MENLO ADVISORS LLC
Latest 13F filing data - Q2 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | RPRX | 131K | $4.73M |
 | CSCO | 94K | $6.52M |
 | GOOG | 77K | $13.73M |
 | ABT | 68K | $9.19M |
 | GOOGL | 63K | $11.19M |
 | KKR | 54K | $7.21M |
 | AAPL | 53K | $10.87M |
 | BRK-B | 53K | $25.60M |
 | ABBV | 38K | $7.10M |
 | MSFT | 27K | $13.52M |
 | TSLA | 19K | $6.08M |
 | HHH | 15K | $1.00M |
 | LMT | 11K | $5.25M |
 | AMZN | 1K | $219.00K |
 | HD | 636 | $233.00K |
 | CRWD | 561 | $285.00K |
Royalty Pharma plc
RPRX
Shares Held
131K
Value
$4.73M
Cisco Systems, Inc.
CSCO
Shares Held
94K
Value
$6.52M
Alphabet Inc.
GOOG
Shares Held
77K
Value
$13.73M
Abbott Laboratories
ABT
Shares Held
68K
Value
$9.19M
Alphabet Inc.
GOOGL
Shares Held
63K
Value
$11.19M
KKR & Co. Inc.
KKR
Shares Held
54K
Value
$7.21M
Apple Inc.
AAPL
Shares Held
53K
Value
$10.87M
Berkshire Hathaway Inc.
BRK-B
Shares Held
53K
Value
$25.60M
AbbVie Inc.
ABBV
Shares Held
38K
Value
$7.10M
Microsoft Corporation
MSFT
Shares Held
27K
Value
$13.52M
Tesla, Inc.
TSLA
Shares Held
19K
Value
$6.08M
Howard Hughes Holdings Inc.
HHH
Shares Held
15K
Value
$1.00M
Lockheed Martin Corporation
LMT
Shares Held
11K
Value
$5.25M
Amazon.com, Inc.
AMZN
Shares Held
1K
Value
$219.00K
The Home Depot, Inc.
HD
Shares Held
636
Value
$233.00K
CrowdStrike Holdings, Inc.
CRWD
Shares Held
561
Value
$285.00K