Savoie Capital LLC Top Holdings and 13F Report (2025) About Savoie Capital LLCInvestment ActivitySavoie Capital LLC has $839.14 million in total holdings as of March 31, 2025.Savoie Capital LLC owns shares of 94 different stocks, but just 21 companies or ETFs make up 80% of its holdings.This quarter, Savoie Capital LLC has purchased 94 new stocks and bought additional shares in 0 stocks.Savoie Capital LLC sold shares of 0 stocks and completely divested from 0 stocks this quarter.Largest Holdings NVIDIA $193,369,543Amazon.com $90,655,239Formula One Group $50,461,895Alphabet $42,948,029Liberty Broadband $33,644,093 Sector Allocation Over TimeMap of 500 Largest Holdings ofSavoie Capital LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$193,369,5430.0%1,439,94023.0%Computer and TechnologyAMZNAmazon.com$90,655,2390.0%413,21510.8%Retail/WholesaleFWONKFormula One Group$50,461,8950.0%544,5926.0%Consumer DiscretionaryGOOGAlphabet$42,948,0290.0%225,5205.1%Computer and TechnologyLBRDKLiberty Broadband$33,644,0930.0%450,0284.0%Consumer DiscretionaryQQQInvesco QQQ$33,032,6150.0%64,6143.9%FinanceXOMExxon Mobil$27,600,9560.0%256,5863.3%EnergyAMDAdvanced Micro Devices$26,141,9760.0%216,4253.1%Computer and TechnologyMSFTMicrosoft$16,545,1400.0%39,2532.0%Computer and TechnologyTLTiShares 20+ Year Treasury Bond ETF$16,287,0450.0%186,5001.9%ETFASMLASML$15,871,5320.0%22,9001.9%Computer and TechnologyCVXChevron$14,813,5110.0%102,2751.8%EnergyLBRDALiberty Broadband$14,711,0850.0%197,8361.8%Consumer DiscretionaryLLYEli Lilly and Company$14,603,1520.0%18,9161.7%MedicalAMATApplied Materials$14,261,8380.0%87,6951.7%Computer and TechnologyFANGDiamondback Energy$14,020,5710.0%85,5801.7%EnergyAVGOBroadcom$13,977,6340.0%60,2901.7%Computer and TechnologyQCOMQUALCOMM$12,655,6760.0%82,3831.5%Computer and TechnologyFWONAFormula One Group$11,893,9290.0%141,5271.4%Consumer DiscretionaryAAPLApple$10,705,9560.0%42,7521.3%Computer and TechnologyCOPConocoPhillips$10,466,9970.0%105,5461.2%EnergyHDHome Depot$7,435,5440.0%19,1150.9%Retail/WholesaleSPYSPDR S&P 500 ETF Trust$7,327,7580.0%12,5030.9%FinanceTSMTaiwan Semiconductor Manufacturing$6,115,4750.0%30,9660.7%Computer and TechnologyLRCXLam Research$5,980,6440.0%82,8000.7%Computer and TechnologyCMCSAComcast$5,937,8840.0%158,2170.7%Consumer DiscretionaryDISWalt Disney$5,288,1230.0%47,4910.6%Consumer DiscretionaryMUMicron Technology$5,223,2220.0%62,0630.6%Computer and TechnologyJPINJPMorgan Diversified Return International Equity ETF$4,998,7550.0%93,3300.6%ETFADBEAdobe$4,853,6820.0%10,9150.6%Computer and TechnologyWDIVSPDR S&P Global Dividend ETF$4,606,6120.0%74,1950.5%ETFHCAHCA Healthcare$4,577,2880.0%15,2500.5%MedicalCRMSalesforce$4,312,8570.0%12,9000.5%Computer and TechnologySCHDSchwab US Dividend Equity ETF$3,655,4160.0%133,8000.4%ETFPANWPalo Alto Networks$3,613,3620.0%19,8580.4%Computer and TechnologyLINDE PLC$3,523,1080.0%8,4150.4%SHSAAPAdvance Auto Parts$3,286,6550.0%69,5000.4%Retail/WholesaleMAMastercard$3,159,4200.0%6,0000.4%Business ServicesBABoeing$3,150,6000.0%14,8000.4%AerospaceKLACKLA$3,149,9700.0%4,9990.4%Computer and TechnologyAWKAmerican