QVR LLC Hedge Fund

Location: San Francisco, CA

CIK: 0001718858 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: Apr 15, 2026

Total Value: $2.491B (100.0% shares, 0.0% debt)

Holdings (155)

TSLA TESLA INC 19.9%
Value $495M Shares 1,331,300 Est. Cost $421.11 Unrealized +1.2%
NVDA NVIDIA CORPORATION 13.1%
Value $326M Shares 1,870,600 Est. Cost $173.21 Unrealized +7.8%
GOOG ALPHABET INC 12.1%
Value $302M Shares 1,051,100 Est. Cost $289.10 Unrealized +12.0%
META META PLATFORMS INC 11.7%
Value $292M Shares 509,700 Est. Cost $663.85 Unrealized -1.2%
AMD ADVANCED MICRO DEVICES INC 7.4%
Value $185M Shares 911,000 Est. Cost $210.04 Unrealized +5.6%
AMZN AMAZON COM INC 6.8%
Value $169M Shares 811,300 Est. Cost $228.79 Unrealized -0.9%
PLTR PALANTIR TECHNOLOGIES INC 6.4%
Value $158M Shares 1,082,700 Est. Cost $121.55 Unrealized +26.8%
GOOGL ALPHABET INC 3.3%
Value $81.81M Shares 284,500 Est. Cost $243.62 Unrealized +32.7%
TSLA TESLA INC 2.7%
Value $67.71M Shares 182,151 Est. Cost $421.11 Unrealized +1.2%
META META PLATFORMS INC 2.4%
Value $59.16M Shares 103,400 Est. Cost $663.85 Unrealized -1.2%
TSLA TESLA INC 1.4%
Value $34.68M Shares 93,300 Est. Cost $421.11 Unrealized +1.2%
GOOG ALPHABET INC 1.3%
Value $32.56M Shares 113,518 Est. Cost $289.10 Unrealized +12.0%
GOOG ALPHABET INC 1.0%
Value $25.79M Shares 89,900 Est. Cost $289.10 Unrealized +12.0%
NVDA NVIDIA CORPORATION 0.7%
Value $17.5M Shares 100,324 Est. Cost $173.21 Unrealized +7.8%
META META PLATFORMS INC 0.7%
Value $17.32M Shares 30,267 Est. Cost $663.85 Unrealized -1.2%
NVDA NVIDIA CORPORATION 0.7%
Value $16.99M Shares 97,400 Est. Cost $173.21 Unrealized +7.8%
QQQ INVESCO QQQ TR 0.7%
Value $16.33M Shares 28,300 Est. Cost Unrealized
QQQ INVESCO QQQ TR 0.7%
Value $16.33M Shares 28,300 Est. Cost Unrealized
GOOGL ALPHABET INC 0.6%
Value $14.7M Shares 51,110 Est. Cost $243.62 Unrealized +32.7%
GOOGL ALPHABET INC 0.4%
Value $10.84M Shares 37,700 Est. Cost $243.62 Unrealized +32.7%
XOM EXXON MOBIL CORP 0.4%
Value $10.02M Shares 59,074 Est. Cost $134.62 Unrealized +3.1%
AAPL APPLE INC 0.4%
Value $9.872M Shares 38,900 Est. Cost Unrealized
AMD ADVANCED MICRO DEVICES INC 0.4%
Value $8.998M Shares 44,229 Est. Cost $210.04 Unrealized +5.6%
XOM EXXON MOBIL CORP 0.3%
Value $8.127M Shares 47,900 Est. Cost $134.62 Unrealized +3.1%
AMZN AMAZON COM INC 0.2%
Value $5.186M Shares 24,900 Est. Cost $228.79 Unrealized -0.9%
AMZN AMAZON COM INC 0.2%
Value $5.029M Shares 24,146 Est. Cost $228.79 Unrealized -0.9%
MSFT MICROSOFT CORP 0.2%
Value $4.294M Shares 11,600 Est. Cost Unrealized
CVX CHEVRON CORPORATION 0.2%
