FFG Partners, LLC

13F filer · CIK 0002045972

Reported Jul 9, 2026

Net buyer this quarter

13F portfolio value$352MU.S. long equity reported on 13F

Positions3110 new · 5 closed

Net flow last quarter+$47.3MBuys minus sells

Top 10 positions weight51.1%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 9, 202631 positions
MUMicron Technology Inc	$28.2M	8.01%	0.00%	-15.1%	Q1 2026
NVDANvidia Corp	$26.6M	7.54%	0.00%	-4.5%	Q4 2023
AVGOBroadcom Inc.	$19.9M	5.66%	0.00%	-1.0%	Q2 2024
ETEnergy Transfer LP	$16.9M	4.79%	0.03%	-0.6%	Q4 2023
GLDSPDR Gold Trust	$16.6M	4.70%	0.01%	-13.6%	Q4 2023
PLTRPalantir Technologies Inc.	$16.5M	4.69%	0.01%	-0.8%	Q4 2024
CATCaterpillar Inc	$15.1M	4.30%	0.00%	New	Q2 2026
GOOGLAlphabet Inc.	$15M	4.25%	0.00%	+0.4%	Q4 2023
GSGoldman Sachs Group Inc	$12.6M	3.58%	0.00%	-4.5%	Q1 2026
JNJJohnson & Johnson	$12.6M	3.57%	0.00%	New	Q2 2026
GNRCGenerac Holdings Inc.	$12.4M	3.53%	0.07%	+176.8%	Q1 2026
JPMJPMorgan Chase & Co	$12.1M	3.44%	0.00%	-5.8%	Q1 2025
LLYELI LILLY & Co	$11.8M	3.36%	0.00%	+153.6%	Q4 2023
INTCIntel Corp	$11.7M	3.33%	0.00%	New	Q2 2026
SNDKSandisk Corp	$11.6M	3.30%	0.00%	New	Q2 2026
DKSDick'S Sporting Goods, Inc.	$11.5M	3.26%	0.05%	New	Q2 2026
POWRPowersecure International, Inc.	$11.1M	3.16%	Not reported	New	Q2 2026
AMZNAmazon Com Inc	$11.1M	3.14%	0.00%	-32.5%	Q4 2023
VRTVertiv Holdings Co	$10.5M	2.98%	0.01%	+0.5%	Q4 2025
ASMLAsml Holding NV	$8.4M	2.38%	0.00%	+92.2%	Q3 2024
COSTCostco Wholesale Corp	$7.86M	2.23%	0.00%	-1.4%	Q4 2023
MARMarriott International Inc	$6.37M	1.81%	0.01%	New	Q2 2026
GEVGE Vernova Inc.	$5.84M	1.66%	0.00%	New	Q2 2026
TSLATesla, Inc.	$2.69M	0.76%	0.00%	-12.3%	Q2 2025
BTCGrayscale Bitcoin Mini Trust ETF	$1.64M	0.47%	0.05%	New	Q2 2026
NVONovo Nordisk A S	$1.23M	0.35%	Not reported	-61.9%	Q4 2023
IAUIshares Gold Trust	$953K	0.27%	0.00%	-21.9%	Q4 2023
HUMHumana Inc	$691K	0.20%	0.00%	+0.4%	Q1 2026
GOOGAlphabet Inc.	$675K	0.19%	Not reported	-43.6%	Q4 2023
TSMTaiwan Semiconductor Manufacturing Co Ltd	$501K	0.14%	0.00%	+0.2%	Q4 2024
AAPLApple Inc.	$237K	0.07%	0.00%	Not reported	Q4 2023
Q1 2026Reported Apr 17, 202626 positions
NVDANvidia Corp	$24.3M	9.60%	0.00%	-40.0%	Q4 2023
GLDSPDR Gold Trust	$22.4M	8.86%	0.01%	-6.7%	Q4 2023
PLTRPalantir Technologies Inc.	$20.9M	8.27%	0.01%	-8.9%	Q4 2024
ETEnergy Transfer LP	$17.2M	6.79%	0.03%	+4.0%	Q4 2023
AVGOBroadcom Inc.	$16.5M	6.53%	0.00%	+0.3%	Q2 2024
AMZNAmazon Com Inc	$14.3M	5.67%	0.00%	-33.6%	Q4 2023
