Pinnacle Investment Management
Latest statistics and disclosures from Pinnacle Investment Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are GOOG, META, UBER, SAIL, ELF, and represent 88.65% of Pinnacle Investment Management's stock portfolio.
- Added to shares of these 10 stocks: GOOG (+$8.4M), UBER, META, SAIL, ELF, QQQ, SG, IBM, ORCL, INOD.
- Started 11 new stock positions in QQQ, TSLA, GOOG, UBER, TEM, ELF, SAIL, IBM, SG, ORCL. INOD.
- Reduced shares in these 6 stocks: TLT, TCOM, STAA, NVDA, AMZN, IONQ.
- Sold out of its positions in AMZN, IONQ, STAA, TCOM.
- Pinnacle Investment Management was a net buyer of stock by $7.8M.
- Pinnacle Investment Management has $17M in assets under management (AUM), dropping by 85.79%.
- Central Index Key (CIK): 0002056734
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Portfolio Holdings for Pinnacle Investment Management
Pinnacle Investment Management holds 14 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Alphabet Cap Stk Cl C (GOOG) | 48.7 | $8.4M | NEW | 48k | 177.39 |
|
| Meta Platforms Cl A (META) | 12.8 | $2.2M | +500% | 3.0k | 738.09 |
|
| Uber Technologies (UBER) | 10.8 | $1.9M | NEW | 20k | 93.30 |
|
| Sailpoint (SAIL) | 9.2 | $1.6M | NEW | 70k | 22.86 |
|
| Elf Beauty (ELF) | 7.2 | $1.2M | NEW | 10k | 124.44 |
|
| NVIDIA Corporation (NVDA) | 2.3 | $403k | -57% | 2.6k | 157.99 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 2.3 | $397k | -92% | 4.5k | 88.25 |
|
| Invesco Qqq Tr Invesco Qqq Tr (QQQ) | 2.2 | $386k | NEW | 700.00 | 551.64 |
|
| Sweetgreen Com Cl A (SG) | 1.7 | $298k | NEW | 20k | 14.88 |
|
| International Business Machines (IBM) | 0.8 | $133k | NEW | 450.00 | 294.78 |
|
| Oracle Corporation (ORCL) | 0.8 | $131k | NEW | 600.00 | 218.63 |
|
| Innodata Com New (INOD) | 0.4 | $77k | NEW | 1.5k | 51.22 |
|
| Tempus Ai Cl A (TEM) | 0.4 | $76k | NEW | 1.2k | 63.54 |
|
| Tesla Motors (TSLA) | 0.4 | $64k | NEW | 200.00 | 317.66 |
|
Past Filings by Pinnacle Investment Management
SEC 13F filings are viewable for Pinnacle Investment Management going back to 2024
- Pinnacle Investment Management 2025 Q2 filed July 18, 2025
- Pinnacle Investment Management 2025 Q1 filed June 13, 2025
- Pinnacle Investment Management 2024 Q4 filed Feb. 18, 2025