Value $4.206M Shares 20,328 Est. Cost $169.01 Unrealized +1.7%
CVX CHEVRON CORPORATION 0.1%
Value $3.517M Shares 17,000 Est. Cost $169.01 Unrealized +1.7%
JNJ JOHNSON & JOHNSON 0.1%
Value $3.367M Shares 13,776 Est. Cost $184.64 Unrealized +23.4%
NFLX NETFLIX INC. 0.1%
Value $3.171M Shares 32,984 Est. Cost $83.84 Unrealized 0.0%
VZ VERIZON COMMUNICATIONS INC 0.1%
Value $3.042M Shares 60,592 Est. Cost $43.82 Unrealized 0.0%
VZ VERIZON COMMUNICATIONS INC 0.1%
Value $2.46M Shares 49,000 Est. Cost $43.82 Unrealized 0.0%
JPM JPMORGAN CHASE & CO 0.1%
Value $2.383M Shares 8,100 Est. Cost $287.93 Unrealized +8.2%
JNJ JOHNSON & JOHNSON 0.1%
Value $2.322M Shares 9,500 Est. Cost $184.64 Unrealized +23.4%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value $2.3M Shares 4,800 Est. Cost $484.36 Unrealized +1.9%
PG PROCTER & GAMBLE CO 0.1%
Value $2.297M Shares 15,900 Est. Cost Unrealized
BAC BANK AMERICA CORP 0.1%
Value $2.038M Shares 41,800 Est. Cost $48.34 Unrealized +11.0%
COP CONOCOPHILLIPS 0.1%
Value $2.022M Shares 15,315 Est. Cost $100.33 Unrealized +2.3%
AMD ADVANCED MICRO DEVICES INC 0.1%
Value $1.994M Shares 9,800 Est. Cost $210.04 Unrealized +5.6%
NFLX NETFLIX INC. 0.1%
Value $1.942M Shares 20,200 Est. Cost $83.84 Unrealized 0.0%
V VISA INC 0.1%
Value $1.934M Shares 6,400 Est. Cost $340.38 Unrealized -3.3%
T AT&T INC 0.1%
Value $1.845M Shares 63,648 Est. Cost $25.75 Unrealized 0.0%
UNH UNITEDHEALTH GROUP INC 0.1%
Value $1.705M Shares 6,300 Est. Cost Unrealized
MRK MERCK & CO INC 0.1%
Value $1.65M Shares 13,715 Est. Cost $90.06 Unrealized +26.9%
COST COSTCO WHOLESALE CORPORATION 0.1%
Value $1.624M Shares 1,630 Est. Cost $963.77 Unrealized 0.0%
COP CONOCOPHILLIPS 0.1%
Value $1.558M Shares 11,800 Est. Cost $100.33 Unrealized +2.3%
AVGO BROADCOM INC 0.1%
Value $1.548M Shares 5,000 Est. Cost Unrealized
AMAT APPLIED MATLS INC 0.1%
Value $1.523M Shares 4,456 Est. Cost $297.67 Unrealized +9.7%
COST COSTCO WHOLESALE CORPORATION 0.1%
Value $1.495M Shares 1,500 Est. Cost $963.77 Unrealized 0.0%
T AT&T INC 0.1%
Value $1.394M Shares 48,100 Est. Cost $25.75 Unrealized 0.0%
LIN LINDE PLC 0.1%
Value $1.288M Shares 2,598 Est. Cost $429.51 Unrealized +7.1%
AMAT APPLIED MATLS INC 0.1%
Value $1.265M Shares 3,700 Est. Cost $297.67 Unrealized +9.7%
WFC WELLS FARGO & CO 0.0%
Value $1.162M Shares 14,600 Est. Cost $84.38 Unrealized +6.7%
MRK MERCK & CO INC 0.0%
Value $1.155M Shares 9,600 Est. Cost $90.06 Unrealized +26.9%
GE GE AEROSPACE 0.0%
Value $1.135M Shares 4,000 Est. Cost $300.80 Unrealized +5.8%
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value $1.115M Shares 4,600 Est. Cost Unrealized
PM PHILIP MORRIS INTL INC 0.0%
