Birinyi Associates

Birinyi Associates as of March 31, 2021

Portfolio Holdings for Birinyi Associates

Birinyi Associates holds 66 positions in its portfolio as reported in the March 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple Common Stock (AAPL) 20.0 $53M 430k 122.15
SPDR S&P 500 ETF Trust Etp (SPY) 13.4 $35M 89k 396.33
Amazon.com Common Stock (AMZN) 11.6 $31M 9.8k 3094.09
Alphabet Common Stock (GOOGL) 7.6 $20M 9.6k 2062.51
Mastercard Common Stock (MA) 7.6 $20M 56k 356.05
Microsoft Corp Common Stock (MSFT) 4.0 $11M 45k 235.77
SPDR Dow Jones Industrial Average ETF Trust Etp (DIA) 2.3 $6.1M 19k 330.17
Booking Holdings Common Stock (BKNG) 2.2 $5.8M 2.5k 2330.00
Goldman Sachs Group Inc/The Common Stock (GS) 1.9 $4.9M 15k 326.97
Alphabet Common Stock (GOOG) 1.6 $4.3M 2.1k 2068.53
salesforce.com Common Stock (CRM) 1.5 $3.9M 18k 211.86
Walmart Common Stock (WMT) 1.4 $3.6M 27k 135.82
Berkshire Hathaway Common Stock (BRK.A) 1.3 $3.5M 9.00 385666.67
Chipotle Mexican Grill Common Stock (CMG) 1.3 $3.5M 2.4k 1420.94
Berkshire Hathaway Common Stock (BRK.B) 1.1 $3.0M 12k 255.43
Facebook Common Stock (META) 1.1 $3.0M 10k 294.53
Carvana Common Stock (CVNA) 1.1 $2.9M 11k 262.43
Tesla Common Stock (TSLA) 1.1 $2.8M 4.3k 668.00
Netflix Common Stock (NFLX) 1.1 $2.8M 5.4k 521.66
Shopify Common Stock (SHOP) 1.1 $2.8M 2.5k 1106.37
NVIDIA Corp Common Stock (NVDA) 0.9 $2.4M 4.4k 533.92
McDonald's Corp Common Stock (MCD) 0.8 $2.2M 9.9k 224.16
Starbucks Corp Common Stock (SBUX) 0.8 $2.1M 19k 109.28
Msci Common Stock (MSCI) 0.8 $2.0M 4.9k 419.38
JPMorgan Chase & Co Common Stock (JPM) 0.8 $2.0M 13k 152.23
Broadcom Common Stock (AVGO) 0.7 $1.8M 3.8k 463.68
Peloton Interactive Common Stock (PTON) 0.6 $1.5M 14k 112.43
Health Care Select Sector SPDR Fund Etp (XLV) 0.6 $1.5M 13k 116.71
Lockheed Martin Corp Common Stock (LMT) 0.5 $1.4M 3.7k 369.37
Amgen Common Stock (AMGN) 0.5 $1.3M 5.4k 248.76
Caterpillar Common Stock (CAT) 0.5 $1.3M 5.5k 231.82
Procter & Gamble Co/The Common Stock (PG) 0.5 $1.3M 9.4k 135.40
Home Depot Inc/The Common Stock (HD) 0.5 $1.3M 4.1k 305.37
Blackstone Group LP/The Common Stock 0.4 $1.2M 16k 74.54
ASML Holding NV NY Reg Shrs 0.4 $1.1M 1.8k 617.16
Micron Technology Common Stock (MU) 0.4 $1.1M 12k 88.25
Advanced Micro Devices Common Stock (AMD) 0.4 $1.0M 13k 78.47
Ishares Russell 2000 Etp (IWM) 0.4 $962k 4.4k 220.90
Walt Disney Co/The Common Stock (DIS) 0.3 $886k 4.8k 184.58
Trade Desk Common Stock (TTD) 0.3 $880k 1.4k 651.85
Deere & Co Common Stock (DE) 0.3 $861k 2.3k 374.35
Costco Wholesale Corp Common Stock (COST) 0.3 $758k 2.2k 352.56
Visa Common Stock (V) 0.3 $667k 3.2k 211.75
American Express Common Stock (AXP) 0.2 $655k 4.6k 141.44
Palo Alto Networks Common Stock (PANW) 0.2 $644k 2.0k 322.00
Palantir Technologies Inc-A Common Stock (PLTR) 0.2 $629k 27k 23.30
Chevron Corp Common Stock (CVX) 0.2 $587k 5.6k 104.82
UnitedHealth Group Common Stock (UNH) 0.2 $577k 1.6k 372.26
Lam Research Corp Common Stock (LRCX) 0.2 $565k 950.00 594.74
PayPal Holdings Common Stock (PYPL) 0.2 $546k 2.3k 242.67
Johnson & Johnson Common Stock (JNJ) 0.2 $485k 3.0k 164.41
Boeing Co/The Common Stock (BA) 0.2 $484k 1.9k 254.74
Moderna Common Stock (MRNA) 0.2 $471k 3.6k 130.83
Cummins Common Stock (CMI) 0.2 $466k 1.8k 258.89
Ferrari NV Common Stock 0.2 $439k 2.1k 209.05
Verizon Communications Common Stock (VZ) 0.2 $413k 7.1k 58.17
AllianceBernstein Holding MLP (AB) 0.2 $410k 10k 40.00
Unilever NV NY Reg Shrs 0.1 $391k 7.0k 55.86
Altria Group Common Stock (MO) 0.1 $325k 6.4k 51.18
International Business Machines Corp Common Stock (IBM) 0.1 $300k 2.3k 133.33
Qualcomm Common Stock (QCOM) 0.1 $265k 2.0k 132.50
Philip Morris International Common Stock (PM) 0.1 $244k 2.8k 88.73
NVR Common Stock (NVR) 0.1 $236k 50.00 4720.00
Cisco Systems Common Stock (CSCO) 0.1 $224k 4.3k 51.82
RH Common Stock (RH) 0.1 $209k 350.00 597.14
Intel Corp Common Stock (INTC) 0.1 $205k 3.2k 64.06