HORIKO CAPITAL MANAGEMENT LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | GM | 514K | $31.38M |
 | NVDA | 198K | $36.71M |
 | AMZN | 194K | $42.66M |
 | GOOGL | 187K | $45.53M |
 | DHI | 159K | $26.92M |
 | MU | 138K | $22.92M |
 | AAPL | 121K | $30.83M |
 | LEN | 95K | $12.04M |
 | TSM | 71K | $19.80M |
 | MSFT | 71K | $36.62M |
 | META | 67K | $49.02M |
 | MCK | 46K | $35.64M |
 | BABA | 40K | $7.10M |
 | NFLX | 7K | $8.96M |
 | V | 7K | $2.38M |
 | MA | 1K | $642.75K |
General Motors Company
GM
Shares Held
514K
Value
$31.38M
NVIDIA Corporation
NVDA
Shares Held
198K
Value
$36.71M
Amazon.com, Inc.
AMZN
Shares Held
194K
Value
$42.66M
Alphabet Inc.
GOOGL
Shares Held
187K
Value
$45.53M
D.R. Horton, Inc.
DHI
Shares Held
159K
Value
$26.92M
Micron Technology, Inc.
MU
Shares Held
138K
Value
$22.92M
Apple Inc.
AAPL
Shares Held
121K
Value
$30.83M
Lennar Corporation
LEN
Shares Held
95K
Value
$12.04M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
71K
Value
$19.80M
Microsoft Corporation
MSFT
Shares Held
71K
Value
$36.62M
Meta Platforms, Inc.
META
Shares Held
67K
Value
$49.02M
McKesson Corporation
MCK
Shares Held
46K
Value
$35.64M
Alibaba Group Holding Limited
BABA
Shares Held
40K
Value
$7.10M
Netflix, Inc.
NFLX
Shares Held
7K
Value
$8.96M
Visa Inc.
V
Shares Held
7K
Value
$2.38M
Mastercard Incorporated
MA
Shares Held
1K
Value
$642.75K