Value $1.091M Shares 6,600 Est. Cost $153.57 Unrealized +14.5%
MDT MEDTRONIC PLC 0.0%
Value $1.074M Shares 12,400 Est. Cost Unrealized
GEV GE VERNOVA INC 0.0%
Value $995K Shares 1,140 Est. Cost $736.93 Unrealized 0.0%
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value $983K Shares 2,000 Est. Cost $512.95 Unrealized +12.0%
ACN ACCENTURE PLC IRELAND 0.0%
Value $972K Shares 4,900 Est. Cost Unrealized
ABT ABBOTT LABORATORIES 0.0%
Value $965K Shares 9,400 Est. Cost Unrealized
MU MICRON TECHNOLOGY INC 0.0%
Value $878K Shares 2,600 Est. Cost $205.07 Unrealized +88.7%
HD HOME DEPOT INC 0.0%
Value $855K Shares 2,600 Est. Cost Unrealized
WMT WALMART INC 0.0%
Value $855K Shares 6,878 Est. Cost $121.71 Unrealized +0.3%
WMT WALMART INC 0.0%
Value $820K Shares 6,600 Est. Cost $121.71 Unrealized +0.3%
MA MASTERCARD INCORPORATED 0.0%
Value $799K Shares 1,600 Est. Cost $558.95 Unrealized -3.6%
CAT CATERPILLAR INC 0.0%
Value $779K Shares 1,100 Est. Cost $684.39 Unrealized 0.0%
PLTR PALANTIR TECHNOLOGIES INC 0.0%
Value $775K Shares 5,300 Est. Cost $121.55 Unrealized +26.8%
LOW LOWES COS INC 0.0%
Value $756K Shares 3,200 Est. Cost Unrealized
LIN LINDE PLC 0.0%
Value $744K Shares 1,500 Est. Cost $429.51 Unrealized +7.1%
INTU INTUIT 0.0%
Value $735K Shares 1,700 Est. Cost Unrealized
GEV GE VERNOVA INC 0.0%
Value $698K Shares 800 Est. Cost $736.93 Unrealized 0.0%
SYK STRYKER CORPORATION 0.0%
Value $690K Shares 2,100 Est. Cost Unrealized
CSCO CISCO SYS INC 0.0%
Value $675K Shares 8,700 Est. Cost Unrealized
LLY ELI LILLY & CO 0.0%
Value $644K Shares 700 Est. Cost $935.04 Unrealized +12.0%
CAT CATERPILLAR INC 0.0%
Value $636K Shares 898 Est. Cost $684.39 Unrealized 0.0%
AXP AMERICAN EXPRESS CO 0.0%
Value $635K Shares 2,100 Est. Cost Unrealized
SPGI S&P GLOBAL INC 0.0%
Value $595K Shares 1,400 Est. Cost $494.21 Unrealized -1.8%
KLAC KLA CORP 0.0%
Value $589K Shares 400 Est. Cost $1200.92 Unrealized +21.7%
BSX BOSTON SCIENTIFIC CORP 0.0%
Value $584K Shares 9,300 Est. Cost Unrealized
ADI ANALOG DEVICES INC 0.0%
Value $573K Shares 1,800 Est. Cost $250.62 Unrealized +26.2%
ABBV ABBVIE INC 0.0%
Value $565K Shares 2,600 Est. Cost $201.95 Unrealized +10.2%
TXN TEXAS INSTRS INC 0.0%
Value $544K Shares 2,800 Est. Cost Unrealized
MCD MCDONALDS CORP 0.0%
Value $497K Shares 1,600 Est. Cost Unrealized
CAT CATERPILLAR INC 0.0%
Value $496K Shares 700 Est. Cost $684.39 Unrealized 0.0%
GILD GILEAD SCIENCES INC 0.0%
Value $488K Shares 3,500 Est. Cost $120.88 Unrealized +14.5%
NEE NEXTERA ENERGY INC 0.0%
Value $480K Shares 5,168 Est. Cost $87.17 Unrealized 0.0%
KO COCA COLA CO 0.0%
