Mission Creek Capital Partners, Inc.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), Mission Creek Capital Partners, Inc. reported 234 stock positions worth $458.4 million. Its top holding was Apple (AAPL) at 5.0% of the portfolio, followed by Nvidia (NVDA, 4.3%) and Samsara Class A (IOT, 3.5%). Compared with Q3 2024, it opened 20 new positions, sold out of 9, added to 102 and reduced 91. The biggest buy was a new position in Samsara Class A (IOT) and the biggest sale an exit from Reddit Class A (RDDT).
- Most Recent 13F
- Q2 2026
- Location
- SAN FRANCISCO, CA
- CIK
- 0001801583
- Portfolio Value
- $458.4M (Q4 2024)
- SEC Filing
- 0001214659-25-002749 ↗ filed Feb 14, 2025
Holdings Value
Holdings 234 stocks · $458.4M
| AAPL Apple Inc. | 4.98% | 109,061 | $22.8M | Add +20.1% |
| NVDA Nvidia Corp. | 4.33% | 147,753 | $19.8M | Add +1.2% |
| IOT Samsara Inc. Class A | 3.52% | 369,137 | $16.1M | New |
| MSFT Microsoft Corp. | 3.34% | 36,358 | $15.3M | Add +1.4% |
| AMZN Amazon.com Inc. | 2.45% | 55,925 | $11.2M | Add +10.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.31% | 18,065 | $10.6M | Add +0.3% |
| GOOG Alphabet Inc. Class C | 2.22% | 53,459 | $10.2M | Add +4.0% |
| HOOD Robinhood Markets Inc. Class A | 2.22% | 273,007 | $10.2M | New |
| IJH iShares Core S&P Midcap ETF | 2.03% | 148,991 | $9.3M | Reduce -0.3% |
| JPM JPMorgan Chase & Co. | 1.87% | 56,739 | $8.6M | Add +62.8% |
| AVGO Broadcom Inc. | 1.85% | 36,541 | $8.5M | Add +1.2% |
| META Meta Platforms Inc. Class A | 1.70% | 13,306 | $7.8M | Add +2.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.57% | 15,917 | $7.2M | Add +2.6% |
| EFAV iShares MSCI Eafe Min Vol Fa | 1.57% | 102,027 | $7.2M | Reduce -2.3% |
| V Visa Inc. Class A | 1.55% | 22,441 | $7.1M | Add +1.4% |
| COST Costco Wholesale Corp. | 1.48% | 7,401 | $6.8M | Add +1.4% |
| IVV iShares Core S&P 500 ETF | 1.47% | 11,416 | $6.7M | Reduce -3.8% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 1.41% | 32,638 | $6.5M | Reduce -0.3% |
| QQQ Invesco QQQ Trust Series 1 | 1.16% | 10,441 | $5.3M | Reduce -0.2% |
| CAT Caterpillar Inc. | 1.15% | 14,547 | $5.3M | Add +2.1% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 1.14% | 12,300 | $5.2M | Reduce -0.8% |
| HD Home Depot Inc. | 1.12% | 27,218 | $5.1M | Add +110.8% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 1.10% | 17,835 | $5.1M | Add +384.8% |
| CVX Chevron Corp. | 1.03% | 51,495 | $4.7M | Add +60.8% |
| SNOW Snowflake Inc. | 0.97% | 28,815 | $4.4M | New |
| MCD McDonald's Corp. | 0.95% | 15,034 | $4.4M | Reduce -0.5% |
| WM Waste Management Inc. | 0.92% | 20,826 | $4.2M | Add +1.1% |
| GS Goldman Sachs Group Inc. | 0.90% | 13,709 | $4.1M | Add +98.4% |
| JNJ Johnson & Johnson | 0.89% | 34,659 | $4.1M | Add +22.7% |
| INTU Intuit Inc. | 0.88% | 6,433 | $4.0M | Add +0.8% |
| GOOGL Alphabet Inc. Class A | 0.82% | 19,966 | $3.8M | Add +0.4% |
