OV MANAGEMENT LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | DE | 2K | $971.68K |
 | SPGI | 2K | $939.84K |
 | SNOW | 2K | $433.51K |
 | MA | 2K | $1.01M |
 | TSM | 2K | $474.23K |
 | ADSK | 2K | $517.17K |
 | INTU | 2K | $1.08M |
 | NOW | 2K | $1.42M |
 | WDAY | 1K | $343.52K |
 | VEEV | 1K | $409.33K |
 | AXON | 1K | $915.71K |
 | CRWD | 1K | $611.50K |
 | ACN | 1K | $291.73K |
 | COST | 1K | $940.44K |
 | NFLX | 650 | $779.30K |
 | ADBE | 505 | $178.14K |
Deere & Company
DE
Shares Held
2K
Value
$971.68K
S&P Global Inc.
SPGI
Shares Held
2K
Value
$939.84K
Snowflake Inc.
SNOW
Shares Held
2K
Value
$433.51K
Mastercard Incorporated
MA
Shares Held
2K
Value
$1.01M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
2K
Value
$474.23K
Autodesk, Inc.
ADSK
Shares Held
2K
Value
$517.17K
Intuit Inc.
INTU
Shares Held
2K
Value
$1.08M
ServiceNow, Inc.
NOW
Shares Held
2K
Value
$1.42M
Workday, Inc.
WDAY
Shares Held
1K
Value
$343.52K
Veeva Systems Inc.
VEEV
Shares Held
1K
Value
$409.33K
Axon Enterprise, Inc.
AXON
Shares Held
1K
Value
$915.71K
CrowdStrike Holdings, Inc.
CRWD
Shares Held
1K
Value
$611.50K
Accenture plc
ACN
Shares Held
1K
Value
$291.73K
Costco Wholesale Corporation
COST
Shares Held
1K
Value
$940.44K
Netflix, Inc.
NFLX
Shares Held
650
Value
$779.30K
Adobe Inc.
ADBE
Shares Held
505
Value
$178.14K