Scratch Capital LLC
Net buyer this quarter
$201M
21
+$1.16M
6.6%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 BROS | $2.51M | 1.24% | 0.02% | +194.5% | Q4 2024 |
 MU | $2.42M | 1.20% | 0.00% | -22.5% | Q1 2025 |
 NVDA | $1.7M | 0.84% | 0.00% | +1.5% | Q4 2024 |
 SPY | $1.42M | 0.70% | Not reported | Not reported | Q4 2024 |
 CSCO | $1.12M | 0.56% | 0.00% | -2.5% | Q1 2025 |
 DFAX | $929K | 0.46% | Not reported | +0.5% | Q4 2024 |
 WFC | $911K | 0.45% | 0.00% | -5.7% | Q4 2024 |
 WMT | $847K | 0.42% | 0.00% | -2.6% | Q1 2025 |
 GME | $779K | 0.39% | 0.01% | +44.1% | Q4 2024 |
 INTU | $754K | 0.37% | 0.00% | -3.2% | Q4 2024 |
 AAPL | $722K | 0.36% | 0.00% | +11.6% | Q4 2024 |
 MSFT | $567K | 0.28% | 0.00% | +14.7% | Q4 2024 |
 AMZN | $379K | 0.19% | 0.00% | +32.8% | Q4 2025 |
 GOOGL | $362K | 0.18% | 0.00% | +11.4% | Q3 2025 |
 META | $268K | 0.13% | Not reported | Not reported | Q1 2026 |
 ORCL | $256K | 0.13% | 0.00% | -1.9% | Q4 2024 |
 TSLA | $242K | 0.12% | 0.00% | -0.9% | Q3 2025 |
 HD | $221K | 0.11% | 0.00% | -6.3% | Q4 2024 |
 NAK | $62.3K | 0.03% | 0.01% | Not reported | Q2 2025 |
 BAER | $26.1K | 0.01% | 0.02% | Not reported | Q4 2024 |
 LUCD | $22.5K | 0.01% | 0.01% | Not reported | Q4 2024 |
| Q1 2026 | |||||
| NVDA | $1.46M | 0.84% | 0.00% | +15.7% | Q4 2024 |
| INTU | $1.29M | 0.74% | 0.00% | -4.6% | Q4 2024 |
| SPY | $1.24M | 0.71% | Not reported | Not reported | Q4 2024 |
| WMT | $955K | 0.55% | 0.00% | -0.8% | Q1 2025 |
| WFC | $931K | 0.53% | 0.00% | -15.9% | Q4 2024 |
| MU | $916K | 0.52% | 0.00% | +41.1% | Q1 2025 |
| DFAX | $852K | 0.49% | Not reported | +4.9% | Q4 2024 |
| CSCO | $761K | 0.44% | 0.00% | -3.5% | Q1 2025 |
| BROS | $601K | 0.34% | 0.01% | Not reported | Q4 2024 |
| AAPL | $568K | 0.33% | 0.00% | +3.6% | Q4 2024 |
| GME | $564K | 0.32% | 0.01% | -2.7% | Q4 2024 |
| MSFT | $490K | 0.28% | 0.00% | +14.4% | Q4 2024 |
| META | $273K | 0.16% | Not reported | New | Q1 2026 |
| ORCL | $262K | 0.15% | 0.00% | -7.5% | Q4 2024 |
| GOOGL | $262K | 0.15% | 0.00% | -18.0% | Q3 2025 |
| AMZN | $250K | 0.14% | 0.00% | +15.2% | Q4 2025 |
 CVX | $230K | 0.13% | 0.00% | New | Q1 2026 |
| HD | $220K | 0.13% | 0.00% | +7.6% | Q4 2024 |
| TSLA | $216K | 0.12% | 0.00% | -8.5% | Q3 2025 |
| NAK | $45.4K | 0.03% | 0.01% | Not reported | Q2 2025 |
| BAER | $26.9K | 0.02% | 0.02% | Not reported | Q4 2024 |
| LUCD | $24.1K | 0.01% | 0.01% | Not reported | Q4 2024 |
 DAIC | $3.92K | 0.00% | 0.08% | Not reported | Q3 2025 |
| Q4 2025 | |||||
| INTU | $2.07M | 1.35% | 0.00% | Not reported | Q4 2024 |
| NVDA | $1.35M | 0.88% | 0.00% | +5.5% | Q4 2024 |
| SPY | $1.3M | 0.85% | Not reported | Not reported | Q4 2024 |
| WFC | $1.3M | 0.85% | 0.00% | +1.4% | Q4 2024 |
| WMT | $863K | 0.56% | 0.00% | -7.5% | Q1 2025 |
| DFAX | $782K | 0.51% | Not reported | Not reported | Q4 2024 |
| CSCO | $782K | 0.51% | 0.00% | +4.4% | Q1 2025 |
