TFR CAPITAL, LLC.
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | APLD | 373K | $9.50M |
 | NVDA | 111K | $19.42M |
 | NFLX | 66K | $6.35M |
 | AAPL | 59K | $15.09M |
 | AMZN | 44K | $9.14M |
 | MSFT | 40K | $14.88M |
 | GOOG | 31K | $8.96M |
 | INTC | 27K | $1.17M |
 | GOOGL | 25K | $7.26M |
 | AVGO | 24K | $7.54M |
 | BAC | 22K | $1.05M |
 | ANET | 20K | $2.44M |
 | TJX | 19K | $3.07M |
 | COP | 18K | $2.33M |
 | ABBV | 18K | $3.81M |
 | XOM | 14K | $2.41M |
 | KKR | 14K | $1.31M |
 | JPM | 13K | $3.81M |
 | PLTR | 13K | $1.89M |
 | KO | 13K | $979.90K |
Applied Digital Corp.
APLD
Shares Held
373K
Value
$9.50M
NVIDIA Corporation
NVDA
Shares Held
111K
Value
$19.42M
Netflix, Inc.
NFLX
Shares Held
66K
Value
$6.35M
Apple Inc.
AAPL
Shares Held
59K
Value
$15.09M
Amazon.com, Inc.
AMZN
Shares Held
44K
Value
$9.14M
Microsoft Corporation
MSFT
Shares Held
40K
Value
$14.88M
Alphabet Inc.
GOOG
Shares Held
31K
Value
$8.96M
Intel Corp.
INTC
Shares Held
27K
Value
$1.17M
Alphabet Inc.
GOOGL
Shares Held
25K
Value
$7.26M
Broadcom Inc.
AVGO
Shares Held
24K
Value
$7.54M
Bank of America Corporation
BAC
Shares Held
22K
Value
$1.05M
Arista Networks, Inc.
ANET
Shares Held
20K
Value
$2.44M
The TJX Companies, Inc.
TJX
Shares Held
19K
Value
$3.07M
ConocoPhillips
COP
Shares Held
18K
Value
$2.33M
AbbVie Inc.
ABBV
Shares Held
18K
Value
$3.81M
Exxon Mobil Corporation
XOM
Shares Held
14K
Value
$2.41M
KKR & Co. Inc.
KKR
Shares Held
14K
Value
$1.31M
JPMorgan Chase & Co.
JPM
Shares Held
13K
Value
$3.81M
Palantir Technologies Inc.
PLTR
Shares Held
13K
Value
$1.89M
The Coca-Cola Company
KO
Shares Held
13K
Value
$979.90K