GRAYPOINT LLC
Latest 13F filing data - Q2 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | WTW | 802 | $245.81K |
 | CVNA | 767 | $258.45K |
 | PSA | 757 | $222.13K |
 | ULTA | 742 | $347.12K |
 | CHTR | 629 | $257.14K |
 | COIN | 582 | $203.99K |
 | AXON | 581 | $481.03K |
 | MPWR | 537 | $392.76K |
 | ASML | 512 | $410.60K |
 | GWW | 427 | $443.75K |
 | SPOT | 390 | $299.26K |
 | URI | 375 | $282.76K |
 | TDG | 286 | $435.30K |
 | BKNG | 247 | $1.43M |
 | AZO | 212 | $786.99K |
 | MKL | 180 | $359.52K |
 | MELI | 180 | $470.45K |
 | FICO | 144 | $263.23K |
 | BRK-A | 2 | $1.46M |
Willis Towers Watson Public Limited Company
WTW
Shares Held
802
Value
$245.81K
Carvana Co.
CVNA
Shares Held
767
Value
$258.45K
Public Storage
PSA
Shares Held
757
Value
$222.13K
Ulta Beauty, Inc.
ULTA
Shares Held
742
Value
$347.12K
Charter Communications, Inc.
CHTR
Shares Held
629
Value
$257.14K
Coinbase Global, Inc.
COIN
Shares Held
582
Value
$203.99K
Axon Enterprise, Inc.
AXON
Shares Held
581
Value
$481.03K
Monolithic Power Systems, Inc.
MPWR
Shares Held
537
Value
$392.76K
ASML Holding N.V.
ASML
Shares Held
512
Value
$410.60K
W.W. Grainger, Inc.
GWW
Shares Held
427
Value
$443.75K
Spotify Technology S.A.
SPOT
Shares Held
390
Value
$299.26K
United Rentals, Inc.
URI
Shares Held
375
Value
$282.76K
TransDigm Group Incorporated
TDG
Shares Held
286
Value
$435.30K
Booking Holdings Inc.
BKNG
Shares Held
247
Value
$1.43M
AutoZone, Inc.
AZO
Shares Held
212
Value
$786.99K
Markel Corporation
MKL
Shares Held
180
Value
$359.52K
MercadoLibre, Inc.
MELI
Shares Held
180
Value
$470.45K
Fair Isaac Corporation
FICO
Shares Held
144
Value
$263.23K
Berkshire Hathaway Inc.
BRK-A
Shares Held
2
Value
$1.46M