Savoie Capital LLC

13F filer · CIK 0002001471

Last filed Aug 14, 2025

Inactive · not filing 13F

13F portfolio value$805MU.S. long equity reported on 13F

Positions835 new · 6 closed

Net flow last quarter-$105MBuys minus sells

Top 10 positions weight63.1%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2025Reported Aug 14, 202583 positions
NVDANvidia Corp	$217M	27.00%	0.01%	-4.5%	Q3 2023
AMZNAmazon Com Inc	$84.8M	10.55%	0.00%	-6.4%	Q3 2023
GOOGAlphabet Inc.	$37.5M	4.65%	Not reported	-6.4%	Q3 2023
LBRDKLiberty Broadband Corp	$34.6M	4.30%	Not reported	-21.8%	Q3 2023
QQQInvesco QQQ Trust, Series 1	$26.7M	3.32%	Not reported	-25.1%	Q3 2023
XOMExxonMobil Holdings Corp	$25.5M	3.17%	0.01%	-7.8%	Q3 2023
AMDAdvanced Micro Devices Inc	$24.8M	3.08%	0.01%	-19.4%	Q3 2023
MSFTMicrosoft Corp	$19.8M	2.46%	0.00%	+1.3%	Q3 2023
FWONKLiberty Media Corp	$18.9M	2.35%	Not reported	-66.7%	Q3 2023
ASMLAsml Holding NV	$17.7M	2.20%	0.01%	-3.5%	Q3 2023
AAPLApple Inc.	$15.2M	1.89%	0.00%	+73.4%	Q3 2023
LLYELI LILLY & Co	$14.7M	1.82%	0.00%	-0.5%	Q3 2023
MUMicron Technology Inc	$14.5M	1.80%	0.01%	+88.9%	Q3 2023
CVXChevron Corp	$14.4M	1.79%	0.01%	-1.8%	Q3 2023
AMATApplied Materials Inc	$14.2M	1.76%	0.01%	-11.9%	Q3 2023
FANGDiamondback Energy, Inc.	$12.2M	1.51%	0.03%	+3.5%	Q3 2023
QCOMQualcomm Inc	$12.2M	1.51%	0.01%	-7.3%	Q3 2023
AVGOBroadcom Inc.	$11.5M	1.44%	0.00%	-30.5%	Q3 2023
FWONALiberty Media Corp	$9.7M	1.21%	Not reported	-27.9%	Q3 2023
SPYSPDR S&P 500 ETF Trust	$7.79M	0.97%	Not reported	+0.9%	Q3 2023
LRCXLam Research Corp	$7.24M	0.90%	0.01%	-10.1%	Q3 2023
HDHome Depot, Inc.	$7.01M	0.87%	0.00%	Not reported	Q3 2023
COPConocophillips	$6.93M	0.86%	0.01%	-26.8%	Q4 2023
