Draper Asset Management, LLC

SMITHTOWN, NY · CIK 1847921 · 13F filing filed 2026-08-12

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Legal entityDRAPER ASSET MANAGEMENT, LLC (US)

Others nearbySmithtown, NY

$197.7m reported value +12.9% vs Q1 2026

16positions

91.7%in top 10

2 new 9 added 5 reduced 7 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	APPLE INC COM AAPL	AAPL	123,157	$35.6m18.02%	18.02%	Reduced -1.1k	-1,071 -0.9%
2	ALPHABET INC CAP STK CL A GOOGL	GOOGL	98,482	$35.2m17.80%	17.80%	Reduced -1.7k	-1,747 -1.7%
3	NVIDIA CORPORATION COM NVDA	NVDA	150,633	$30.1m15.24%	15.24%	Reduced -351	-351 -0.2%
4	AMAZON COM INC COM AMZN	AMZN	122,726	$29.3m14.79%	14.79%	Added +536	+536 0.4%
5	META PLATFORMS INC CL A META	META	37,787	$21.3m10.77%	10.77%	Added +3.2k	+3,237 9.4%
6	TESLA INC COM TSLA	TSLA	23,091	$9.7m4.91%	4.91%	Added +518	+518 2.3%
7	UBER TECHNOLOGIES INC COM UBER	UBER	75,691	$5.5m2.76%	2.76%	Added +1.7k	+1,658 2.2%
8	SPACE EXPLORATION TECHN CORP CLASS A COM STK SPCX	SPCX	30,495	$5.2m2.64%	2.64%	New
9	ULTA BEAUTY INC COM ULTA	ULTA	10,579	$4.8m2.41%	2.41%	New
10	ELI LILLY & CO COM LLY	LLY	3,892	$4.7m2.36%	2.36%	Added +122	+122 3.2%
11	ALPHABET INC CAP STK CL C GOOG	GOOG	13,101	$4.6m2.34%	2.34%	Reduced -126	-126 -0.9%
12	GE VERNOVA INC COM GEV	GEV	3,470	$4.1m2.06%	2.06%	Reduced -1.4k	-1,446 -29.4%
13	ASML HOLDING N V N Y REGISTRY SHS ASML	ASML	1,343	$2.7m1.35%	1.35%	Added +121	+121 9.9%
14	WEYERHAEUSER CO MTN BE COM NEW WY	WY	91,710	$2.2m1.11%	1.11%	Added +19.9k	+19,918 27.7%
15	PALANTIR TECHNOLOGIES INC CL A PLTR	PLTR	15,548	$1.8m0.92%	0.92%	Added +5.7k	+5,716 58.1%
16	NETFLIX INC COM NFLX	NFLX	13,897	$992.2k0.50%	0.50%	Added +5.9k	+5,891 73.6%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
CROWDSTRIKE HLDGS INC CRWD	CRWD	7,508	$2.9m7.5k shares
TKO GROUP HOLDINGS INC TKO	TKO	14,107	$2.8m14.1k shares
REDDIT INC RDDT	RDDT	16,796	$2.3m16.8k shares
INSMED INC INSM	INSM	11,321	$1.9m11.3k shares
ALNYLAM PHARMACEUTICALS INC ALNY	ALNY	3,773	$1.2m3.8k shares
SENECA FOODS CORP NEW SENEA	SENEA	6,533	$987.3k6.5k shares
AT&T INC T	T	7,045	$204.2k7.0k shares