Value $479K Shares 6,300 Est. Cost $74.76 Unrealized 0.0%
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value $474K Shares 7,811 Est. Cost $47.53 Unrealized +20.8%
PEP PEPSICO INC 0.0%
Value $466K Shares 3,000 Est. Cost Unrealized
KO COCA COLA CO 0.0%
Value $464K Shares 6,100 Est. Cost $74.76 Unrealized 0.0%
DE DEERE & CO 0.0%
Value $451K Shares 800 Est. Cost $551.35 Unrealized 0.0%
PH PARKER-HANNIFIN CORP 0.0%
Value $448K Shares 500 Est. Cost Unrealized
NOW SERVICENOW INC 0.0%
Value $439K Shares 4,200 Est. Cost Unrealized
DHR DANAHER CORP DEL 0.0%
Value $436K Shares 2,300 Est. Cost $219.54 Unrealized +2.3%
C CITIGROUP INC 0.0%
Value $431K Shares 3,800 Est. Cost $103.64 Unrealized +12.1%
BKNG BOOKING HOLDINGS INC 0.0%
Value $421K Shares 100 Est. Cost Unrealized
PEP PEPSICO INC 0.0%
Value $419K Shares 2,700 Est. Cost Unrealized
TJX TJX COS INC NEW 0.0%
Value $412K Shares 2,582 Est. Cost $148.21 Unrealized +4.1%
BLK BLACKROCK INC 0.0%
Value $385K Shares 400 Est. Cost Unrealized
SCHW SCHWAB CHARLES CORP 0.0%
Value $367K Shares 3,900 Est. Cost $94.74 Unrealized +5.7%
DIS DISNEY WALT CO 0.0%
Value $366K Shares 3,800 Est. Cost $109.53 Unrealized -0.1%
MU MICRON TECHNOLOGY INC 0.0%
Value $364K Shares 1,076 Est. Cost $205.07 Unrealized +88.7%
INTC INTEL CORP 0.0%
Value $363K Shares 8,236 Est. Cost $46.43 Unrealized 0.0%
INTC INTEL CORP 0.0%
Value $353K Shares 8,000 Est. Cost $46.43 Unrealized 0.0%
WMT WALMART INC 0.0%
Value $336K Shares 2,700 Est. Cost $121.71 Unrealized +0.3%
GILD GILEAD SCIENCES INC 0.0%
Value $334K Shares 2,400 Est. Cost $120.88 Unrealized +14.5%
PFE PFIZER INC 0.0%
Value $326K Shares 11,622 Est. Cost $26.18 Unrealized 0.0%
QCOM QUALCOMM INC 0.0%
Value $322K Shares 2,500 Est. Cost Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value $303K Shares 5,000 Est. Cost $47.53 Unrealized +20.8%
NEE NEXTERA ENERGY INC 0.0%
Value $297K Shares 3,200 Est. Cost $87.17 Unrealized 0.0%
TXN TEXAS INSTRS INC 0.0%
Value $291K Shares 1,500 Est. Cost Unrealized
ETN EATON CORP PLC 0.0%
Value $286K Shares 800 Est. Cost Unrealized
ETN EATON CORP PLC 0.0%
Value $286K Shares 800 Est. Cost Unrealized
KLAC KLA CORP 0.0%
Value $280K Shares 190 Est. Cost $1200.92 Unrealized +21.7%
PANW PALO ALTO NETWORKS INC 0.0%
Value $279K Shares 1,740 Est. Cost $172.15 Unrealized 0.0%
UNP UNION PAC CORP 0.0%
Value $267K Shares 1,100 Est. Cost Unrealized
CSCO CISCO SYS INC 0.0%
Value $264K Shares 3,400 Est. Cost Unrealized
MCK MCKESSON CORP 0.0%
Value $260K Shares 300 Est. Cost Unrealized
UBER UBER TECHNOLOGIES INC 0.0%
Value $259K Shares 3,600 Est. Cost Unrealized
WELL WELLTOWER INC 0.0%
