Data as of Q4 2025 (Dec 31, 2025)

FFG Partners, LLC

•CIK: 2045972•Filing: Q4 2025

**FFG Partners, LLC** manages $345M across a concentrated portfolio of 39 positions. The fund exhibits significant conviction in technology and growth names, with top holdings including NVDA at $43.2M and PLTR at $27.9M. Further notable allocations include AMZN ($23.9M), GQ9 ($22.1M), and HOOD ($19.5M). This structure suggests a high-conviction, technology-tilted mandate within its current asset base.

Total AUM
$344.9M
QoQ Performance
-6.5%
Positions
38
Top 10 Concentration
62.9%
Latest Filing
Q4 2025

Top Holdings Allocation

NVDA
PLTR
AMZN
GQ9
HOOD
JPM
AVGO
NVDA12.5%
PLTR8.1%
AMZN6.9%
GQ96.4%
HOOD5.6%
JPM5.5%
AVGO5.3%
CBOE4.5%

📈 Biggest Buys

NFLX
NETFLIX INC
+1046.1%
3.4% of portfolio
ACWX
ISHARES TR
NEW
2.4% of portfolio
META
META PLATFORMS INC
+65.2%
3.9% of portfolio
VRT
VERTIV HOLDINGS CO
NEW
1.4% of portfolio
DG
DOLLAR GEN CORP NEW
NEW
1.3% of portfolio

📉 Biggest Sells

COST
COSTCO WHSL CORP NEW
-51.5%
2.1% of portfolio
ET
ENERGY TRANSFER L P
-31.1%
4.1% of portfolio
IBIT
ISHARES BITCOIN TRUST ETF
-44.5%
1.5% of portfolio
ETHA
ISHARES ETHEREUM TR
-41.9%
1.1% of portfolio
NVDA
NVIDIA CORPORATION
-4.7%
12.5% of portfolio

Sector Breakdown

Other52.3%
Technology26.6%
Consumer9.4%
Communication6.2%
Financial5.5%

🚪 Exited Positionssold since Q3 2025

UBER
UBER TECHNOLOGIES INC
SOLD
$14.1M

Changes from Q3 2025

NEW4 new positions
↑19 increased
↓15 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024

📌 Top Holdings

NVDA12.5%
NVIDIA CORPORATION
$43.2M
PLTR8.1%
PALANTIR TECHNOLOGIES INC
$27.9M
AMZN6.9%
AMAZON COM INC
$23.9M
GQ96.4%
SPDR GOLD TR
$22.1M
HOOD5.6%
ROBINHOOD MKTS INC
$19.5M

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