Savoie-Capital

AI_NATIVE detailed information: This accession holds the following tickers:[
  "AKAM",
  null,
  "ARM",
  "FWONK",
  "MU",
  "MMM",
  "ADBE",
  "AIG",
  "BATRK",
  "ASML",
  "CAT",
  "AVGO",
  "CCI",
  "LLYVA",
  null,
  "FCX",
  "GIS",
  "HD",
  "MCD",
  "QCOM",
  "HWM",
  "AMAT",
  "META",
  "LUNR",
  null,
  "FWONA",
  null,
  "LIN",
  null,
  null,
  "MA",
  "MSFT",
  "KLAC",
  "PANW",
  "PEP",
  "IRM",
  "AAPL",
  "SPY",
  "NVDA",
  "INTC",
  "LMT",
  "PG",
  null,
  "SHOP",
  "RIO",
  "RTX",
  "AMT",
  "SYK",
  "TRV",
  "UPS",
  "AAP",
  "LBRDA",
  null,
  "WY",
  null,
  "TSM",
  null,
  "GBX",
  "AMD",
  "WAB",
  "AMZN",
  "HCA",
  "V",
  "WMT",
  "SCHD",
  "NOK",
  "LBRDK",
  "NXPI",
  "LLYVK",
  "MGM",
  "MNDY",
  "CRM",
  "SWKS",
  "RDDT",
  "KMB",
  "BAC",
  "BA",
  "CVX",
  "KO",
  "CMCSA",
  "COP",
  "GLW",
  "CTVA",
  "FANG",
  "NEE",
  "QQQ",
  "DIS",
  "GOOG",
  "XOM",
  "LLY",
  "AWK",
  "APO",
  "MCHP",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-16
Total Holdings: 94
Total Value: 839141734
Accession Number: 0002001471-25-000002
Form Type: 13F-HR
CIK: savoie-capital
Manager Name: Savoie-Capital

Data Enrichment

89% identified

84 identified10 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

94 positions • $839.1M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 1 of 5

Sort by:

NVIDIA CORP

NVDA|67066G104

Shares:1.4M

Value:$193.4M

% of Portfolio:23.0% ($193.4M/$839.1M)

AMAZON COM INC

AMZN|023135106

Shares:413.2K

Value:$90.7M

% of Portfolio:10.8% ($90.7M/$839.1M)

Liberty Media Corp

FWONK|531229755

Shares:544.6K

Value:$50.5M

% of Portfolio:6.0% ($50.5M/$839.1M)

Alphabet Inc.

GOOG|02079K107

Shares:225.5K

Value:$42.9M

% of Portfolio:5.1% ($42.9M/$839.1M)

Liberty Broadband Corp

LBRDK|530307305

Shares:450.0K

Value:$33.6M

% of Portfolio:4.0% ($33.6M/$839.1M)

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:64.6K

Value:$33.0M

% of Portfolio:3.9% ($33.0M/$839.1M)

EXXON MOBIL CORP

XOM|30231G102

Shares:256.6K

Value:$27.6M

% of Portfolio:3.3% ($27.6M/$839.1M)

ADVANCED MICRO DEVICES INC

AMD|007903107

Shares:216.4K

Value:$26.1M

% of Portfolio:3.1% ($26.1M/$839.1M)

MICROSOFT CORP

MSFT|594918104

Shares:39.3K

Value:$16.5M

% of Portfolio:2.0% ($16.5M/$839.1M)

464287432

Shares:186.5K

Value:$16.3M

% of Portfolio:1.9% ($16.3M/$839.1M)

ASML HOLDING NV

ASML|N07059210

Shares:22.9K

Value:$15.9M

% of Portfolio:1.9% ($15.9M/$839.1M)

CHEVRON CORP

CVX|166764100

Shares:102.3K

Value:$14.8M

% of Portfolio:1.8% ($14.8M/$839.1M)

Liberty Broadband Corp

LBRDA|530307107

Shares:197.8K

Value:$14.7M

% of Portfolio:1.8% ($14.7M/$839.1M)

ELI LILLY & Co

LLY|532457108

Shares:18.9K

Value:$14.6M

% of Portfolio:1.7% ($14.6M/$839.1M)

APPLIED MATERIALS INC /DE

AMAT|038222105

Shares:87.7K

Value:$14.3M

% of Portfolio:1.7% ($14.3M/$839.1M)

Diamondback Energy, Inc.

FANG|25278X109

Shares:85.6K

Value:$14.0M

% of Portfolio:1.7% ($14.0M/$839.1M)

Broadcom Inc.

AVGO|11135F101

Shares:60.3K

Value:$14.0M

% of Portfolio:1.7% ($14.0M/$839.1M)

QUALCOMM INC/DE

QCOM|747525103

Shares:82.4K

Value:$12.7M

% of Portfolio:1.5% ($12.7M/$839.1M)

Liberty Media Corp

FWONA|531229771

Shares:141.5K

Value:$11.9M

% of Portfolio:1.4% ($11.9M/$839.1M)

Apple Inc.

