Silicon Valley Capital Partners

13F filer · CIK 0001673633

Last filed May 19, 2026

Net buyer this quarter

13F portfolio value$1.02BU.S. long equity reported on 13F

Positions391192 new · 9 closed

Net flow last quarter+$9.91MBuys minus sells

Top 10 positions weight55.6%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q1 2026Reported May 19, 2026391 positions
SPYSPDR S&P 500 ETF Trust	$138M	13.49%	Not reported	-2.1%	Q1 2016
QQQInvesco QQQ Trust, Series 1	$74.8M	7.33%	Not reported	-0.7%	Q2 2018
NVDANvidia Corp	$65.1M	6.38%	0.00%	+5.4%	Q2 2018
MSFTMicrosoft Corp	$54M	5.29%	0.00%	+8.9%	Q3 2020
GOOGLAlphabet Inc.	$53.9M	5.28%	0.00%	+7.3%	Q1 2016
AAPLApple Inc.	$51.8M	5.07%	0.00%	-2.1%	Q1 2016
METAMeta Platforms, Inc.	$37.6M	3.68%	Not reported	+5.4%	Q1 2016
AMZNAmazon Com Inc	$34.7M	3.40%	0.00%	-6.8%	Q1 2016
AVGOBroadcom Inc.	$34.4M	3.37%	0.00%	+51.6%	Q1 2019
AMDAdvanced Micro Devices Inc	$23.1M	2.26%	0.01%	+4.9%	Q3 2018
ORCLOracle Corp	$21.5M	2.11%	0.01%	+72.5%	Q3 2021
NOWServiceNow, Inc.	$17.7M	1.73%	0.02%	+55.2%	Q2 2022
LLYELI LILLY & Co	$12M	1.17%	0.00%	-26.6%	Q1 2023
COSTCostco Wholesale Corp	$11.9M	1.17%	0.00%	-34.5%	Q3 2016
SCHWSchwab Charles Corp	$11.8M	1.16%	0.01%	+135349.5%	Q4 2022
AXPAmerican Express Co	$10.9M	1.07%	0.01%	-4.8%	Q3 2022
APDAir Products & Chemicals, Inc.	$10.9M	1.06%	0.02%	-4.9%	Q4 2022
BACBank of America Corp	$10.3M	1.01%	0.00%	-26.6%	Q4 2020
UNHUnitedhealth Group Inc	$9.27M	0.91%	0.00%	+1605.9%	Q4 2022
SNOWSnowflake Inc.	$8.13M	0.80%	0.02%	+5287.9%	Q4 2020
AMCRAmcor plc	$7.44M	0.73%	0.04%	New	Q1 2026