UNHUnitedhealth Group Inc	$6.4M	0.79%	0.00%	Not reported	Q1 2024
TSMTaiwan Semiconductor Manufacturing Co Ltd	$6.31M	0.78%	0.00%	-10.0%	Q3 2023
HCAHCA Healthcare, Inc.	$5.84M	0.73%	0.01%	Not reported	Q4 2023
CMCSAComcast Corp	$5.65M	0.70%	0.00%	Not reported	Q4 2023
DISWalt Disney Co	$5.12M	0.64%	0.00%	-13.1%	Q3 2023
KLACKla Corp	$4.48M	0.56%	0.00%	Not reported	Q3 2023
PANWPalo Alto Networks Inc	$4.06M	0.51%	0.00%	Not reported	Q3 2023
LINLinde PLC	$3.95M	0.49%	0.00%	Not reported	Q4 2023
CRMSalesforce, Inc.	$3.52M	0.44%	0.00%	Not reported	Q3 2023
AWKAmerican Water Works Company, Inc.	$3.48M	0.43%	0.01%	Not reported	Q4 2023
MAMastercard Inc	$3.37M	0.42%	0.00%	Not reported	Q3 2023
AAPAdvance Auto Parts Inc	$3.23M	0.40%	0.12%	Not reported	Q3 2023
NXPINXP Semiconductors N.V.	$3.17M	0.39%	0.01%	0.0%	Q4 2023
VVisa Inc.	$3.02M	0.38%	0.00%	Not reported	Q3 2023
PLTRPalantir Technologies Inc.	$2.73M	0.34%	0.00%	New	Q2 2025
TRVTravelers Companies, Inc.	$2.68M	0.33%	0.00%	Not reported	Q4 2023
JPMJPMorgan Chase & Co	$2.65M	0.33%	0.00%	Not reported	Q3 2023
HWMHowmet Aerospace Inc.	$2.48M	0.31%	0.00%	Not reported	Q4 2023
BACBank of America Corp	$2.37M	0.29%	0.00%	Not reported	Q1 2024
SHOPShopify Inc.	$2.23M	0.28%	0.00%	Not reported	Q3 2023
ARMArm Holdings PLC	$2.22M	0.28%	0.00%	Not reported	Q2 2024
INTCIntel Corp	$2.21M	0.27%	0.00%	+2.1%	Q3 2023
RDDTReddit, Inc.	$2.11M	0.26%	Not reported	+40.0%	Q4 2024
WYWeyerhaeuser Co	$2.06M	0.26%	0.01%	Not reported	Q4 2023
SYKStryker Corp	$1.98M	0.25%	0.00%	Not reported	Q4 2023
MNDYmonday.com Ltd.	$1.95M	0.24%	0.01%	Not reported	Q3 2023
LLYVKLiberty Live Holdings, Inc.	$1.89M	0.24%	Not reported	Not reported	Q3 2023