AAPL|037833100

Shares:42.8K

Value:$10.7M

% of Portfolio:1.3% ($10.7M/$839.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
NVIDIA CORP(NVDAcusip67066G104)	1.4M	QoQ 0.00% (+0) YoY +907.01% (+1.3M)	All Managers (Combined)	$193.4M	23.0% ($193.4M/$839.1M)	QoQ 0.00% (+$0) YoY +49.66% (+$64.2M)
AMAZON COM INC(AMZNcusip023135106)	413.2K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$90.7M	10.8% ($90.7M/$839.1M)	QoQ 0.00% (+$0) YoY +21.62% (+$16.1M)
Liberty Media Corp(FWONKcusip531229755)	544.6K	QoQ 0.00% (+0) YoY NEW(+544.6K)	All Managers (Combined)	$50.5M	6.0% ($50.5M/$839.1M)	QoQ 0.00% (+$0) YoY NEW(+$50.5M)
Alphabet Inc.(GOOGcusip02079K107)	225.5K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$42.9M	5.1% ($42.9M/$839.1M)	QoQ 0.00% (+$0) YoY +25.07% (+$8.6M)
Liberty Broadband Corp(LBRDKcusip530307305)	450.0K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$33.6M	4.0% ($33.6M/$839.1M)	QoQ 0.00% (+$0) YoY +30.63% (+$7.9M)
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	64.6K	QoQ 0.00% (+0) YoY 0.00% (+6)	All Managers (Combined)	$33.0M	3.9% ($33.0M/$839.1M)	QoQ 0.00% (+$0) YoY +15.14% (+$4.3M)
EXXON MOBIL CORP(XOMcusip30231G102)	256.6K	QoQ 0.00% (+0) YoY +8.45% (+20.0K)	All Managers (Combined)	$27.6M	3.3% ($27.6M/$839.1M)	QoQ 0.00% (+$0) YoY +0.36% (+$100.2K)
ADVANCED MICRO DEVICES INC(AMDcusip007903107)	216.4K	QoQ 0.00% (+0) YoY +9.23% (-18.3K)	All Managers (Combined)	$26.1M	3.1% ($26.1M/$839.1M)	QoQ 0.00% (+$0) YoY -26.89% (-$9.6M)
MICROSOFT CORP(MSFTcusip594918104)	39.3K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$16.5M	2.0% ($16.5M/$839.1M)	QoQ 0.00% (+$0) YoY +0.18% (+$30.6K)
(cusip464287432)✕	186.5K	QoQ 0.00% (+0) YoY +1728.43% (+176.3K)	All Managers (Combined)	$16.3M	1.9% ($16.3M/$839.1M)	QoQ 0.00% (+$0) YoY +1587.55% (+$15.3M)
ASML HOLDING NV(ASMLcusipN07059210)	22.9K	QoQ 0.00% (+0) YoY +4.09% (-900)	All Managers (Combined)	$15.9M	1.9% ($15.9M/$839.1M)	QoQ 0.00% (+$0) YoY -25.66% (-$5.5M)
CHEVRON CORP(CVXcusip166764100)	102.3K	QoQ 0.00% (+0) YoY +1.79% (-1.8K)	All Managers (Combined)	$14.8M	1.8% ($14.8M/$839.1M)	QoQ 0.00% (+$0) YoY -6.53% (-$1.0M)
Liberty Broadband Corp(LBRDAcusip530307107)	197.8K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$14.7M	1.8% ($14.7M/$839.1M)	QoQ 0.00% (+$0) YoY +30.18% (+$3.4M)
ELI LILLY & Co(LLYcusip532457108)	18.9K	QoQ 0.00% (+0) YoY NEW(+18.9K)	All Managers (Combined)	$14.6M	1.7% ($14.6M/$839.1M)	QoQ 0.00% (+$0) YoY NEW(+$14.6M)
APPLIED MATERIALS INC /DE(AMATcusip038222105)	87.7K	QoQ 0.00% (+0) YoY +13.45% (-10.4K)	All Managers (Combined)	$14.3M	1.7% ($14.3M/$839.1M)	QoQ 0.00% (+$0) YoY -10.53% (-$1.7M)
Diamondback Energy, Inc.(FANGcusip25278X109)	85.6K	QoQ 0.00% (+0) YoY +21.25% (+15.0K)	All Managers (Combined)	$14.0M	1.7% ($14.0M/$839.1M)	QoQ 0.00% (+$0) YoY +0.24% (+$33.7K)
Broadcom Inc.(AVGOcusip11135F101)	60.3K	QoQ 0.00% (+0) YoY +660.37% (+52.4K)	All Managers (Combined)	$14.0M	1.7% ($14.0M/$839.1M)	QoQ 0.00% (+$0) YoY +33.00% (+$3.5M)
QUALCOMM INC/DE(QCOMcusip747525103)	82.4K	QoQ 0.00% (+0) YoY +7.85% (-6.0K)	All Managers (Combined)	$12.7M	1.5% ($12.7M/$839.1M)	QoQ 0.00% (+$0) YoY -2.13% (-$275.8K)
Liberty Media Corp(FWONAcusip531229771)	141.5K	QoQ 0.00% (+0) YoY NEW(+141.5K)	All Managers (Combined)	$11.9M	1.4% ($11.9M/$839.1M)	QoQ 0.00% (+$0) YoY NEW(+$11.9M)
Apple Inc.(AAPLcusip037833100)	42.8K	QoQ 0.00% (+0) YoY -28.32% (-16.9K)	All Managers (Combined)	$10.7M	1.3% ($10.7M/$839.1M)	QoQ 0.00% (+$0) YoY +4.66% (-$477.2K)