Warther Private Wealth, LLC
Warther Private Wealth, LLC reported 50 holdings worth US$456M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Warther Private Wealth, LLC reported 50 holdings worth US$456M as of Jun 30, 2026. Largest: Charles Schwab Corporation (the), Fair Isaac Corporation and Mercadolibre, Inc. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 50
- Value as reported
- US$456M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Charles Schwab Corporation (the) | 280K | US$25.8M | 5.7% |
| Fair Isaac Corporation | 20,581 | US$24.6M | 5.4% |
| Mercadolibre, Inc. | 14,249 | US$24.2M | 5.3% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 47,110 | US$22.5M | 4.9% |
| Unitedhealth Group Incorporated | 53,409 | US$22.2M | 4.9% |
| Alphabet Inc (google) Class C | 59,584 | US$21.3M | 4.7% |
| Nu Holdings Ltd. | 1.55M | US$20.8M | 4.6% |
| Eli Lilly And Company | 17,266 | US$20.7M | 4.5% |
| Uber Technologies, Inc. | 287K | US$20.7M | 4.5% |
| Novo Nordisk A/s Class B | 411K | US$19.7M | 4.3% |
| Brookfield Corporation | 462K | US$19.7M | 4.3% |
| Fiserv, Inc. | 344K | US$16.9M | 3.7% |
| Broadcom Inc. | 42,420 | US$16M | 3.5% |
| Asml Holding Nv | 7,896 | US$15.7M | 3.4% |
| Netflix, Inc. | 218K | US$15.6M | 3.4% |
| Fortinet, Inc. | 101K | US$15.5M | 3.4% |
| Amazon.com, Inc. | 63,768 | US$15.2M | 3.3% |
| Servicenow, Inc. | 123K | US$12.2M | 2.7% |
| Eqt Corporation | 222K | US$11.8M | 2.6% |
| Chipotle Mexican Grill, Inc. | 326K | US$11.1M | 2.4% |
| Expedia Group, Inc. | 37,200 | US$9.52M | 2.1% |
| Mckesson Corporation | 11,613 | US$8.77M | 1.9% |
| Ulta Beauty, Inc. | 15,055 | US$6.79M | 1.5% |
| Apple Inc | 18,803 | US$5.44M | 1.2% |
| Nvidia Corporation | 20,159 | US$4.03M | 0.88% |
| Microsoft Corp. | 6,390 | US$2.38M | 0.52% |
| Estee Lauder Companies, Inc. (the) | 21,597 | US$1.71M | 0.37% |
| American Express Company | 4,823 | US$1.63M | 0.36% |
| Caterpillar, Inc. | 1,001 | US$1.07M | 0.23% |
| Applied Materials, Inc. | 1,082 | US$782K | 0.17% |
| Coca-cola Consolidated, Inc. | 3,675 | US$702K | 0.15% |
| Visa Inc. | 2,000 | US$686K | 0.15% |
| Fedex Corporation | 1,886 | US$591K | 0.13% |
| Marsh | 2,680 | US$447K | 0.10% |
| Costco Wholesale Corporation | 468 | US$438K | 0.10% |
| Berkshire Hathaway Inc. | 770 | US$385K | 0.08% |
| Intuitive Surgical, Inc. | 704 | US$280K | 0.06% |
| Micron Technology, Inc. | 240 | US$277K | 0.06% |
| S&p Global Inc. | 590 | US$240K | 0.05% |
| Vistra Corp. | 0 | US$0 | 0.00% |
| Exxon Mobil Corporation | 0 | US$0 | 0.00% |
Source
View original at SEC
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