account_balance
Investment manager · 13F filer · SEC CIK 1966297
Burr Financial Services, LLC
Reported value$164Mas of Sep 30, 2026
Positions26 5 new, 5 sold out
Top 10 weight85.6%NVDA alone is 32%
FiledOct 88 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
NVDANVIDIA Corp
32.3%
AMATApplied Materials Inc
11.1%
TSMTaiwan Semiconductor Manufacturing Co Ltd
10.0%Trimmed −4%
PLTRPalantir Technologies Inc.
7.6%Trimmed −22%
MUMicron Technology Inc
6.1%Trimmed −6%
IONQIonQ, Inc.
4.9%New
QBTSD-Wave Quantum Inc.
3.9%New
AVGOBroadcom Inc.
3.8%−58%
RGTIRigetti Computing, Inc.
3.8%New
AMD2.1%MRVL2.0%AMZN1.9%NVDANVIDIA Corp
32.3%
AMATApplied Materials Inc
11.1%
TSMTaiwan Semiconductor Manufacturing Co Ltd
10.0%−4%
PLTRPalantir Technologies Inc.
7.6%−22%
MUMicron Technology Inc
6.1%
IONQIonQ, Inc.
4.9%
QBTS3.9%AVGORGTIAMDBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
NVDA NVIDIA Corp 32.3% HeldAMAT Applied Materials Inc 11.1% HeldTSM Taiwan Semiconductor Manufacturing Co Ltd 10.0% Trimmed −4%PLTR Palantir Technologies Inc. 7.6% Trimmed −22%MU Micron Technology Inc 6.1% Trimmed −6%IONQ IonQ, Inc. 4.9% NewQBTS D-Wave Quantum Inc. 3.9% NewAVGO Broadcom Inc. 3.8% Trimmed −58%RGTI Rigetti Computing, Inc. 3.8% NewAMD Advanced Micro Devices Inc 2.1% Added +21%MRVL Marvell Technology, Inc. 2.0% Trimmed −16%AMZN Amazon.com Inc 1.9% Trimmed −10%
What changed
Biggest moves since Jun 30, 2026
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