Pavaki Capital Management LLC Hedge Fund

Location: Pueblo, CO

CIK: 0002143027 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: Aug 7, 2026

Total Value: $235M (100.0% shares, 0.0% debt)

Holdings (156)

CVNA CARVANA CO 16.2%
Value $38.04M Shares 121,000 Est. Cost Unrealized
TSLA TESLA MTRS INC 6.9%
Value $16.17M Shares 43,500 Est. Cost Unrealized
CVX CHEVRON CORP NEW 6.5%
Value $15.41M Shares 74,500 Est. Cost $171.32 Unrealized +0.3%
MIST MILESTONE PHARMACEUTICALS IN 4.6%
Value $10.78M Shares 9,062,848 Est. Cost $2.14 Unrealized -11.4%
B BARRICK MNG CORP 3.8%
Value $9.039M Shares 221,500 Est. Cost $38.77 Unrealized +24.6%
PLTR PALANTIR TECHNOLOGIES INC 3.1%
Value $7.387M Shares 50,500 Est. Cost Unrealized
REGN REGENERON PHARMACEUTICALS 2.6%
Value $6.104M Shares 7,900 Est. Cost $678.68 Unrealized +13.3%
DIS DISNEY WALT CO 2.5%
Value $5.879M Shares 61,000 Est. Cost $109.53 Unrealized -0.1%
BTG B2GOLD CORP 2.3%
Value $5.353M Shares 1,180,000 Est. Cost $4.67 Unrealized +9.8%
SPRY SILVERBACK THERAPEUTICS INC 2.0%
Value $4.627M Shares 576,200 Est. Cost $9.72 Unrealized +5.3%
QQQ INVESCO QQQ TR 2.0%
Value $4.617M Shares 8,000 Est. Cost Unrealized
INTC INTEL CORP 1.9%
Value $4.413M Shares 100,000 Est. Cost $37.76 Unrealized +23.0%
ARQT ARCUTIS BIOTHERAPEUTICS INC 1.9%
Value $4.406M Shares 187,000 Est. Cost $25.60 Unrealized +4.9%
TXT TEXTRON INC 1.6%
Value $3.739M Shares 42,700 Est. Cost $83.66 Unrealized +12.4%
NEM NEWMONT GOLDCORP CORPORATION 1.5%
Value $3.518M Shares 32,500 Est. Cost $90.20 Unrealized +31.0%
CGAU CENTERRA GOLD INC 1.5%
Value $3.504M Shares 197,000 Est. Cost $12.52 Unrealized +40.6%
NVDA NVIDIA CORPORATION 1.2%
Value $2.79M Shares 16,000 Est. Cost $186.13 Unrealized +0.3%
QQQ INVESCO QQQ TR 1.1%
Value $2.597M Shares 4,500 Est. Cost Unrealized
APP APPLOVIN CORP COM 1.0%
Value $2.468M Shares 6,200 Est. Cost Unrealized
SPY SPDR S&P 500 ETF TR TR 1.0%
Value $2.406M Shares 3,700 Est. Cost Unrealized
LGND LIGAND PHARMACEUTICALS INC 0.9%
Value $2.216M Shares 11,100 Est. Cost $192.14 Unrealized +0.5%
SSRM SSR MNG INC 0.9%
Value $2.203M Shares 75,000 Est. Cost $22.26 Unrealized +14.4%
AVGO BROADCOM INC 0.9%
Value $2.167M Shares 7,000 Est. Cost Unrealized
RPRX ROYALTY PHARMA PLC SHS 0.9%
Value $2.111M Shares 44,000 Est. Cost $38.13 Unrealized +10.9%
HRMY HARMONY BIOSCIENCES HLDGS IN 0.9%
Value $2.045M Shares 73,000 Est. Cost $32.88 Unrealized +8.5%
OGN ORGANON & CO COMMON 0.8%
Value $1.965M Shares 328,100 Est. Cost $7.89 Unrealized +4.2%
PSKY PARAMOUNT SKYDANCE CORP COM 0.8%
Value $1.884M Shares 208,863 Est. Cost $15.56 Unrealized -27.0%
ORLY O REILLY AUTOMOTIVE INC NEW 0.8%
Value $1.772M Shares 19,200 Est. Cost Unrealized
EWS ISHARES INC MSCI SINGPOR 0.7%
