
INVESTMENT HOUSE LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
![]() | NU | 2.59M | $43.33M |
![]() | QXO | 800K | $15.43M |
![]() | AAPL | 520K | $141.26M |
![]() | NVDA | 454K | $84.70M |
![]() | GOOGL | 370K | $115.95M |
![]() | CPNG | 331K | $7.82M |
![]() | AMZN | 329K | $75.92M |
![]() | CART | 297K | $13.38M |
![]() | COMP | 260K | $2.75M |
![]() | DELL | 260K | $32.71M |
![]() | FIGR | 221K | $9.01M |
![]() | GOOG | 209K | $65.73M |
![]() | MSFT | 205K | $99.31M |
![]() | ICE | 185K | $30.02M |
![]() | PAYX | 181K | $20.30M |
![]() | UBER | 164K | $13.38M |
![]() | META | 161K | $106.24M |
![]() | PYPL | 151K | $8.80M |
![]() | TRMB | 143K | $11.23M |
![]() | SE | 134K | $17.05M |

Nu Holdings Ltd.
NU
Shares Held
2.59M
Value
$43.33M

QXO, Inc.
QXO
Shares Held
800K
Value
$15.43M

Apple Inc.
AAPL
Shares Held
520K
Value
$141.26M

NVIDIA Corporation
NVDA
Shares Held
454K
Value
$84.70M

Alphabet Inc.
GOOGL
Shares Held
370K
Value
$115.95M

Coupang, Inc.
CPNG
Shares Held
331K
Value
$7.82M

Amazon.com, Inc.
AMZN
Shares Held
329K
Value
$75.92M

Instacart (Maplebear Inc.)
CART
Shares Held
297K
Value
$13.38M

Compass, Inc.
COMP
Shares Held
260K
Value
$2.75M

Dell Technologies Inc.
DELL
Shares Held
260K
Value
$32.71M

Figure Technology Solutions, Inc. Class A Common Stock
FIGR
Shares Held
221K
Value
$9.01M

Alphabet Inc.
GOOG
Shares Held
209K
Value
$65.73M

Microsoft Corporation
MSFT
Shares Held
205K
Value
$99.31M

Intercontinental Exchange, Inc.
ICE
Shares Held
185K
Value
$30.02M

Paychex, Inc.
PAYX
Shares Held
181K
Value
$20.30M

Uber Technologies, Inc.
UBER
Shares Held
164K
Value
$13.38M

Meta Platforms, Inc.
META
Shares Held
161K
Value
$106.24M

PayPal Holdings, Inc.
PYPL
Shares Held
151K
Value
$8.80M

Trimble Inc.
TRMB
Shares Held
143K
Value
$11.23M

Sea Limited
SE
Shares Held
134K
Value
$17.05M