GOOGLAlphabet Inc.	$12M	4.75%	0.00%	-1.2%	Q4 2023
METAMeta Platforms, Inc.	$11.8M	4.67%	Not reported	+1.7%	Q4 2023
JPMJPMorgan Chase & Co	$11.6M	4.58%	0.00%	-32.9%	Q1 2025
GSGoldman Sachs Group Inc	$11.1M	4.37%	0.00%	New	Q1 2026
MUMicron Technology Inc	$9.73M	3.85%	0.00%	New	Q1 2026
ULTAUlta Beauty, Inc.	$9.64M	3.82%	0.04%	+12.1%	Q3 2025
CRWDCrowdStrike Holdings, Inc.	$9.07M	3.59%	0.01%	+3.8%	Q1 2024
COSTCostco Wholesale Corp	$8.49M	3.36%	0.00%	-0.1%	Q4 2023
VRTVertiv Holdings Co	$7.82M	3.10%	0.01%	+1.5%	Q4 2025
LLYELI LILLY & Co	$3.58M	1.42%	0.00%	Not reported	Q4 2023
GNRCGenerac Holdings Inc.	$2.99M	1.19%	0.03%	New	Q1 2026
ASMLAsml Holding NV	$2.9M	1.15%	0.00%	+9.6%	Q3 2024
TSLATesla, Inc.	$2.71M	1.07%	0.00%	+220.0%	Q2 2025
NVONovo Nordisk A S	$2.48M	0.98%	Not reported	Not reported	Q4 2023
IAUIshares Gold Trust	$1.42M	0.56%	0.00%	-6.7%	Q4 2023
PANWPalo Alto Networks Inc	$1.1M	0.43%	0.00%	-34.7%	Q4 2023
GOOGAlphabet Inc.	$972K	0.38%	Not reported	-13.5%	Q4 2023
MSFTMicrosoft Corp	$483K	0.19%	0.00%	-52.4%	Q4 2023
TSMTaiwan Semiconductor Manufacturing Co Ltd	$354K	0.14%	0.00%	+0.2%	Q4 2024
HUMHumana Inc	$300K	0.12%	0.00%	New	Q1 2026
Q4 2025Reported Jan 23, 202632 positions
NVDANvidia Corp	$43.2M	12.53%	0.00%	-4.7%	Q4 2023
PLTRPalantir Technologies Inc.	$27.9M	8.08%	0.01%	-0.4%	Q4 2024
AMZNAmazon Com Inc	$23.9M	6.93%	0.00%	-0.5%	Q4 2023
GLDSPDR Gold Trust	$22.1M	6.41%	0.02%	-0.4%	Q4 2023
HOODRobinhood Markets, Inc.	$19.5M	5.65%	0.07%	0.0%	Q2 2025
JPMJPMorgan Chase & Co	$18.9M	5.48%	0.00%	+1.0%	Q1 2025
AVGOBroadcom Inc.	$18.4M	5.34%	0.00%	+0.6%	Q2 2024
CBOECboe Global Markets, Inc.	$15.6M	4.51%	0.06%	+0.6%	Q3 2025
ETEnergy Transfer LP	$14.1M	4.09%	0.02%	-31.1%	Q4 2023
METAMeta Platforms, Inc.	$13.4M	3.88%	Not reported	+65.2%	Q4 2023
GOOGLAlphabet Inc.	$13.2M	3.84%	0.00%	+0.2%	Q4 2023
NFLXNetflix Inc	$11.9M	3.44%	0.00%	+14.6%	Q2 2025
CRWDCrowdStrike Holdings, Inc.	$10.5M	3.04%	0.01%	+1.5%	Q1 2024
ULTAUlta Beauty, Inc.	$9.95M	2.89%	0.04%	-0.1%	Q3 2025
SPOTSpotify Technology S.A.	$9.56M	2.77%	0.01%	+0.1%	Q2 2025
AVAVAeroVironment Inc	$8.87M	2.57%	0.07%	+25.7%	Q3 2025
SHOPShopify Inc.	$8.15M	2.36%	0.01%	+0.7%	Q3 2025
COSTCostco Wholesale Corp	$7.36M	2.13%	0.00%	-51.5%	Q4 2023
OKLOOklo Inc.	$6.68M	1.94%	0.06%	+1.2%	Q3 2025
IBITiShares Bitcoin Trust ETF	$5.03M	1.46%	0.01%	-44.5%	Q2 2025
VRTVertiv Holdings Co	$4.98M	1.44%	0.01%	New	Q4 2025
