Savoie Capital LLC

CHICAGO, IL · CIK 2001471 · 13F filing filed 2025-08-14

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.

Others nearbyChicago, IL

$804.6m reported value -4.1% vs Q1 2025

92positions

63.1%in top 10

5 new 7 added 25 reduced 7 sold out vs Q1 2025

Holdings, Q2 2025

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	NVIDIA CORPORATION COM NVDA	NVDA	1,374,900	$217.2m27.00%	27.00%	Reduced -65.0k	-65,040 -4.5%
2	AMAZON COM INC COM AMZN	AMZN	386,715	$84.8m10.55%	10.55%	Reduced -26.5k	-26,500 -6.4%
3	ALPHABET INC CAP STK CL C GOOG	GOOG	211,120	$37.5m4.65%	4.65%	Reduced -14.4k	-14,400 -6.4%
4	LIBERTY BROADBAND CORP COM SER C LBRDK	LBRDK	351,799	$34.6m4.30%	4.30%	Reduced -98.2k	-98,229 -21.8%
5	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	48,411	$26.7m3.32%	3.32%	Reduced -16.2k	-16,203 -25.1%
6	EXXON MOBIL CORP COM XOM	XOM	236,586	$25.5m3.17%	3.17%	Reduced -20.0k	-20,000 -7.8%
7	ADVANCED MICRO DEVICES INC COM AMD	AMD	174,522	$24.8m3.08%	3.08%	Reduced -41.9k	-41,903 -19.4%
8	MICROSOFT CORP COM MSFT	MSFT	39,753	$19.8m2.46%	2.46%	Added +500	+500 1.3%
9	LIBERTY MEDIA CORP DEL COM LBTY ONE S C FWONK	FWONK	181,140	$18.9m2.35%	2.35%	Reduced -363.5k	-363,452 -66.7%
10	ASML HOLDING N V N Y REGISTRY SHS ASML	ASML	22,100	$17.7m2.20%	2.20%	Reduced -800	-800 -3.5%
11	APPLE INC COM AAPL	AAPL	74,151	$15.2m1.89%	1.89%	Added +31.4k	+31,399 73.4%
12	ELI LILLY & CO COM LLY	LLY	18,816	$14.7m1.82%	1.82%	Reduced -100	-100 -0.5%
13	MICRON TECHNOLOGY INC COM MU	MU	117,263	$14.5m1.80%	1.80%	Added +55.2k	+55,200 88.9%
14	CHEVRON CORP NEW COM CVX	CVX	100,475	$14.4m1.79%	1.79%	Reduced -1.8k	-1,800 -1.8%
15	APPLIED MATLS INC COM AMAT	AMAT	77,295	$14.2m1.76%	1.76%	Reduced -10.4k	-10,400 -11.9%
16	DIAMONDBACK ENERGY INC COM FANG	FANG	88,580	$12.2m1.51%	1.51%	Added +3.0k	+3,000 3.5%
17	QUALCOMM INC COM QCOM	QCOM	76,383	$12.2m1.51%	1.51%	Reduced -6.0k	-6,000 -7.3%
18	BROADCOM INC COM AVGO	AVGO	41,890	$11.5m1.44%	1.44%	Reduced -18.4k	-18,400 -30.5%
19	LIBERTY MEDIA CORP DEL COM LBTY ONE S A FWONA	FWONA	102,104	$9.7m1.21%	1.21%	Reduced -39.4k	-39,423 -27.9%
20	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	12,613	$7.8m0.97%	0.97%	Added +110	+110 0.9%
21	LAM RESEARCH CORP COM COM		74,400	$7.2m0.90%	0.90%	Reduced -8.4k	-8,400 -10.1%
22	HOME DEPOT INC COM HD	HD	19,115	$7.0m0.87%	0.87%	Unchanged
23	CONOCOPHILLIPS COM COP	COP	77,246	$6.9m0.86%	0.86%	Reduced -28.3k	-28,300 -26.8%
24	UNITEDHEALTH GROUP INC COM UNH	UNH	20,500	$6.4m0.79%	0.79%	New
25	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	27,866	$6.3m0.78%	0.78%	Reduced -3.1k	-3,100 -10.0%
26	J P MORGAN EXCHANGE TRADED F DIV RTN INT EQ JPIN	JPIN	93,330	$6.0m0.74%	0.74%	Unchanged
