account_balance
Investment manager · 13F filer · SEC CIK 2057078
Warm Springs Advisors Inc.
Reported value$160Mas of Sep 30, 2026
Positions43 6 new, 8 sold out
Top 10 weight64.3%NVDA alone is 13%
FiledOct 2828 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
NVDANVIDIA Corp
13.5%
AMDAdvanced Micro Devices Inc
8.8%Trimmed −9%
AVGOBroadcom Inc.
7.9%Added +19%
GOOGLAlphabet Inc.
6.2%Added +2%
MSFTMicrosoft Corp
5.4%
MUMicron Technology Inc
5.3%New
METAMeta Platforms, Inc.
5.1%
AAPLApple Inc.
4.8%Trimmed −2%
AMZNAmazon.com Inc
4.1%Added +4%
QQQInvesco QQQ Tr
3.2%
COHRCoherent Corp.
2.7%New
SKHYSK hynix Inc.
2.3%New
NVDANVIDIA Corp
13.5%
AMDAdvanced Micro Devices Inc
8.8%−9%
AVGOBroadcom Inc.
7.9%Added +19%
GOOGLAlphabet Inc.
6.2%Added +2%
MSFTMicrosoft Corp
5.4%
MUMicron Technology Inc
5.3%
METAMeta Platforms, Inc.
5.1%
AAPLApple Inc.
4.8%
AMZNAmazon.com Inc
4.1%
QQQ3.2%
COHR2.7%SKHY2.3%Boxes 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 13.5% HeldAMD Advanced Micro Devices Inc 8.8% Trimmed −9%AVGO Broadcom Inc. 7.9% Added +19%GOOGL Alphabet Inc. 6.2% Added +2%MSFT Microsoft Corp 5.4% HeldMU Micron Technology Inc 5.3% NewMETA Meta Platforms, Inc. 5.1% HeldAAPL Apple Inc. 4.8% Trimmed −2%AMZN Amazon.com Inc 4.1% Added +4%
QQQ Invesco QQQ Tr 3.2% Held
COHR Coherent Corp. 2.7% NewSKHY SK hynix Inc. 2.3% NewWhat changed
Biggest moves since Jun 30, 2026
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.