Warther Private Wealth, LLC: 13F holdings
CIK 19545512026Q2
| Positions | 50 |
|---|
| Reported value | $455.9m |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 50 (+10 vs prior quarter) |
|---|
| Reported value | $455.9m (+6.9%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SCHW CHARLES SCHWAB CORP (THE) COM | 279,565 | $25.8m | 5.7% |
| FICO FAIR ISAAC CORP COM | 20,581 | $24.6m | 5.4% |
| MELI MERCADOLIBRE INC COM | 14,249 | $24.2m | 5.3% |
| TSM TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | 47,110 | $22.5m | 4.9% |
| UNH UNITEDHEALTH GROUP INC COM | 53,409 | $22.2m | 4.9% |
| NU HLDGS LTD ORD SHS CL A | 1,554,089 | $20.8m | 4.6% |
| LLY ELI LILLY & CO COM | 17,266 | $20.7m | 4.5% |
| UBER UBER TECHNOLOGIES INC COM | 286,820 | $20.7m | 4.5% |
| GOOGL ALPHABET INC CAP STK CL A | 55,547 | $19.9m | 4.4% |
| NVO NOVO-NORDISK A S ADR | 411,074 | $19.7m | 4.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1954551")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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