Savoie Capital LLC 13F Holdings

CIK 0002001471 · CHICAGO, IL

As of Jun 30, 2025, Savoie Capital LLC reported 92 positions worth $804.6M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
NVIDIA CORPNVDATechnology1,374,900$217.2M27.00%
AMAZON.COM INCAMZNEquity386,715$84.8M10.55%
ALPHABET INCGOOGEquity211,120$37.5M4.65%
LIBERTY BROADBAND CORPLBRDKCommunication Services351,799$34.6M4.30%
INVESCO QQQ TRUST SERIES 1QQQ—48,411$26.7M3.32%
EXXON MOBIL CORPXOMEnergy236,586$25.5M3.17%
ADVANCED MICRO DEVICES INCAMDEquity174,522$24.8M3.08%
MICROSOFT CORPMSFTTechnology39,753 9.8M2.46%
LIBERTY MEDIA CORPFWONKCommunication Services181,140 8.9M2.35%
ASML HOLDING NVASMLTechnology22,100 7.7M2.20%
APPLE INCAAPLTechnology74,151 5.2M1.89%
ELI LILLY & COLLYHealthcare18,816 4.7M1.82%
MICRON TECHNOLOGY INCMUTechnology117,263 4.5M1.80%
CHEVRON CORPCHVEnergy100,475 4.4M1.79%
APPLIED MATERIALS INCAMATTechnology77,295 4.2M1.76%
DIAMONDBACK ENERGY INCFANGEnergy88,580 2.2M1.51%
QUALCOMM INCQCOMTechnology76,383 2.2M1.51%
BROADCOM INCAVGOTechnology41,890 1.5M1.44%
LIBERTY MEDIA CORPFWONACommunication Services102,104$9.7M1.21%
SPDR S&P 500 ETF TRUSTSPY—12,613$7.8M0.97%
LAM RESEARCH CORPLRCXTechnology74,400$7.2M0.90%
HOME DEPOT INCHDConsumer Cyclical19,115$7.0M0.87%
CONOCOPHILLIPSCOPEnergy77,246$6.9M0.86%
UNITEDHEALTH GROUP INCUNHHealthcare20,500$6.4M0.79%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMTechnology27,866$6.3M0.78%