FFG Partners

Latest statistics and disclosures from FFG Partners's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are NVDA, PLTR, AMZN, GLD, HOOD, and represent 39.60% of FFG Partners's stock portfolio.
  • Added to shares of these 10 stocks: NFLX (+$11M), ACWX (+$8.2M), META (+$5.3M), VRT, DG, ASML, AVAV, JPM, CRWD, AVGO.
  • Started 4 new stock positions in VRT, ACWX, DG, ASML.
  • Reduced shares in these 10 stocks: UBER (-$14M), COST (-$7.8M), ET (-$6.4M), IBIT, ETHA, NVDA, AMZN, PANW, PLTR, GLD.
  • Sold out of its position in UBER.
  • FFG Partners was a net buyer of stock by $792k.
  • FFG Partners has $345M in assets under management (AUM), dropping by -6.52%.
  • Central Index Key (CIK): 0002045972

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Portfolio Holdings for FFG Partners

FFG Partners holds 39 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
NVIDIA Corporation (NVDA) 12.5 $43M -4% 232k 186.50
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Palantir Technologies Cl A (PLTR) 8.1 $28M 157k 177.75
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Amazon (AMZN) 6.9 $24M 104k 230.82
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Spdr Gold Tr Gold Shs (GLD) 6.4 $22M 56k 396.31
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Robinhood Mkts Com Cl A (HOOD) 5.6 $20M 172k 113.10
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JPMorgan Chase & Co. (JPM) 5.5 $19M 59k 322.22
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Broadcom (AVGO) 5.3 $18M 53k 346.11
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CBOE Holdings (CBOE) 4.5 $16M 62k 251.00
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Energy Transfer Com Ut Ltd Ptn (ET) 4.1 $14M -31% 855k 16.49
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Meta Platforms Cl A (META) 3.9 $13M +65% 20k 660.10
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Alphabet Cap Stk Cl A (GOOGL) 3.8 $13M 42k 313.00
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Netflix (NFLX) 3.4 $12M +1046% 127k 93.76
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Crowdstrike Hldgs Cl A (CRWD) 3.0 $11M 22k 468.76
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Ulta Salon, Cosmetics & Fragrance (ULTA) 2.9 $10M 17k 605.01
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Spotify Technology S A SHS (SPOT) 2.8 $9.6M 17k 580.71
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AeroVironment (AVAV) 2.6 $8.9M +25% 37k 241.89
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Ishares Tr Msci Acwi Ex Us (ACWX) 2.4 $8.2M NEW 122k 67.13
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Shopify Cl A Sub Vtg Shs (SHOP) 2.4 $8.2M 51k 160.97
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Costco Wholesale Corporation (COST) 2.1 $7.4M -51% 8.5k 862.39
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Oklo Com Cl A (OKLO) 1.9 $6.7M 93k 71.76
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Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 1.5 $5.0M -44% 101k 49.65
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Vertiv Holdings Com Cl A (VRT) 1.4 $5.0M NEW 31k 162.01
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Dollar General (DG) 1.3 $4.5M NEW 34k 132.77
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Ishares Ethereum Tr SHS (ETHA) 1.1 $3.6M -41% 162k 22.43
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Asml Holding N V N Y Registry Shs (ASML) 0.6 $2.1M NEW 2.0k 1070.16
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Palo Alto Networks (PANW) 0.6 $1.9M -5% 11k 184.20
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Carlyle Group (CG) 0.5 $1.6M 27k 59.11
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Ishares Gold Tr Ishares New (IAU) 0.4 $1.4M 17k 81.17
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Microsoft Corporation (MSFT) 0.4 $1.3M 2.7k 483.65
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Alphabet Cap Stk Cl C (GOOG) 0.4 $1.2M 3.9k 313.81
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Apple (AAPL) 0.3 $1.1M 4.1k 271.91
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Spdr Series Trust State Street Spd (XAR) 0.3 $1.1M -5% 4.4k 241.29
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Tesla Motors (TSLA) 0.3 $1.0M 2.3k 449.72
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Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $608k 1.8k 335.29
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Invesco Exchange Traded Fd T Nasdaq Internt (PNQI) 0.1 $507k -8% 9.4k 53.95
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Amplify Etf Tr Onlin Retl Etf (IBUY) 0.1 $498k -8% 6.7k 74.44
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First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.1 $459k -5% 6.4k 71.46
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Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $317k 1.0k 304.04
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $246k 3.3k 74.07
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Past Filings by FFG Partners

SEC 13F filings are viewable for FFG Partners going back to 2023