Del Mar, CACIK 20878222 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
110 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Qualcomm Inc | 444.6K | $76.05M | 26.4% | −81.9K | Reduced |
| 2 | Servicenow Inc | 167.5K | $25.65M | 8.9% | +128.9K | Added |
| 3 | Advanced Micro Devices Inc | 76.6K | $16.40M | 5.7% | −15.9K | Reduced |
| 4 | American Express Co |
| 34.0K |
| $12.57M |
| 4.4% |
| −4.6K |
| Reduced |
| 5 | Oracle Corp | 61.4K | $11.97M | 4.2% | −2.5K | Reduced |
| 6 | Direxion Shs ETF Tr | 64.3K | $10.82M | 3.8% | −13.0K | Reduced |
| 7 | Shopify Inc | 58.8K | $9.47M | 3.3% | −2.2K | Reduced |
| 8 | Pfizer Inc | 314.0K | $7.82M | 2.7% | +144.0K | Added |
| 9 | Amazon Com Inc | 33.3K | $7.68M | 2.7% | +397 | Added |
| 10 | Eli Lilly & Co | 5.2K | $5.64M | 2.0% | +30 | Added |
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