Warm Springs Advisors Inc. — 13F holdings

Warm Springs Advisors Inc. reported 45 holdings worth $145M in its 13F filing for Q2 2026, filed August 12, 2026.

Largest positions

1. NVDA NVIDIA CORPORATION — $18.8M (13.0%)
2. AMD ADVANCED MICRO DEVICES INC — $14.6M (10.1%)
3. AVGO BROADCOM INC — $11.4M (7.9%)
4. GOOGL ALPHABET INC — $10.1M (7.0%)
5. AAPL APPLE INC — $6.77M (4.7%)
6. META META PLATFORMS INC — $6.37M (4.4%)
7. MSFT MICROSOFT CORP — $6.25M (4.3%)
8. AMZN AMAZON COM INC — $6.08M (4.2%)
9. QQQ Invesco Qqq Tr — $5.22M (3.6%)
10. ISRG INTUITIVE SURGICAL INC — $4.64M (3.2%)