HORIKO CAPITAL MANAGEMENT LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NVDA | 221K | $41.24M |
 | AMZN | 195K | $45.14M |
 | GOOGL | 171K | $53.41M |
 | MU | 129K | $36.97M |
 | AAPL | 119K | $32.30M |
 | TSM | 90K | $27.20M |
 | NFLX | 75K | $7.05M |
 | MSFT | 69K | $33.63M |
 | META | 69K | $45.54M |
 | MCK | 45K | $37.33M |
 | BABA | 40K | $5.89M |
NVIDIA Corporation
NVDA
Shares Held
221K
Value
$41.24M
Amazon.com, Inc.
AMZN
Shares Held
195K
Value
$45.14M
Alphabet Inc.
GOOGL
Shares Held
171K
Value
$53.41M
Micron Technology, Inc.
MU
Shares Held
129K
Value
$36.97M
Apple Inc.
AAPL
Shares Held
119K
Value
$32.30M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
90K
Value
$27.20M
Netflix, Inc.
NFLX
Shares Held
75K
Value
$7.05M
Microsoft Corporation
MSFT
Shares Held
69K
Value
$33.63M
Meta Platforms, Inc.
META
Shares Held
69K
Value
$45.54M
McKesson Corporation
MCK
Shares Held
45K
Value
$37.33M
Alibaba Group Holding Limited
BABA
Shares Held
40K
Value
$5.89M