Stock Taper

MENLO ADVISORS LLC

Latest 13F filing data - Q2 2025

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Royalty Pharma plcRPRX131.32K$4.73M
Cisco Systems, Inc.CSCO93.94K$6.52M
Alphabet Inc.GOOG77.39K$13.73M
Abbott LaboratoriesABT67.54K$9.19M
Alphabet Inc.GOOGL63.47K$11.19M
KKR & Co. Inc.KKR54.17K$7.21M
Apple Inc.AAPL53K$10.87M
Berkshire Hathaway Inc.BRK-B52.7K$25.6M
AbbVie Inc.ABBV38.25K$7.1M
Microsoft CorporationMSFT27.17K$13.52M
Tesla, Inc.TSLA19.14K$6.08M
Howard Hughes Holdings Inc.HHH14.83K$1M
Lockheed Martin CorporationLMT11.35K$5.25M
Amazon.com, Inc.AMZN1K$219K
The Home Depot, Inc.HD636$233K
CrowdStrike Holdings, Inc.CRWD561$285K