Q1 2025Reported May 16, 202584 positions
NVDANvidia Corp	$193M	23.04%	0.01%	Not reported	Q3 2023
AMZNAmazon Com Inc	$90.7M	10.80%	0.00%	Not reported	Q3 2023
FWONKLiberty Media Corp	$50.5M	6.01%	Not reported	Not reported	Q3 2023
GOOGAlphabet Inc.	$42.9M	5.12%	Not reported	Not reported	Q3 2023
LBRDKLiberty Broadband Corp	$33.6M	4.01%	Not reported	Not reported	Q3 2023
QQQInvesco QQQ Trust, Series 1	$33M	3.94%	Not reported	Not reported	Q3 2023
XOMExxonMobil Holdings Corp	$27.6M	3.29%	0.01%	Not reported	Q3 2023
AMDAdvanced Micro Devices Inc	$26.1M	3.12%	0.01%	Not reported	Q3 2023
MSFTMicrosoft Corp	$16.5M	1.97%	0.00%	Not reported	Q3 2023
ASMLAsml Holding NV	$15.9M	1.89%	0.01%	Not reported	Q3 2023
CVXChevron Corp	$14.8M	1.77%	0.01%	Not reported	Q3 2023
LBRDALiberty Broadband Corp	$14.7M	1.75%	Not reported	Not reported	Q3 2023
LLYELI LILLY & Co	$14.6M	1.74%	0.00%	Not reported	Q3 2023
AMATApplied Materials Inc	$14.3M	1.70%	0.01%	Not reported	Q3 2023
FANGDiamondback Energy, Inc.	$14M	1.67%	0.03%	Not reported	Q3 2023
AVGOBroadcom Inc.	$14M	1.67%	0.00%	Not reported	Q3 2023
QCOMQualcomm Inc	$12.7M	1.51%	0.01%	Not reported	Q3 2023
FWONALiberty Media Corp	$11.9M	1.42%	Not reported	Not reported	Q3 2023
AAPLApple Inc.	$10.7M	1.28%	0.00%	Not reported	Q3 2023
COPConocophillips	$10.5M	1.25%	0.01%	Not reported	Q4 2023
HDHome Depot, Inc.	$7.44M	0.89%	0.00%	Not reported	Q3 2023
SPYSPDR S&P 500 ETF Trust	$7.33M	0.87%	Not reported	Not reported	Q3 2023
TSMTaiwan Semiconductor Manufacturing Co Ltd	$6.12M	0.73%	0.00%	Not reported	Q3 2023
LRCXLam Research Corp	$5.98M	0.71%	0.01%	Not reported	Q3 2023
CMCSAComcast Corp	$5.94M	0.71%	0.00%	Not reported	Q4 2023
DISWalt Disney Co	$5.29M	0.63%	0.00%	Not reported	Q3 2023
MUMicron Technology Inc	$5.22M	0.62%	0.01%	Not reported	Q3 2023
ADBEAdobe Inc.	$4.85M	0.58%	0.00%	Not reported	Q3 2023
HCAHCA Healthcare, Inc.	$4.58M	0.55%	0.01%	Not reported	Q4 2023
CRMSalesforce, Inc.	$4.31M	0.51%	0.00%	Not reported	Q3 2023
PANWPalo Alto Networks Inc	$3.61M	0.43%	0.00%	Not reported	Q3 2023
LINLinde PLC	$3.52M	0.42%	0.00%	Not reported	Q4 2023
AAPAdvance Auto Parts Inc	$3.29M	0.39%	0.12%	Not reported	Q3 2023
MAMastercard Inc	$3.16M	0.38%	0.00%	Not reported	Q3 2023
BABoeing Co	$3.15M	0.38%	0.00%	Not reported	Q3 2023
KLACKla Corp	$3.15M	0.38%	0.00%	Not reported	Q3 2023
AWKAmerican Water Works Company, Inc.	$3.11M	0.37%	0.01%	Not reported	Q4 2023
NXPINXP Semiconductors N.V.	$3.01M	0.36%	0.01%	Not reported	Q4 2023
AMTAmerican Tower Corp	$2.96M	0.35%	0.00%	Not reported	Q3 2023
VVisa Inc.	$2.69M	0.32%	0.00%	Not reported	Q3 2023
TRVTravelers Companies, Inc.	$2.41M	0.29%	0.00%	Not reported	Q4 2023
WYWeyerhaeuser Co	$2.25M	0.27%	0.01%	Not reported	Q4 2023
BACBank of America Corp	$2.2M	0.26%	0.00%	Not reported	Q1 2024
JPMJPMorgan Chase & Co	$2.19M	0.26%	0.00%	Not reported	Q3 2023
UPSUnited Parcel Service Inc	$2.13M	0.25%	0.00%	Not reported	Q3 2023
SHOPShopify Inc.	$2.05M	0.24%	0.00%	Not reported	Q3 2023
INTCIntel Corp	$1.93M	0.23%	0.00%	Not reported	Q3 2023
SYKStryker Corp	$1.8M	0.21%	0.00%	Not reported	Q4 2023
ARMArm Holdings PLC	$1.69M	0.20%	0.00%	Not reported	Q2 2024
RDDTReddit, Inc.	$1.63M	0.19%	Not reported	Not reported	Q4 2024

