Pavaki Capital Management LLC
All holdings · as of Jun 30, 2026
| Company | Value ↓ | % of portfolio |
|---|---|---|
| CHEVRON CORP | $16.08M | 9.2% |
| Milestone Pharmaceuticals Inc. | $12.15M | 6.9% |
| INTUIT INC. | $10.07M | 5.7% |
| QUALCOMM INC/DE | $9.05M | 5.2% |
| BARRICK MNG CORP | $8.14M | 4.6% |
| TEXTRON INC | $7.73M | 4.4% |
| REGENERON PHARMACEUTICALS, INC. | $6.17M | 3.5% |
| NVIDIA Corp | $5.20M | 3.0% |
| Arcutis Biotherapeutics, Inc. | $4.90M | 2.8% |
| ARS Pharmaceuticals, Inc. | $4.64M | 2.6% |
| MICRON TECHNOLOGY INC | $4.62M | 2.6% |
| B2GOLD CORP | $4.42M | 2.5% |
| LIGAND PHARMACEUTICALS INC | $3.51M | 2.0% |
| CENTERRA GOLD INC | $3.12M | 1.8% |
| Newmont Corp | $3.04M | 1.7% |
| SLB LIMITED/NV | $2.84M | 1.6% |
| HARMONY BIOSCIENCES HOLDINGS INC | $2.66M | 1.5% |
| ROYALTY PHARMA PLC SHS | $2.47M | 1.4% |
| ADVANCED MICRO DEVICES INC | $2.32M | 1.3% |
| NEWAMSTERDAM PHARMA COMPANY ORDINARY | $2.26M | 1.3% |
| SSR MINING INC.SSRM | $2.12M | 1.2% |
| Paramount Skydance CorpPSKY | $2.06M | 1.2% |
| Douglas Elliman Inc.DOUG | $1.81M | 1.0% |
| ISHARES INC MSCI SINGPOR | $1.78M | 1.0% |
| BIO-RAD LABORATORIES, INC. | $1.76M | 1.0% |
| FS KKR Capital CorpFSK | $1.68M | 1.0% |
| HALLIBURTON CO | $1.56M | 0.9% |
| Baidu, Inc.BIDU | $1.49M | 0.8% |
| iShares MSCI UAE ETF | $1.40M | 0.8% |
| Syndax Pharmaceuticals Inc | $1.31M | 0.7% |
| Yum China Holdings, Inc.YUMC | $1.23M | 0.7% |
| KINROSS GOLD CORP | $1.17M | 0.7% |
| ERICSSON | $1.09M | 0.6% |
| OCEANAGOLD CORP | $1.01M | 0.6% |
| OraSure Technologies Inc | $976.9K | 0.6% |
| EQUINOX GOLD CORP | $972.5K | 0.6% |
| UBS GROUP AG | $941.5K | 0.5% |
| NOKIA CORP | $929.6K | 0.5% |
| BANK BRADESCOBBD | $917.2K | 0.5% |
| Replimune Group, Inc. | $890.0K | 0.5% |
| CELLEBRITE DI LTD ORDINARY | $876.0K | 0.5% |
| ICON plc | $868.5K | 0.5% |
| SANOFI | $853.2K | 0.5% |
| Baker Hughes Co | $832.5K | 0.5% |
| DIVERSIFIED HEALTHCARE TRUST | $790.5K | 0.5% |
| Kodiak Gas Services, Inc. | $788.9K | 0.4% |
| Lantheus Holdings, Inc. | $787.7K | 0.4% |
| BIOGEN INC. | $756.2K | 0.4% |
| Joint Stock Co Kaspi.kzKSPI | $753.8K | 0.4% |
| ROYAL GOLD INC | $748.5K | 0.4% |