| VTI VG Morningstar TS MKT ETF-US | 0.76% | 12,064 | $3.5M | Add +15.4% |
| NFLX Netflix Inc. | 0.74% | 3,826 | $3.4M | Add +0.3% |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.74% | 88,456 | $3.4M | Add +17.1% |
| WMT Walmart Inc. | 0.71% | 35,923 | $3.2M | Add +1.8% |
| GLDM SPDR Gold Minishares Trust | 0.69% | 61,096 | $3.2M | Reduce -0.2% |
| EMR Emerson Electric Co. | 0.68% | 24,993 | $3.1M | Add +2.9% |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 0.66% | 293,944 | $3.0M | New |
| ADP Automatic Data Processing | 0.64% | 10,015 | $2.9M | Reduce -0.6% |
| ABBV Abbvie Inc. | 0.63% | 30,504 | $2.9M | Add +89.7% |
| CRM Salesforce Inc. | 0.61% | 8,320 | $2.8M | Reduce -6.5% |
| GPC Genuine Parts Co. | 0.60% | 23,445 | $2.7M | Reduce -0.2% |
| MAR Marriott International Class A | 0.59% | 9,753 | $2.7M | Reduce -26.9% |
| XOM Exxon Mobil Corp. | 0.58% | 33,298 | $2.7M | Add +41.4% |
| ECL Ecolab Inc. | 0.57% | 11,136 | $2.6M | Add +1.5% |
| NOW ServiceNow Inc. | 0.55% | 2,392 | $2.5M | Add +0.6% |
| QCOM Qualcomm Inc. | 0.54% | 25,993 | $2.5M | Add +12.0% |
| VEA Vanguard Ftse Developed ETF | 0.53% | 51,208 | $2.4M | Add +15.9% |
| PANW Palo Alto Networks Inc. | 0.53% | 13,225 | $2.4M | Add +1.7% |
| FDN First Trust DJ Internet Ind | 0.52% | 9,733 | $2.4M | Reduce -2.5% |
| ADBE Adobe Inc. | 0.51% | 5,291 | $2.4M | Add +4.0% |
| ESS Essex Property Trust Inc. | 0.51% | 8,182 | $2.3M | Add +1.1% |
| XLK SS Technology Select Sector | 0.49% | 9,735 | $2.3M | Reduce -1.8% |
| ACN Accenture PLC Class A | 0.49% | 6,388 | $2.2M | Reduce -2.2% |
| PG The Procter & Gamble Co. | 0.49% | 13,275 | $2.2M | Reduce -4.8% |
| PLD Prologis Inc. | 0.47% | 20,255 | $2.1M | Add +2.5% |
| GLD SPDR Gold Shares | 0.46% | 8,622 | $2.1M | Reduce -2.2% |
| ETN Eaton Corp. PLC | 0.45% | 6,273 | $2.1M | Add +5.0% |
| ORCL Oracle Corp. | 0.45% | 12,491 | $2.1M | Add +5.1% |
| SYK Stryker Corp. | 0.45% | 5,739 | $2.1M | Reduce -0.1% |
| DOCU Docusign Inc. | 0.44% | 22,178 | $2.0M | Add +1.1% |
| AFL Aflac Inc. | 0.42% | 27,529 | $1.9M | Add +54.0% |
| MDLZ Mondelez International Inc. Class A | 0.41% | 31,619 | $1.9M | Reduce -3.3% |
| ISRG Intuitive Surgical Inc. | 0.41% | 3,612 | $1.9M | Add +1.4% |
| ROST Ross Stores Inc. | 0.41% | 12,412 | $1.9M | Add +1.8% |
| BLK BlackRock Inc. | 0.41% | 1,819 | $1.9M | Reduce -0.2% |
| MET Metlife Inc. | 0.40% | 22,551 | $1.8M | Reduce -0.6% |
| AMGN Amgen Inc. | 0.40% | 11,869 | $1.8M | Add +24.4% |
| ABT Abbott Laboratories | 0.40% | 29,123 | $1.8M | Add +81.8% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.40% | 4,414 | $1.8M | Reduce -3.5% |
| TMO Thermo Fisher Scientific Inc. | 0.39% | 3,456 | $1.8M | Add +1.3% |
| RBRK Rubrik Inc. Class A | 0.38% | 26,364 | $1.7M | New |
| ORLY O'reilly Automotive Inc. | 0.37% | 1,444 | $1.7M | Add +5.1% |