Q4 2024Reported Feb 14, 202584 positions
NVDANvidia Corp	$193M	23.04%	0.01%	Not reported	Q3 2023
AMZNAmazon Com Inc	$90.7M	10.80%	0.00%	Not reported	Q3 2023
FWONKLiberty Media Corp	$50.5M	6.01%	Not reported	Not reported	Q3 2023
GOOGAlphabet Inc.	$42.9M	5.12%	Not reported	-10.0%	Q3 2023
LBRDKLiberty Broadband Corp	$33.6M	4.01%	Not reported	Not reported	Q3 2023
QQQInvesco QQQ Trust, Series 1	$33M	3.94%	Not reported	Not reported	Q3 2023
XOMExxonMobil Holdings Corp	$27.6M	3.29%	0.01%	+8.5%	Q3 2023
AMDAdvanced Micro Devices Inc	$26.1M	3.12%	0.01%	+4.8%	Q3 2023
MSFTMicrosoft Corp	$16.5M	1.97%	0.00%	Not reported	Q3 2023
ASMLAsml Holding NV	$15.9M	1.89%	0.01%	-10.2%	Q3 2023
CVXChevron Corp	$14.8M	1.77%	0.01%	-23.9%	Q3 2023
LBRDALiberty Broadband Corp	$14.7M	1.75%	Not reported	Not reported	Q3 2023
LLYELI LILLY & Co	$14.6M	1.74%	0.00%	+3.8%	Q3 2023
AMATApplied Materials Inc	$14.3M	1.70%	0.01%	Not reported	Q3 2023
FANGDiamondback Energy, Inc.	$14M	1.67%	0.03%	+21.3%	Q3 2023
AVGOBroadcom Inc.	$14M	1.67%	0.00%	-24.0%	Q3 2023
QCOMQualcomm Inc	$12.7M	1.51%	0.01%	Not reported	Q3 2023
FWONALiberty Media Corp	$11.9M	1.42%	Not reported	Not reported	Q3 2023
AAPLApple Inc.	$10.7M	1.28%	0.00%	Not reported	Q3 2023
COPConocophillips	$10.5M	1.25%	0.01%	+21.0%	Q4 2023
HDHome Depot, Inc.	$7.44M	0.89%	0.00%	Not reported	Q3 2023
SPYSPDR S&P 500 ETF Trust	$7.33M	0.87%	Not reported	Not reported	Q3 2023
TSMTaiwan Semiconductor Manufacturing Co Ltd	$6.12M	0.73%	0.00%	Not reported	Q3 2023
LRCXLam Research Corp	$5.98M	0.71%	0.01%	Not reported	Q3 2023
CMCSAComcast Corp	$5.94M	0.71%	0.00%	Not reported	Q4 2023
DISWalt Disney Co	$5.29M	0.63%	0.00%	Not reported	Q3 2023
MUMicron Technology Inc	$5.22M	0.62%	0.01%	-26.9%	Q3 2023
ADBEAdobe Inc.	$4.85M	0.58%	0.00%	+201.9%	Q3 2023
HCAHCA Healthcare, Inc.	$4.58M	0.55%	0.01%	Not reported	Q4 2023
CRMSalesforce, Inc.	$4.31M	0.51%	0.00%	Not reported	Q3 2023
PANWPalo Alto Networks Inc	$3.61M	0.43%	0.00%	Not reported	Q3 2023
LINLinde PLC	$3.52M	0.42%	0.00%	Not reported	Q4 2023
AAPAdvance Auto Parts Inc	$3.29M	0.39%	0.12%	Not reported	Q3 2023
MAMastercard Inc	$3.16M	0.38%	0.00%	Not reported	Q3 2023
BABoeing Co	$3.15M	0.38%	0.00%	-47.5%	Q3 2023
KLACKla Corp	$3.15M	0.38%	0.00%	Not reported	Q3 2023
AWKAmerican Water Works Company, Inc.	$3.11M	0.37%	0.01%	Not reported	Q4 2023
NXPINXP Semiconductors N.V.	$3.01M	0.36%	0.01%	-14.7%	Q4 2023
AMTAmerican Tower Corp	$2.96M	0.35%	0.00%	+1304.4%	Q3 2023
VVisa Inc.	$2.69M	0.32%	0.00%	Not reported	Q3 2023
TRVTravelers Companies, Inc.	$2.41M	0.29%	0.00%	Not reported	Q4 2023
WYWeyerhaeuser Co	$2.25M	0.27%	0.01%	Not reported	Q4 2023
BACBank of America Corp	$2.2M	0.26%	0.00%	Not reported	Q1 2024
JPMJPMorgan Chase & Co	$2.19M	0.26%	0.00%	Not reported	Q3 2023
UPSUnited Parcel Service Inc	$2.13M	0.25%	0.00%	-28.1%	Q3 2023
SHOPShopify Inc.	$2.05M	0.24%	0.00%	Not reported	Q3 2023
INTCIntel Corp	$1.93M	0.23%	0.00%	Not reported	Q3 2023
SYKStryker Corp	$1.8M	0.21%	0.00%	Not reported	Q4 2023
ARMArm Holdings PLC	$1.69M	0.20%	0.00%	Not reported	Q2 2024
RDDTReddit, Inc.	$1.63M	0.19%	Not reported	New	Q4 2024

