Cache Advisors, LLC

13F filer · CIK 0002052593

Reported Jul 14, 2026

Net buyer this quarter

13F portfolio value$1.18BU.S. long equity reported on 13F

Positions12819 new · 69 closed

Net flow last quarter+$161MBuys minus sells

Top 10 positions weight33.8%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 14, 2026128 positions
NVDANvidia Corp	$77.9M	6.61%	0.00%	Not reported	Q4 2024
AAPLApple Inc.	$69.7M	5.91%	0.00%	+3.0%	Q4 2024
AVGOBroadcom Inc.	$50.3M	4.26%	0.00%	+1.0%	Q4 2024
GOOGAlphabet Inc.	$38.6M	3.27%	Not reported	Not reported	Q4 2024
AMZNAmazon Com Inc	$37.9M	3.22%	0.00%	+18.5%	Q4 2024
MSFTMicrosoft Corp	$35M	2.97%	0.00%	+20.4%	Q4 2024
METAMeta Platforms, Inc.	$27.3M	2.32%	Not reported	+0.6%	Q4 2024
ANETArista Networks, Inc.	$22.3M	1.89%	0.01%	+92.5%	Q4 2024
GOOGLAlphabet Inc.	$21M	1.78%	0.00%	+0.3%	Q4 2024
ROIVRoivant Sciences Ltd.	$19.1M	1.62%	0.07%	New	Q2 2026
TSLATesla, Inc.	$17.9M	1.52%	0.00%	+10.7%	Q4 2024
AMDAdvanced Micro Devices Inc	$16.2M	1.37%	0.00%	+299.1%	Q2 2025
SNDKSandisk Corp	$15M	1.27%	0.00%	+114.6%	Q1 2026
MUMicron Technology Inc	$15M	1.27%	0.00%	+566.8%	Q1 2026
WDCWestern Digital Corp	$14.8M	1.26%	0.01%	+77.1%	Q1 2026
AMATApplied Materials Inc	$12.9M	1.10%	0.00%	+31.2%	Q1 2026
PLTRPalantir Technologies Inc.	$10.5M	0.89%	0.00%	+30.4%	Q4 2024
SNOWSnowflake Inc.	$10.4M	0.88%	0.01%	+906.1%	Q4 2024
LRCXLam Research Corp	$10.2M	0.87%	0.00%	+37.3%	Q4 2024
DDOGDatadog, Inc.	$10.2M	0.86%	0.05%	+49.9%	Q4 2024
PANWPalo Alto Networks Inc	$8.55M	0.73%	0.00%	Not reported	Q2 2025
DASHDoorDash, Inc.	$8.03M	0.68%	Not reported	+23.3%	Q4 2024