| ICE Intercontinental Exchange Inc. | 0.37% | 11,406 | $1.7M | Add +1.3% |
| OEF iShares S&P 100 ETF | 0.37% | 5,879 | $1.7M | Add +0.0% |
| URI United Rentals Inc. | 0.37% | 2,391 | $1.7M | Add +16.9% |
| AMAT Applied Materials Inc. | 0.37% | 12,994 | $1.7M | Add +69.8% |
| FDL First Trust Morn DVD Lead Inc. | 0.36% | 40,686 | $1.6M | Reduce -0.1% |
| TEM Tempus AI Inc. Class A | 0.35% | 47,755 | $1.6M | New |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.35% | 6,023 | $1.6M | Add +20.4% |
| WDAY Workday Inc. Class A | 0.35% | 6,137 | $1.6M | Reduce -4.2% |
| BND Vanguard Total Bond Market | 0.35% | 22,010 | $1.6M | Add +2.1% |
| UNH Unitedhealth Group Inc. | 0.34% | 3,044 | $1.5M | Reduce -42.9% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.33% | 17,165 | $1.5M | Add +41.6% |
| CDNS Cadence Design SYS Inc. | 0.33% | 5,022 | $1.5M | Add +1.9% |
| IDV iShares International Select | 0.33% | 54,993 | $1.5M | Reduce -3.3% |
| HON Honeywell International Inc. | 0.33% | 8,094 | $1.5M | Add +22.3% |
| UBER Uber Technologies Inc. | 0.32% | 24,478 | $1.5M | Add +2.3% |
| DVY iShares Select Dividend ETF | 0.32% | 11,042 | $1.4M | Reduce -1.9% |
| EEMV iShares MSCI Emg MKT Min Vol | 0.30% | 23,986 | $1.4M | Reduce -5.1% |
| S Sentinelone Inc. Class A | 0.30% | 62,518 | $1.4M | New |
| FGD First Trust DJ GL Sel DVD | 0.29% | 60,692 | $1.3M | Add +1.1% |
| MELI MercadoLibre Inc. | 0.29% | 790 | $1.3M | No change |
| CACI Caci International Inc. Class A | 0.28% | 3,215 | $1.3M | No change |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.28% | 7,530 | $1.3M | Add +0.1% |
| NOBL Proshares S&P 500 Dividend A | 0.27% | 12,606 | $1.3M | Reduce -3.1% |
| ABNB Airbnb Inc. Class A | 0.27% | 9,403 | $1.2M | Add +3.9% |
| BX Blackstone Inc. | 0.25% | 6,677 | $1.2M | New |
| SIVR Abrdn Physical Silver Shares | 0.25% | 41,146 | $1.1M | Reduce -0.1% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.24% | 11,465 | $1.1M | Add +12.9% |
Portfolio Sells Q3 2024 → Q4 2024
| RDDT Reddit Inc. Class A | Sold out | 0.00% | −1.74 |
| COIN Coinbase Global Inc. Class A | Sold out | 0.00% | −1.00 |
| GTLB Gitlab Inc. Class A | Sold out | 0.00% | −0.96 |
| SG Sweetgreen Inc. Class A | Sold out | 0.00% | −0.41 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -69.2% | 0.11% | −0.40 |
| UNH Unitedhealth Group Inc. | Reduce -42.9% | 0.34% | −0.39 |
| LLY Eli Lilly & Co. | Reduce -56.6% | 0.21% | −0.38 |
| ELV Elevance Health Inc. | Sold out | 0.00% | −0.34 |
| EFAV iShares MSCI Eafe Min Vol Fa | Reduce -2.3% | 1.57% | −0.29 |
| COR Cencora Inc. | Reduce -81.0% | 0.06% | −0.27 |
| MAR Marriott International Class A | Reduce -26.9% | 0.59% | −0.18 |
| GPC Genuine Parts Co. | Reduce -0.2% | 0.60% | −0.17 |
| MDLZ Mondelez International Inc. Class A | Reduce -3.3% | 0.41% | −0.15 |
| IJH iShares Core S&P Midcap ETF | Reduce -0.3% | 2.03% | −0.14 |
