Reduce -13.1% CRSP Crispr Therapeutics AG 7,892 $426K Reduce -0.3% ANET Arista Networks Inc. 699 $245K Reduce -75.8%
Options reported separately and not counted above: GOOGL calls ($171K), AAPL calls ($156K), ONON calls ($29K), ABNB calls ($18K), SNOW calls ($3K), AAPL puts ($33).
Portfolio Sells Q1 2024 → Q2 2024 Portfolio Sells quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q1 2024 % Of Portfolio Change To Portfolio ▲ AMZN Amazon.com Inc. Reduce -4.2% 18.75% −2.21 UBER Uber Technologies Inc. Reduce -4.6% 4.03% −1.06 SNOW Snowflake Inc. Reduce -30.5% 0.90% −0.83 ANET Arista Networks Inc. Reduce -75.8% 0.19% −0.55 TTWO Take-Two Interactive Softwre Sold out 0.00% −0.37 BMY Bristol-Myers Squibb Co. Sold out 0.00% −0.33 ADBE Adobe Inc. Sold out 0.00% −0.30 GIS General Mills Inc. Sold out 0.00% −0.23 KO The Coca-Cola Co. Sold out 0.00% −0.21 DXCM Dexcom Inc. Sold out 0.00% −0.18 MKC McCormick & Co.-Non VTG SHRS Reduce -13.1% 0.37% −0.17 CRSP Crispr Therapeutics AG Reduce -0.3% 0.32% −0.13 LLY Eli Lilly & Co. Reduce -5.2% 4.04% −0.09 GOOG Alphabet Inc. Class C Reduce -4.9% 2.13% −0.05 TSLA Tesla Inc. Reduce -4.0% 5.24% −0.05 ONON On Holding AG Class A Reduce -0.3% 0.43% −0.01 ISRG Intuitive Surgical Inc. Reduce -0.7% 0.38% −0.00 NVDA Nvidia Corp. Reduce -1.5% 18.62% +3.01
Portfolio Buys Q1 2024 → Q2 2024 Portfolio Buys quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q1 2024 % Of Portfolio Change To Portfolio ▼ AAPL Apple Inc. Add +5.2% 27.66% +3.28 GOOGL Alphabet Inc. Class A Add +0.8% 12.08% +0.45 COST Costco Wholesale Corp. Add +2.3% 1.20% +0.06 VRTX Vertex Pharmaceuticals Inc. Add +1.7% 2.02% +0.01 V Visa Inc. Class A Add +20.1% 0.54% −0.01 ABNB Airbnb Inc. Class A Add +18.4% 1.11% −0.03
Options Activity Q1 2024 → Q2 2024 Security Type Change vs Q1 2024 Underlying Shares Value ▼ LYFT LYFT Inc. Class A call Sold out 23,500 $190Kbefore exit AAPL Apple Inc. call Add +28.6% 4,500 $156K ONON On Holding AG Class A call Reduce -5.0% 1,900 $29K AAPL Apple Inc. put Add +120.0% 22,000 $33
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings Quarter Positions 13F Reported Value Top Holdings Q2 2026 16 $197.7M AAPL, GOOGL, NVDA, AMZN, META Q1 2026 21 $175.1M AAPL, GOOGL, NVDA, AMZN, META Q4 2025 19 $190.0M AAPL, GOOGL, NVDA, AMZN, META Q3 2025 22 $165.8M AAPL, NVDA, AMZN, GOOGL, META Q2 2025 27 $151.6M AMZN, AAPL, NVDA, GOOGL, META Q1 2025 19 $127.3M AAPL, AMZN, NVDA, GOOGL, META Q4 2024 16 $159.0M AAPL, AMZN, NVDA, GOOGL, TSLA Q3 2024 16 $138.5M AAPL, AMZN, NVDA, GOOGL, TSLA Q2 2024 18 $131.8M AAPL, AMZN, NVDA, GOOGL, TSLA Q1 2024 24 $114.2M AAPL, AMZN, NVDA, GOOGL, TSLA