Savoie Capital LLC — 13F holdings

Savoie Capital LLC reported 92 holdings worth $805M in its 13F filing for Q2 2025, filed August 14, 2025.

Largest positions

1. NVDA NVIDIA CORPORATION — $217M (27.0%)
2. AMZN AMAZON COM INC — $84.8M (10.5%)
3. GOOG ALPHABET INC — $37.5M (4.7%)
4. LBRDK LIBERTY BROADBAND CORP — $34.6M (4.3%)
5. QQQ Invesco Qqq Tr — $26.7M (3.3%)
6. XOM Exxon Mobil Corp — $25.5M (3.2%)
7. AMD ADVANCED MICRO DEVICES INC — $24.8M (3.1%)
8. MSFT MICROSOFT CORP — $19.8M (2.5%)
9. FWONK LIBERTY MEDIA CORP DEL — $18.9M (2.4%)
10. ASML ASML HOLDING N V — $17.7M (2.2%)