Warther Private Wealth, LLC

**Warther Private Wealth, LLC** manages $423M across a concentrated portfolio of 50 positions. The fund exhibits significant exposure to technology and healthcare, with top holdings including BABA at $42.8M and UNH at $40.0M. Further allocations are notable in mega-cap tech names such as GOOGL ($26.6M) and AMZN ($23.1M), alongside semiconductor leaders TSM ($22.3M) and ASML ($21.0M). This structure suggests a conviction-driven approach targeting established growth sectors.