FFG Partners, LLC: 13F holdings
CIK 20459722026Q2
| Positions | 41 |
|---|---|
| Reported value | $352.4m |
| Filed | 2026-07-09 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| MU MICRON TECHNOLOGY INC | 24,462 | $28.2m | 8.0% |
| NVDA NVIDIA CORPORATION | 132,860 | $26.6m | 7.5% |
| AVGO BROADCOM INC | 52,772 | $19.9m | 5.7% |
| ET ENERGY TRANSFER L P | 883,770 | $16.9m | 4.8% |
| GLD SPDR GOLD TR | 44,931 | $16.6m | 4.7% |
| PLTR PALANTIR TECHNOLOGIES INC | 141,650 | $16.5m | 4.7% |
| CAT CATERPILLAR INC | 14,217 | $15.1m | 4.3% |
| GOOGL ALPHABET INC | 41,920 | $15.0m | 4.3% |
| ACWX ISHARES TR | 184,025 | $14.0m | 4.0% |
| GS GOLDMAN SACHS GROUP INC | 12,483 | $12.6m | 3.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2045972")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.