HoldingsChannel.com
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 INVESCO QQQ TR |
114,336 | +99,883 | $46,823 |
| QQQ | 114,336 | +99,883 | $46,823 |
 LIBERTY MEDIA CORP DEL |
$45,973 | ||
| COM LBTY ONE S C | 411,008 | +411,008 | $25,947 |
| COM LBTY ONE S A | 336,325 | +336,325 | $19,500 |
| LLYVA | 14,393 | +14,393 | $526 |
| ISHARES TR (IWM) |
168,236 | +140,603 | $33,755 |
| IWM | 168,236 | +140,603 | $33,755 |
| AMAZON COM INC |
168,855 | -100,865 | $25,656 |
| AMZN | 168,855 | -100,865 | $25,656 |
| ADVANCED MICRO DEVICES INC |
165,122 | +32,504 | $24,341 |
| AMD | 165,122 | +32,504 | $24,341 |
| EXXON MOBIL CORP |
236,586 | +96,640 | $23,654 |
| XOM | 236,586 | +96,640 | $23,654 |
| ASML HOLDING N V |
22,000 | -2,900 | $16,652 |
| ASML | 22,000 | -2,900 | $16,652 |
| NVIDIA CORPORATION |
32,394 | -91,642 | $16,042 |
| NVDA | 32,394 | -91,642 | $16,042 |
| CHEVRON CORP NEW |
97,300 | +95,600 | $14,513 |
| CVX | 97,300 | +95,600 | $14,513 |
| LIBERTY BROADBAND CORP COM SER C |
164,353 | +38,749 | $13,245 |
| LBRDK | 164,353 | +38,749 | $13,245 |
| MICROSOFT CORP |
31,131 | +4,471 | $11,707 |
| MSFT | 31,131 | +4,471 | $11,707 |
| WARNER BROS DISCOVERY INC |
981,997 | +722,049 | $11,175 |
| WBD | 981,997 | +722,049 | $11,175 |
| COMCAST CORP NEW |
224,450 | +224,450 | $9,842 |
| CMCSA | 224,450 | +224,450 | $9,842 |
| APPLE INC |
49,354 | +15,000 | $9,502 |
| AAPL | 49,354 | +15,000 | $9,502 |
| STRYKER CORPORATION |
30,000 | +30,000 | $8,984 |
| SYK | 30,000 | +30,000 | $8,984 |
| CONOCOPHILLIPS |
77,246 | +77,246 | $8,966 |
| COP | 77,246 | +77,246 | $8,966 |
| BROADCOM INC |
6,744 | +135 | $7,528 |
| AVGO | 6,744 | +135 | $7,528 |
| APPLIED MATLS INC |
44,745 | -17,300 | $7,252 |
| AMAT | 44,745 | -17,300 | $7,252 |
| LAM RESEARCH CORP |
8,280 | UNCH | $6,485 |
| LRCX | 8,280 | UNCH | $6,485 |
| ALPHABET INC |
45,460 | -170,500 | $6,407 |
| GOOG | 45,460 | -170,500 | $6,407 |
| SPDR S&P 500 ETF TR (SPY) |
12,312 | UNCH | $5,852 |
| SPY | 12,312 | UNCH | $5,852 |
| ELI LILLY & CO |
10,000 | +3,084 | $5,829 |
| LLY | 10,000 | +3,084 | $5,829 |
| HOME DEPOT INC |
16,232 | +1,347 | $5,625 |
| HD | 16,232 | +1,347 | $5,625 |
| MICRON TECHNOLOGY INC |
62,063 | -100 | $5,296 |
| MU | 62,063 | -100 | $5,296 |
| INTEL CORP |
96,500 | -10,077 | $4,849 |
| INTC | 96,500 | -10,077 | $4,849 |
| HCA HEALTHCARE INC |
15,250 | +15,250 | $4,128 |
| HCA | 15,250 | +15,250 | $4,128 |
| NXP SEMICONDUCTORS N V |
14,500 | +14,500 | $3,330 |
| NXPI | 14,500 | +14,500 | $3,330 |
| TAIWAN SEMICONDUCTOR MFG LTD |
30,966 | -25,000 | $3,220 |
| TSM | 30,966 | -25,000 | $3,220 |
| ZOOM VIDEO COMMUNICATIONS IN |
40,800 | -11,000 | $2,934 |
| ZM | 40,800 | -11,000 | $2,934 |
| PALO ALTO NETWORKS INC |
9,929 | UNCH | $2,928 |
| PANW | 9,929 | UNCH | $2,928 |
| KLA CORP |
4,999 | UNCH | $2,906 |
| KLAC | 4,999 | UNCH | $2,906 |
| WEYERHAEUSER CO MTN BE |
80,000 | +80,000 | $2,782 |
| WY | 80,000 | +80,000 | $2,782 |
| UNITED PARCEL SERVICE INC |
16,500 | -20,428 | $2,594 |
| UPS | 16,500 | -20,428 | $2,594 |
| MASTERCARD INCORPORATED |
6,000 | UNCH | $2,559 |
| MA | 6,000 | UNCH | $2,559 |
| DISNEY WALT CO |
27,597 | -76,700 | $2,492 |
| DIS | 27,597 | -76,700 | $2,492 |
| DIAMONDBACK ENERGY INC |
16,000 | -38,580 | $2,481 |
| FANG | 16,000 | -38,580 | $2,481 |
| ISHARES TR (IGV) |
6,041 | UNCH | $2,450 |
| IGV | 6,041 | UNCH | $2,450 |
| FIRST TR EXCHANGE TRADED FD (CIBR) |
42,829 | UNCH | $2,306 |
| CIBR | 42,829 | UNCH | $2,306 |
| VISA INC |
8,500 | UNCH | $2,213 |
| V | 8,500 | UNCH | $2,213 |
| ADOBE SYSTEMS INCORPORATED |
3,600 | UNCH | $2,148 |
| ADBE | 3,600 | UNCH | $2,148 |
| ADVANCE AUTO PARTS INC |
32,000 | UNCH | $1,953 |
| AAP | 32,000 | UNCH | $1,953 |
| QUALCOMM INC |
13,258 | -76,800 | $1,918 |
| QCOM | 13,258 | -76,800 | $1,918 |
| TRAVELERS COMPANIES INC |
10,000 | +10,000 | $1,905 |
| TRV | 10,000 | +10,000 | $1,905 |
| LINDE PLC |
4,375 | +4,375 | $1,797 |
| LIN | 4,375 | +4,375 | $1,797 |
| AMERICAN INTL GROUP INC |
20,000 | +20,000 | $1,355 |
| AIG | 20,000 | +20,000 | $1,355 |
| UNITED STS OIL FD LP |
20,000 | +20,000 | $1,333 |
| USO | 20,000 | +20,000 | $1,333 |
| SKYWORKS SOLUTIONS INC |
11,251 | +11,251 | $1,265 |
| SWKS | 11,251 | +11,251 | $1,265 |
| ISHARES TR (TLT) |
10,000 | -109,000 | $989 |
| TLT | 10,000 | -109,000 | $989 |
| AMERICAN TOWER CORP NEW |
4,500 | -6,150 | $971 |
| AMT | 4,500 | -6,150 | $971 |
| GREENBRIER COS INC |
20,500 | +20,500 | $906 |
| GBX | 20,500 | +20,500 | $906 |
See Full List: All Stocks Held By Savoie Capital LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Savoie Capital LLC
|
Size ($ in 1000's)
At 12/31/2023: $437,849 At 09/30/2023: $381,828 Savoie Capital LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Savoie Capital LLC 13F filings. Link to 13F filings: SEC filings |
