BURR FINANCIAL SERVICES, LLC — 13F holdings

BURR FINANCIAL SERVICES, LLC reported 26 holdings worth $164M in its 13F filing for Q3 2026, filed October 8, 2026.

Largest positions

1. NVDA NVIDIA CORPORATION — $52.9M (32.3%)
2. AMAT APPLIED MATLS INC — $18.1M (11.1%)
3. TSM TAIWAN SEMICONDUCTOR MFG LTD — $16.3M (10.0%)
4. PLTR PALANTIR TECHNOLOGIES INC — $12.5M (7.6%)
5. MU MICRON TECHNOLOGY INC — $9.99M (6.1%)
6. IONQ IONQ INC — $8.08M (4.9%)
7. QBTS D-WAVE QUANTUM INC — $6.34M (3.9%)
8. AVGO BROADCOM INC — $6.20M (3.8%)
9. RGTI RIGETTI COMPUTING INC — $6.18M (3.8%)
10. AMD ADVANCED MICRO DEVICES INC — $3.44M (2.1%)