EMPIRICAL CAPITAL MANAGEMENT, LLC
Latest 13F filing data - Q2 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ROKU | 290K | $25.52M |
 | PLTR | 208K | $28.29M |
 | PINS | 205K | $7.35M |
 | WMT | 170K | $16.62M |
 | TJX | 100K | $12.35M |
 | AMZN | 100K | $21.94M |
 | XPO | 73K | $9.22M |
 | TTWO | 67K | $16.15M |
 | TFIN | 45K | $2.48M |
 | GOOGL | 25K | $4.41M |
 | FDX | 16K | $3.64M |
 | COST | 11K | $11.24M |
 | DKNG | 10K | $429.00K |
 | TSLA | 6K | $1.91M |
Roku, Inc.
ROKU
Shares Held
290K
Value
$25.52M
Palantir Technologies Inc.
PLTR
Shares Held
208K
Value
$28.29M
Pinterest, Inc.
PINS
Shares Held
205K
Value
$7.35M
Walmart Inc.
WMT
Shares Held
170K
Value
$16.62M
The TJX Companies, Inc.
TJX
Shares Held
100K
Value
$12.35M
Amazon.com, Inc.
AMZN
Shares Held
100K
Value
$21.94M
XPO Logistics, Inc.
XPO
Shares Held
73K
Value
$9.22M
Take-Two Interactive Software, Inc.
TTWO
Shares Held
67K
Value
$16.15M
Triumph Financial, Inc.
TFIN
Shares Held
45K
Value
$2.48M
Alphabet Inc.
GOOGL
Shares Held
25K
Value
$4.41M
FedEx Corporation
FDX
Shares Held
16K
Value
$3.64M
Costco Wholesale Corporation
COST
Shares Held
11K
Value
$11.24M
DraftKings Inc.
DKNG
Shares Held
10K
Value
$429.00K
Tesla, Inc.
TSLA
Shares Held
6K
Value
$1.91M