Cache Advisors, LLC Top Holdings and 13F Report (2025) About Cache Advisors, LLCInvestment ActivityCache Advisors, LLC has $260.63 million in total holdings as of March 31, 2025.Cache Advisors, LLC owns shares of 81 different stocks, but just 21 companies or ETFs make up 80% of its holdings.Approximately 20.09% of the portfolio was purchased this quarter.About 0.47% of the portfolio was sold this quarter.This quarter, Cache Advisors, LLC has purchased 78 new stocks and bought additional shares in 33 stocks.Cache Advisors, LLC sold shares of 0 stocks and completely divested from 5 stocks this quarter.Largest Holdings Apple $35,183,614NVIDIA $29,171,127Meta Platforms $19,093,077Alphabet $16,960,016Broadcom $16,390,726 Largest New Holdings this Quarter 26603R106 - DUOLINGO INC $2,055,154 Holding855244109 - Starbucks $784,720 Holding00724F101 - Adobe $752,869 HoldingL8681T102 - Spotify Technology $240,913 Holding126408103 - CSX $211,896 Holding Largest Purchases this Quarter NVIDIA 76,917 shares (about $8.34M)Apple 33,925 shares (about $7.54M)Alphabet 24,917 shares (about $3.89M)Broadcom 21,306 shares (about $3.57M)Tesla 12,050 shares (about $3.12M) Sector Allocation Over TimeMap of 500 Largest Holdings ofCache Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$35,183,614$7,535,760 ▲27.3%158,39213.5%Computer and TechnologyNVDANVIDIA$29,171,127$8,336,264 ▲40.0%269,15611.2%Computer and TechnologyMETAMeta Platforms$19,093,077$1,706,602 ▲9.8%33,1277.3%Computer and TechnologyGOOGAlphabet$16,960,016$3,892,783 ▲29.8%108,5586.5%Computer and TechnologyAVGOBroadcom$16,390,726$3,567,263 ▲27.8%97,8966.3%Computer and TechnologyMSFTMicrosoft$14,902,233$2,212,173 ▲17.4%39,6985.7%Computer and TechnologyAMZNAmazon.com$10,420,730$2,104,085 ▲25.3%54,7714.0%Retail/WholesalePALANTIR TECHNOLOGIES INC$9,938,522$844,000 ▲9.3%117,7553.8%CL ATSLATesla$8,553,316$3,122,878 ▲57.5%33,0043.3%Auto/Tires/TrucksARISTA NETWORKS INC$7,389,888$2,157,818 ▲41.2%95,3782.8%COM SHSREGNRegeneron Pharmaceuticals$5,464,526$3,016,398 ▲123.2%8,6162.1%MedicalGOOGLAlphabet$5,336,472$30,928 ▲0.6%34,5092.0%Computer and TechnologyNUNU$4,525,2400.0%441,9181.7%FinanceUBERUber Technologies$4,230,2520.0%58,0601.6%Computer and TechnologySNOWSnowflake$3,828,368$310,882 ▲8.8%26,1931.5%Computer and TechnologyDOORDASH INC$3,256,894$1,136,011 ▲53.6%17,8211.2%CL ALLYEli Lilly and Company$2,973,276$825,910 ▲38.5%3,6001.1%MedicalCRMSalesforce$2,920,831$370,337 ▲14.5%10,8841.1%Computer and TechnologyAPPLOVIN CORP$2,765,227$927,395 ▲50.5%10,4361.1%COM CL APCORProcore Technologies$2,726,759$163,532 ▲6.4%41,3021.0%Computer and TechnologyDDOGDatadog$2,518,0490.0%25,3811.0%Computer and TechnologyPSTGPure Storage$2,516,130$935,691 ▲59.2%56,8361.0%Computer and TechnologyNTNXNutanix$2,478,2550.0%35,5001.0%Computer and TechnologyINTUIntuit$2,466,398$321,731 ▲15.0%4,0170.9%Computer and TechnologyACNAccenture$2,447,642$347,301 ▲16.5%7,8440.9%Computer and TechnologyREDDIT INC$2,398,539$300,539 ▲14.3%22,8650.9%CL AAXONAxon Enterprise$2,105,3780.0%4,0030.8%AerospaceDUOLINGO INC$2,055,154$2,055,154 ▲New Holding6,6180.8%CL A COMNFLXNetflix$2,008,6700.0%2,1540.8%Consumer DiscretionaryCOINCoinbase Global$1,859,568$759,018 ▲69.0%10,7970.7%FinanceNSCNorfolk