Warm Springs Advisors Inc.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed August 6, 2025), Warm Springs Advisors Inc. reported 50 stock positions worth $99.5 million. Its top holding was Nvidia (NVDA) at 11.7% of the portfolio, followed by Apple (AAPL, 5.9%) and Broadcom (AVGO, 5.5%). Compared with Q4 2024, it opened 4 new positions, sold out of 4, added to 21 and reduced 12. The biggest buy was a new position in Palantir Technologies Class A (PLTR) and the biggest sale Nvidia (NVDA, shares −5%).
- Most Recent 13F
- Q2 2026
- Location
- LARKSPUR, CA
- CIK
- 0002057078
- Portfolio Value
- $99.5M (Q1 2025)
- SEC Filing
- 0001214659-25-011578 ↗ filed Aug 6, 2025
Holdings Value
Holdings 50 stocks · $99.5M
| NVDA Nvidia Corp. | 11.66% | 106,965 | $11.6M | Reduce -4.9% |
| AAPL Apple Inc. | 5.86% | 26,254 | $5.8M | Reduce -22.1% |
| AVGO Broadcom Inc. | 5.52% | 32,818 | $5.5M | Add +44.7% |
| MSFT Microsoft Corp. | 5.17% | 13,705 | $5.1M | Reduce -1.2% |
| AMZN Amazon.com Inc. | 5.05% | 26,392 | $5.0M | Add +0.4% |
| GOOGL Alphabet Inc. Class A | 4.72% | 30,376 | $4.7M | Reduce -0.2% |
| COST Costco Wholesale Corp. | 4.02% | 4,226 | $4.0M | Add +0.8% |
| IVV iShares Core S&P 500 ETF | 3.82% | 6,768 | $3.8M | Add +1.6% |
| QQQ Invesco QQQ Trust Series 1 | 3.53% | 7,487 | $3.5M | Add +1.2% |
| V Visa Inc. Class A | 3.44% | 9,772 | $3.4M | Reduce -3.5% |
| CRWD CrowdStrike Holdings Inc. Class A | 2.69% | 7,579 | $2.7M | Add +38.0% |
| PLTR Palantir Technologies Inc. Class A | 2.57% | 30,314 | $2.6M | New |
| LNTH Lantheus Holdings Inc. | 2.45% | 25,000 | $2.4M | New |
| AMD Advanced Micro Devices | 2.37% | 22,947 | $2.4M | Add +27.9% |
| JPM JPMorgan Chase & Co. | 2.25% | 9,133 | $2.2M | Add +1.4% |
| ABBV Abbvie Inc. | 2.18% | 10,343 | $2.2M | Reduce -10.8% |
| ALAB Astera Labs Inc. | 2.10% | 35,000 | $2.1M | Add +40.0% |
| TMO Thermo Fisher Scientific Inc. | 2.00% | 4,002 | $2.0M | Add +1.5% |
| EVER Everquote Inc. Class A | 1.98% | 75,000 | $2.0M | No change |
| SOFI Sofi Technologies Inc. | 1.87% | 160,000 | $1.9M | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 1.76% | 3,282 | $1.7M | Add +2.2% |
| DKNG Draftkings Inc. Class A | 1.67% | 50,000 | $1.7M | No change |
| ARM Arm Holdings PLC-ADR | 1.61% | 15,005 | $1.6M | No change |
| ZS Zscaler Inc. | 1.58% | 7,936 | $1.6M | No change |
| HD Home Depot Inc. | 1.53% | 4,141 | $1.5M | Add +1.3% |
| UBER Uber Technologies Inc. | 1.47% | 20,000 | $1.5M | New |
| NET Cloudflare Inc. Class A | 1.38% | 12,198 | $1.4M | Reduce -19.7% |
| ACN Accenture PLC Class A | 1.33% | 4,252 | $1.3M | Reduce -0.6% |
| SYK Stryker Corp. | 1.15% | 3,075 | $1.1M | No change |
| QCOM Qualcomm Inc. | 1.15% | 7,419 | $1.1M | Add +2.8% |
| ISRG Intuitive Surgical Inc. | 1.01% | 2,027 | $1.0M | Add +6.8% |
| ADBE Adobe Inc. | 0.86% | 2,221 | $852K | Reduce -40.1% |
| CRM Salesforce Inc. | 0.83% | 3,078 | $826K | Add +3.5% |
| BSX Boston Scientific Corp. | 0.77% | 7,626 | $769K | Add +4.5% |
| BLK BlackRock Inc. | 0.69% | 727 | $688K | No change |
| CVX Chevron Corp. | 0.66% | 3,911 | $654K | Add +5.7% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.64% | 15,264 | $637K | Reduce -0.0% |
| MA Mastercard Inc. Class A | 0.56% | 1,019 | $559K | Reduce -8.1% |
| META Meta Platforms Inc. Class A | 0.55% | 943 | $544K | Add +25.9% |
| ETH Grayscale Ethereum Staking M | 0.52% | 30,000 | $517K | No change |
| IYW iShares Ustechnology ETF | 0.38% | 2,712 | $381K | Add +0.6% |
