Chilton Capital Management LLC Portfolio Holdings

Chilton Capital Management LLC

  • $2.64 Billion
  • Q2 2025

Chilton Capital Management LLC has filed its 13F form on July 31, 2025 for Q2 2025 where it was disclosed a total value porftolio of $2.64 Billion distributed in 527 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $167M, Microsoft Corp with a value of $156M, Amazon Com Inc with a value of $112M, Meta Platforms, Inc. with a value of $103M, and Apple Inc. with a value of $95.4M.

Examining the 13F form we can see an increase of $394M in the current position value, from $2.25B to 2.64B.

Chilton Capital Management LLC is based out at Houston, TX

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

Portfolio value $2.64 Billion
Technology: $539 Million
Financial Services: $311 Million
Real Estate: $301 Million
Industrials: $267 Million
Healthcare: $234 Million
Communication Services: $231 Million
Consumer Cyclical: $231 Million
ETFs: $178 Million
Other: $352 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$27.5B
$83,000 0.0% of portfolio
3,405
Q4 2024 Reduced 65.01%
$3.86B
$16,000 0.0% of portfolio
2,300
Q2 2023 Reduced 7.07%
$6.34B
$26,000 0.0% of portfolio
232
Q4 2024 Reduced 0.43%
$80B
$33,000 0.0% of portfolio
137
Q1 2025 Reduced 19.88%
$15.3B
$4,000 0.0% of portfolio
45
Q1 2025 Reduced 54.55%
$1.91B
$10,000 0.0% of portfolio
170
Q1 2023 New
$102B
$86,000 0.0% of portfolio
470
Q2 2025 New
$26.8B
$21,000 0.0% of portfolio
205
Q1 2023 New
$17.5B
$56,000 0.0% of portfolio
242
Q2 2025 New
$112B
$6,000 0.0% of portfolio
18
Q1 2025 Reduced 48.57%
$89.6B
$39,000 0.0% of portfolio
1,772
Q2 2025 Reduced 96.33%
$86B
$59,000 0.0% of portfolio
218
Q2 2025 New
$63.5B
$76,000 0.0% of portfolio
758
Q4 2024 Added 32.98%
$95.8B
$33,000 0.0% of portfolio
288
Q2 2025 Added 1.41%
$2.71B
$0 0.0% of portfolio
14
Q1 2023 New
$0
$57,000 0.0% of portfolio
3,700
Q3 2024 New
$1.21B
$124,000 0.0% of portfolio
20,968
Q3 2023 New
$6.74B
$52,000 0.0% of portfolio
1,850
Q1 2023 New
$70.7B
$0 0.0% of portfolio
1
Q2 2025 New
$367B
$79,000 0.0% of portfolio
582
Q1 2025 New
$14B
$36,000 0.0% of portfolio
267
Q2 2025 New
$3.43B
$32,000 0.0% of portfolio
426
Q1 2023 New
$36.7B
$30,000 0.0% of portfolio
313
Q2 2025 New
$2.3B
$4,000 0.0% of portfolio
510
Q4 2024 Reduced 6.42%
$95.8B
$98,000 0.0% of portfolio
2,170
Q4 2024 Reduced 4.99%
$53.7B
$36,000 0.0% of portfolio
2,000
Q4 2024 Reduced 74.84%
$21.7B
$8,000 0.0% of portfolio
153
Q1 2023 New
$9.44B
$11,000 0.0% of portfolio
315
Q2 2024 Reduced 62.28%
$15.3B
$12,000 0.0% of portfolio
471
Q2 2025 Reduced 41.42%
$0
$20,000 0.0% of portfolio
1,835
Q1 2023 New
$926M
$117,000 0.0% of portfolio
4,200
Q2 2024 Reduced 65.57%
$255M
$0 0.0% of portfolio
150
Q1 2023 New
$24B
$30,000 0.0% of portfolio
175
Q1 2025 Reduced 46.32%
$39.1B
$15,000 0.0% of portfolio
142
Q2 2025 New
$509M
$51,000 0.0% of portfolio
8,595
Q2 2024 Added 87.05%
$26B
$21,000 0.0% of portfolio
190
Q1 2025 Reduced 28.3%
$51B
$15,000 0.0% of portfolio
266
Q2 2025 New
$1.72B
$7,000 0.0% of portfolio
125
Q1 2023 New
$27.2B
$33,000 0.0% of portfolio
1,000
Q4 2024 Reduced 6.02%
$25.6B
$26,000 0.0% of portfolio
235
Q2 2025 Reduced 59.2%
$12.4B
$30,000 0.0% of portfolio
103
Q2 2025 New
$2.24B
$5,000 0.0% of portfolio
5,000
Q1 2023 New
$592M
$11,000 0.0% of portfolio
688
Q2 2025 Reduced 58.0%
$6.28B
$121,000 0.0% of portfolio
5,688
Q1 2023 New
$16.7B
$47,000 0.0% of portfolio
290
Q2 2025 New
$2.22B
$41,000 0.0% of portfolio
2,000
Q1 2023 New
$78.6B
$39,000 0.0% of portfolio
95
Q1 2025 Reduced 38.31%
$10.2B
$6,000 0.0% of portfolio
133
Q2 2025 Reduced 86.55%
$3.68B
$15,000 0.0% of portfolio
38
Q1 2025 Added 58.33%

Summary

  • Portfolio
  • No. of Stocks 527
  • Current Value $2.64 Billion
  • Prior Value $2.25 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 31, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 61 stocks
  • Additional Purchases 107 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 139 stocks
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