Cache Advisors as of March 31, 2025
Portfolio Holdings for Cache Advisors
Cache Advisors holds 81 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 13.5 | $35M | 158k | 222.13 | |
| NVIDIA Corporation (NVDA) | 11.2 | $29M | 269k | 108.38 | |
| Meta Platforms Cl A (META) | 7.3 | $19M | 33k | 576.36 | |
| Alphabet Cap Stk Cl C (GOOG) | 6.5 | $17M | 109k | 156.23 | |
| Broadcom (AVGO) | 6.3 | $16M | 98k | 167.43 | |
| Microsoft Corporation (MSFT) | 5.7 | $15M | 40k | 375.39 | |
| Amazon (AMZN) | 4.0 | $10M | 55k | 190.26 | |
| Palantir Technologies Cl A (PLTR) | 3.8 | $9.9M | 118k | 84.40 | |
| Tesla Motors (TSLA) | 3.3 | $8.6M | 33k | 259.16 | |
| Arista Networks Com Shs (ANET) | 2.8 | $7.4M | 95k | 77.48 | |
| Regeneron Pharmaceuticals (REGN) | 2.1 | $5.5M | 8.6k | 634.23 | |
| Alphabet Cap Stk Cl A (GOOGL) | 2.0 | $5.3M | 35k | 154.64 | |
| Nu Hldgs Ord Shs Cl A (NU) | 1.7 | $4.5M | 442k | 10.24 | |
| Uber Technologies (UBER) | 1.6 | $4.2M | 58k | 72.86 | |
| Snowflake Cl A (SNOW) | 1.5 | $3.8M | 26k | 146.16 | |
| Doordash Cl A (DASH) | 1.2 | $3.3M | 18k | 182.76 | |
| Eli Lilly & Co. (LLY) | 1.1 | $3.0M | 3.6k | 825.91 | |
| salesforce (CRM) | 1.1 | $2.9M | 11k | 268.36 | |
| Applovin Corp Com Cl A (APP) | 1.1 | $2.8M | 10k | 264.97 | |
| Procore Technologies (PCOR) | 1.0 | $2.7M | 41k | 66.02 | |
| Datadog Cl A Com (DDOG) | 1.0 | $2.5M | 25k | 99.21 | |
| Pure Storage Cl A (PSTG) | 1.0 | $2.5M | 57k | 44.27 | |
| Nutanix Cl A (NTNX) | 1.0 | $2.5M | 36k | 69.81 | |
| Intuit (INTU) | 0.9 | $2.5M | 4.0k | 613.99 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.9 | $2.4M | 7.8k | 312.04 | |
| Reddit Cl A (RDDT) | 0.9 | $2.4M | 23k | 104.90 | |
| Axon Enterprise (AXON) | 0.8 | $2.1M | 4.0k | 525.95 | |
| Duolingo Cl A Com (DUOL) | 0.8 | $2.1M | 6.6k | 310.54 | |
| Netflix (NFLX) | 0.8 | $2.0M | 2.2k | 932.53 | |
| Coinbase Global Com Cl A (COIN) | 0.7 | $1.9M | 11k | 172.23 | |
| Norfolk Southern (NSC) | 0.7 | $1.8M | 7.4k | 236.85 | |
| Crowdstrike Hldgs Cl A (CRWD) | 0.7 | $1.7M | 4.8k | 352.58 | |
| Airbnb Com Cl A (ABNB) | 0.6 | $1.6M | 13k | 119.46 | |
| Johnson & Johnson (JNJ) | 0.5 | $1.4M | 8.3k | 165.84 | |
| Goldman Sachs (GS) | 0.5 | $1.4M | 2.5k | 546.29 | |
| Confluent Class A Com (CFLT) | 0.5 | $1.2M | 53k | 23.44 | |
| Gilead Sciences (GILD) | 0.5 | $1.2M | 11k | 112.05 | |
| Upwork (UPWK) | 0.4 | $1.1M | 81k | 13.05 | |
| Ccc Intelligent Solutions Holdings (CCCS) | 0.4 | $1.0M | 116k | 9.03 | |
| Qualcomm (QCOM) | 0.4 | $994k | 6.5k | 153.61 | |