ISRGIntuitive Surgical Inc	$4.26M	0.42%	0.00%	+13.4%	Q1 2024
USBUS Bancorp \de\	$3.79M	0.37%	0.00%	-71.2%	Q1 2022
MRVLMarvell Technology, Inc.	$3.19M	0.31%	0.00%	+0.1%	Q1 2023
BRK.BBerkshire Hathaway Inc	$3.05M	0.30%	Not reported	-5.1%	Q1 2016
GOOGAlphabet Inc.	$2.93M	0.29%	Not reported	+38.9%	Q4 2017
XOMExxonMobil Holdings Corp	$2.71M	0.27%	0.00%	-82.7%	Q3 2022
JNJJohnson & Johnson	$2.36M	0.23%	0.00%	-0.4%	Q3 2020
MUMicron Technology Inc	$2.22M	0.22%	0.00%	+7.2%	Q3 2020
HDHome Depot, Inc.	$1.89M	0.19%	0.00%	-76.2%	Q1 2017
IBMInternational Business Machines Corp	$1.87M	0.18%	0.00%	+23.5%	Q4 2022
RBLXRoblox Corp	$1.76M	0.17%	0.00%	-30.3%	Q2 2024
JPMJPMorgan Chase & Co	$1.33M	0.13%	0.00%	-58.4%	Q1 2018
CRMSalesforce, Inc.	$1.29M	0.13%	0.00%	-91.8%	Q1 2019
VVisa Inc.	$1.26M	0.12%	0.00%	+10.7%	Q3 2020
INTUIntuit Inc.	$1.14M	0.11%	0.00%	+0.2%	Q3 2020
UBERUber Technologies, Inc	$990K	0.10%	0.00%	+0.2%	Q1 2022
EQIXEquinix Inc	$937K	0.09%	0.00%	+0.6%	Q3 2020
PLTRPalantir Technologies Inc.	$878K	0.09%	0.00%	+26.6%	Q1 2025
MAMastercard Inc	$869K	0.09%	0.00%	+1.2%	Q3 2020
RTXRTX Corp	$840K	0.08%	0.00%	+4.3%	Q1 2021
LMTLockheed Martin Corp	$807K	0.08%	0.00%	-12.9%	Q3 2019
ANETArista Networks, Inc.	$790K	0.08%	0.00%	-13.0%	Q1 2024
NFLXNetflix Inc	$750K	0.07%	0.00%	+3.8%	Q1 2020
INTCIntel Corp	$696K	0.07%	0.00%	-11.2%	Q3 2020
TSLATesla, Inc.	$599K	0.06%	0.00%	+22.8%	Q2 2020
CRWDCrowdStrike Holdings, Inc.	$450K	0.04%	0.00%	+66.1%	Q4 2020
SBUXStarbucks Corp	$419K	0.04%	0.00%	-28.3%	Q4 2020
PANWPalo Alto Networks Inc	$411K	0.04%	0.00%	+4.8%	Q4 2022
ADSKAutodesk, Inc.	$404K	0.04%	0.00%	Not reported	Q4 2018

