Titelia

Holdings of Warm Springs Advisors Inc.

46 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 61 % of the equity sleeve

Sector breakdown

  • Technology 50.9 %
  • Communication 8.0 %
  • Financials 7.5 %
  • Health care 6.0 %
  • Consumer discretionary 5.7 %
  • Consumer staples 3.7 %
  • Funds 3.1 %
  • Utilities 0.3 %
  • Real estate 0.2 %
  • Unattributed 14.7 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 100.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US46113.2M $100.00 %

Positions

RankCompanySharesValueWeight
1NVIDIA Corp 94,61816.5M $
2Broadcom Inc 30,2469.4M $
3Alphabet Inc 28,7518.3M $
4Apple Inc 23,4285.9M $
5Microsoft Corp 15,8355.9M $
6Amazon.com Inc 25,4925.3M $
7Advanced Micro Devices Inc 25,1865.1M $
8Cloudflare Inc 22,1984.6M $
9Invesco QQQ Trust Series 1 7,2994.2M $
10Costco Wholesale Corp 3,8993.9M $
11iShares Core S&P 500 ETF 4,8093.1M $
12Crowdstrike Holdings Inc 7,5793M $
13Astera Labs Inc 26,5352.9M $
14Visa Inc 8,9962.7M $
15CoreWeave Inc 35,0002.7M $
16SoFi Technologies Inc 160,0002.5M $
17Arista Networks Inc 20,4992.5M $
18JPMorgan Chase & Co 8,0672.4M $
19AbbVie Inc 8,6871.9M $
20Thermo Fisher Scientific Inc 3,8151.9M $
21Berkshire Hathaway Inc 3,1191.5M $
22Reddit Inc 10,0001.3M $
23Figma Inc 60,0001.3M $
24Trade Desk Inc/The 52,8001.2M $
25Home Depot Inc/The 3,5091.2M $
26Intuitive Surgical Inc 2,099967.6K $
27SoundHound AI Inc 136,100935K $
28Stryker Corp 2,762907.6K $
29Chevron Corp 3,911809.2K $
30QUALCOMM Inc 6,121788.3K $
31Meta Platforms Inc 1,323756.9K $
32Blackrock Inc 727699.2K $
33iShares Ethereum Trust ETF 44,000696.5K $
34Bank of America Corp 13,624664.2K $
35Salesforce Inc 2,862534.3K $
36Mastercard Inc 1,019509.2K $
37Applied Materials Inc 1,487508.2K $
38AtaiBeckley Inc 136,400482.9K $
39Merck & Co Inc 3,784455.2K $
40iShares Trust 3,736422.6K $
41iShares U.S. Technology ETF 2,312419.4K $
42Boston Scientific Corp 6,635416.3K $
43Duke Energy Corp 2,291300K $
44Danaher Corp 1,574298.4K $
45Procter & Gamble Co/The 1,741251.5K $
46Iron Mountain Inc 2,117216.2K $