Savoie Capital LLC Portfolio Holdings

Savoie Capital LLC

  • $805 Billion
  • Q2 2025

Savoie Capital LLC has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $805 Billion distributed in 92 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $217B, Amazon Com Inc with a value of $84.8B, Alphabet Inc. with a value of $37.5B, Liberty Broadband Corp with a value of $34.6B, and Invesco Qqq Trust, Series 1 with a value of $26.7B.

Examining the 13F form we can see an decrease of $34.6B in the current position value, from $839B to 805B.

Savoie Capital LLC is based out at Chicago, IL

Below you can find more details about Savoie Capital LLC portfolio as well as his latest detailed transactions.

Portfolio value $805 Billion
Technology: $390 Billion
Consumer Cyclical: $96.4 Billion
Communication Services: $83.2 Billion
ETFs: $65 Billion
Energy: $59 Billion
Healthcare: $28.9 Billion
Financial Services: $16.3 Billion
Industrials: $8.43 Billion
Other: $16.2 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$456B
$217 Billion 27.0% of portfolio
1,374,900
Q2 2025 Reduced 4.52%
$2.26T
$84.8 Billion 10.55% of portfolio
386,715
Q2 2025 Reduced 6.41%
$1.24T
$37.5 Billion 4.65% of portfolio
211,120
Q2 2025 Reduced 6.39%
$8.04B
$34.6 Billion 4.3% of portfolio
351,799
Q2 2025 Reduced 21.83%
$0
$26.7 Billion 3.32% of portfolio
48,411
Q2 2025 Reduced 25.08%
$442B
$25.5 Billion 3.17% of portfolio
236,586
Q2 2025 Reduced 7.79%
$282B
$24.8 Billion 3.08% of portfolio
174,522
Q2 2025 Reduced 19.36%
$3.95T
$19.8 Billion 2.46% of portfolio
39,753
Q2 2025 Added 1.27%
Liberty Media Corp Del
-
$18.9 Billion 2.35% of portfolio
-
Q2 2025 Reduced 66.74%
$295B
$17.7 Billion 2.2% of portfolio
22,100
Q2 2025 Reduced 3.49%
$3.69T
$15.2 Billion 1.89% of portfolio
74,151
Q2 2025 Added 73.44%
$608B
$14.7 Billion 1.82% of portfolio
18,816
Q2 2025 Reduced 0.53%
$139B
$14.5 Billion 1.8% of portfolio
117,263
Q2 2025 Added 88.94%
$302B
$14.4 Billion 1.79% of portfolio
100,475
Q2 2025 Reduced 1.76%
$162B
$14.2 Billion 1.76% of portfolio
77,295
Q2 2025 Reduced 11.86%
$173B
$12.2 Billion 1.51% of portfolio
76,383
Q2 2025 Reduced 7.28%
$127B
$11.5 Billion 1.44% of portfolio
41,890
Q2 2025 Reduced 30.52%
Liberty Media Corp Del
-
$9.7 Billion 1.21% of portfolio
-
Q2 2025 Reduced 27.86%
$0
$7.79 Billion 0.97% of portfolio
12,613
Q2 2025 Added 0.88%
$14.4B
$7.24 Billion 0.9% of portfolio
74,400
Q2 2025 Reduced 10.14%
$405B
$7.01 Billion 0.87% of portfolio
19,115
Q1 2024 Added 17.76%
$120B
$6.93 Billion 0.86% of portfolio
77,246
Q2 2025 Reduced 26.81%
$245B
$6.4 Billion 0.79% of portfolio
20,500
Q2 2025 New
$1.27T
$6.31 Billion 0.78% of portfolio
27,866
Q2 2025 Reduced 10.01%
$0
$5.99 Billion 0.74% of portfolio
93,330
Q1 2024 New
$112B
$5.84 Billion 0.73% of portfolio
15,250
Q4 2023 New
$141B
$5.65 Billion 0.7% of portfolio
158,217
Q1 2024 Reduced 29.51%
$0
$5.56 Billion 0.69% of portfolio
63,000
Q2 2025 Reduced 66.22%
$0
$5.23 Billion 0.65% of portfolio
74,195
Q1 2024 New
$207B
$5.12 Billion 0.64% of portfolio
41,291
Q2 2025 Reduced 13.06%
$133B
$4.48 Billion 0.56% of portfolio
4,999
Q3 2023 New
$52.5B
$4.06 Billion 0.51% of portfolio
19,858
Q4 2024 Added 100.0%
Linde PLC
-
$3.95 Billion 0.49% of portfolio
-
Q1 2024 Added 92.34%
$0
$3.55 Billion 0.44% of portfolio
133,800
Q4 2024 Added 200.0%
$232B
$3.52 Billion 0.44% of portfolio
12,900
Q1 2024 New
$25.8B
$3.48 Billion 0.43% of portfolio
25,000
Q1 2024 Added 410.2%
$548B
$3.37 Billion 0.42% of portfolio
6,000
Q3 2023 New
$0
$3.31 Billion 0.41% of portfolio
30,205
Q1 2024 Added 400.0%
$3.55B
$3.23 Billion 0.4% of portfolio
69,500
Q3 2024 Added 117.19%
$0
$3.24 Billion 0.4% of portfolio
42,829
Q3 2023 New
$57.8B
$3.17 Billion 0.39% of portfolio
14,500
Q2 2025 Reduced 0.01%
$551B
$3.02 Billion 0.38% of portfolio
8,500
Q3 2023 New
$367B
$2.73 Billion 0.34% of portfolio
20,000
Q2 2025 New
$859B
$2.65 Billion 0.33% of portfolio
9,129
Q2 2024 Added 0.01%
$61.9B
$2.68 Billion 0.33% of portfolio
10,000
Q4 2023 New
$75.1B
$2.48 Billion 0.31% of portfolio
13,333
Q4 2023 New
$381B
$2.37 Billion 0.29% of portfolio
50,000
Q1 2024 New
Arm Holdings PLC
-
$2.22 Billion 0.28% of portfolio
-
Q3 2024 Added 270.27%
$178B
$2.23 Billion 0.28% of portfolio
19,300
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 92
  • Current Value $805 Billion
  • Prior Value $839 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 5 stocks
  • Additional Purchases 7 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 25 stocks
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