FFG Partners, LLC
FFG Partners, LLC reported 42 holdings worth US$352M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 9, 2026
FFG Partners, LLC reported 42 holdings worth US$352M as of Jun 30, 2026. Largest: Micron Technology, Inc., Nvidia Corporation and Broadcom Inc. Filed Jul 9, 2026 (Form 13F).
- Holdings
- 42
- Value as reported
- US$352M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Micron Technology, Inc. | 24,462 | US$28.2M | 8.0% |
| Nvidia Corporation | 133K | US$26.6M | 7.5% |
| Broadcom Inc. | 52,772 | US$19.9M | 5.7% |
| Energy Transfer Lp | 884K | US$16.9M | 4.8% |
| Palantir Technologies Inc. | 142K | US$16.5M | 4.7% |
| Alphabet Inc (google) Class C | 43,809 | US$15.7M | 4.4% |
| Caterpillar, Inc. | 14,217 | US$15.1M | 4.3% |
| Goldman Sachs Group, Inc. (the) | 12,483 | US$12.6M | 3.6% |
| Johnson & Johnson | 49,597 | US$12.6M | 3.6% |
| Generac Holdings Inc. | 42,439 | US$12.4M | 3.5% |
| Jp Morgan Chase & Co. | 37,046 | US$12.1M | 3.4% |
| Eli Lilly And Company | 9,869 | US$11.8M | 3.4% |
| Intel Corporation | 84,093 | US$11.7M | 3.3% |
| Sandisk Corporation | 5,111 | US$11.6M | 3.3% |
| Dick's Sporting Goods Inc | 50,669 | US$11.5M | 3.3% |
| Amazon.com, Inc. | 46,483 | US$11.1M | 3.1% |
| Vertiv Holdings, Llc | 31,388 | US$10.5M | 3.0% |
| Asml Holding Nv | 4,222 | US$8.4M | 2.4% |
| Costco Wholesale Corporation | 8,398 | US$7.86M | 2.2% |
| Marriott International | 17,187 | US$6.37M | 1.8% |
| Ge Vernova Inc. | 4,967 | US$5.84M | 1.7% |
| Tesla, Inc. | 6,401 | US$2.69M | 0.76% |
| Novo Nordisk A/s Class B | 25,719 | US$1.23M | 0.35% |
| Humana Inc. | 1,740 | US$691K | 0.20% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 1,048 | US$501K | 0.14% |
| Apple Inc | 820 | US$237K | 0.07% |
| Crowdstrike Holdings, Inc. | 0 | US$0 | 0.00% |
| Meta Platforms, Inc. | 0 | US$0 | 0.00% |
| Microsoft Corp. | 0 | US$0 | 0.00% |
| Palo Alto Networks, Inc. | 0 | US$0 | 0.00% |
| Ulta Beauty, Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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