| Workday Cl A (WDAY) | 0.4 | $941k | 4.0k | 233.53 | |
| Corcept Therapeutics Incorporated (CORT) | 0.3 | $857k | 7.5k | 114.22 | |
| Verisign (VRSN) | 0.3 | $840k | 3.3k | 253.87 | |
| Doximity Cl A (DOCS) | 0.3 | $818k | 14k | 58.03 | |
| Starbucks Corporation (SBUX) | 0.3 | $785k | 8.0k | 98.09 | |
| Lam Research Corp Com New (LRCX) | 0.3 | $784k | 11k | 72.70 | |
| Adobe Systems Incorporated (ADBE) | 0.3 | $753k | 2.0k | 383.53 | |
| Marvell Technology (MRVL) | 0.3 | $727k | 12k | 61.57 | |
| Fortinet (FTNT) | 0.3 | $701k | 7.3k | 96.26 | |
| Maplebear (CART) | 0.2 | $606k | 15k | 39.89 | |
| Penumbra (PEN) | 0.2 | $602k | 2.3k | 267.41 | |
| Global Payments (GPN) | 0.2 | $530k | 5.4k | 97.92 | |
| Moody's Corporation (MCO) | 0.2 | $510k | 1.1k | 465.69 | |
| UnitedHealth (UNH) | 0.2 | $504k | 962.00 | 523.75 | |
| Costco Wholesale Corporation (COST) | 0.2 | $495k | 523.00 | 945.78 | |
| Protagonist Therapeutics (PTGX) | 0.2 | $491k | 10k | 48.36 | |
| Servicenow (NOW) | 0.2 | $490k | 615.00 | 796.14 | |
| Zscaler Incorporated (ZS) | 0.2 | $489k | 2.5k | 198.42 | |
| Dell Technologies CL C (DELL) | 0.2 | $452k | 5.0k | 91.15 | |
| Dynatrace Com New (DT) | 0.2 | $439k | 9.3k | 47.15 | |
| Block Cl A (XYZ) | 0.2 | $425k | 7.8k | 54.33 | |
| S&p Global (SPGI) | 0.2 | $401k | 789.00 | 508.10 | |
| Coca-Cola Company (KO) | 0.1 | $389k | 5.4k | 71.62 | |
| Twilio Cl A (TWLO) | 0.1 | $354k | 3.6k | 97.91 | |
| International Business Machines (IBM) | 0.1 | $345k | 1.4k | 248.66 | |
| Bank of America Corporation (BAC) | 0.1 | $335k | 8.0k | 41.73 | |
| Intuitive Surgical Com New (ISRG) | 0.1 | $335k | 677.00 | 495.27 | |
| Tractor Supply Company (TSCO) | 0.1 | $290k | 5.3k | 55.10 | |
| Pinterest Cl A (PINS) | 0.1 | $279k | 9.0k | 31.00 | |
| J.B. Hunt Transport Services (JBHT) | 0.1 | $266k | 1.8k | 147.95 | |
| Bentley Sys Com Cl B (BSY) | 0.1 | $247k | 6.3k | 39.34 | |
| Shell Spon Ads (SHEL) | 0.1 | $242k | 3.3k | 73.28 | |
| Spotify Technology S A SHS (SPOT) | 0.1 | $241k | 438.00 | 550.03 | |
| Pepsi (PEP) | 0.1 | $217k | 1.4k | 149.94 | |
| CSX Corporation (CSX) | 0.1 | $212k | 7.2k | 29.43 | |
| Aon Shs Cl A (AON) | 0.1 | $211k | 529.00 | 399.09 | |
| Lendingclub Corp Com New (LC) | 0.1 | $206k | 20k | 10.32 | |
| Procter & Gamble Company (PG) | 0.1 | $201k | 1.2k | 170.42 | |
| Marqeta Class A Com (MQ) | 0.1 | $141k | 34k | 4.12 | |
| Rlx Technology Sponsored Ads (RLX) | 0.1 | $135k | 72k | 1.88 | |
| Coursera (COUR) | 0.0 | $119k | 18k | 6.66 |
