Draper Asset Management, LLC Top Holdings and 13F Report (2026) About Draper Asset Management, LLCInvestment ActivityDraper Asset Management, LLC has $197.71 million in total holdings as of June 30, 2026.Draper Asset Management, LLC owns shares of 16 different stocks, but just 6 companies or ETFs make up 80% of its holdings.Approximately 7.19% of the portfolio was purchased this quarter.About 8.06% of the portfolio was sold this quarter.This quarter, Draper Asset Management, LLC has purchased 24 new stocks and bought additional shares in 9 stocks.Draper Asset Management, LLC sold shares of 5 stocks and completely divested from 10 stocks this quarter.Largest Holdings Apple $35,636,808Alphabet $35,194,404NVIDIA $30,140,114Amazon.com $29,250,405Meta Platforms $21,284,917 Largest New Holdings this Quarter 84615Q103 - SPACE EXPLORATION TECHN CORP $5,210,376 Holding90384S303 - Ulta Beauty $4,770,917 Holding Largest Purchases this Quarter SPACE EXPLORATION TECHN CORP 30,495 shares (about $5.21M)Ulta Beauty 10,579 shares (about $4.77M)Meta Platforms 3,237 shares (about $1.82M)PALANTIR TECHNOLOGIES INC 5,716 shares (about $666.89K)Weyerhaeuser 19,918 shares (about $476.84K) Largest Sales this Quarter GE VERNOVA INC 1,446 shares (about $1.70M)Alphabet 1,747 shares (about $624.32K)Apple 1,071 shares (about $309.91K)NVIDIA 351 shares (about $70.23K)Alphabet 126 shares (about $44.52K) Sector Allocation Over TimeMap of 500 Largest Holdings ofDraper Asset Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$35,636,808$309,905 â–¼-0.9%123,15718.0%TechnologyGOOGLAlphabet$35,194,404$624,323 â–¼-1.7%98,48217.8%Communication ServicesNVDANVIDIA$30,140,114$70,231 â–¼-0.2%150,63315.2%TechnologyAMZNAmazon.com$29,250,405$127,750 â–²0.4%122,72614.8%Consumer DiscretionaryMETAMeta Platforms$21,284,917$1,823,359 â–²9.4%37,78710.8%Communication ServicesTSLATesla$9,711,869$217,866 â–²2.3%23,0914.9%Consumer DiscretionaryUBERUber Technologies$5,461,849$119,641 â–²2.2%75,6912.8%IndustrialsSPACE EXPLORATION TECHN CORP$5,210,376$5,210,376 â–²New Holding30,4952.6%CLASS A COM STKULTAUlta Beauty$4,770,917$4,770,917 â–²New Holding10,5792.4%Consumer DiscretionaryLLYEli Lilly and Company$4,668,083$146,327 â–²3.2%3,8922.4%HealthcareGOOGAlphabet$4,629,128$44,521 â–¼-1.0%13,1012.3%Communication ServicesGE VERNOVA INC$4,076,319$1,698,662 â–¼-29.4%3,4702.1%COMASMLASML$2,671,818$240,722 â–²9.9%1,3431.4%TechnologyWYWeyerhaeuser$2,195,532$476,836 â–²27.7%91,7101.1%Real EstatePALANTIR TECHNOLOGIES INC$1,813,985$666,886 â–²58.1%15,5480.9%CL ANFLXNetflix$992,246$420,617 â–²73.6%13,8970.5%Communication ServicesCRWDCrowdStrike$0$2,931,198 â–¼-100.0%00.0%TechnologyTKO GROUP HOLDINGS INC$0$2,844,581 â–¼-100.0%00.0%CL AREDDIT INC$0$2,261,581 â–¼-100.0%00.0%CL AINSMInsmed$0$1,851,210 â–¼-100.0%00.0%HealthcareALNYAlnylam Pharmaceuticals$0$1,248,373 â–¼-100.0%00.0%HealthcareSENEASeneca Foods$0$987,267 â–¼-100.0%00.0%Consumer StaplesCARVANA CO$0$328,983 â–¼-100.0%00.0%PUTNVIDIA CORPORATION$0$268,125 â–¼-100.0%00.0%CALLMETA PLATFORMS INC$0$257,315 â–¼-100.0%00.0%CALLTAT&T$0$204,230 â–¼-100.0%00.0%Communication ServicesShowing largest 100 holdings. 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