ELM PARTNERS MANAGEMENT LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NVDA | 110K | $20.54M |
 | BN | 70K | $3.20M |
 | DLO | 32K | $452.48K |
 | OTF | 22K | $319.66K |
 | COHR | 20K | $3.69M |
 | AAPL | 20K | $5.39M |
 | VRT | 19K | $3.09M |
 | SAN | 17K | $196.59K |
 | D | 13K | $766.24K |
 | IBM | 11K | $3.19M |
 | BAC | 10K | $558.91K |
 | NFLX | 10K | $915.42K |
 | RTX | 9K | $1.71M |
 | DUK | 9K | $1.08M |
 | CRWD | 9K | $4.26M |
 | AMD | 8K | $1.71M |
 | GOOGL | 7K | $2.30M |
 | LRCX | 7K | $1.24M |
 | SRE | 6K | $543.25K |
 | XOM | 6K | $679.16K |
NVIDIA Corporation
NVDA
Shares Held
110K
Value
$20.54M
Brookfield Corporation
BN
Shares Held
70K
Value
$3.20M
DLocal Limited
DLO
Shares Held
32K
Value
$452.48K
Blue Owl Technology Finance Corp.
OTF
Shares Held
22K
Value
$319.66K
Coherent, Inc.
COHR
Shares Held
20K
Value
$3.69M
Apple Inc.
AAPL
Shares Held
20K
Value
$5.39M
Vertiv Holdings Co
VRT
Shares Held
19K
Value
$3.09M
Banco Santander, S.A.
SAN
Shares Held
17K
Value
$196.59K
Dominion Energy, Inc.
D
Shares Held
13K
Value
$766.24K
International Business Machines Corporation
IBM
Shares Held
11K
Value
$3.19M
Bank of America Corporation
BAC
Shares Held
10K
Value
$558.91K
Netflix, Inc.
NFLX
Shares Held
10K
Value
$915.42K
RTX Corporation
RTX
Shares Held
9K
Value
$1.71M
Duke Energy Corporation
DUK
Shares Held
9K
Value
$1.08M
CrowdStrike Holdings, Inc.
CRWD
Shares Held
9K
Value
$4.26M
Advanced Micro Devices, Inc.
AMD
Shares Held
8K
Value
$1.71M
Alphabet Inc.
GOOGL
Shares Held
7K
Value
$2.30M
Lam Research Corporation
LRCX
Shares Held
7K
Value
$1.24M
Sempra
SRE
Shares Held
6K
Value
$543.25K
Exxon Mobil Corporation
XOM
Shares Held
6K
Value
$679.16K