Q3 2024Reported Nov 15, 202488 positions
NVDANvidia Corp	$175M	21.37%	0.01%	0.0%	Q3 2023
AMZNAmazon Com Inc	$77M	9.41%	0.00%	Not reported	Q3 2023
FWONKLiberty Media Corp	$42.2M	5.15%	Not reported	Not reported	Q3 2023
GOOGAlphabet Inc.	$41.9M	5.12%	Not reported	+11.1%	Q3 2023
LBRDKLiberty Broadband Corp	$34.8M	4.25%	Not reported	Not reported	Q3 2023
AMDAdvanced Micro Devices Inc	$33.9M	4.14%	0.01%	+4.2%	Q3 2023
QQQInvesco QQQ Trust, Series 1	$31.5M	3.85%	Not reported	0.0%	Q3 2023
XOMExxonMobil Holdings Corp	$27.7M	3.39%	Not reported	Not reported	Q3 2023
ASMLAsml Holding NV	$21.2M	2.60%	0.01%	+15.9%	Q3 2023
CVXChevron Corp	$19.8M	2.42%	0.01%	+33.8%	Q3 2023
AMATApplied Materials Inc	$17.7M	2.17%	0.01%	+13.5%	Q3 2023
MSFTMicrosoft Corp	$16.9M	2.06%	0.00%	Not reported	Q3 2023
LLYELI LILLY & Co	$16.1M	1.97%	0.00%	+7.7%	Q3 2023
LBRDALiberty Broadband Corp	$15.2M	1.86%	Not reported	Not reported	Q3 2023
QCOMQualcomm Inc	$14M	1.71%	0.01%	+19.1%	Q3 2023
AVGOBroadcom Inc.	$13.7M	1.67%	0.00%	Not reported	Q3 2023
FANGDiamondback Energy, Inc.	$12.2M	1.49%	0.02%	Not reported	Q3 2023
FWONALiberty Media Corp	$10.1M	1.24%	Not reported	Not reported	Q3 2023
AAPLApple Inc.	$9.96M	1.22%	0.00%	0.0%	Q3 2023
COPConocophillips	$9.19M	1.12%	0.01%	Not reported	Q4 2023
MUMicron Technology Inc	$8.8M	1.08%	0.01%	+36.7%	Q3 2023
HDHome Depot, Inc.	$7.75M	0.95%	0.00%	Not reported	Q3 2023
SPYSPDR S&P 500 ETF Trust	$7.17M	0.88%	Not reported	Not reported	Q3 2023
LRCXLam Research Corp	$6.76M	0.83%	0.00%	+12.2%	Q3 2023
CMCSAComcast Corp	$6.61M	0.81%	0.00%	Not reported	Q4 2023
HCAHCA Healthcare, Inc.	$6.2M	0.76%	0.01%	Not reported	Q4 2023
TSMTaiwan Semiconductor Manufacturing Co Ltd	$5.38M	0.66%	0.00%	+10.3%	Q3 2023
DISWalt Disney Co	$4.57M	0.56%	0.00%	-11.7%	Q3 2023
BABoeing Co	$4.29M	0.52%	0.00%	Not reported	Q3 2023
NXPINXP Semiconductors N.V.	$4.08M	0.50%	0.01%	+17.3%	Q4 2023
LINLinde PLC	$4.01M	0.49%	0.00%	Not reported	Q4 2023
KLACKla Corp	$3.87M	0.47%	0.00%	Not reported	Q3 2023
USOUnited States Oil Fund, LP	$3.7M	0.45%	0.31%	Not reported	Q4 2023
AWKAmerican Water Works Company, Inc.	$3.66M	0.45%	0.01%	Not reported	Q4 2023
CRMSalesforce, Inc.	$3.53M	0.43%	0.00%	Not reported	Q3 2023
PANWPalo Alto Networks Inc	$3.39M	0.41%	0.00%	Not reported	Q3 2023
UPSUnited Parcel Service Inc	$3.21M	0.39%	0.00%	+39.0%	Q3 2023
MAMastercard Inc	$2.96M	0.36%	0.00%	Not reported	Q3 2023
LULUlululemon athletica inc.	$2.85M	0.35%	0.01%	New	Q3 2024
AAPAdvance Auto Parts Inc	$2.71M	0.33%	0.12%	+117.2%	Q3 2023
WYWeyerhaeuser Co	$2.71M	0.33%	0.01%	Not reported	Q4 2023
TRVTravelers Companies, Inc.	$2.34M	0.29%	0.00%	Not reported	Q4 2023
VVisa Inc.	$2.34M	0.29%	0.00%	Not reported	Q3 2023
INTCIntel Corp	$2.26M	0.28%	0.00%	+196.9%	Q3 2023
BACBank of America Corp	$1.98M	0.24%	0.00%	Not reported	Q1 2024
ARMArm Holdings PLC	$1.96M	0.24%	0.00%	+270.3%	Q2 2024
JPMJPMorgan Chase & Co	$1.92M	0.24%	0.00%	Not reported	Q3 2023
ADBEAdobe Inc.	$1.87M	0.23%	0.00%	-57.0%	Q3 2023
SYKStryker Corp	$1.81M	0.22%	0.00%	Not reported	Q4 2023
AIGAmerican International Group, Inc.	$1.61M	0.20%	0.00%	Not reported	Q4 2023

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