Savoie Capital LLC Top Holdings and 13F Report (2024) About Savoie Capital LLCInvestment ActivitySavoie Capital LLC has $818.25 million in total holdings as of September 30, 2024.Savoie Capital LLC owns shares of 97 different stocks, but just 22 companies or ETFs make up 80% of its holdings.Approximately 7.86% of the portfolio was purchased this quarter.About 0.94% of the portfolio was sold this quarter.This quarter, Savoie Capital LLC has purchased 87 new stocks and bought additional shares in 21 stocks.Savoie Capital LLC sold shares of 2 stocks and completely divested from 5 stocks this quarter.Largest Holdings NVIDIA $174,866,314Amazon.com $76,994,351Formula One Group $42,167,759Alphabet $41,884,439Liberty Broadband $34,782,664 Largest New Holdings this Quarter VanEck Oil Services ETF $5,617,458 HoldingUnited States Oil Fund $3,698,768 HoldingLululemon Athletica $2,849,175 HoldingUSCF Midstream Energy Income Fund $1,518,409 HoldingIron Mountain $1,371,892 Holding Largest Purchases this Quarter Broadcom 71,361 shares (about $12.31M)VanEck Oil Services ETF 19,800 shares (about $5.62M)Chevron 34,000 shares (about $5.01M)Alphabet 25,000 shares (about $4.18M)United States Oil Fund 52,900 shares (about $3.70M) Largest Sales this Quarter Adobe 4,800 shares (about $2.49M)Walt Disney 6,300 shares (about $606.00K) Sector Allocation Over TimeMap of 500 Largest Holdings ofSavoie Capital LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$174,866,314$4,858 ▲0.0%1,439,94021.4%Computer and TechnologyAMZNAmazon.com$76,994,3510.0%413,2159.4%Retail/WholesaleFWONKFormula One Group$42,167,7590.0%544,5925.2%Consumer DiscretionaryGOOGAlphabet$41,884,439$4,179,750 ▲11.1%250,5205.1%Computer and TechnologyLBRDKLiberty Broadband$34,782,6640.0%450,0284.3%Consumer DiscretionaryAMDAdvanced Micro Devices$33,870,214$1,362,356 ▲4.2%206,4254.1%Computer and TechnologyQQQInvesco QQQ$31,536,155$2,928 ▲0.0%64,6143.9%FinanceXOMExxon Mobil$27,732,6110.0%236,5863.4%Oils/EnergyASMLASML$21,247,875$2,916,375 ▲15.9%25,5002.6%Computer and TechnologyCVXChevron$19,804,133$5,007,180 ▲33.8%134,4752.4%Oils/EnergyAMATApplied Materials$17,718,775$2,101,320 ▲13.5%87,6952.2%Computer and TechnologyMSFTMicrosoft$16,890,5660.0%39,2532.1%Computer and TechnologyLLYEli Lilly and Company$16,138,283$1,151,722 ▲7.7%18,2162.0%MedicalLBRDALiberty Broadband$15,197,7620.0%197,8361.9%Consumer DiscretionaryQCOMQUALCOMM$14,009,229$2,244,660 ▲19.1%82,3831.7%Computer and TechnologyAVGOBroadcom$13,677,525$12,309,773 ▲900.0%79,2901.7%Computer and TechnologyFANGDiamondback Energy$12,167,9920.0%70,5801.5%Oils/EnergyFWONAFormula One Group$10,123,4260.0%141,5271.2%Consumer DiscretionaryAAPLApple$9,961,216$233 ▲0.0%42,7521.2%Computer and TechnologyCOPConocoPhillips$9,185,2590.0%87,2461.1%Oils/EnergyMUMicron Technology$8,801,142$2,364,588 ▲36.7%84,8631.1%Computer and TechnologyHDHome Depot$7,745,3980.0%19,1150.9%Retail/WholesaleSPYSPDR S&P 500 ETF Trust$7,173,7210.0%12,5030.9%FinanceLRCXLam Research$6,757,142$734,472 ▲12.2%8,2800.8%Computer and TechnologyCMCSAComcast$6,608,7240.0%158,2170.8%Consumer DiscretionaryHCAHCA Healthcare$6,198,0580.0%15,2500.8%MedicalOIHVanEck Oil Services ETF$5,617,458$5,617,458 ▲New Holding19,8000.7%ETFJPINDiversified Return International Equity ETF$5,607,2660.0%93,3300.7%ETFTSMTaiwan Semiconductor Manufacturing$5,377,865$503,643 ▲10.3%30,9660.7%Computer and TechnologyWDIVSPDR S&P Global Dividend ETF$4,947,3820.0%74,1950.6%ETFDISWalt Disney$4,568,159$605,997 ▼-11.7%47,4910.6%Consumer DiscretionaryBABoeing$4,287,5280.0%28,2000.5%AerospaceNXPINXP Semiconductors$4,080,650$600,505 ▲17.3%17,0020.5%Computer and TechnologyLINDE PLC$4,012,7770.0%8,4150.5%SHSKLACKLA$3,871,2760.0%4,9990.5%Computer and TechnologySCHDSchwab US Dividend Equity ETF$3,770,0380.0%44,6000.5%ETFUSOUnited States Oil Fund$3,698,768$3,698,768 ▲New Holding52,9000.5%ETFAWKAmerican Water