NAPATREE CAPITAL LLC
Latest 13F filing data - Q1 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | MCD | 1K | $356.10K |
 | TSLA | 1K | $270.82K |
 | NOC | 1K | $530.95K |
 | VRSK | 1K | $306.25K |
 | BDX | 993 | $227.46K |
 | PWR | 981 | $249.35K |
 | SPGI | 922 | $468.47K |
 | ADBE | 777 | $298.00K |
 | UNH | 726 | $380.24K |
 | DE | 706 | $331.36K |
 | WSO | 576 | $292.78K |
 | NFLX | 573 | $534.34K |
 | BLK | 568 | $537.60K |
 | ISRG | 543 | $268.93K |
 | MA | 454 | $248.85K |
 | COST | 446 | $421.82K |
 | EQIX | 327 | $266.62K |
 | KLAC | 311 | $211.42K |
 | LLY | 274 | $226.30K |
 | BKNG | 69 | $317.88K |
McDonald's Corporation
MCD
Shares Held
1K
Value
$356.10K
Tesla, Inc.
TSLA
Shares Held
1K
Value
$270.82K
Northrop Grumman Corporation
NOC
Shares Held
1K
Value
$530.95K
Verisk Analytics, Inc.
VRSK
Shares Held
1K
Value
$306.25K
Becton, Dickinson and Company
BDX
Shares Held
993
Value
$227.46K
Quanta Services, Inc.
PWR
Shares Held
981
Value
$249.35K
S&P Global Inc.
SPGI
Shares Held
922
Value
$468.47K
Adobe Inc.
ADBE
Shares Held
777
Value
$298.00K
UnitedHealth Group Incorporated
UNH
Shares Held
726
Value
$380.24K
Deere & Company
DE
Shares Held
706
Value
$331.36K
Watsco, Inc.
WSO
Shares Held
576
Value
$292.78K
Netflix, Inc.
NFLX
Shares Held
573
Value
$534.34K
BlackRock, Inc.
BLK
Shares Held
568
Value
$537.60K
Intuitive Surgical, Inc.
ISRG
Shares Held
543
Value
$268.93K
Mastercard Incorporated
MA
Shares Held
454
Value
$248.85K
Costco Wholesale Corporation
COST
Shares Held
446
Value
$421.82K
Equinix, Inc.
EQIX
Shares Held
327
Value
$266.62K
KLA Corporation
KLAC
Shares Held
311
Value
$211.42K
Eli Lilly and Company
LLY
Shares Held
274
Value
$226.30K
Booking Holdings Inc.
BKNG
Shares Held
69
Value
$317.88K