Institutions / Left Brain Wealth Management, LLC
Left Brain Wealth Management, LLC
CIK 1957370 · Institution · as of Dec 31, 2025
Portfolio value
$289.09M
Positions
84
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 84 →
| Company | Value | % of portfolio |
|---|---|---|
| NVIDIA Corp | $27.18M | 9.4% |
| Palantir Technologies Inc | $16.82M | 5.8% |
| Meta Platforms Inc | $14.45M | 5.0% |
| Taiwan Semiconductor Manufacturing Co LtdTSM | $13.88M | 4.8% |
| AppLovin Corp | $11.03M | 3.8% |
| Netflix Inc | $10.66M | 3.7% |
| Arista Networks, Inc.ANET | $10.20M | 3.5% |
| Robinhood Markets, Inc. | $9.28M | 3.2% |
| Broadcom Inc. | $9.09M | 3.1% |
| Axon Enterprise Inc | $9.03M | 3.1% |
| General Electric Co | $8.69M | 3.0% |
| CrowdStrike Holdings, Inc. | $8.67M | 3.0% |
| Amazon.com Inc | $7.38M | 2.6% |
| Alps ETF Tr | $6.91M | 2.4% |
| Chubb Ltd | $6.33M | 2.2% |
| Uber Technologies, Inc | $6.05M | 2.1% |
| Microsoft Corp | $5.83M | 2.0% |
| Waste Management Inc | $5.73M | 2.0% |
| McKesson Corp | $5.62M | 1.9% |
| Hercules Capital, Inc.HTGC | $5.57M | 1.9% |
| Visa Inc | $5.40M | 1.9% |
| International Business Machines Corp | $5.29M | 1.8% |
| Costco Wholesale Corp /New | $4.72M | 1.6% |
| Shopify Inc | $4.59M | 1.6% |
| MercadoLibre, Inc. | $4.14M | 1.4% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.