Value $1.693M Shares 60,000 Est. Cost $28.22 Unrealized
AZO AUTOZONE INC 0.7%
Value $1.689M Shares 500 Est. Cost Unrealized
BIO BIO RAD LABS INC 0.7%
Value $1.673M Shares 6,000 Est. Cost $312.04 Unrealized -4.2%
DOUG DOUGLAS ELLIMAN INC 0.7%
Value $1.663M Shares 1,013,752 Est. Cost $2.57 Unrealized -1.2%
KGC KINROSS GOLD CORP 0.6%
Value $1.512M Shares 49,500 Est. Cost $25.98 Unrealized +30.1%
CRM SALESFORCE INC 0.6%
Value $1.493M Shares 8,000 Est. Cost Unrealized
YUMC YUM CHINA HLDGS INC 0.6%
Value $1.463M Shares 30,000 Est. Cost $45.81 Unrealized +12.5%
BIDU BAIDU INC SPON 0.6%
Value $1.448M Shares 13,000 Est. Cost $130.66 Unrealized
EQX EQUINOX GOLD CORP 0.6%
Value $1.445M Shares 100,000 Est. Cost $12.62 Unrealized +23.0%
SNDX SYNDAX PHARMACEUTICALS INC 0.6%
Value $1.402M Shares 60,000 Est. Cost $17.45 Unrealized +19.0%
SPHR SPHERE ENTERTAINMENT CO 0.6%
Value $1.392M Shares 11,860 Est. Cost $76.20 Unrealized +31.2%
TOL TOLL BROTHERS INC 0.6%
Value $1.365M Shares 10,000 Est. Cost $135.75 Unrealized +10.5%
PLTR PALANTIR TECHNOLOGIES INC 0.6%
Value $1.317M Shares 9,000 Est. Cost Unrealized
EPHE ISHARES TR MSCI PHILIPS 0.5%
Value $1.192M Shares 48,000 Est. Cost $24.86 Unrealized
NAMS NEWAMSTERDAM PHARMA COMPANY ORDINARY 0.5%
Value $1.172M Shares 36,600 Est. Cost $33.74 Unrealized 0.0%
ESPR ESPERION THERAPEUTICS INC NE 0.5%
Value $1.123M Shares 410,000 Est. Cost $3.42 Unrealized 0.0%
HPE HEWLETT PACKARD ENTERPRISE C 0.4%
Value $976K Shares 41,000 Est. Cost $23.44 Unrealized -5.8%
BBD BANCO BRADESCO S A SP 0.4%
Value $965K Shares 264,336 Est. Cost $3.35 Unrealized
SNY SANOFI 0.4%
Value $964K Shares 20,000 Est. Cost $48.46 Unrealized
RGLD ROYAL GOLD INC 0.4%
Value $954K Shares 3,750 Est. Cost $198.37 Unrealized +36.1%
CVNA CARVANA CO 0.4%
Value $943K Shares 3,000 Est. Cost Unrealized
ORCL ORACLE CORP 0.4%
Value $883K Shares 6,000 Est. Cost Unrealized
MCD MCDONALDS CORP 0.4%
Value $870K Shares 2,800 Est. Cost Unrealized
SLB SCHLUMBERGER LTD 0.3%
Value $822K Shares 16,000 Est. Cost $48.30 Unrealized 0.0%
AMD ADVANCED MICRO DEVICES INC 0.3%
Value $814K Shares 4,000 Est. Cost $224.60 Unrealized -1.3%
UBS UBS GROUP AG 0.3%
Value $730K Shares 19,000 Est. Cost $45.56 Unrealized 0.0%
QQQM INVESCO EXCH TRADED FD TR II NASDAQ 100 0.3%
Value $713K Shares 3,000 Est. Cost Unrealized
ITUB ITAU UNIBANCO HLDG SA SPON 0.3%
Value $691K Shares 82,400 Est. Cost $7.16 Unrealized
ARDX ARDELYX INC 0.3%
Value $689K Shares 115,000 Est. Cost $5.57 Unrealized +27.0%
SAP SAP SE SPON 0.3%
Value $685K Shares 4,000 Est. Cost Unrealized
BLACKROCK INCOME TR INC 0.3%
Value $674K Shares 63,810 Est. Cost $11.04 Unrealized
OSUR ORASURE TECHNOLOGIES INC 0.3%
Value $657K Shares 219,033 Est. Cost $2.63 Unrealized +3.7%
XSD SPDR SER TR S&P 0.3%
