Stock Taper 
MENLO ADVISORS LLC
Latest 13F filing data - Q2 2025
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 CrowdStrike Holdings, Inc. | CRWD | 561 | $285K |
 The Home Depot, Inc. | HD | 636 | $233K |
 Amazon.com, Inc. | AMZN | 1K | $219K |
 Lockheed Martin Corporation | LMT | 11.35K | $5.25M |
 Howard Hughes Holdings Inc. | HHH | 14.83K | $1M |
 Tesla, Inc. | TSLA | 19.14K | $6.08M |
 Microsoft Corporation | MSFT | 27.17K | $13.52M |
 AbbVie Inc. | ABBV | 38.25K | $7.1M |
 Berkshire Hathaway Inc. | BRK-B | 52.7K | $25.6M |
 Apple Inc. | AAPL | 53K | $10.87M |
 KKR & Co. Inc. | KKR | 54.17K | $7.21M |
 Alphabet Inc. | GOOGL | 63.47K | $11.19M |
 Abbott Laboratories | ABT | 67.54K | $9.19M |
 Alphabet Inc. | GOOG | 77.39K | $13.73M |
 Cisco Systems, Inc. | CSCO | 93.94K | $6.52M |
 Royalty Pharma plc | RPRX | 131.32K | $4.73M |