Value $257K Shares 1,300 Est. Cost Unrealized
TJX TJX COS INC NEW 0.0%
Value $256K Shares 1,600 Est. Cost $148.21 Unrealized +4.1%
MS MORGAN STANLEY 0.0%
Value $230K Shares 1,400 Est. Cost $146.45 Unrealized +22.7%
DE DEERE & CO 0.0%
Value $225K Shares 400 Est. Cost $551.35 Unrealized 0.0%
PLD PROLOGIS INC. 0.0%
Value $225K Shares 1,700 Est. Cost Unrealized
ADBE ADOBE INC 0.0%
Value $219K Shares 900 Est. Cost $340.09 Unrealized -14.8%
PANW PALO ALTO NETWORKS INC 0.0%
Value $208K Shares 1,300 Est. Cost $172.15 Unrealized 0.0%
DE DEERE & CO 0.0%
Value $207K Shares 367 Est. Cost $551.35 Unrealized 0.0%
CRM SALESFORCE INC 0.0%
Value $205K Shares 1,100 Est. Cost $248.17 Unrealized -13.1%
HON HONEYWELL INTL INC 0.0%
Value $203K Shares 900 Est. Cost $225.93 Unrealized 0.0%
PFE PFIZER INC 0.0%
Value $177K Shares 6,300 Est. Cost $26.18 Unrealized 0.0%
AMGN AMGEN INC 0.0%
Value $176K Shares 800 Est. Cost $349.67 Unrealized 0.0%
AMGN AMGEN INC 0.0%
Value $176K Shares 500 Est. Cost $349.67 Unrealized 0.0%
WELL WELLTOWER INC 0.0%
Value $158K Shares 800 Est. Cost Unrealized
RTX RTX CORPORATION 0.0%
Value $154K Shares 800 Est. Cost $169.10 Unrealized +16.3%
KLAC KLA CORP 0.0%
Value $147K Shares 100 Est. Cost $1200.92 Unrealized +21.7%
HON HONEYWELL INTL INC 0.0%
Value $141K Shares 624 Est. Cost $225.93 Unrealized 0.0%
MU MICRON TECHNOLOGY INC 0.0%
Value $135K Shares 400 Est. Cost $205.07 Unrealized +88.7%
CB CHUBB LTD SWITZ 0.0%
Value $130K Shares 400 Est. Cost $292.40 Unrealized +8.1%
INTU INTUIT 0.0%
Value $130K Shares 300 Est. Cost Unrealized
KO COCA COLA CO 0.0%
Value $116K Shares 1,528 Est. Cost $74.76 Unrealized 0.0%
HON HONEYWELL INTL INC 0.0%
Value $113K Shares 500 Est. Cost $225.93 Unrealized 0.0%
CB CHUBB LTD SWITZ 0.0%
Value $97,779 Shares 300 Est. Cost $292.40 Unrealized +8.1%
AXP AMERICAN EXPRESS CO 0.0%
Value $90,744 Shares 300 Est. Cost Unrealized
RTX RTX CORPORATION 0.0%
Value $77,160 Shares 400 Est. Cost $169.10 Unrealized +16.3%
UNP UNION PAC CORP 0.0%
Value $72,786 Shares 300 Est. Cost Unrealized
INTC INTEL CORP 0.0%
Value $66,195 Shares 1,500 Est. Cost $46.43 Unrealized 0.0%
ADI ANALOG DEVICES INC 0.0%
Value $63,628 Shares 200 Est. Cost $250.62 Unrealized +26.2%
PANW PALO ALTO NETWORKS INC 0.0%
Value $32,064 Shares 200 Est. Cost $172.15 Unrealized 0.0%
AMGN AMGEN INC 0.0%
Value $31,315 Shares 89 Est. Cost $349.67 Unrealized 0.0%
CB CHUBB LTD SWITZ 0.0%
Value $24,771 Shares 76 Est. Cost $292.40 Unrealized +8.1%
RTX RTX CORPORATION 0.0%
Value $3,472 Shares 18 Est. Cost $169.10 Unrealized +16.3%
GILD GILEAD SCIENCES INC 0.0%
Value $3,066 Shares 22 Est. Cost $120.88 Unrealized +14.5%