| REGN Regeneron Pharmaceuticals | Reduce -2.6% | 0.22% | −0.13 |
| IVV iShares Core S&P 500 ETF | Reduce -3.8% | 1.47% | −0.13 |
| MCD McDonald's Corp. | Reduce -0.5% | 0.95% | −0.12 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -0.3% | 1.41% | −0.12 |
| NDSN Nordson Corp. | Reduce -11.9% | 0.20% | −0.10 |
| DIA SS SPDR Dow Jones Indus Avg | Reduce -0.8% | 1.14% | −0.08 |
| PG The Procter & Gamble Co. | Reduce -4.8% | 0.49% | −0.08 |
| ITB iShares U.S. Home Constructi | Reduce -0.7% | 0.23% | −0.07 |
| IDV iShares International Select | Reduce -3.3% | 0.33% | −0.07 |
| KO The Coca-Cola Co. | Reduce -11.7% | 0.17% | −0.07 |
| EEMV iShares MSCI Emg MKT Min Vol | Reduce -5.1% | 0.30% | −0.07 |
| JCI Johnson Controls Internation | Sold out | 0.00% | −0.05 |
| AMT American Tower Corp. | Sold out | 0.00% | −0.05 |
| LAMR Lamar Advertising Co. Class A | Reduce -10.9% | 0.17% | −0.05 |
| NKE Nike Inc. Class B | Reduce -6.3% | 0.16% | −0.05 |
| STE Steris PLC | Reduce -1.9% | 0.18% | −0.05 |
| GSIE Goldman Sachs Activebeta Int | Sold out | 0.00% | −0.05 |
| GLDM SPDR Gold Minishares Trust | Reduce -0.2% | 0.69% | −0.05 |
| NOBL Proshares S&P 500 Dividend A | Reduce -3.1% | 0.27% | −0.05 |
| ACN Accenture PLC Class A | Reduce -2.2% | 0.49% | −0.05 |
| IEMG iShares Core MSCI Emerging | Sold out | 0.00% | −0.05 |
| GLD SPDR Gold Shares | Reduce -2.2% | 0.46% | −0.04 |
| FDL First Trust Morn DVD Lead Inc. | Reduce -0.1% | 0.36% | −0.04 |
| ESGD iShares Trust iShares ESG Aw | Reduce -3.4% | 0.17% | −0.04 |
| SIVR Abrdn Physical Silver Shares | Reduce -0.1% | 0.25% | −0.04 |
| DVY iShares Select Dividend ETF | Reduce -1.9% | 0.32% | −0.04 |
| SDY SS SPDR S&P Dividend ETF | Reduce -0.7% | 0.22% | −0.03 |
| MET Metlife Inc. | Reduce -0.6% | 0.40% | −0.03 |
| IEUR iShares Core MSCI Europe ETF | Reduce -1.0% | 0.15% | −0.03 |
| SYK Stryker Corp. | Reduce -0.1% | 0.45% | −0.03 |
| SCHZ Schwab US Aggregate Bond ETF | Reduce -2.7% | 0.22% | −0.03 |
| WPC WP Carey Inc. | Reduce -9.5% | 0.09% | −0.03 |
| DD Dupont DE Nemours Inc. | Reduce -1.2% | 0.12% | −0.03 |
| NGG National Grid PLC-SP ADR | Reduce -18.1% | 0.06% | −0.03 |
| GIS General Mills Inc. | Reduce -15.2% | 0.07% | −0.03 |
| BFAM Bright Horizons Family Solut | Reduce -2.3% | 0.08% | −0.03 |
Portfolio Buys Q3 2024 → Q4 2024
| IOT Samsara Inc. Class A | New | 3.52% | +3.52 |
| HOOD Robinhood Markets Inc. Class A | New | 2.22% | +2.22 |
| SNOW Snowflake Inc. | New | 0.97% | +0.97 |
| AJG Arthur J Gallagher & Co. | Add +384.8% | 1.10% | +0.86 |
| NU Nu Holdings Ltd./Cayman Isl-A | New | 0.66% | +0.66 |
| AVGO Broadcom Inc. | Add +1.2% | 1.85% | +0.40 |
| RBRK Rubrik Inc. Class A | New | 0.38% | +0.38 |
| TEM Tempus AI Inc. Class A | New | 0.35% | +0.35 |
| S Sentinelone Inc. Class A | New | 0.30% | +0.30 |
| AMZN Amazon.com Inc. | Add +10.7% | 2.45% | +0.26 |