NFLXNetflix Inc	$7.84M	0.67%	0.00%	Not reported	Q4 2024
MRVLMarvell Technology, Inc.	$6.91M	0.59%	0.00%	+96.4%	Q4 2024
UBERUber Technologies, Inc	$5.52M	0.47%	0.00%	+52.1%	Q4 2024
CRWDCrowdStrike Holdings, Inc.	$5.35M	0.45%	0.00%	Not reported	Q4 2024
JNJJohnson & Johnson	$4.46M	0.38%	0.00%	+13.9%	Q4 2024
QCOMQualcomm Inc	$4.38M	0.37%	0.00%	+18.6%	Q4 2024
TWLOTwilio Inc	$4.38M	0.37%	0.01%	+350.7%	Q4 2024
INTCIntel Corp	$4.16M	0.35%	0.00%	+7346.5%	Q1 2026
CSCOCisco Systems, Inc.	$4.15M	0.35%	0.00%	+22.3%	Q4 2025
GSGoldman Sachs Group Inc	$3.91M	0.33%	0.00%	+35.0%	Q4 2024
FLEXFlex Ltd.	$3.84M	0.33%	0.01%	New	Q2 2026
COINCoinbase Global, Inc.	$3.62M	0.31%	0.01%	+421.1%	Q4 2024
ADBEAdobe Inc.	$3.61M	0.31%	0.00%	+311.2%	Q1 2025
NOWServiceNow, Inc.	$2.91M	0.25%	0.00%	+844.1%	Q4 2024
ACNAccenture plc	$2.81M	0.24%	0.00%	+278.3%	Q4 2024
ONOn Semiconductor Corp	$2.75M	0.23%	0.01%	New	Q2 2026
KLACKla Corp	$2.74M	0.23%	0.00%	Not reported	Q4 2025
ABBVAbbVie Inc.	$2.61M	0.22%	0.00%	Not reported	Q1 2026
TMUST-Mobile US, Inc.	$2.59M	0.22%	0.00%	+5706.8%	Q1 2026
STXSeagate Technology Holdings plc	$2.57M	0.22%	0.00%	New	Q2 2026
COSTCostco Wholesale Corp	$2.48M	0.21%	0.00%	+60.7%	Q4 2024
LLYELI LILLY & Co	$2.47M	0.21%	0.00%	Not reported	Q4 2024
VVisa Inc.	$2.43M	0.21%	0.00%	+102.5%	Q4 2025
ABNBAirbnb, Inc.	$2.43M	0.21%	Not reported	Not reported	Q4 2024
AXONAxon Enterprise, Inc.	$2.34M	0.20%	0.01%	Not reported	Q4 2024
NSCNorfolk Southern Corp	$2.33M	0.20%	0.00%	Not reported	Q4 2024
REGNRegeneron Pharmaceuticals, Inc.	$2.21M	0.19%	0.00%	Not reported	Q4 2024
HQYHealthequity, Inc.	$2.08M	0.18%	0.03%	New	Q2 2026