Value $652K Shares 2,000 Est. Cost Unrealized
KSPI KASPI KZ JSC 0.3%
Value $644K Shares 8,700 Est. Cost $76.26 Unrealized
BIIB BIOGEN INC 0.3%
Value $642K Shares 3,500 Est. Cost $163.37 Unrealized +12.2%
HAL HALLIBURTON CO 0.3%
Value $624K Shares 16,000 Est. Cost $30.82 Unrealized +8.8%
KGS KODIAK GAS SVCS INC 0.3%
Value $612K Shares 10,500 Est. Cost $43.52 Unrealized 0.0%
MRK MERCK & CO INC 0.3%
Value $601K Shares 5,000 Est. Cost $93.24 Unrealized +22.6%
PDS PRECISION DRILLING CORP 0.3%
Value $590K Shares 6,000 Est. Cost $80.31 Unrealized 0.0%
DHC DIVERSIFIED HEALTHCARE TR 0.2%
Value $564K Shares 85,000 Est. Cost $4.85 Unrealized
NOK NOKIA CORP 0.2%
Value $563K Shares 70,000 Est. Cost $6.47 Unrealized
ARIS ARIS MNG CORP 0.2%
Value $557K Shares 30,000 Est. Cost $12.29 Unrealized +53.9%
ICLR ICON PLC 0.2%
Value $553K Shares 5,000 Est. Cost $164.18 Unrealized -4.8%
RMR RMR GROUP INC 0.2%
Value $549K Shares 35,500 Est. Cost $14.67 Unrealized +9.7%
PAAS PAN AMERN SILVER CORP 0.2%
Value $546K Shares 10,000 Est. Cost $58.40 Unrealized 0.0%
LNTH LANTHEUS HLDGS INC 0.2%
Value $539K Shares 7,100 Est. Cost $58.19 Unrealized +17.6%
SVM SILVERCORP METALS INC 0.2%
Value $537K Shares 50,000 Est. Cost $7.26 Unrealized +50.6%
AQST AQUESTIVE THERAPEUTICS INC 0.2%
Value $519K Shares 125,000 Est. Cost $6.23 Unrealized -35.5%
ERIC ERICSSON 0.2%
Value $507K Shares 45,000 Est. Cost $9.65 Unrealized
VRT VERTIV HOLDINGS CO COM 0.2%
Value $501K Shares 2,000 Est. Cost Unrealized
IVZ INVESCO LTD 0.2%
Value $486K Shares 20,000 Est. Cost $24.32 Unrealized +12.9%
SPOT SPOTIFY TECHNOLOGY S A 0.2%
Value $485K Shares 1,000 Est. Cost Unrealized
TOL TOLL BROTHERS INC 0.2%
Value $478K Shares 3,500 Est. Cost $135.75 Unrealized +10.5%
CDE COEUR MNG INC 0.2%
Value $465K Shares 24,795 Est. Cost $22.32 Unrealized 0.0%
SHW SHERWIN WILLIAMS CO 0.2%
Value $449K Shares 1,400 Est. Cost Unrealized
STT STATE STR CORP 0.2%
Value $443K Shares 3,500 Est. Cost $118.97 Unrealized +9.5%
PTEN PATTERSON UTI ENERGY INC 0.2%
Value $433K Shares 40,000 Est. Cost $7.64 Unrealized 0.0%
CHRD CHORD ENERGY CORPORATION 0.2%
Value $427K Shares 3,000 Est. Cost $91.97 Unrealized +6.4%
CPS COOPER STD HLDGS INC 0.2%
Value $418K Shares 15,000 Est. Cost $32.56 Unrealized +6.5%
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.2%
Value $417K Shares 6,800 Est. Cost $76.79 Unrealized 0.0%
KYIV KYIVSTAR GROUP LTD ORD 0.2%
Value $412K Shares 40,692 Est. Cost $12.37 Unrealized 0.0%
SMCI SUPER MICRO COMPUTER INC 0.2%
Value $410K Shares 18,000 Est. Cost Unrealized
AEM AGNICO EAGLE MINES LTD 0.2%
Value $406K Shares 2,000 Est. Cost $167.85 Unrealized +22.7%
XLK SELECT SECTOR SPDR TR TECHNOLOGY 0.2%
Value $399K Shares 3,000 Est. Cost Unrealized