DGDollar General Corp	$4.52M	1.31%	0.02%	New	Q4 2025
ETHAiShares Ethereum Trust ETF	$3.63M	1.05%	0.03%	-42.0%	Q2 2025
ASMLAsml Holding NV	$2.15M	0.62%	0.00%	Not reported	Q3 2024
PANWPalo Alto Networks Inc	$1.93M	0.56%	0.00%	-5.0%	Q4 2023
CGCarlyle Group Inc.	$1.6M	0.46%	0.01%	-0.7%	Q3 2025
IAUIshares Gold Trust	$1.4M	0.41%	0.00%	+0.4%	Q4 2023
MSFTMicrosoft Corp	$1.33M	0.38%	0.00%	+0.2%	Q4 2023
GOOGAlphabet Inc.	$1.23M	0.36%	Not reported	+0.1%	Q4 2023
AAPLApple Inc.	$1.12M	0.33%	0.00%	+0.1%	Q4 2023
TSLATesla, Inc.	$1.03M	0.30%	0.00%	Not reported	Q2 2025
TSMTaiwan Semiconductor Manufacturing Co Ltd	$317K	0.09%	0.00%	+0.2%	Q4 2024
Q3 2025Reported Oct 17, 202530 positions
NVDANvidia Corp	$45.4M	12.30%	0.00%	-1.7%	Q4 2023
PLTRPalantir Technologies Inc.	$28.7M	7.78%	0.01%	-1.3%	Q4 2024
HOODRobinhood Markets, Inc.	$24.6M	6.68%	0.07%	+0.9%	Q2 2025
AMZNAmazon Com Inc	$22.9M	6.20%	0.00%	+0.6%	Q4 2023
ETEnergy Transfer LP	$21.3M	5.77%	0.04%	-5.4%	Q4 2023
GLDSPDR Gold Trust	$19.9M	5.40%	0.02%	-4.3%	Q4 2023
JPMJPMorgan Chase & Co	$18.3M	4.96%	0.00%	+3607.1%	Q1 2025
AVGOBroadcom Inc.	$17.5M	4.73%	0.00%	-0.6%	Q2 2024
COSTCostco Wholesale Corp	$16.3M	4.41%	0.00%	+2.7%	Q4 2023
CBOECboe Global Markets, Inc.	$15.1M	4.10%	0.06%	New	Q3 2025
UBERUber Technologies, Inc	$14.1M	3.83%	0.01%	+17.4%	Q2 2025
NFLXNetflix Inc	$13.2M	3.59%	0.00%	+59.7%	Q2 2025
IBITiShares Bitcoin Trust ETF	$11.9M	3.22%	0.01%	+161.9%	Q2 2025
SPOTSpotify Technology S.A.	$11.5M	3.11%	0.01%	+7.4%	Q2 2025
CRWDCrowdStrike Holdings, Inc.	$10.8M	2.93%	0.01%	+1.2%	Q1 2024
OKLOOklo Inc.	$10.3M	2.78%	0.06%	New	Q3 2025
GOOGLAlphabet Inc.	$10.3M	2.78%	0.00%	+1.3%	Q4 2023
AVAVAeroVironment Inc	$9.19M	2.49%	0.06%	New	Q3 2025
METAMeta Platforms, Inc.	$9.01M	2.44%	Not reported	+28.0%	Q4 2023
ULTAUlta Beauty, Inc.	$9M	2.44%	0.04%	New	Q3 2025
ETHAiShares Ethereum Trust ETF	$8.78M	2.38%	0.07%	+294.7%	Q2 2025
SHOPShopify Inc.	$7.47M	2.03%	0.01%	New	Q3 2025
PANWPalo Alto Networks Inc	$2.25M	0.61%	0.00%	+3.1%	Q4 2023
CGCarlyle Group Inc.	$1.71M	0.46%	0.01%	New	Q3 2025
MSFTMicrosoft Corp	$1.42M	0.38%	0.00%	+2.3%	Q4 2023
IAUIshares Gold Trust	$1.25M	0.34%	0.00%	-6.4%	Q4 2023
AAPLApple Inc.	$1.05M	0.29%	0.00%	+1.9%	Q4 2023
TSLATesla, Inc.	$1.01M	0.27%	0.00%	+7.8%	Q2 2025
GOOGAlphabet Inc.	$953K	0.26%	Not reported	-4.2%	Q4 2023
TSMTaiwan Semiconductor Manufacturing Co Ltd	$291K	0.08%	0.00%	+0.3%	Q4 2024

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