§ 13F · FUND PROFILE
BURR FINANCIAL SERVICES, LLC.
AUM · $161M (13F)Positions · 26Turnover · n/a · Q2Filed · Aug 11, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$548K deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 11, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 236K | $47M | 29.3% | −3% |
| 2 | AMAT | APPLIED MATLS INC | 35K | $25M | 15.6% | +3% |
| 3 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 37K | $18M | 11.0% | ±0% |
| 4 | AVGO | BROADCOM INC | 42K | $16M | 9.9% | −3% |
| 5 | MU | MICRON TECHNOLOGY INC | 10K | $12M | 7.1% | +38% |
| 6 | PLTR | PALANTIR TECHNOLOGIES INC | 85K | $10M | 6.2% | −4% |
| 7 | META | META PLATFORMS INC | 17K | $9M | 5.8% | −3% |
| 8 | MRVL | MARVELL TECHNOLOGY INC | 15K | $4M | 2.7% | +185% |
| 9 | AMZN | AMAZON COM INC | 14K | $3M | 2.1% | +4% |
| 10 | LRCX | LAM RESEARCH CORP | 7K | $3M | 1.8% | −1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BURR SIGNAL
AC read
BURR FINANCIAL SERVICES, LLC is a Other fund managing $161 million in assets. The fund runs a focused portfolio of just 26 positions.
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