PURSUE WEALTH PARTNERS LLC
•CIK: 1911091•Filing: Q4 2025
**PURSUE WEALTH PARTNERS LLC** manages $206M across a diversified portfolio of 104 positions. The fund exhibits a strong technology tilt, with top holdings including MSFT ($15.0M), NVDA ($14.2M), and AMZN ($11.9M). Notable allocations also include MOAT ($9.2M), AAPL ($8.6M), and CRWD ($8.3M), signaling conviction in established growth and cybersecurity leaders. This concentrated exposure suggests a focus on market leaders within the technology and enterprise software sectors.
Total AUM
$205.8M
QoQ Performance
+13.0%
Positions
79
Top 10 Concentration
46.3%
Latest Filing
Q4 2025
Top Holdings Allocation
MSFT
NVDA
AMZN
MSFT7.3%
NVDA6.9%
AMZN5.8%
MOAT4.4%
AAPL4.2%
CRWD4.1%
MDB3.7%
GOOG3.5%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other47.3%
Technology31.0%
Consumer10.3%
Financial4.4%
ETF4.3%
Healthcare2.1%
Industrial0.6%
🚪 Exited Positionssold since Q3 2025
+12 more exited positions
Changes from Q3 2025
NEW11 new positions
↑33 increased
↓12 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023