AESI ATLAS ENERGY SOLUTIONS INC 0.2%
Value $394K Shares 30,000 Est. Cost $11.20 Unrealized 0.0%
SEIC SEI INVESTMENTS CO 0.2%
Value $392K Shares 5,000 Est. Cost $81.71 Unrealized +3.0%
AU ANGLOGOLD ASHANTI PLC 0.2%
Value $389K Shares 4,000 Est. Cost $77.50 Unrealized +33.7%
RZLT REZOLUTE INC 0.2%
Value $366K Shares 120,000 Est. Cost $7.84 Unrealized -61.0%
IYW ISHARES TR U.S. TECH 0.2%
Value $363K Shares 2,000 Est. Cost Unrealized
DYN DYNE THERAPEUTICS INC 0.2%
Value $363K Shares 20,000 Est. Cost $17.12 Unrealized 0.0%
ARKW ARK ETF TR WEB X.O 0.2%
Value $362K Shares 3,000 Est. Cost Unrealized
BK BANK NEW YORK MELLON CORP 0.2%
Value $356K Shares 3,000 Est. Cost $110.50 Unrealized +8.7%
PFE PFIZER INC 0.1%
Value $348K Shares 12,400 Est. Cost $25.03 Unrealized +4.6%
UAE ISHARES TR MSCI UAE 0.1%
Value $336K Shares 18,000 Est. Cost $18.65 Unrealized
IAG IAMGOLD CORP 0.1%
Value $316K Shares 16,800 Est. Cost $14.09 Unrealized +40.4%
BKR BAKER HUGHES COMPANY 0.1%
Value $305K Shares 5,000 Est. Cost $56.08 Unrealized 0.0%
QQQE DIREXION 0.1%
Value $296K Shares 3,000 Est. Cost Unrealized
DNOW NOW INC 0.1%
Value $292K Shares 24,500 Est. Cost $14.59 Unrealized 0.0%
BEN FRANKLIN RESOURCES INC 0.1%
Value $283K Shares 12,000 Est. Cost $22.66 Unrealized +16.3%
SHEL SHELL PLC SPON 0.1%
Value $279K Shares 3,000 Est. Cost $73.48 Unrealized
ORLY O REILLY AUTOMOTIVE INC NEW 0.1%
Value $277K Shares 3,000 Est. Cost Unrealized
FONR FONAR CORP 0.1%
Value $275K Shares 14,796 Est. Cost $18.59 Unrealized 0.0%
ARKF ARK TR FINTECH INNOVA 0.1%
Value $266K Shares 7,000 Est. Cost Unrealized
PLD PROLOGIS INC. 0.1%
Value $264K Shares 2,000 Est. Cost Unrealized
TSN TYSON FOODS INC 0.1%
Value $256K Shares 4,000 Est. Cost $54.61 Unrealized +14.0%
KURA KURA ONCOLOGY INC 0.1%
Value $244K Shares 30,000 Est. Cost $10.49 Unrealized -17.9%
NRP NATURAL RESOURCE PARTNERS L COM 0.1%
Value $242K Shares 2,000 Est. Cost $121.00 Unrealized
HYG ISHARES TR IBOXX HI YD 0.1%
Value $239K Shares 3,000 Est. Cost Unrealized
CRSP CRISPR THERAPEUTICS AG NAMEN 0.1%
Value $238K Shares 5,000 Est. Cost $53.50 Unrealized 0.0%
BP BP PLC 0.1%
Value $235K Shares 5,000 Est. Cost $34.73 Unrealized
JOUT JOHNSON OUTDOORS INC 0.1%
Value $233K Shares 5,000 Est. Cost $41.39 Unrealized +13.2%
GLRE GREENLIGHT CAPITAL RE LTD 0.1%
Value $225K Shares 13,000 Est. Cost $13.14 Unrealized +5.6%
FAF FIRST AMERN FINL CORP 0.1%
Value $223K Shares 3,700 Est. Cost $62.32 Unrealized +2.9%
GMAB GENMAB A S 0.1%
Value $215K Shares 8,000 Est. Cost $26.83 Unrealized
CPRX CATALYST PHARMACEUTICALS INC 0.1%
Value $198K Shares 8,000 Est. Cost $22.28 Unrealized +7.1%
PSI INVESCO T DYNMC SEMICNDT 0.1%
Value $189K Shares 2,000 Est. Cost Unrealized
NVGS NAVIGATOR HLDGS LTD 0.1%
