Warm Springs Advisors Inc.
•CIK: 2057078•Filing: Q4 2025
**Warm Springs Advisors Inc.** manages $129M across a concentrated portfolio of 48 positions. The strategy exhibits a clear tilt toward high-growth technology leaders, evidenced by top holdings including NVDA at $18.0M and AVGO at $10.6M. Significant allocations are also maintained in GOOGL ($9.0M), MSFT ($7.7M), and AAPL ($6.4M). This structure suggests a conviction-driven, large-cap technology exposure.
Total AUM
$129.2M
QoQ Performance
-1.8%
Positions
46
Top 10 Concentration
58.9%
Latest Filing
Q4 2025
Top Holdings Allocation
NVDA
AVGO
GOOGL
MSFT
NVDA13.9%
AVGO8.2%
GOOGL7.0%
MSFT5.9%
AAPL4.9%
AMZN4.6%
AMD4.2%
NDQ3.6%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Technology47.0%
Other31.1%
Consumer8.1%
Financial7.3%
Healthcare3.8%
ETF2.5%
Utilities0.2%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW4 new positions
↑4 increased
↓28 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q4 2024