BURR FINANCIAL SERVICES, LLC
•CIK: 1966297•Filing: Q4 2025
BURR FINANCIAL SERVICES, LLC manages $134M across a concentrated portfolio of 26 positions. The fund exhibits significant conviction in technology and growth names, with NVDA representing the largest holding at $39.6M. Key allocations include substantial positions in AVGO ($13.5M), PLTR ($12.6M), and AMZN ($11.0M). This structure signals a focused, high-conviction approach targeting market leaders within the tech sector.
Total AUM
$133.7M
QoQ Performance
-0.7%
Positions
26
Top 10 Concentration
89.4%
Latest Filing
Q4 2025
Top Holdings Allocation
NVDA
AVGO
PLTR
AMZN
META
TSM
AMAT
PANW
NVDA29.6%
AVGO10.1%
PLTR9.4%
AMZN8.2%
META7.6%
TSM5.5%
AMAT5.5%
PANW5.5%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Technology54.1%
Other32.2%
Consumer12.6%
Financial0.6%
Healthcare0.5%
Changes from Q3 2025
↑8 increased
↓11 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024