Lone Tree, COCIK 8845465 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
3,456 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation | 156.00M | $29.09B | 4.5% | +117.0K | Added |
| 2 | Apple Inc | 99.79M | $27.13B | 4.2% | −14.2K | Reduced |
| 3 | Microsoft Corp | 50.93M | $24.63B | 3.8% | +156.2K | Added |
| 4 | Amazon Com Inc |
| 64.02M |
| $14.78B |
| 2.3% |
| +611.5K |
| Added |
| 5 | Alphabet Inc | 39.88M | $12.48B | 1.9% | +136.8K | Added |
| 6 | Broadcom Inc | 32.70M | $11.32B | 1.8% | −2.43M | Reduced |
| 7 | Schwab Strategic Tr | 413.44M | $11.25B | 1.7% | +4.24M | Added |
| 8 | Meta Platforms Inc | 15.56M | $10.27B | 1.6% | +1.13M | Added |
| 9 | Alphabet Inc | 31.39M | $9.85B | 1.5% | −30.4K | Reduced |
| 10 | Tesla Inc | 19.73M | $8.87B | 1.4% | +373.9K | Added |
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