Pavaki Capital Management LLC — 13F holdings

Pavaki Capital Management LLC reported 163 holdings worth $287M in its 13F filing for Q2 2026, filed August 7, 2026.

Largest positions

1. CVNA CARVANA CO — $40.8M (14.2%)
2. QQQ Invesco Qqq Tr — $20.3M (7.1%)
3. TSLA TESLA INC — $18.3M (6.4%)
4. CVX CHEVRON CORP NEW — $16.1M (5.6%)
5. MIST MILESTONE PHARMACEUTICALS IN — $12.2M (4.2%)
6. INTU INTUIT — $10.1M (3.5%)
7. QCOM QUALCOMM INC — $9.05M (3.2%)
8. B BARRICK MNG CORP — $8.14M (2.8%)
9. TXT TEXTRON INC — $7.73M (2.7%)
10. PLTR PALANTIR TECHNOLOGIES INC — $6.94M (2.4%)