| IVW iShares S&P 500 Growth ETF | 0.35% | 3,736 | $347K | No change |
| DHR Danaher Corp. | 0.35% | 1,676 | $344K | Reduce -12.2% |
| MRK Merck & Co. Inc. | 0.34% | 3,784 | $340K | No change |
| DUK Duke Energy Corp. | 0.33% | 2,705 | $330K | Add +3.8% |
| PG The Procter & Gamble Co. | 0.30% | 1,741 | $297K | No change |
| AMAT Applied Materials Inc. | 0.26% | 1,769 | $257K | No change |
| UNH Unitedhealth Group Inc. | 0.25% | 481 | $252K | No change |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 0.25% | 2,900 | $250K | Add +12.7% |
| MCD McDonald's Corp. | 0.21% | 667 | $208K | New |
Portfolio Sells Q4 2024 → Q1 2025
| NVDA Nvidia Corp. | Reduce -4.9% | 11.66% | −2.35 |
| AAPL Apple Inc. | Reduce -22.1% | 5.86% | −1.97 |
| MDB Mongodb Inc. | Sold out | 0.00% | −1.57 |
| ET Energy Transfer LP | Sold out | 0.00% | −1.36 |
| SMCI Super Micro Computer Inc. | Sold out | 0.00% | −0.99 |
| ADBE Adobe Inc. | Reduce -40.1% | 0.86% | −0.67 |
| GOOGL Alphabet Inc. Class A | Reduce -0.2% | 4.72% | −0.62 |
| ZTS Zoetis Inc. | Sold out | 0.00% | −0.29 |
| MSFT Microsoft Corp. | Reduce -1.2% | 5.17% | −0.25 |
| NET Cloudflare Inc. Class A | Reduce -19.7% | 1.38% | −0.14 |
| ACN Accenture PLC Class A | Reduce -0.6% | 1.33% | −0.06 |
| DHR Danaher Corp. | Reduce -12.2% | 0.35% | −0.06 |
| BAC Bank of America Corp. | Reduce -0.0% | 0.64% | +0.02 |
| MA Mastercard Inc. Class A | Reduce -8.1% | 0.56% | +0.02 |
| ABBV Abbvie Inc. | Reduce -10.8% | 2.18% | +0.27 |
| V Visa Inc. Class A | Reduce -3.5% | 3.44% | +0.47 |
Portfolio Buys Q4 2024 → Q1 2025
| PLTR Palantir Technologies Inc. Class A | New | 2.57% | +2.57 |
| LNTH Lantheus Holdings Inc. | New | 2.45% | +2.45 |
| UBER Uber Technologies Inc. | New | 1.47% | +1.47 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +38.0% | 2.69% | +0.94 |
| AVGO Broadcom Inc. | Add +44.7% | 5.52% | +0.65 |
| COST Costco Wholesale Corp. | Add +0.8% | 4.02% | +0.46 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +2.2% | 1.76% | +0.41 |
| AMD Advanced Micro Devices | Add +27.9% | 2.37% | +0.36 |
| JPM JPMorgan Chase & Co. | Add +1.4% | 2.25% | +0.25 |
| MCD McDonald's Corp. | New | 0.21% | +0.21 |
| IVV iShares Core S&P 500 ETF | Add +1.6% | 3.82% | +0.19 |
| BSX Boston Scientific Corp. | Add +4.5% | 0.77% | +0.17 |
| CVX Chevron Corp. | Add +5.7% | 0.66% | +0.16 |
| META Meta Platforms Inc. Class A | Add +25.9% | 0.55% | +0.14 |
| QCOM Qualcomm Inc. | Add +2.8% | 1.15% | +0.12 |
| TMO Thermo Fisher Scientific Inc. | Add +1.5% | 2.00% | +0.10 |
| ISRG Intuitive Surgical Inc. | Add +6.8% | 1.01% | +0.09 |
| DUK Duke Energy Corp. | Add +3.8% | 0.33% | +0.07 |
| HD Home Depot Inc. | Add +1.3% | 1.53% | +0.05 |
| QQQ Invesco QQQ Trust Series 1 | Add +1.2% | 3.53% | +0.02 |
| IRM Iron Mountain Inc. | Add +12.7% | 0.25% | −0.00 |
| IYW iShares Ustechnology ETF | Add +0.6% | 0.38% | −0.02 |
| CRM Salesforce Inc. | Add +3.5% | 0.83% | −0.09 |
| AMZN Amazon.com Inc. | Add +0.4% | 5.05% | −0.30 |
| ALAB Astera Labs Inc. | Add +40.0% | 2.10% | −0.97 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 45 | $144.6M | NVDA, AMD, AVGO, GOOGL, AAPL |
| Q1 2026 | 48 | $117.8M | NVDA, AVGO, GOOGL, AAPL, MSFT |
| Q4 2025 | 48 | $129.2M | NVDA, AVGO, GOOGL, MSFT, AAPL |
| Q3 2025 | 47 | $131.7M | NVDA, AVGO, MSFT, GOOGL, AAPL |
| Q2 2025 | 45 | $116.5M | NVDA, AVGO, MSFT, AMZN, GOOGL |
| Q1 2025 | 50 | $99.5M | NVDA, AAPL, AVGO, MSFT, AMZN |
| Q4 2024 | 50 | $107.8M | NVDA, AAPL, MSFT, AMZN, GOOGL |