Water Works$3,112,2500.0%25,0000.4%UtilitiesIGViShares Expanded Tech-Software Sector ETF$3,024,1250.0%30,2050.4%ETFNXPINXP Semiconductors$3,014,2410.0%14,5020.4%Computer and TechnologyAMTAmerican Tower$2,962,0720.0%16,1500.4%FinanceCIBRFirst Trust Nasdaq Cybersecurity ETF$2,717,5000.0%42,8290.3%ManufacturingVVisa$2,686,3400.0%8,5000.3%Business ServicesTRVTravelers Companies$2,408,9000.0%10,0000.3%FinanceWYWeyerhaeuser$2,252,0000.0%80,0000.3%ConstructionBACBank of America$2,197,5000.0%50,0000.3%FinanceJPMJPMorgan Chase & Co.$2,188,3130.0%9,1290.3%FinanceUPSUnited Parcel Service$2,134,6210.0%16,9280.3%TransportationSHOPShopify$2,052,1690.0%19,3000.2%Computer and TechnologyINTCIntel$1,934,9450.0%96,5060.2%Computer and TechnologyMLPXGlobal X MLP & Energy Infrastructure ETF$1,877,3600.0%31,0000.2%ETFSYKStryker$1,800,2500.0%5,0000.2%MedicalARM HOLDINGS PLC$1,690,0320.0%13,7000.2%SPONSORED ADSUMIUSCF Midstream Energy Income Fund$1,680,6530.0%33,8500.2%ETFREDDIT INC$1,634,4000.0%10,0000.2%CL AAIGAmerican International Group$1,601,6000.0%22,0000.2%FinanceLIBERTY MEDIA CORP DEL$1,586,2740.0%23,3070.2%COM LBTY LIV S CWMTWalmart$1,566,1270.0%17,3340.2%Retail/WholesaleMNDYmonday.com$1,459,7280.0%6,2000.2%Computer and TechnologyHWMHowmet Aerospace$1,458,2300.0%13,3330.2%AerospaceAKAMAkamai Technologies$1,425,1850.0%14,9000.2%Computer and TechnologyCATCaterpillar$1,256,9630.0%3,4650.1%IndustrialsGBXGreenbrier Companies$1,250,2950.0%20,5000.1%TransportationIRMIron Mountain$1,213,4950.0%11,5450.1%Business ServicesPGProcter & Gamble$1,075,3070.0%6,4140.1%Consumer StaplesSWKSSkyworks Solutions$1,003,6800.0%11,3180.1%Computer and TechnologyNOKNokia Oyj$996,7500.0%225,0000.1%Computer and TechnologyOIHVanEck Oil Services ETF$976,4280.0%3,6000.1%ETFMCDMcDonald's$907,0660.0%3,1290.1%Retail/WholesaleLMTLockheed Martin$905,3060.0%1,8630.1%AerospaceKMBKimberly-Clark$821,7520.0%6,2710.1%Consumer StaplesKOCoca-Cola$779,6820.0%12,5230.1%Consumer StaplesBATRKAtlanta Braves$760,1500.0%19,8680.1%Multi-Sector ConglomeratesNORTHERN LTS FD TR II$746,6920.0%50,2400.1%ESSENTIAL 40 STOGISGeneral Mills$721,4300.0%11,3130.1%Consumer StaplesNEENextEra Energy$716,9000.0%10,0000.1%UtilitiesPEPPepsiCo$707,0790.0%4,6500.1%Consumer StaplesRIORio Tinto Group$588,1000.0%10,0000.1%Basic MaterialsMCHPMicrochip Technology$573,5000.0%10,0000.1%Computer and TechnologyRTXRTX$467,6250.0%4,0410.1%AerospaceMGMMGM Resorts International$433,1250.0%12,5000.1%Consumer DiscretionaryCCICrown Castle$426,5720.0%4,7000.1%FinanceLIBERTY MEDIA CORP DEL$403,0870.0%6,0560.0%COM LBTY LIV S ACTVACorteva$379,6950.0%6,6660.0%Consumer StaplesMETAMeta Platforms$292,7550.0%5000.0%Computer and TechnologyGLWCorning$256,6080.0%5,4000.0%Computer and TechnologyAPOApollo Global Management$247,7400.0%1,5000.0%FinanceLUNRIntuitive Machines$236,0800.0%13,0000.0%AerospaceMMM3M$232,3620.0%1,8000.0%Multi-Sector ConglomeratesFCXFreeport-McMoRan$232,2880.0%6,1000.0%Basic MaterialsWABWestinghouse Air Brake Technologies$203,6200.0%1,0740.0%TransportationShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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