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Tiff Advisory Services, LLC

13F filer · CIK 0001271347
Reported Jul 29, 2026
Net seller this quarter
13F portfolio value$408MU.S. long equity reported on 13F
Positions60 new · 6 closed
Net flow last quarter-$19.4MBuys minus sells
Top 10 positions weight23.7%Concentration

Holdings

13F · last 4 quarters free
Scroll for earlier quarters
CompanyValue% of portfolio% of companyPOSITION CHANGE qoq %First reported
Q2 2026Reported Jul 29, 20266 positions
AAPLApple Inc.$39.9M9.79%0.00%-1.2%Q2 2013
NVDANvidia Corp$21.2M5.19%0.00%-28.5%Q2 2024
GOOGAlphabet Inc.$15M3.68%Not reported+46.5%Q4 2021
PRPermian Resources Corp$13.4M3.28%0.09%Not reportedQ2 2024
SPYXSmartpay Express, Inc.$5.4M1.32%Not reported+4.7%Q3 2025
MSFTMicrosoft Corp$1.69M0.42%0.00%-40.9%Q2 2013
Q1 2026Reported May 12, 202612 positions
AAPLApple Inc.$35.5M7.99%0.00%-19.7%Q2 2013
NVDANvidia Corp$25.8M5.82%0.00%-44.2%Q2 2024
PRPermian Resources Corp$15.9M3.58%0.10%-50.0%Q2 2024
GOOGAlphabet Inc.$8.32M1.87%Not reported-21.1%Q4 2021
BARKBark, Inc.$7.14M1.61%7.53%Not reportedQ2 2022
SPYXSmartpay Express, Inc.$4.48M1.01%Not reported-2.4%Q3 2025
AMZNAmazon Com Inc$3.1M0.70%0.00%+5.9%Q2 2013
VVisa Inc.$2.92M0.66%0.00%-1.9%Q4 2019
MSFTMicrosoft Corp$2.85M0.64%0.00%-81.8%Q2 2013
GEGeneral Electric Co$2.61M0.59%0.00%-12.8%Q4 2024
FNFFidelity National Financial, Inc.$2.59M0.58%0.02%+2.3%Q4 2023
STLNStarling Oncology, Inc.$565K0.13%0.20%-0.1%Q3 2023
Q4 2025Reported Feb 9, 202614 positions
NVDANvidia Corp$49.5M8.51%0.00%-34.8%Q2 2024
AAPLApple Inc.$47.3M8.14%0.00%+11.7%Q2 2013
PRPermian Resources Corp$22.1M3.80%0.19%Not reportedQ2 2024
MSFTMicrosoft Corp$20.5M3.52%0.00%+334.8%Q2 2013
GOOGAlphabet Inc.$11.5M1.98%Not reportedNot reportedQ4 2021
SPYXSmartpay Express, Inc.$4.86M0.84%Not reported-74.5%Q3 2025
VVisa Inc.$3.45M0.59%0.00%-1.9%Q4 2019
AMZNAmazon Com Inc$3.25M0.56%0.00%+10.5%Q2 2013
GEGeneral Electric Co$3.24M0.56%0.00%-18.6%Q4 2024
FNFFidelity National Financial, Inc.$2.98M0.51%0.02%+11.3%Q4 2023
STLNStarling Oncology, Inc.$696K0.12%0.20%-77.2%Q3 2023
BARKBark, Inc.$423K0.07%0.41%Not reportedQ2 2022
FGF&G Annuities & Life, Inc.$101K0.02%0.00%NewQ4 2025
CMCSAComcast Corp$5080.00%0.00%Not reportedQ4 2019
Q3 2025Reported Nov 6, 202512 positions
NVDANvidia Corp$75.9M15.81%0.00%Not reportedQ2 2024
AAPLApple Inc.$39.7M8.26%0.00%+29.6%Q2 2013
PRPermian Resources Corp$18.6M3.88%0.18%+22.6%Q2 2024
SPYXSmartpay Express, Inc.$18.6M3.88%Not reportedNewQ3 2025
MSFTMicrosoft Corp$5.04M1.05%0.00%+42.8%Q2 2013
GEGeneral Electric Co$3.89M0.81%0.00%-7.2%Q4 2024
VVisa Inc.$3.42M0.71%0.00%Not reportedQ4 2019
STLNStarling Oncology, Inc.$2.99M0.62%0.88%-76.4%Q3 2023
FNFFidelity National Financial, Inc.$2.97M0.62%0.02%+10.2%Q4 2023
AMZNAmazon Com Inc$2.8M0.58%0.00%-73.4%Q2 2013
TDGTransDigm Group INC$2.74M0.57%0.00%Not reportedQ2 2020
BARKBark, Inc.$585K0.12%0.41%Not reportedQ2 2022
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