Warm Springs Advisors Inc. Long-Term Concentrated

Location: Larkspur, CA

CIK: 0002057078 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: Apr 30, 2026

Total Value: $118M (100.0% shares, 0.0% debt)

Holdings (48)

NVDA NVIDIA CORPORATION 14.0%
Value $16.5M Shares 94,618 Est. Cost $137.79 Unrealized +35.4%
AVGO BROADCOM INC 7.9%
Value $9.361M Shares 30,246 Est. Cost $191.20 Unrealized +74.8%
GOOGL ALPHABET INC 7.0%
Value $8.268M Shares 28,751 Est. Cost $174.14 Unrealized +85.6%
AAPL APPLE INC 5.0%
Value $5.946M Shares 23,428 Est. Cost $234.51 Unrealized +12.1%
MSFT MICROSOFT CORP 5.0%
Value $5.862M Shares 15,835 Est. Cost $423.92 Unrealized +2.5%
AMZN AMAZON COM INC 4.5%
Value $5.309M Shares 25,492 Est. Cost $204.58 Unrealized +10.9%
AMD ADVANCED MICRO DEVICES INC 4.4%
Value $5.124M Shares 25,186 Est. Cost $139.26 Unrealized +59.2%
NET CLOUDFLARE INC 3.9%
Value $4.58M Shares 22,198 Est. Cost $119.09 Unrealized +53.2%
QQQ INVESCO QQQ TR 3.6%
Value $4.213M Shares 7,299 Est. Cost $529.07 Unrealized
COST COSTCO WHOLESALE CORPORATION 3.3%
Value $3.885M Shares 3,899 Est. Cost $923.07 Unrealized +4.4%
IVV ISHARES TR 2.7%
Value $3.141M Shares 4,809 Est. Cost $589.43 Unrealized
CRWD CROWDSTRIKE HLDGS INC 2.5%
Value $2.959M Shares 7,579 Est. Cost $345.89 Unrealized +24.6%
ALAB ASTERA LABS INC 2.5%
Value $2.908M Shares 26,535 Est. Cost $157.63 Unrealized 0.0%
NBIS NEBIUS GROUP N.V. 2.5%
Value $2.905M Shares 28,000 Est. Cost $103.64 Unrealized -7.0%
V VISA INC 2.3%
Value $2.719M Shares 8,996 Est. Cost $298.33 Unrealized +10.3%
CRWV COREWEAVE INC 2.3%
Value $2.711M Shares 35,000 Est. Cost $113.47 Unrealized -19.4%
SOFI SOFI TECHNOLOGIES INC 2.2%
Value $2.541M Shares 160,000 Est. Cost $12.99 Unrealized +79.3%
ANET ARISTA NETWORKS INC 2.1%
Value $2.517M Shares 20,499 Est. Cost $137.66 Unrealized -1.9%
JPM JPMORGAN CHASE & CO 2.0%
Value $2.373M Shares 8,067 Est. Cost $228.35 Unrealized +36.4%
ABBV ABBVIE INC 1.6%
Value $1.889M Shares 8,687 Est. Cost $177.41 Unrealized +25.5%
TMO THERMO FISHER SCIENTIFIC INC 1.6%
Value $1.875M Shares 3,815 Est. Cost $545.51 Unrealized +5.3%
GRAB GRAB HOLDINGS LIMITED 1.4%
Value $1.678M Shares 458,500 Est. Cost $5.31 Unrealized -15.5%
BRK/B BERKSHIRE HATHAWAY INC DEL 1.3%
Value $1.495M Shares 3,119 Est. Cost $462.95 Unrealized +6.6%
RDDT REDDIT INC 1.1%
Value $1.347M Shares 10,000 Est. Cost $189.65 Unrealized 0.0%
FIG FIGMA INC 1.1%
Value $1.268M Shares 60,000 Est. Cost $60.83 Unrealized -53.3%
TTD THE TRADE DESK INC 1.0%
Value $1.198M Shares 52,800 Est. Cost $59.83 Unrealized -47.8%
HD HOME DEPOT INC 1.0%
Value $1.154M Shares 3,509 Est. Cost $397.05 Unrealized -5.1%
ISRG INTUITIVE SURGICAL INC 0.8%
Value $968K Shares 2,099 Est. Cost $492.85 Unrealized +5.7%
SOUN SOUNDHOUND AI INC 0.8%
Value $935K Shares 136,100 Est. Cost $14.39 Unrealized -34.8%
SYK STRYKER CORPORATION 0.8%
Value $908K Shares 2,762 Est. Cost $366.32 Unrealized -0.4%
CVX CHEVRON CORPORATION 0.7%
Value $809K Shares 3,911 Est. Cost $146.13 Unrealized +17.6%
QCOM QUALCOMM INC 0.7%
Value $788K Shares 6,121 Est. Cost $159.53 Unrealized -3.5%
META META PLATFORMS INC 0.6%
Value $757K Shares 1,323 Est. Cost $653.60 Unrealized +0.3%
BLK BLACKROCK INC 0.6%
Value $699K Shares 727 Est. Cost $991.05 Unrealized +10.7%
ETHA ISHARES ETHEREUM TR 0.6%
Value $697K Shares 44,000 Est. Cost $22.43 Unrealized
BAC BANK AMERICA CORP 0.6%
Value $664K Shares 13,624 Est. Cost $42.83 Unrealized +25.3%
CRM SALESFORCE INC 0.5%
Value $534K Shares 2,862 Est. Cost $316.50 Unrealized -31.8%
MA MASTERCARD INCORPORATED 0.4%
Value $509K Shares 1,019 Est. Cost $514.68 Unrealized +4.7%
AMAT APPLIED MATLS INC 0.4%
Value $508K Shares 1,487 Est. Cost $179.18 Unrealized +82.3%
ATAI ATAIBECKLEY INC 0.4%
Value $483K Shares 136,400 Est. Cost $3.85 Unrealized 0.0%
MRK MERCK & CO INC 0.4%
Value $455K Shares 3,784 Est. Cost $98.45 Unrealized +16.1%
IVW ISHARES TR 0.4%
Value $423K Shares 3,736 Est. Cost $101.53 Unrealized
IYW ISHARES TR 0.4%
Value $419K Shares 2,312 Est. Cost $159.54 Unrealized
BSX BOSTON SCIENTIFIC CORP 0.4%
Value $416K Shares 6,635 Est. Cost $88.58 Unrealized -3.1%
DUK DUKE ENERGY CORP NEW 0.3%
Value $300K Shares 2,291 Est. Cost $108.86 Unrealized +11.0%
DHR DANAHER CORP DEL 0.3%
Value $298K Shares 1,574 Est. Cost $243.95 Unrealized -7.9%
PG PROCTER & GAMBLE CO 0.2%
Value $251K Shares 1,741 Est. Cost $165.73 Unrealized -8.4%
IRM IRON MTN INC DEL 0.2%
Value $216K Shares 2,117 Est. Cost $83.24 Unrealized 0.0%