Q4 2025Reported Feb 13, 2026208 positions
SPYSPDR S&P 500 ETF Trust	$147M	13.42%	Not reported	-1.2%	Q1 2016
QQQInvesco QQQ Trust, Series 1	$80.2M	7.30%	Not reported	-0.8%	Q2 2018
NVDANvidia Corp	$66.1M	6.01%	0.00%	+17.5%	Q2 2018
MSFTMicrosoft Corp	$64.7M	5.89%	0.00%	+21.7%	Q3 2020
AAPLApple Inc.	$56.7M	5.16%	0.00%	0.0%	Q1 2016
GOOGLAlphabet Inc.	$54.7M	4.98%	0.00%	-36.7%	Q1 2016
AMZNAmazon Com Inc	$41.2M	3.75%	0.00%	+11.2%	Q1 2016
METAMeta Platforms, Inc.	$41.2M	3.74%	Not reported	+30.4%	Q1 2016
AVGOBroadcom Inc.	$25.4M	2.31%	0.00%	+3.2%	Q1 2019
AMDAdvanced Micro Devices Inc	$23.2M	2.11%	0.01%	+5.4%	Q3 2018
CRMSalesforce, Inc.	$22.4M	2.04%	0.01%	+6.3%	Q1 2019
LLYELI LILLY & Co	$19M	1.73%	0.00%	-9.7%	Q1 2023
NOWServiceNow, Inc.	$16.7M	1.52%	0.01%	+5.7%	Q2 2022
ORCLOracle Corp	$16.5M	1.50%	0.00%	+8.4%	Q3 2021
BACBank of America Corp	$15.9M	1.45%	0.00%	+0.2%	Q4 2020
COSTCostco Wholesale Corp	$15.8M	1.43%	0.00%	+6.6%	Q3 2016
AXPAmerican Express Co	$14M	1.28%	0.01%	-2.8%	Q3 2022
USBUS Bancorp \de\	$13.5M	1.23%	0.02%	+2.2%	Q1 2022
XOMExxonMobil Holdings Corp	$11.1M	1.01%	0.00%	-0.5%	Q3 2022
APDAir Products & Chemicals, Inc.	$9.71M	0.88%	0.02%	+10.5%	Q4 2022
HDHome Depot, Inc.	$8.29M	0.75%	0.00%	+2.5%	Q1 2017
ISRGIntuitive Surgical Inc	$4.61M	0.42%	0.00%	+15.1%	Q1 2024
RBLXRoblox Corp	$3.62M	0.33%	0.01%	Not reported	Q2 2024
JPMJPMorgan Chase & Co	$3.51M	0.32%	0.00%	+13.7%	Q1 2018
BRK.BBerkshire Hathaway Inc	$3.38M	0.31%	Not reported	-11.2%	Q1 2016
MRVLMarvell Technology, Inc.	$2.74M	0.25%	0.00%	+3.3%	Q1 2023
GOOGAlphabet Inc.	$2.31M	0.21%	Not reported	-40.3%	Q4 2017
JNJJohnson & Johnson	$2.01M	0.18%	0.00%	+0.1%	Q3 2020
IBMInternational Business Machines Corp	$1.85M	0.17%	0.00%	-0.5%	Q4 2022
MUMicron Technology Inc	$1.75M	0.16%	0.00%	+20.7%	Q3 2020
INTUIntuit Inc.	$1.74M	0.16%	0.00%	+0.2%	Q3 2020
VVisa Inc.	$1.32M	0.12%	0.00%	-3.9%	Q3 2020
CVXChevron Corp	$1.23M	0.11%	0.00%	+12.9%	Q1 2022
UBERUber Technologies, Inc	$1.12M	0.10%	0.00%	Not reported	Q1 2022
MAMastercard Inc	$982K	0.09%	0.00%	+0.1%	Q3 2020
ANETArista Networks, Inc.	$970K	0.09%	0.00%	+15.6%	Q1 2024
TSMTaiwan Semiconductor Manufacturing Co Ltd	$942K	0.09%	0.00%	+94.0%	Q3 2021
PLTRPalantir Technologies Inc.	$843K	0.08%	0.00%	-17.4%	Q1 2025
RTXRTX Corp	$766K	0.07%	0.00%	0.0%	Q1 2021
LMTLockheed Martin Corp	$741K	0.07%	0.00%	-0.7%	Q3 2019
EQIXEquinix Inc	$728K	0.07%	0.00%	-0.7%	Q3 2020
NFLXNetflix Inc	$705K	0.06%	0.00%	+11.9%	Q1 2020
UNHUnitedhealth Group Inc	$663K	0.06%	0.00%	-44.1%	Q4 2022
INTCIntel Corp	$655K	0.06%	0.00%	+92.0%	Q3 2020
HOODRobinhood Markets, Inc.	$622K	0.06%	0.00%	+120.0%	Q4 2024
TSLATesla, Inc.	$591K	0.05%	0.00%	+24.8%	Q2 2020
GBTCGrayscale Bitcoin Trust ETF	$581K	0.05%	0.00%	Not reported	Q1 2024
SBUXStarbucks Corp	$549K	0.05%	0.00%	-19.7%	Q4 2020
BSXBoston Scientific Corp	$534K	0.05%	0.00%	-1.4%	Q3 2018
ADBEAdobe Inc.	$514K	0.05%	0.00%	-1.1%	Q4 2018