Works$3,656,0000.0%25,0000.4%UtilitiesCRMSalesforce$3,530,8590.0%12,9000.4%Computer and TechnologyPANWPalo Alto Networks$3,393,7320.0%9,9290.4%Computer and TechnologyUPSUnited Parcel Service$3,207,808$899,844 ▲39.0%23,5280.4%TransportationMAMastercard$2,962,8000.0%6,0000.4%Business ServicesLULULululemon Athletica$2,849,175$2,849,175 ▲New Holding10,5000.3%Consumer DiscretionaryAAPAdvance Auto Parts$2,709,805$1,462,125 ▲117.2%69,5000.3%Retail/WholesaleWYWeyerhaeuser$2,708,8000.0%80,0000.3%ConstructionIGViShares Expanded Tech-Software Sector ETF$2,699,4210.0%30,2050.3%ETFCIBRFirst Trust Nasdaq Cybersecurity ETF$2,536,7620.0%42,8290.3%ManufacturingTRVTravelers Companies$2,341,2000.0%10,0000.3%FinanceVVisa$2,337,0750.0%8,5000.3%Business ServicesINTCIntel$2,264,031$1,501,581 ▲196.9%96,5060.3%Computer and TechnologyBACBank of America$1,984,0000.0%50,0000.2%FinanceARM HOLDINGS PLC$1,959,237$1,430,100 ▲270.3%13,7000.2%SPONSORED ADSJPMJPMorgan Chase & Co.$1,924,9410.0%9,1290.2%FinanceADBEAdobe$1,871,775$2,485,344 ▼-57.0%3,6150.2%Computer and TechnologySYKStryker$1,806,3000.0%5,0000.2%MedicalMLPXGlobal X MLP & Energy Infrastructure ETF$1,687,3300.0%31,0000.2%ETFAIGAmerican International Group$1,611,0600.0%22,0000.2%FinanceUMIUSCF Midstream Energy Income Fund$1,518,409$1,518,409 ▲New Holding33,8500.2%ETFAKAMAkamai Technologies$1,504,1550.0%14,9000.2%Computer and TechnologyWMTWalmart$1,399,7210.0%17,3340.2%Retail/WholesaleIRMIron Mountain$1,371,892$1,371,892 ▲New Holding11,5450.2%FinanceCATCaterpillar$1,355,2310.0%3,4650.2%Industrial ProductsHWMHowmet Aerospace$1,336,6330.0%13,3330.2%AerospaceCMGChipotle Mexican Grill$1,284,926$1,284,926 ▲New Holding22,3000.2%Retail/WholesaleABNBAirbnb$1,268,100$1,268,100 ▲New Holding10,0000.2%Consumer DiscretionaryCROXCrocs$1,230,885$724,050 ▲142.9%8,5000.2%Consumer DiscretionaryLIBERTY MEDIA CORP DEL$1,196,3480.0%23,3070.1%COM LBTY LIV S CNVONovo Nordisk A/S$1,190,700$1,190,700 ▲New Holding10,0000.1%MedicalWFCWells Fargo & Company$1,129,800$1,129,800 ▲New Holding20,0000.1%FinanceRIVNRivian Automotive$1,122,0000.0%100,0000.1%Auto/Tires/TrucksSWKSSkyworks Solutions$1,117,879$198 ▲0.0%11,3180.1%Computer and TechnologyPGProcter & Gamble$1,110,9050.0%6,4140.1%Consumer StaplesLMTLockheed Martin$1,089,0350.0%1,8630.1%AerospaceSLBSchlumberger$1,044,555$1,044,555 ▲New Holding24,9000.1%Oils/EnergyGBXGreenbrier Companies$1,043,2450.0%20,5000.1%TransportationNOKNokia Oyj$983,2500.0%225,0000.1%Computer and TechnologyMCDMcDonald's$952,8120.0%3,1290.1%Retail/WholesaleKOCoca-Cola$899,9030.0%12,5230.1%Consumer StaplesKMBKimberly-Clark$892,2380.0%6,2710.1%Consumer StaplesNEENextEra Energy$845,3000.0%10,0000.1%UtilitiesCRWDCrowdStrike$843,093$843,093 ▲New Holding3,0060.1%Computer and TechnologyGISGeneral Mills$835,4650.0%11,3130.1%Consumer StaplesBATRKAtlanta Braves$790,7460.0%19,8680.1%Multi-Sector ConglomeratesPEPPepsiCo$790,7330.0%4,6500.1%Consumer StaplesKKellanova$640,1920.0%7,9320.1%Consumer DiscretionaryMNDYmonday.com$611,0940.0%2,2000.1%Computer and TechnologyMMM3M$567,1680.0%4,1490.1%Multi-Sector ConglomeratesRTXRTX$489,6080.0%4,0410.1%AerospaceMGMMGM Resorts International$488,6250.0%12,5000.1%Consumer DiscretionaryCTVACorteva$391,8940.0%6,6660.0%Consumer StaplesFCXFreeport-McMoRan$374,400$374,400 ▲New Holding7,5000.0%Basic MaterialsLIBERTY MEDIA CORP DEL$299,8330.0%6,0560.0%COM LBTY LIV S AMETAMeta Platforms$286,220$286,220 ▲New Holding5000.0%Computer and TechnologyAMTAmerican Tower$267,4440.0%1,1500.0%FinanceGLWCorning$243,8100.0%5,4000.0%Computer and TechnologyOTISOtis Worldwide$209,855$209,855 ▲New Holding2,0190.0%ConstructionLUNRIntuitive Machines$111,895$111,895 ▲New Holding13,9000.0%AerospaceDEDeere & Company$0$2,241,780 ▼-100.0%00.0%Industrial ProductsTLTiShares 20+ Year Treasury Bond ETF$0$917,800 ▼-100.0%00.0%ETFABTAbbott Laboratories$0$519,550 ▼-100.0%00.0%MedicalShowing largest 100 holdings. 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