ELM PARTNERS MANAGEMENT LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NVDA | 133K | $24.72M |
 | BN | 47K | $2.13M |
 | AAPL | 25K | $6.31M |
 | COHR | 20K | $2.15M |
 | VRT | 19K | $2.87M |
 | SAN | 17K | $175.65K |
 | D | 13K | $799.98K |
 | OTF | 10K | $143.94K |
 | IBM | 10K | $2.93M |
 | RTX | 9K | $1.56M |
 | DUK | 9K | $1.13M |
 | CRWD | 9K | $4.46M |
 | BAC | 9K | $460.96K |
 | AMD | 8K | $1.25M |
 | GOOGL | 7K | $1.82M |
 | AMZN | 7K | $1.59M |
 | SRE | 6K | $570.65K |
 | XOM | 5K | $618.73K |
 | NVO | 5K | $293.63K |
 | MSFT | 5K | $2.74M |
NVIDIA Corporation
NVDA
Shares Held
133K
Value
$24.72M
Brookfield Corporation
BN
Shares Held
47K
Value
$2.13M
Apple Inc.
AAPL
Shares Held
25K
Value
$6.31M
Coherent, Inc.
COHR
Shares Held
20K
Value
$2.15M
Vertiv Holdings Co
VRT
Shares Held
19K
Value
$2.87M
Banco Santander, S.A.
SAN
Shares Held
17K
Value
$175.65K
Dominion Energy, Inc.
D
Shares Held
13K
Value
$799.98K
Blue Owl Technology Finance Corp.
OTF
Shares Held
10K
Value
$143.94K
International Business Machines Corporation
IBM
Shares Held
10K
Value
$2.93M
RTX Corporation
RTX
Shares Held
9K
Value
$1.56M
Duke Energy Corporation
DUK
Shares Held
9K
Value
$1.13M
CrowdStrike Holdings, Inc.
CRWD
Shares Held
9K
Value
$4.46M
Bank of America Corporation
BAC
Shares Held
9K
Value
$460.96K
Advanced Micro Devices, Inc.
AMD
Shares Held
8K
Value
$1.25M
Alphabet Inc.
GOOGL
Shares Held
7K
Value
$1.82M
Amazon.com, Inc.
AMZN
Shares Held
7K
Value
$1.59M
Sempra
SRE
Shares Held
6K
Value
$570.65K
Exxon Mobil Corporation
XOM
Shares Held
5K
Value
$618.73K
Novo Nordisk A/S
NVO
Shares Held
5K
Value
$293.63K
Microsoft Corporation
MSFT
Shares Held
5K
Value
$2.74M