27	HCA HEALTHCARE INC COM HCA	HCA	15,250	$5.8m0.73%	0.73%	Unchanged
28	COMCAST CORP NEW CL A CMCSA	CMCSA	158,217	$5.6m0.70%	0.70%	Unchanged
29	ISHARES TR 20 YR TR BD ETF TLT	TLT	63,000	$5.6m0.69%	0.69%	Reduced -123.5k	-123,500 -66.2%
30	SPDR INDEX SHS FDS S&P GLBDIV ETF WDIV	WDIV	74,195	$5.2m0.65%	0.65%	Unchanged
31	DISNEY WALT CO COM DIS	DIS	41,291	$5.1m0.64%	0.64%	Reduced -6.2k	-6,200 -13.1%
32	KLA CORP COM NEW KLAC	KLAC	4,999	$4.5m0.56%	0.56%	Unchanged
33	PALO ALTO NETWORKS INC COM PANW	PANW	19,858	$4.1m0.51%	0.51%	Unchanged
34	LINDE PLC SHS LIN	LIN	8,415	$3.9m0.49%	0.49%	Unchanged
35	SCHWAB STRATEGIC TR US DIVIDEND EQ SCHD	SCHD	133,800	$3.5m0.44%	0.44%	Unchanged
36	SALESFORCE INC COM CRM	CRM	12,900	$3.5m0.44%	0.44%	Unchanged
37	AMERICAN WTR WKS CO INC NEW COM AWK	AWK	25,000	$3.5m0.43%	0.43%	Unchanged
38	MASTERCARD INCORPORATED CL A MA	MA	6,000	$3.4m0.42%	0.42%	Unchanged
39	ISHARES TR EXPANDED TECH IGV	IGV	30,205	$3.3m0.41%	0.41%	Unchanged
40	FIRST TR EXCHANGE TRADED FD NASDAQ CYB ETF CIBR	CIBR	42,829	$3.2m0.40%	0.40%	Unchanged
41	ADVANCE AUTO PARTS INC COM AAP	AAP	69,500	$3.2m0.40%	0.40%	Unchanged
42	NXP SEMICONDUCTORS N V COM NXPI	NXPI	14,500	$3.2m0.39%	0.39%	Reduced -2	-2 -0.0%
43	VISA INC COM CL A V	V	8,500	$3.0m0.38%	0.38%	Unchanged
44	PALANTIR TECHNOLOGIES INC CL A PLTR	PLTR	20,000	$2.7m0.34%	0.34%	New
45	TRAVELERS COMPANIES INC COM TRV	TRV	10,000	$2.7m0.33%	0.33%	Unchanged
46	JPMORGAN CHASE & CO COM JPM	JPM	9,129	$2.6m0.33%	0.33%	Unchanged
47	HOWMET AEROSPACE INC COM HWM	HWM	13,333	$2.5m0.31%	0.31%	Unchanged
48	BANK AMERICA CORP COM BAC	BAC	50,000	$2.4m0.29%	0.29%	Unchanged
49	SHOPIFY INC CL A SUB VTG SHS SHOP	SHOP	19,300	$2.2m0.28%	0.28%	Unchanged
50	ARM HOLDINGS PLC SPONSORED ADS ARM	ARM	13,700	$2.2m0.28%	0.28%	Unchanged
51	INTEL CORP COM INTC	INTC	98,500	$2.2m0.27%	0.27%	Added +2.0k	+1,994 2.1%
52	REDDIT INC CL A RDDT	RDDT	14,000	$2.1m0.26%	0.26%	Added +4.0k	+4,000 40.0%
53	WEYERHAEUSER CO MTN BE COM NEW WY	WY	80,000	$2.1m0.26%	0.26%	Unchanged
54	STRYKER CORPORATION COM SYK	SYK	5,000	$2.0m0.25%	0.25%	Unchanged
55	MONDAY COM LTD SHS MNDY	MNDY	6,200	$1.9m0.24%	0.24%	Unchanged
56	GLOBAL X FDS GLB X MLP ENRG I MLPX	MLPX	31,000	$1.9m0.24%	0.24%	Unchanged
57	LIBERTY MEDIA CORP DEL COM LBTY LIV S C COM LBTY LIV S C		23,307	$1.9m0.24%	0.24%	Unchanged
58	AMERICAN INTL GROUP INC COM NEW AIG	AIG	22,000	$1.9m0.23%	0.23%	Unchanged
59	USCF ETF TR MIDSTREAM ENERGY UMI	UMI	33,850	$1.7m0.21%	0.21%	Unchanged
60	UNITED PARCEL SERVICE INC CL B UPS	UPS	16,928	$1.7m0.21%	0.21%	Unchanged
61	WALMART INC COM WMT	WMT	17,334	$1.7m0.21%	0.21%	Unchanged