Q1 2026Reported Apr 17, 2026178 positions
NVDANvidia Corp	$67.9M	7.84%	0.00%	+7.9%	Q4 2024
AAPLApple Inc.	$59.3M	6.85%	0.00%	-4.1%	Q4 2024
AVGOBroadcom Inc.	$40.8M	4.71%	0.00%	-4.4%	Q4 2024
GOOGAlphabet Inc.	$31.3M	3.62%	Not reported	+1.2%	Q4 2024
MSFTMicrosoft Corp	$28.8M	3.33%	0.00%	+24.1%	Q4 2024
AMZNAmazon Com Inc	$28M	3.23%	0.00%	+14.4%	Q4 2024
METAMeta Platforms, Inc.	$27.6M	3.19%	Not reported	+42.8%	Q4 2024
GOOGLAlphabet Inc.	$16.9M	1.95%	0.00%	+16.9%	Q4 2024
TSLATesla, Inc.	$14.1M	1.63%	0.00%	+13.5%	Q4 2024
NFLXNetflix Inc	$10.6M	1.22%	0.00%	+2.6%	Q4 2024
PLTRPalantir Technologies Inc.	$10.1M	1.17%	0.00%	+15.2%	Q4 2024
ANETArista Networks, Inc.	$8.39M	0.97%	0.01%	+33.7%	Q4 2024
DASHDoorDash, Inc.	$5.3M	0.61%	Not reported	-63.4%	Q4 2024
AMATApplied Materials Inc	$4.65M	0.54%	0.00%	New	Q1 2026
PANWPalo Alto Networks Inc	$4.02M	0.46%	0.00%	+24.9%	Q2 2025
JNJJohnson & Johnson	$3.77M	0.44%	0.00%	+61.0%	Q4 2024
LRCXLam Research Corp	$3.67M	0.42%	0.00%	+52.7%	Q4 2024
UBERUber Technologies, Inc	$3.62M	0.42%	0.00%	-4.2%	Q4 2024
WDCWestern Digital Corp	$3.54M	0.41%	0.00%	New	Q1 2026
DDOGDatadog, Inc.	$3.07M	0.36%	0.03%	Not reported	Q4 2024
REGNRegeneron Pharmaceuticals, Inc.	$2.74M	0.32%	0.00%	Not reported	Q4 2024
CRWDCrowdStrike Holdings, Inc.	$2.74M	0.32%	0.00%	+1.5%	Q4 2024
QCOMQualcomm Inc	$2.58M	0.30%	0.00%	+72.5%	Q4 2024
GSGoldman Sachs Group Inc	$2.42M	0.28%	0.00%	+11.3%	Q4 2024
ABBVAbbVie Inc.	$2.25M	0.26%	0.00%	New	Q1 2026
CSCOCisco Systems, Inc.	$2.24M	0.26%	0.00%	+44.5%	Q4 2025
ABNBAirbnb, Inc.	$2.14M	0.25%	Not reported	Not reported	Q4 2024
NSCNorfolk Southern Corp	$2.13M	0.25%	0.00%	Not reported	Q4 2024
SNDKSandisk Corp	$1.95M	0.23%	0.00%	New	Q1 2026
LLYELI LILLY & Co	$1.89M	0.22%	0.00%	Not reported	Q4 2024
CRMSalesforce, Inc.	$1.89M	0.22%	0.00%	+4.5%	Q4 2024
INTUIntuit Inc.	$1.82M	0.21%	0.00%	+4.9%	Q4 2024
NUNu Holdings Ltd.	$1.79M	0.21%	Not reported	-54.3%	Q4 2024
AXONAxon Enterprise, Inc.	$1.78M	0.21%	0.01%	Not reported	Q4 2024
GILDGilead Sciences, Inc.	$1.73M	0.20%	0.00%	+13.8%	Q4 2024
COSTCostco Wholesale Corp	$1.65M	0.19%	0.00%	+7.8%	Q4 2024
PCORProcore Technologies, Inc.	$1.52M	0.18%	0.02%	-25.6%	Q4 2024
SHOPShopify Inc.	$1.52M	0.18%	0.00%	+7.7%	Q3 2025
AMDAdvanced Micro Devices Inc	$1.42M	0.16%	0.00%	+75.0%	Q2 2025
PEverpure, Inc.	$1.38M	0.16%	0.01%	Not reported	Q4 2024
KLACKla Corp	$1.34M	0.15%	0.00%	+26.9%	Q4 2025
CDNSCadence Design Systems Inc	$1.33M	0.15%	0.00%	+239.7%	Q4 2025
ASMLAsml Holding NV	$1.32M	0.15%	0.00%	Not reported	Q4 2025
ACNAccenture plc	$1.18M	0.14%	0.00%	-23.8%	Q4 2024
MRVLMarvell Technology, Inc.	$1.17M	0.14%	0.00%	Not reported	Q4 2024
PTGXProtagonist Therapeutics, Inc	$1.07M	0.12%	0.02%	Not reported	Q4 2024
VVisa Inc.	$1.06M	0.12%	0.00%	Not reported	Q4 2025
ADBEAdobe Inc.	$1.04M	0.12%	0.00%	Not reported	Q1 2025
ZSZscaler, Inc.	$1M	0.12%	0.00%	Not reported	Q4 2024
HOODRobinhood Markets, Inc.	$998K	0.12%	0.01%	-45.5%	Q3 2025

