FFG Partners
Latest statistics and disclosures from FFG Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, PLTR, HOOD, AMZN, ET, and represent 38.72% of FFG Partners's stock portfolio.
- Added to shares of these 10 stocks: JPM (+$18M), CBOE (+$15M), OKLO (+$10M), AVAV (+$9.2M), ULTA (+$9.0M), SHOP (+$7.5M), IBIT (+$7.3M), ETHA (+$6.6M), NFLX, UBER.
- Started 8 new stock positions in IBUY, AVAV, CG, CBOE, SHOP, PNQI, ULTA, OKLO.
- Reduced shares in these 10 stocks: LLY (-$24M), BRK.B (-$15M), EWG (-$9.4M), BABA (-$6.4M), ET, GLD, NVDA, PLTR, MSTR, AVGO.
- Sold out of its positions in BABA, BRK.B, EWG, LLY, MSTR.
- FFG Partners was a net buyer of stock by $39M.
- FFG Partners has $369M in assets under management (AUM), dropping by 22.66%.
- Central Index Key (CIK): 0002045972
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Portfolio Holdings for FFG Partners
FFG Partners holds 36 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 12.3 | $45M | 243k | 186.58 |
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| Palantir Technologies Cl A (PLTR) | 7.8 | $29M | 157k | 182.42 |
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| Robinhood Mkts Com Cl A (HOOD) | 6.7 | $25M | 172k | 143.18 |
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| Amazon (AMZN) | 6.2 | $23M | 104k | 219.57 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 5.8 | $21M | -5% | 1.2M | 17.16 |
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| Spdr Gold Tr Gold Shs (GLD) | 5.4 | $20M | -4% | 56k | 355.47 |
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| JPMorgan Chase & Co. (JPM) | 5.0 | $18M | +3607% | 58k | 315.43 |
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| Broadcom (AVGO) | 4.7 | $18M | 53k | 329.91 |
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| Costco Wholesale Corporation (COST) | 4.4 | $16M | +2% | 18k | 925.66 |
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| CBOE Holdings (CBOE) | 4.1 | $15M | NEW | 62k | 245.25 |
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| Uber Technologies (UBER) | 3.8 | $14M | +17% | 144k | 97.97 |
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| Netflix (NFLX) | 3.6 | $13M | +59% | 11k | 1198.92 |
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 3.2 | $12M | +161% | 183k | 65.00 |
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| Spotify Technology S A SHS (SPOT) | 3.1 | $12M | +7% | 16k | 698.00 |
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| Crowdstrike Hldgs Cl A (CRWD) | 2.9 | $11M | 22k | 490.38 |
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| Oklo Com Cl A (OKLO) | 2.8 | $10M | NEW | 92k | 111.63 |
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| Alphabet Cap Stk Cl A (GOOGL) | 2.8 | $10M | 42k | 243.11 |
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| AeroVironment (AVAV) | 2.5 | $9.2M | NEW | 29k | 314.89 |
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| Meta Platforms Cl A (META) | 2.4 | $9.0M | +28% | 12k | 734.39 |
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| Ulta Salon, Cosmetics & Fragrance (ULTA) | 2.4 | $9.0M | NEW | 17k | 546.75 |
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| Ishares Ethereum Tr SHS (ETHA) | 2.4 | $8.8M | +294% | 279k | 31.51 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 2.0 | $7.5M | NEW | 50k | 148.61 |
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| Palo Alto Networks (PANW) | 0.6 | $2.2M | +3% | 11k | 203.62 |
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| Carlyle Group (CG) | 0.5 | $1.7M | NEW | 27k | 62.70 |
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| Microsoft Corporation (MSFT) | 0.4 | $1.4M | +2% | 2.7k | 517.96 |
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| Ishares Gold Tr Ishares New (IAU) | 0.3 | $1.3M | -6% | 17k | 72.77 |
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| Spdr Series Trust Aerospace Def (XAR) | 0.3 | $1.1M | 4.6k | 235.01 |
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| Apple (AAPL) | 0.3 | $1.1M | 4.1k | 254.68 |
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| Tesla Motors (TSLA) | 0.3 | $1.0M | +7% | 2.3k | 444.72 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $953k | -4% | 3.9k | 243.59 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $592k | +5% | 1.8k | 328.18 |
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| Invesco Exchange Traded Fd T Nasdaq Internt (PNQI) | 0.2 | $575k | NEW | 10k | 55.83 |
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| Amplify Etf Tr Onlin Retl Etf (IBUY) | 0.2 | $559k | NEW | 7.3k | 76.17 |
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| First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) | 0.1 | $518k | -13% | 6.8k | 76.02 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $291k | 1.0k | 279.35 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $244k | 3.3k | 74.37 |
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Past Filings by FFG Partners
SEC 13F filings are viewable for FFG Partners going back to 2023
- FFG Partners 2025 Q3 filed Oct. 17, 2025
- FFG Partners 2025 Q2 filed July 22, 2025
- FFG Partners 2025 Q1 filed April 23, 2025
- FFG Partners 2024 Q4 filed Jan. 28, 2025
- FFG Partners 2024 Q1 filed Dec. 9, 2024
- FFG Partners 2024 Q2 filed Dec. 9, 2024
- FFG Partners 2024 Q3 filed Dec. 9, 2024
- FFG Partners 2023 Q4 filed Dec. 3, 2024