TITLEIST ASSET MANAGEMENT, LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | INV | 493K | $2.06M |
 | VNOM | 231K | $8.91M |
 | NVDA | 215K | $40.14M |
 | TSLA | 169K | $76.18M |
 | RKT | 146K | $2.83M |
 | PATH | 139K | $2.28M |
 | PLTR | 84K | $14.94M |
 | AMZN | 82K | $18.90M |
 | AAPL | 79K | $21.40M |
 | CCL | 77K | $2.36M |
 | TEM | 71K | $4.17M |
 | SLB | 67K | $2.56M |
 | BRK-B | 53K | $26.83M |
 | CMG | 52K | $1.91M |
 | CORZ | 50K | $731.22K |
 | PCG | 43K | $695.79K |
 | XOM | 42K | $5.11M |
 | SKYH | 39K | $346.24K |
 | GOOG | 34K | $10.72M |
 | AVGO | 32K | $11.04M |
Innventure, Inc.
INV
Shares Held
493K
Value
$2.06M
Viper Energy, Inc.
VNOM
Shares Held
231K
Value
$8.91M
NVIDIA Corporation
NVDA
Shares Held
215K
Value
$40.14M
Tesla, Inc.
TSLA
Shares Held
169K
Value
$76.18M
Rocket Companies, Inc.
RKT
Shares Held
146K
Value
$2.83M
UiPath Inc.
PATH
Shares Held
139K
Value
$2.28M
Palantir Technologies Inc.
PLTR
Shares Held
84K
Value
$14.94M
Amazon.com, Inc.
AMZN
Shares Held
82K
Value
$18.90M
Apple Inc.
AAPL
Shares Held
79K
Value
$21.40M
Carnival Corporation & plc
CCL
Shares Held
77K
Value
$2.36M
Tempus AI, Inc.
TEM
Shares Held
71K
Value
$4.17M
SLB N.V.
SLB
Shares Held
67K
Value
$2.56M
Berkshire Hathaway Inc.
BRK-B
Shares Held
53K
Value
$26.83M
Chipotle Mexican Grill, Inc.
CMG
Shares Held
52K
Value
$1.91M
Core Scientific, Inc.
CORZ
Shares Held
50K
Value
$731.22K
Pacific Gas & Electric Co.
PCG
Shares Held
43K
Value
$695.79K
Exxon Mobil Corporation
XOM
Shares Held
42K
Value
$5.11M
Sky Harbour Group Corporation
SKYH
Shares Held
39K
Value
$346.24K
Alphabet Inc.
GOOG
Shares Held
34K
Value
$10.72M
Broadcom Inc.
AVGO
Shares Held
32K
Value
$11.04M