Southern$1,754,8220.0%7,4090.7%TransportationCRWDCrowdStrike$1,708,6030.0%4,8460.7%Computer and TechnologyABNBAirbnb$1,589,176$740,771 ▲87.3%13,3030.6%Consumer DiscretionaryJNJJohnson & Johnson$1,369,009$847,442 ▲162.5%8,2550.5%MedicalGSThe Goldman Sachs Group$1,365,7250.0%2,5000.5%FinanceCFLTConfluent$1,233,975$125,896 ▲11.4%52,6440.5%Computer and TechnologyGILDGilead Sciences$1,222,3530.0%10,9090.5%MedicalUPWKUpwork$1,057,0500.0%81,0000.4%Computer and TechnologyCCCSCCC Intelligent Solutions$1,048,3020.0%116,0910.4%Computer and TechnologyQCOMQUALCOMM$993,704$460,830 ▲86.5%6,4690.4%Computer and TechnologyWDAYWorkday$940,6590.0%4,0280.4%Computer and TechnologyCORTCorcept Therapeutics$856,6500.0%7,5000.3%MedicalVRSNVeriSign$839,8020.0%3,3080.3%Computer and TechnologyDOCSDoximity$817,9910.0%14,0960.3%MedicalSBUXStarbucks$784,720$784,720 ▲New Holding8,0000.3%Retail/WholesaleLAM RESEARCH CORP$784,4330.0%10,7900.3%COM NEWADBEAdobe$752,869$752,869 ▲New Holding1,9630.3%Computer and TechnologyMRVLMarvell Technology$727,388$55,721 ▲8.3%11,8140.3%Computer and TechnologyFTNTFortinet$701,2540.0%7,2850.3%Computer and TechnologyMAPLEBEAR INC$605,610$312,738 ▲106.8%15,1820.2%COMPENPenumbra$601,6730.0%2,2500.2%MedicalGPNGlobal Payments$529,6490.0%5,4090.2%Business ServicesMCOMoody's$510,3960.0%1,0960.2%FinanceUNHUnitedHealth Group$503,8480.0%9620.2%MedicalCOSTCostco Wholesale$494,643$94,578 ▲23.6%5230.2%Retail/WholesalePTGXProtagonist Therapeutics$490,5150.0%10,1430.2%MedicalNOWServiceNow$489,6260.0%6150.2%Computer and TechnologyZSZscaler$489,3040.0%2,4660.2%Computer and TechnologyDELLDell Technologies$452,1950.0%4,9610.2%Computer and TechnologyDTDynatrace$438,6840.0%9,3040.2%Computer and TechnologyBLOCK INC$425,4040.0%7,8300.2%CL ASPGIS&P Global$400,8910.0%7890.2%Business ServicesKOCoca-Cola$388,968$8,451 ▲2.2%5,4310.1%Consumer StaplesTWLOTwilio$353,945$19,582 ▲5.9%3,6150.1%Computer and TechnologyIBMInternational Business Machines$344,8910.0%1,3870.1%Computer and TechnologyBACBank of America$335,3420.0%8,0360.1%FinanceISRGIntuitive Surgical$335,298$107,474 ▲47.2%6770.1%MedicalTSCOTractor Supply$289,5510.0%5,2550.1%Retail/WholesalePINSPinterest$279,0000.0%9,0000.1%Computer and TechnologyJBHTJ.B. Hunt Transport Services$266,3100.0%1,8000.1%TransportationBSYBentley Systems$247,0160.0%6,2790.1%Computer and TechnologySHELShell$242,0440.0%3,3030.1%EnergySPOTSpotify Technology$240,913$240,913 ▲New Holding4380.1%Business ServicesPEPPepsiCo$217,2630.0%1,4490.1%Consumer StaplesCSXCSX$211,896$211,896 ▲New Holding7,2000.1%TransportationAONAON$211,119$211,119 ▲New Holding5290.1%FinanceLCLendingClub$206,400$206,400 ▲New Holding20,0000.1%FinancePGProcter & Gamble$201,436$201,436 ▲New Holding1,1820.1%Consumer StaplesMQMarqeta$140,4550.0%34,0910.1%Business ServicesRLXRLX Technology$134,9410.0%71,7770.1%Consumer DiscretionaryCOURCoursera$118,4750.0%17,7890.0%Business ServicesTTDTrade Desk$0$325,206 ▼-100.0%00.0%Computer and TechnologyMDBMongoDB$0$232,810 ▼-100.0%00.0%Computer and TechnologyIOTSamsara$0$227,188 ▼-100.0%00.0%Computer and TechnologyFNDFloor & Decor$0$219,340 ▼-100.0%00.0%Retail/WholesaleAPPFAppFolio$0$217,854 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. 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