| BX Blackstone Inc. | New | 0.25% | +0.25 |
| GOOG Alphabet Inc. Class C | Add +4.0% | 2.22% | +0.22 |
| CMG Chipotle Mexican Grill Inc. | New | 0.22% | +0.22 |
| TUSI Touchstone Ultra Short Incom | New | 0.22% | +0.22 |
| NVDA Nvidia Corp. | Add +1.2% | 4.33% | +0.20 |
| ZM Zoom Communications Inc. | New | 0.18% | +0.18 |
| MQ Marqeta Inc. | New | 0.17% | +0.17 |
| JPM JPMorgan Chase & Co. | Add +62.8% | 1.87% | +0.16 |
| V Visa Inc. Class A | Add +1.4% | 1.55% | +0.13 |
| DOCU Docusign Inc. | Add +1.1% | 0.44% | +0.12 |
| NFLX Netflix Inc. | Add +0.3% | 0.74% | +0.11 |
| GS Goldman Sachs Group Inc. | Add +98.4% | 0.90% | +0.10 |
| TSEC Touchstone Securitized Inc. | New | 0.09% | +0.09 |
| VTI VG Morningstar TS MKT ETF-US | Add +15.4% | 0.76% | +0.07 |
| TSLA Tesla Inc. | Add +3.5% | 0.20% | +0.07 |
| NOW ServiceNow Inc. | Add +0.6% | 0.55% | +0.06 |
| EMR Emerson Electric Co. | Add +2.9% | 0.68% | +0.06 |
| GOOGL Alphabet Inc. Class A | Add +0.4% | 0.82% | +0.06 |
| AAPL Apple Inc. | Add +20.1% | 4.98% | +0.05 |
| OKE Oneok Inc. | New | 0.05% | +0.05 |
| WMT Walmart Inc. | Add +1.8% | 0.71% | +0.05 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +20.4% | 0.35% | +0.04 |
| BAC Bank of America Corp. | New | 0.03% | +0.03 |
| SCHA Schwab US Small-Cap ETF | New | 0.03% | +0.03 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +20.1% | 0.18% | +0.02 |
| CDNS Cadence Design SYS Inc. | Add +1.9% | 0.33% | +0.02 |
| VOO Vanguard S&P 500 ETF | Add +12.4% | 0.24% | +0.02 |
| MCK McKesson Corp. | New | 0.02% | +0.02 |
| EPD Enterprise Products Partners | Add +26.3% | 0.07% | +0.02 |
| PFE Pfizer Inc. | New | 0.02% | +0.02 |
| GEV GE Vernova Inc. | Add +331.7% | 0.07% | +0.01 |
| DIS The Walt Disney Co. | Add +12.9% | 0.24% | +0.01 |
| SCHX Schwab US Large-Cap ETF | Add +271.9% | 0.12% | +0.01 |
| VXUS Vanguard Total Intl Stock | Add +25.4% | 0.13% | +0.01 |
| HON Honeywell International Inc. | Add +22.3% | 0.33% | +0.01 |
| PANW Palo Alto Networks Inc. | Add +1.7% | 0.53% | +0.01 |
| HPQ HP Inc. | New | 0.01% | +0.01 |
| BA The Boeing Co. | Add +168.2% | 0.06% | +0.01 |
| SPG Simon Property Group Inc. | Add +15.1% | 0.06% | +0.01 |
| AMAT Applied Materials Inc. | Add +69.8% | 0.37% | +0.01 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 231 | $568.9M | GLDM, AAPL, BRK.B, NVDA, GOOG |
| Q1 2026 | 219 | $501.3M | GLDM, SIVR, BRK.B, AAPL, NVDA |
| Q4 2025 | 210 | $495.3M | GLDM, SIVR, NVDA, AAPL, BRK.B |
| Q3 2025 | 205 | $505.9M | IOT, GLDM, NVDA, BRK.B, AAPL |
| Q2 2025 | 201 | $450.2M | IOT, GLDM, BRK.B, NVDA, AAPL |
| Q1 2025 | 197 | $412.1M | NU, AAPL, GLDM, BRK.B, NVDA |
| Q4 2024 | 234 | $458.4M | AAPL, NVDA, IOT, MSFT, AMZN |
| Q3 2024 | 223 | $429.8M | AAPL, NVDA, MSFT, SPY, AMZN |
| Q2 2024 | 204 | $397.3M | AAPL, NVDA, MSFT, MRNA, SPY |
| Q1 2024 | 236 | $384.4M | AAPL, COIN, MSFT, NVDA, SPY |