Q3 2025Reported Nov 17, 2025205 positions
SPYSPDR S&P 500 ETF Trust	$146M	13.74%	Not reported	-0.1%	Q1 2016
QQQInvesco QQQ Trust, Series 1	$79.1M	7.45%	Not reported	-0.5%	Q2 2018
GOOGLAlphabet Inc.	$67.1M	6.33%	0.00%	+0.8%	Q1 2016
MSFTMicrosoft Corp	$57M	5.37%	0.00%	+13.3%	Q3 2020
NVDANvidia Corp	$56.3M	5.30%	0.00%	-1.6%	Q2 2018
AAPLApple Inc.	$53M	5.00%	0.00%	-4.3%	Q1 2016
AMZNAmazon Com Inc	$35.3M	3.33%	0.00%	-3.9%	Q1 2016
METAMeta Platforms, Inc.	$35.1M	3.31%	Not reported	+24.1%	Q1 2016
AVGOBroadcom Inc.	$23.4M	2.21%	0.00%	-7.3%	Q1 2019
ORCLOracle Corp	$22M	2.07%	0.00%	+5.4%	Q3 2021
NOWServiceNow, Inc.	$19M	1.79%	0.01%	+55.3%	Q2 2022
CRMSalesforce, Inc.	$18.8M	1.78%	0.01%	+26.1%	Q1 2019
AMDAdvanced Micro Devices Inc	$16.6M	1.57%	0.01%	-20.0%	Q3 2018
COSTCostco Wholesale Corp	$15.9M	1.50%	0.00%	-2.8%	Q3 2016
LLYELI LILLY & Co	$15M	1.41%	0.00%	+8.3%	Q1 2023
BACBank of America Corp	$14.9M	1.40%	0.00%	+6.3%	Q4 2020
AXPAmerican Express Co	$13M	1.22%	0.01%	-9.7%	Q3 2022
USBUS Bancorp \de\	$12M	1.13%	0.02%	-9.9%	Q1 2022
XOMExxonMobil Holdings Corp	$10.5M	0.99%	0.00%	+11.0%	Q3 2022
APDAir Products & Chemicals, Inc.	$9.71M	0.92%	0.02%	-11.2%	Q4 2022
HDHome Depot, Inc.	$9.53M	0.90%	0.00%	-28.1%	Q1 2017
RBLXRoblox Corp	$6.19M	0.58%	0.01%	Not reported	Q2 2024
BRK.BBerkshire Hathaway Inc	$3.8M	0.36%	Not reported	-9.5%	Q1 2016
ISRGIntuitive Surgical Inc	$3.17M	0.30%	0.00%	+1028.7%	Q1 2024
JPMJPMorgan Chase & Co	$3.02M	0.28%	0.00%	-9.6%	Q1 2018
GOOGAlphabet Inc.	$3M	0.28%	Not reported	+6.1%	Q4 2017
MRVLMarvell Technology, Inc.	$2.62M	0.25%	0.00%	+0.1%	Q1 2023
JNJJohnson & Johnson	$1.8M	0.17%	0.00%	-7.5%	Q3 2020
INTUIntuit Inc.	$1.79M	0.17%	0.00%	+0.2%	Q3 2020
IBMInternational Business Machines Corp	$1.77M	0.17%	0.00%	+4954.8%	Q4 2022
UBERUber Technologies, Inc	$1.34M	0.13%	0.00%	-19.3%	Q1 2022
VVisa Inc.	$1.34M	0.13%	0.00%	+0.4%	Q3 2020
UNHUnitedhealth Group Inc	$1.24M	0.12%	0.00%	-11.2%	Q4 2022
CVXChevron Corp	$1.11M	0.11%	0.00%	-7.2%	Q1 2022
PLTRPalantir Technologies Inc.	$1.05M	0.10%	0.00%	+260.0%	Q1 2025
MAMastercard Inc	$977K	0.09%	0.00%	+1.1%	Q3 2020
ANETArista Networks, Inc.	$933K	0.09%	0.00%	-16.7%	Q1 2024
MUMicron Technology Inc	$851K	0.08%	0.00%	-8.9%	Q3 2020
NFLXNetflix Inc	$806K	0.08%	0.00%	+1.4%	Q1 2020
LMTLockheed Martin Corp	$771K	0.07%	0.00%	+559.8%	Q3 2019
GBTCGrayscale Bitcoin Trust ETF	$763K	0.07%	0.00%	Not reported	Q1 2024
EQIXEquinix Inc	$750K	0.07%	0.00%	-1.5%	Q3 2020
RTXRTX Corp	$698K	0.07%	0.00%	+0.3%	Q1 2021
SBUXStarbucks Corp	$686K	0.06%	0.00%	-20.9%	Q4 2020
BSXBoston Scientific Corp	$554K	0.05%	0.00%	+1.4%	Q3 2018
ADSKAutodesk, Inc.	$536K	0.05%	0.00%	Not reported	Q4 2018
ADBEAdobe Inc.	$524K	0.05%	0.00%	-0.5%	Q4 2018
TSLATesla, Inc.	$468K	0.04%	0.00%	-22.9%	Q2 2020
TSMTaiwan Semiconductor Manufacturing Co Ltd	$446K	0.04%	0.00%	-46.3%	Q3 2021
PANWPalo Alto Networks Inc	$397K	0.04%	0.00%	Not reported	Q4 2022