Q4 2025Reported Jan 22, 2026109 positions
NVDANvidia Corp	$67.3M	8.27%	0.00%	+29.1%	Q4 2024
AAPLApple Inc.	$66.3M	8.14%	0.00%	+23.0%	Q4 2024
AVGOBroadcom Inc.	$47.7M	5.86%	0.00%	+35.5%	Q4 2024
GOOGAlphabet Inc.	$33.9M	4.16%	Not reported	-15.5%	Q4 2024
MSFTMicrosoft Corp	$30.4M	3.73%	0.00%	+12.0%	Q4 2024
AMZNAmazon Com Inc	$27.1M	3.33%	0.00%	+57.6%	Q4 2024
METAMeta Platforms, Inc.	$22.3M	2.74%	Not reported	+5.5%	Q4 2024
DASHDoorDash, Inc.	$21.8M	2.68%	Not reported	+337.7%	Q4 2024
GOOGLAlphabet Inc.	$15.7M	1.93%	0.00%	+22.3%	Q4 2024
TSLATesla, Inc.	$15.1M	1.85%	0.00%	-24.5%	Q4 2024
PLTRPalantir Technologies Inc.	$10.7M	1.31%	0.00%	-45.7%	Q4 2024
NFLXNetflix Inc	$10M	1.23%	0.00%	+25.0%	Q4 2024
ANETArista Networks, Inc.	$6.7M	0.82%	0.00%	-30.5%	Q4 2024
NUNu Holdings Ltd.	$4.55M	0.56%	Not reported	+87.0%	Q4 2024
UBERUber Technologies, Inc	$4.29M	0.53%	0.00%	-25.8%	Q4 2024
PANWPalo Alto Networks Inc	$3.7M	0.45%	0.00%	Not reported	Q2 2025
DDOGDatadog, Inc.	$3.54M	0.44%	0.03%	+49.8%	Q4 2024
CRWDCrowdStrike Holdings, Inc.	$3.24M	0.40%	0.00%	Not reported	Q4 2024
HOODRobinhood Markets, Inc.	$2.99M	0.37%	0.01%	+389.1%	Q3 2025
REGNRegeneron Pharmaceuticals, Inc.	$2.74M	0.34%	0.00%	-43.7%	Q4 2024
INTUIntuit Inc.	$2.66M	0.33%	0.00%	Not reported	Q4 2024
PCORProcore Technologies, Inc.	$2.61M	0.32%	0.02%	+34.4%	Q4 2024
CRMSalesforce, Inc.	$2.56M	0.31%	0.00%	-23.0%	Q4 2024
SNOWSnowflake Inc.	$2.44M	0.30%	0.00%	+175.0%	Q4 2024
AXONAxon Enterprise, Inc.	$2.38M	0.29%	0.01%	+363.1%	Q4 2024
ABNBAirbnb, Inc.	$2.3M	0.28%	Not reported	Not reported	Q4 2024
GSGoldman Sachs Group Inc	$2.26M	0.28%	0.00%	+3.0%	Q4 2024
LLYELI LILLY & Co	$2.21M	0.27%	0.00%	-42.8%	Q4 2024
NSCNorfolk Southern Corp	$2.14M	0.26%	0.00%	Not reported	Q4 2024
ACNAccenture plc	$2.1M	0.26%	0.00%	Not reported	Q4 2024
JNJJohnson & Johnson	$1.98M	0.24%	0.00%	+16.1%	Q4 2024
QCOMQualcomm Inc	$1.98M	0.24%	0.00%	+44.6%	Q4 2024
LRCXLam Research Corp	$1.93M	0.24%	0.00%	+4.3%	Q4 2024
ZSZscaler, Inc.	$1.61M	0.20%	0.00%	Not reported	Q4 2024
PEverpure, Inc.	$1.57M	0.19%	0.01%	-11.8%	Q4 2024
CSCOCisco Systems, Inc.	$1.54M	0.19%	0.00%	New	Q4 2025
GEVGE Vernova Inc.	$1.52M	0.19%	0.00%	-41.6%	Q3 2025
ADBEAdobe Inc.	$1.5M	0.18%	0.00%	+118.0%	Q1 2025
SHOPShopify Inc.	$1.37M	0.17%	0.00%	Not reported	Q3 2025
GILDGilead Sciences, Inc.	$1.34M	0.16%	0.00%	Not reported	Q4 2024
COSTCostco Wholesale Corp	$1.32M	0.16%	0.00%	Not reported	Q4 2024
APPAppLovin Corp	$1.27M	0.16%	0.00%	-69.6%	Q4 2024
VVisa Inc.	$1.23M	0.15%	0.00%	New	Q4 2025
COINCoinbase Global, Inc.	$1.07M	0.13%	0.00%	-59.5%	Q4 2024
ASMLAsml Holding NV	$1.07M	0.13%	0.00%	New	Q4 2025
UNHUnitedhealth Group Inc	$1.07M	0.13%	0.00%	Not reported	Q4 2024
MRVLMarvell Technology, Inc.	$1M	0.12%	0.00%	Not reported	Q4 2024
ISRGIntuitive Surgical Inc	$996K	0.12%	0.00%	+142.0%	Q4 2024
ORCLOracle Corp	$969K	0.12%	0.00%	+255.0%	Q3 2025
MAMastercard Inc	$968K	0.12%	0.00%	New	Q4 2025

