§ 13F · FUND PROFILE
FFG Partners, LLC.
AUM · $352M (13F)Positions · 42Turnover · n/a · Q2Filed · Jul 9, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$93M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 9, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | MU | MICRON TECHNOLOGY INC | 24K | $28M | 8.0% | −1% |
| 2 | NVDA | NVIDIA CORPORATION | 133K | $27M | 7.5% | −4% |
| 3 | AVGO | BROADCOM INC | 53K | $20M | 5.7% | −1% |
| 4 | ET | ENERGY TRANSFER L P | 884K | $17M | 4.8% | −1% |
| 5 | GLD | SPDR GOLD TR | 45K | $17M | 4.7% | −14% |
| 6 | PLTR | PALANTIR TECHNOLOGIES INC | 142K | $17M | 4.7% | −1% |
| 7 | CAT | CATERPILLAR INC | 14K | $15M | 4.3% | NEW |
| 8 | GOOGL | ALPHABET INC | 42K | $15M | 4.3% | ±0% |
| 9 | ACWX | ISHARES TR | 184K | $14M | 4.0% | +1% |
| 10 | GS | GOLDMAN SACHS GROUP INC | 12K | $13M | 3.6% | −4% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE FFG SIGNAL
AC read
FFG Partners, LLC is a Other fund managing $352 million in assets. The fund runs a portfolio of 42 positions.
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