| BROS | $726K | 0.48% | 0.01% | Not reported | Q4 2024 |
| AAPL | $587K | 0.38% | 0.00% | -63.5% | Q4 2024 |
 IBIT | $561K | 0.37% | 0.00% | New | Q4 2025 |
| MSFT | $560K | 0.37% | 0.00% | +18.4% | Q4 2024 |
| MU | $548K | 0.36% | 0.00% | -52.0% | Q1 2025 |
| GME | $505K | 0.33% | 0.01% | Not reported | Q4 2024 |
| ORCL | $375K | 0.25% | 0.00% | -7.5% | Q4 2024 |
| GOOGL | $347K | 0.23% | 0.00% | -51.0% | Q3 2025 |
| TSLA | $286K | 0.19% | 0.00% | +9.9% | Q3 2025 |
| AMZN | $240K | 0.16% | 0.00% | New | Q4 2025 |
 AVGO | $215K | 0.14% | 0.00% | New | Q4 2025 |
| HD | $214K | 0.14% | 0.00% | +5.1% | Q4 2024 |
| ETHA | $204K | 0.13% | 0.00% | New | Q4 2025 |
| NAK | $63.9K | 0.04% | 0.01% | -39.0% | Q2 2025 |
| LUCD | $22.9K | 0.01% | 0.02% | Not reported | Q4 2024 |
| DAIC | $10.2K | 0.01% | 0.08% | +112.1% | Q3 2025 |
| Q3 2025 | |||||
| INTU | $2.13M | 1.41% | 0.00% | -10.8% | Q4 2024 |
 APH | $1.6M | 1.05% | 0.00% | New | Q3 2025 |
| AAPL | $1.51M | 0.99% | 0.00% | +395.9% | Q4 2024 |
| NVDA | $1.28M | 0.84% | 0.00% | -6.6% | Q4 2024 |
| SPY | $1.27M | 0.83% | Not reported | Not reported | Q4 2024 |
| WFC | $1.15M | 0.76% | 0.00% | -2.5% | Q4 2024 |
| WMT | $863K | 0.57% | 0.00% | +6.3% | Q1 2025 |
 FISV | $806K | 0.53% | 0.00% | New | Q3 2025 |
 AJG | $775K | 0.51% | 0.00% | New | Q3 2025 |
| DFAX | $750K | 0.49% | Not reported | Not reported | Q4 2024 |
 VRSK | $729K | 0.48% | 0.00% | New | Q3 2025 |
| GME | $686K | 0.45% | 0.01% | +3.7% | Q4 2024 |
| MU | $670K | 0.44% | 0.00% | +66.7% | Q1 2025 |
| CSCO | $665K | 0.44% | 0.00% | -7.1% | Q1 2025 |
 TMO | $626K | 0.41% | 0.00% | New | Q3 2025 |
| BROS | $621K | 0.41% | 0.01% | 0.0% | Q4 2024 |
 SPGI | $589K | 0.39% | 0.00% | New | Q3 2025 |
 XYL | $587K | 0.39% | 0.00% | New | Q3 2025 |
| ORCL | $586K | 0.39% | 0.00% | -9.6% | Q4 2024 |
 DHR | $555K | 0.37% | 0.00% | New | Q3 2025 |
| GOOGL | $551K | 0.36% | 0.00% | New | Q3 2025 |
| MSFT | $506K | 0.33% | 0.00% | -15.2% | Q4 2024 |
 VRT | $468K | 0.31% | 0.00% | New | Q3 2025 |
| GOOG | $410K | 0.27% | Not reported | New | Q3 2025 |
 ATR | $401K | 0.26% | 0.00% | New | Q3 2025 |
 ROP | $399K | 0.26% | 0.00% | New | Q3 2025 |
 CHD | $386K | 0.25% | 0.00% | New | Q3 2025 |
 WAT | $360K | 0.24% | 0.00% | New | Q3 2025 |
 V | $348K | 0.23% | 0.00% | New | Q3 2025 |
 FIS | $333K | 0.22% | 0.00% | New | Q3 2025 |
 ENB | $281K | 0.19% | 0.00% | New | Q3 2025 |
 IEX | $261K | 0.17% | 0.00% | New | Q3 2025 |
| TSLA | $257K | 0.17% | 0.00% | New | Q3 2025 |
| HD | $240K | 0.16% | 0.00% | +0.5% | Q4 2024 |
 AIZ | $211K | 0.14% | 0.00% | New | Q3 2025 |
 GS | $206K | 0.14% | 0.00% | New | Q3 2025 |
 USB | $205K | 0.14% | 0.00% | New | Q3 2025 |
| NAK | $63.8K | 0.04% | 0.01% | Not reported | Q2 2025 |
| DAIC | $27.3K | 0.02% | 0.04% | New | Q3 2025 |
| BAER | $25.2K | 0.02% | 0.02% | Not reported | Q4 2024 |
| LUCD | $21.2K | 0.01% | 0.02% | +76.4% | Q4 2024 |