Draper Asset Management, LLC
Net seller this quarter
$198M
16
-$3.64M
91.7%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 AAPL | $35.6M | 18.02% | 0.00% | -0.9% | Q4 2020 |
 GOOGL | $35.2M | 17.80% | 0.00% | -1.7% | Q4 2020 |
 NVDA | $30.1M | 15.24% | 0.00% | -0.2% | Q4 2020 |
 AMZN | $29.3M | 14.79% | 0.00% | +0.4% | Q4 2020 |
 META | $21.3M | 10.77% | Not reported | +9.4% | Q4 2020 |
 TSLA | $9.71M | 4.91% | 0.00% | +2.3% | Q4 2020 |
 UBER | $5.46M | 2.76% | 0.00% | +2.2% | Q2 2022 |
 SPCX | $5.21M | 2.64% | Not reported | New | Q2 2026 |
 ULTA | $4.77M | 2.41% | 0.02% | New | Q2 2026 |
 LLY | $4.67M | 2.36% | 0.00% | +3.2% | Q4 2020 |
| GOOG | $4.63M | 2.34% | Not reported | -1.0% | Q4 2020 |
 GEV | $4.08M | 2.06% | 0.00% | -29.4% | Q2 2025 |
 ASML | $2.67M | 1.35% | 0.00% | +9.9% | Q1 2026 |
 WY | $2.2M | 1.11% | 0.01% | +27.7% | Q4 2025 |
 PLTR | $1.81M | 0.92% | 0.00% | +58.1% | Q4 2020 |
 NFLX | $992K | 0.50% | 0.00% | +73.6% | Q1 2026 |
| Q1 2026 | |||||
| AAPL | $31.5M | 17.92% | 0.00% | -0.6% | Q4 2020 |
| GOOGL | $28.8M | 16.38% | 0.00% | -1.9% | Q4 2020 |
| NVDA | $26.3M | 14.97% | 0.00% | +0.3% | Q4 2020 |
| AMZN | $25.4M | 14.47% | 0.00% | +1.0% | Q4 2020 |
| META | $19.8M | 11.24% | Not reported | +15.0% | Q4 2020 |
| TSLA | $8.39M | 4.77% | 0.00% | -0.4% | Q4 2020 |
| UBER | $5.33M | 3.03% | 0.00% | -6.7% | Q2 2022 |
| GEV | $4.29M | 2.44% | 0.00% | -0.3% | Q2 2025 |
| GOOG | $3.79M | 2.16% | Not reported | +0.1% | Q4 2020 |
| LLY | $3.47M | 1.97% | 0.00% | -6.4% | Q4 2020 |
 CRWD | $2.93M | 1.67% | 0.00% | +17.6% | Q4 2020 |
 TKO | $2.84M | 1.62% | Not reported | +13.0% | Q3 2024 |
 RDDT | $2.26M | 1.29% | Not reported | +2.9% | Q3 2025 |
 INSM | $1.85M | 1.05% | 0.01% | +0.1% | Q2 2025 |
| WY | $1.75M | 1.00% | 0.01% | +40.0% | Q4 2025 |
| ASML | $1.61M | 0.92% | 0.00% | New | Q1 2026 |
| PLTR | $1.44M | 0.82% | 0.00% | Not reported | Q4 2020 |
 ALNY | $1.25M | 0.71% | 0.00% | +55.8% | Q3 2025 |
 SENEA | $987K | 0.56% | 0.06% | New | Q1 2026 |
| NFLX | $770K | 0.44% | 0.00% | New | Q1 2026 |
 T | $204K | 0.12% | 0.00% | New | Q1 2026 |
| Q4 2025 | |||||
| AAPL | $34M | 17.89% | 0.00% | +1.8% | Q4 2020 |
| GOOGL | $32M | 16.84% | 0.00% | +2.1% | Q4 2020 |
| NVDA | $28.1M | 14.78% | 0.00% | +1.8% | Q4 2020 |
| AMZN | $27.9M | 14.70% | 0.00% | +1.6% | Q4 2020 |
| META | $19.8M | 10.44% | Not reported | +26.3% | Q4 2020 |
| TSLA | $10.2M | 5.37% | 0.00% | +1.9% | Q4 2020 |
| UBER | $6.48M | 3.41% | 0.00% | +9.2% | Q2 2022 |
| LLY | $4.33M | 2.28% | 0.00% | +4.9% | Q4 2020 |
| GOOG | $4.15M | 2.18% | Not reported | +0.8% | Q4 2020 |
| RDDT | $3.75M | 1.98% | Not reported | +95.0% | Q3 2025 |
| GEV | $3.22M | 1.70% | 0.00% | +43.4% | Q2 2025 |
| CRWD | $2.99M | 1.58% | 0.00% | +30.0% | Q4 2020 |
 COST | $2.92M | 1.53% | 0.00% | +26.7% | Q4 2022 |
 ISRG | $2.85M | 1.50% | 0.00% | +41.9% | Q3 2023 |
| TKO | $2.61M | 1.37% | Not reported | +135.2% | Q3 2024 |
| INSM | $1.97M | 1.04% | 0.01% | +9.4% | Q2 2025 |
| WY | $1.21M | 0.64% | 0.01% | New | Q4 2025 |
| ALNY | $963K | 0.51% | 0.00% | +226.4% | Q3 2025 |
 TSM | $507K | 0.27% | 0.00% | -0.4% | Q1 2025 |
| Q3 2025 | |||||
| AAPL | $31.3M | 18.77% | 0.00% | -9.2% | Q4 2020 |
| NVDA | $27.6M | 16.57% | 0.00% | -7.3% | Q4 2020 |
| AMZN | $26.1M | 15.69% | 0.00% | -5.1% | Q4 2020 |
| GOOGL | $24.3M | 14.61% | 0.00% | +1.3% | Q4 2020 |
| META | $17.5M | 10.48% | Not reported | +5.7% | Q4 2020 |
| TSLA | $9.89M | 5.94% | 0.00% | -4.3% | Q4 2020 |
| UBER | $7.12M | 4.27% | 0.00% | +1.1% | Q2 2022 |
| GOOG | $3.19M | 1.92% | Not reported | -1.1% | Q4 2020 |
| LLY | $2.93M | 1.76% | 0.00% | +1.9% | Q4 2020 |
| COST | $2.47M | 1.48% | 0.00% | +7.8% | Q4 2022 |
| CRWD | $2.41M | 1.45% | 0.00% | +12.7% | Q4 2020 |
| GEV | $2.11M | 1.27% | 0.00% | +14.7% | Q2 2025 |
| RDDT | $1.93M | 1.16% | Not reported | New | Q3 2025 |
| ISRG | $1.58M | 0.95% | 0.00% | +23.7% | Q3 2023 |
| INSM | $1.49M | 0.89% | 0.00% | +44.5% | Q2 2025 |
| TKO | $1.07M | 0.64% | Not reported | +78.2% | Q3 2024 |
 IONQ | $989K | 0.59% | 0.00% | +1.6% | Q4 2024 |
 AXON | $487K | 0.29% | 0.00% | New | Q3 2025 |
| TSM | $468K | 0.28% | 0.00% | -1.8% | Q1 2025 |
 CAVA | $437K | 0.26% | 0.01% | +44.5% | Q2 2025 |
| ALNY | $338K | 0.20% | 0.00% | New | Q3 2025 |
 C | $32.2K | 0.02% | 0.00% | New | Q3 2025 |