Value $174K Shares 9,000 Est. Cost $16.67 Unrealized +11.5%
FISV FISERV INC 0.1%
Value $167K Shares 3,000 Est. Cost $83.87 Unrealized -23.7%
NVO NOVO-NORDISK A S 0.1%
Value $165K Shares 4,500 Est. Cost $50.88 Unrealized
MARA MARA HOLDINGS INC 0.1%
Value $163K Shares 20,000 Est. Cost $9.27 Unrealized 0.0%
QURE UNIQURE NV 0.1%
Value $160K Shares 9,810 Est. Cost $38.59 Unrealized -39.0%
ENIC ENERSIS CHILE SA SPON 0.1%
Value $158K Shares 40,000 Est. Cost $4.02 Unrealized
SSO PROSHARES TR PSHS ULT S&P 0.1%
Value $156K Shares 3,000 Est. Cost Unrealized
AIRO AIRO GROUP HLDGS INC 0.1%
Value $152K Shares 20,000 Est. Cost $10.78 Unrealized 0.0%
PEB PEBBLEBROOK HOTEL TR 0.1%
Value $152K Shares 12,000 Est. Cost $11.32 Unrealized
OSK OSHKOSH CORP 0.1%
Value $147K Shares 1,000 Est. Cost $127.92 Unrealized +23.5%
RMAX RE MAX HLDGS INC 0.1%
Value $144K Shares 25,000 Est. Cost $8.11 Unrealized -8.0%
AIQ GLOBAL X FDS ARTIFICIAL 0.1%
Value $140K Shares 3,000 Est. Cost Unrealized
STLA STELLANTIS N.V 0.1%
Value $140K Shares 20,000 Est. Cost $7.00 Unrealized
HPK HIGHPEAK ENERGY INC 0.1%
Value $138K Shares 20,000 Est. Cost $4.64 Unrealized 0.0%
EGO ELDORADO GOLD CORP NEW 0.1%
Value $137K Shares 4,000 Est. Cost $29.93 Unrealized +42.5%
CASS CASS INFORMATION SYS INC 0.1%
Value $132K Shares 3,000 Est. Cost $40.49 Unrealized +8.3%
VKTX VIKING THERAPEUTICS INC 0.1%
Value $130K Shares 4,000 Est. Cost $35.43 Unrealized -11.5%
NUVB NUVATION BIO INC COM 0.1%
Value $129K Shares 30,000 Est. Cost $6.19 Unrealized 0.0%
DLNG DYNAGAS LNG PARTNERS LP COM 0.1%
Value $128K Shares 30,000 Est. Cost $3.77 Unrealized
FMAO FARMERS & MERCHANTS BANCORP 0.1%
Value $128K Shares 5,000 Est. Cost $26.53 Unrealized 0.0%
GROY GOLD ROYALTY CORP COMMON 0.1%
Value $125K Shares 35,000 Est. Cost $3.83 Unrealized +18.2%
AGNC AGNC INVT CORP 0.1%
Value $120K Shares 12,000 Est. Cost $10.72 Unrealized
LEGN LEGEND BIOTECH CORP 0.0%
Value $114K Shares 6,305 Est. Cost $21.74 Unrealized
WVE WAVE LIFE SCIENCES LTD 0.0%
Value $109K Shares 15,000 Est. Cost $13.75 Unrealized 0.0%
FSK FS KKR CAP CORP 0.0%
Value $102K Shares 10,000 Est. Cost $13.80 Unrealized 0.0%
AKO/B EMBOTELLADORA ANDINA S A SPON 0.0%
Value $101K Shares 4,000 Est. Cost $27.90 Unrealized
GGB GERDAU S A SPON 0.0%
Value $90,972 Shares 25,200 Est. Cost $3.69 Unrealized
SRAD SPORTRADAR GROUP AG CLASS A ORD 0.0%
Value $84,337 Shares 5,000 Est. Cost $23.14 Unrealized
WPP WPP PLC NEW 0.0%
Value $77,750 Shares 5,000 Est. Cost $22.46 Unrealized
SMCI SUPER MICRO COMPUTER INC 0.0%
Value $68,310 Shares 3,000 Est. Cost Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.0%
Value $47,920 Shares 100 Est. Cost $497.53 Unrealized -0.8%
AI C3 AI INC 0.0%
Value $42,100 Shares 5,000 Est. Cost $12.06 Unrealized 0.0%