62	ADOBE INC COM ADBE	ADBE	3,615	$1.4m0.17%	0.17%	Reduced -7.3k	-7,300 -66.9%
63	CATERPILLAR INC COM CAT	CAT	3,465	$1.3m0.17%	0.17%	Unchanged
64	AMERICAN TOWER CORP NEW COM AMT	AMT	5,650	$1.2m0.16%	0.16%	Reduced -10.5k	-10,500 -65.0%
65	AKAMAI TECHNOLOGIES INC COM AKAM	AKAM	14,900	$1.2m0.15%	0.15%	Unchanged
66	IRON MTN INC DEL COM IRM	IRM	11,545	$1.2m0.15%	0.15%	Unchanged
67	NOKIA CORP SPONSORED ADR NOK	NOK	225,000	$1.2m0.14%	0.14%	Unchanged
68	PROCTER AND GAMBLE CO COM PG	PG	6,414	$1.0m0.13%	0.13%	Unchanged
69	CONSTELLATION BRANDS INC CL A STZ	STZ	6,000	$976.1k0.12%	0.12%	New
70	GREENBRIER COS INC COM GBX	GBX	20,500	$944.0k0.12%	0.12%	Unchanged
71	ATLANTA BRAVES HLDGS INC COM SER C BATRK	BATRK	19,868	$929.2k0.12%	0.12%	Unchanged
72	MCDONALDS CORP COM MCD	MCD	3,129	$914.2k0.11%	0.11%	Unchanged
73	COCA COLA CO COM KO	KO	12,523	$886.0k0.11%	0.11%	Unchanged
74	LOCKHEED MARTIN CORP COM LMT	LMT	1,863	$862.8k0.11%	0.11%	Unchanged
75	SKYWORKS SOLUTIONS INC COM SWKS	SWKS	11,316	$843.3k0.10%	0.10%	Reduced -2	-2 -0.0%
76	KIMBERLY-CLARK CORP COM KMB	KMB	6,271	$808.5k0.10%	0.10%	Unchanged
77	NORTHERN LTS FD TR II ESSENTIAL 40 STO ESN	ESN	50,240	$805.7k0.10%	0.10%	Unchanged
78	NEXTERA ENERGY INC COM NEE	NEE	10,000	$694.2k0.09%	0.09%	Unchanged
79	PEPSICO INC COM PEP	PEP	4,650	$614.0k0.08%	0.08%	Unchanged
80	RTX CORPORATION COM RTX	RTX	4,041	$590.1k0.07%	0.07%	Unchanged
81	GENERAL MLS INC COM GIS	GIS	11,313	$586.1k0.07%	0.07%	Unchanged
82	CORTEVA INC COM CTVA	CTVA	6,666	$496.8k0.06%	0.06%	Unchanged
83	CROWN CASTLE INC COM CCI	CCI	4,700	$482.8k0.06%	0.06%	Unchanged
84	LIBERTY MEDIA CORP DEL COM LBTY LIV S A COM LBTY LIV S A		5,417	$430.5k0.05%	0.05%	Reduced -639	-639 -10.6%
85	MGM RESORTS INTERNATIONAL COM MGM	MGM	12,500	$429.9k0.05%	0.05%	Unchanged
86	META PLATFORMS INC CL A META	META	500	$369.0k0.05%	0.05%	Unchanged
87	OKTA INC CL A OKTA	OKTA	3,200	$319.9k0.04%	0.04%	New
88	CORNING INC COM GLW	GLW	5,400	$284.0k0.04%	0.04%	Unchanged
89	3M CO COM MMM	MMM	1,800	$274.0k0.03%	0.03%	Unchanged
90	WABTEC COM WAB	WAB	1,074	$224.8k0.03%	0.03%	Unchanged
91	APOLLO GLOBAL MGMT INC COM APO	APO	1,500	$212.8k0.03%	0.03%	Unchanged
92	PIMCO CORPORATE & INCM STRG COM PCN	PCN	12,000	$152.3k0.02%	0.02%	New

Sold out since Q1 2025

Security	Ticker	Shares held before	Value then
LIBERTY BROADBAND CORP LBRDA	LBRDA	197,836	$14.7m197.8k shares
BOEING CO BA	BA	14,800	$3.2m14.8k shares
VANECK ETF TRUST OIH	OIH	3,600	$976.4k3.6k shares
RIO TINTO PLC RIO	RIO	10,000	$588.1k10.0k shares
MICROCHIP TECHNOLOGY INC. MCHP	MCHP	10,000	$573.5k10.0k shares
INTUITIVE MACHINES INC LUNR	LUNR	13,000	$236.1k13.0k shares
FREEPORT-MCMORAN INC FCX	FCX	6,100	$232.3k6.1k shares