Q3 2025Reported Nov 12, 2025102 positions
NVDANvidia Corp	$52.2M	9.10%	0.00%	-1.9%	Q4 2024
AAPLApple Inc.	$50.4M	8.80%	0.00%	+7.9%	Q4 2024
AVGOBroadcom Inc.	$33.6M	5.86%	0.00%	+4.0%	Q4 2024
GOOGAlphabet Inc.	$31.1M	5.43%	Not reported	+7.7%	Q4 2024
MSFTMicrosoft Corp	$29M	5.06%	0.00%	+30.1%	Q4 2024
METAMeta Platforms, Inc.	$23.5M	4.10%	Not reported	-9.9%	Q4 2024
PLTRPalantir Technologies Inc.	$20.1M	3.51%	0.00%	-10.8%	Q4 2024
TSLATesla, Inc.	$19.7M	3.44%	0.00%	-10.9%	Q4 2024
AMZNAmazon Com Inc	$16.4M	2.85%	0.00%	+28.5%	Q4 2024
ANETArista Networks, Inc.	$10.7M	1.87%	0.01%	-22.9%	Q4 2024
NFLXNetflix Inc	$10.3M	1.79%	0.00%	+2.9%	Q4 2024
GOOGLAlphabet Inc.	$9.98M	1.74%	0.00%	+14.9%	Q4 2024
UBERUber Technologies, Inc	$6.94M	1.21%	0.00%	+4.3%	Q4 2024
DASHDoorDash, Inc.	$5.99M	1.05%	Not reported	-8.7%	Q4 2024
NKENIKE, Inc.	$5.63M	0.98%	0.00%	New	Q3 2025
APPAppLovin Corp	$4.46M	0.78%	0.00%	-40.6%	Q4 2024
PANWPalo Alto Networks Inc	$4.09M	0.71%	0.00%	+97.3%	Q2 2025
COINCoinbase Global, Inc.	$3.96M	0.69%	0.00%	-18.3%	Q4 2024
BRK.BBerkshire Hathaway Inc	$3.67M	0.64%	Not reported	+919.7%	Q2 2025
REGNRegeneron Pharmaceuticals, Inc.	$3.54M	0.62%	0.01%	-26.9%	Q4 2024
CRWDCrowdStrike Holdings, Inc.	$3.39M	0.59%	0.00%	+42.7%	Q4 2024
CRMSalesforce, Inc.	$2.97M	0.52%	0.00%	Not reported	Q4 2024
LLYELI LILLY & Co	$2.75M	0.48%	0.00%	Not reported	Q4 2024
INTUIntuit Inc.	$2.74M	0.48%	0.00%	Not reported	Q4 2024
NOWServiceNow, Inc.	$2.56M	0.45%	0.00%	Not reported	Q4 2024
DDOGDatadog, Inc.	$2.48M	0.43%	0.02%	-31.5%	Q4 2024
GEVGE Vernova Inc.	$2.45M	0.43%	0.00%	New	Q3 2025
NUNu Holdings Ltd.	$2.33M	0.41%	Not reported	-67.1%	Q4 2024
NSCNorfolk Southern Corp	$2.23M	0.39%	0.00%	Not reported	Q4 2024
PEverpure, Inc.	$2.22M	0.39%	0.01%	-53.3%	Q4 2024
ZSZscaler, Inc.	$2.14M	0.37%	0.00%	+168.0%	Q4 2024
XYZBlock, Inc.	$2.07M	0.36%	Not reported	+200.6%	Q4 2024
ABNBAirbnb, Inc.	$2.06M	0.36%	Not reported	+9.2%	Q4 2024
GSGoldman Sachs Group Inc	$1.99M	0.35%	0.00%	Not reported	Q4 2024
PCORProcore Technologies, Inc.	$1.95M	0.34%	0.02%	-44.8%	Q4 2024
ACNAccenture plc	$1.93M	0.34%	0.00%	Not reported	Q4 2024
JNJJohnson & Johnson	$1.53M	0.27%	0.00%	Not reported	Q4 2024
LRCXLam Research Corp	$1.44M	0.25%	0.00%	Not reported	Q4 2024
COSTCostco Wholesale Corp	$1.42M	0.25%	0.00%	+140.1%	Q4 2024
HIMSHims & Hers Health, Inc.	$1.41M	0.25%	Not reported	+3.5%	Q2 2025
QCOMQualcomm Inc	$1.33M	0.23%	0.00%	+24.0%	Q4 2024
SHOPShopify Inc.	$1.27M	0.22%	0.00%	New	Q3 2025
GILDGilead Sciences, Inc.	$1.21M	0.21%	0.00%	Not reported	Q4 2024
UNHUnitedhealth Group Inc	$1.12M	0.19%	0.00%	+110.8%	Q4 2024
DOCSDoximity, Inc.	$1.03M	0.18%	0.01%	Not reported	Q4 2024
MRVLMarvell Technology, Inc.	$993K	0.17%	0.00%	Not reported	Q4 2024
NTNXNutanix, Inc.	$984K	0.17%	0.00%	-62.8%	Q4 2024
WDAYWorkday, Inc.	$970K	0.17%	0.00%	Not reported	Q4 2024
VRSNVerisign Inc	$925K	0.16%	0.00%	Not reported	Q4 2024
SNOWSnowflake Inc.	$913K	0.16%	0.00%	-84.6%	Q4 2024

Premium opens every quarter this fund has filed