Q2 2025Reported Sep 11, 2025221 positions
SPYSPDR S&P 500 ETF Trust	$135M	14.11%	Not reported	-1.3%	Q1 2016
QQQInvesco QQQ Trust, Series 1	$73M	7.61%	Not reported	-2.3%	Q2 2018
NVDANvidia Corp	$48.4M	5.05%	0.00%	-3.7%	Q2 2018
MSFTMicrosoft Corp	$48.3M	5.04%	0.00%	-6.4%	Q3 2020
GOOGLAlphabet Inc.	$48.3M	5.03%	0.00%	-0.9%	Q1 2016
AAPLApple Inc.	$44.7M	4.66%	0.00%	-1.5%	Q1 2016
AMZNAmazon Com Inc	$36.7M	3.83%	0.00%	+1.4%	Q1 2016
METAMeta Platforms, Inc.	$28.5M	2.97%	Not reported	+5.4%	Q1 2016
AVGOBroadcom Inc.	$21.1M	2.20%	0.00%	-6.1%	Q1 2019
AMDAdvanced Micro Devices Inc	$18.2M	1.90%	0.01%	-3.0%	Q3 2018
COSTCostco Wholesale Corp	$17.5M	1.82%	0.00%	-1.1%	Q3 2016
CRMSalesforce, Inc.	$17.2M	1.79%	0.01%	+117.6%	Q1 2019
ORCLOracle Corp	$16.2M	1.69%	0.00%	+7.1%	Q3 2021
LLYELI LILLY & Co	$14.1M	1.47%	0.00%	+12.3%	Q1 2023
AXPAmerican Express Co	$13.8M	1.44%	0.01%	-3.1%	Q3 2022
NOWServiceNow, Inc.	$13.7M	1.43%	0.01%	-7.7%	Q2 2022
BACBank of America Corp	$12.8M	1.34%	0.00%	-0.7%	Q4 2020
USBUS Bancorp \de\	$12.4M	1.30%	0.02%	+0.6%	Q1 2022
HDHome Depot, Inc.	$12M	1.25%	0.00%	-0.3%	Q1 2017
APDAir Products & Chemicals, Inc.	$11.3M	1.18%	0.02%	+6.3%	Q4 2022
XOMExxonMobil Holdings Corp	$9.02M	0.94%	0.00%	+6.2%	Q3 2022
RBLXRoblox Corp	$4.7M	0.49%	0.01%	-13.5%	Q2 2024
BRK.BBerkshire Hathaway Inc	$4.06M	0.42%	Not reported	-24.9%	Q1 2016
JPMJPMorgan Chase & Co	$3.07M	0.32%	0.00%	-10.3%	Q1 2018
MRVLMarvell Technology, Inc.	$2.41M	0.25%	0.00%	-7.2%	Q1 2023
GOOGAlphabet Inc.	$2.06M	0.22%	Not reported	-0.8%	Q4 2017
INTUIntuit Inc.	$2.06M	0.21%	0.00%	+0.2%	Q3 2020
JNJJohnson & Johnson	$1.6M	0.17%	0.00%	-1.8%	Q3 2020
UBERUber Technologies, Inc	$1.59M	0.17%	0.00%	+2.5%	Q1 2022
VVisa Inc.	$1.39M	0.14%	0.00%	+0.3%	Q3 2020
UNHUnitedhealth Group Inc	$1.26M	0.13%	0.00%	+14.8%	Q4 2022
CVXChevron Corp	$1.11M	0.12%	0.00%	+11.8%	Q1 2022
MAMastercard Inc	$954K	0.10%	0.00%	+0.1%	Q3 2020
SBUXStarbucks Corp	$939K	0.10%	0.00%	-74.4%	Q4 2020
NFLXNetflix Inc	$888K	0.09%	0.00%	Not reported	Q1 2020
ANETArista Networks, Inc.	$786K	0.08%	0.00%	Not reported	Q1 2024
EQIXEquinix Inc	$773K	0.08%	0.00%	+0.5%	Q3 2020
OXYOccidental Petroleum Corp	$771K	0.08%	0.00%	+0.5%	Q3 2022
GBTCGrayscale Bitcoin Trust ETF	$721K	0.08%	0.00%	Not reported	Q1 2024
MUMicron Technology Inc	$688K	0.07%	0.00%	+56.1%	Q3 2020
TSMTaiwan Semiconductor Manufacturing Co Ltd	$673K	0.07%	0.00%	+102.7%	Q3 2021
RTXRTX Corp	$608K	0.06%	0.00%	+1.3%	Q1 2021
BSXBoston Scientific Corp	$601K	0.06%	0.00%	Not reported	Q3 2018
ADBEAdobe Inc.	$577K	0.06%	0.00%	-53.9%	Q4 2018
ADSKAutodesk, Inc.	$522K	0.05%	0.00%	-29.4%	Q4 2018
TSLATesla, Inc.	$434K	0.05%	0.00%	-18.8%	Q2 2020
IBITiShares Bitcoin Trust ETF	$404K	0.04%	0.00%	Not reported	Q2 2024
PANWPalo Alto Networks Inc	$399K	0.04%	0.00%	-7.6%	Q4 2022
CSCOCisco Systems, Inc.	$347K	0.04%	0.00%	-8.0%	Q1 2019
ISRGIntuitive Surgical Inc	$341K	0.04%	0.00%	-96.6%	Q1 2024

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