Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

QVR LLC 13F Holdings -- Portfolio & Top Positions (2026-03-31)

QVR LLC (CIK 1718858) reported $2.49B across 36 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: TSLA ($597.3M, 23.98%), META ($368.1M, 14.78%), NVDA ($360.7M, 14.48%), GOOG ($359.9M, 14.45%), AMD ($196.3M, 7.88%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1TSLATESLA INC$597.3M23.98%1.6MAdded
2METAMETA PLATFORMS INC$368.1M14.78%643,367Added
3NVDANVIDIA CORPORATION$360.7M14.48%2.1MAdded
4GOOGALPHABET INC$359.9M14.45%1.3MAdded
5AMDADVANCED MICRO DEVICES INC$196.3M7.88%965,029Trimmed
6AMZNAMAZON COM INC$179.2M7.19%860,346Added
7PLTRPALANTIR TECHNOLOGIES INC$159.2M6.39%1.1MAdded
8GOOGLALPHABET INC$107.3M4.31%373,310Added
9QQQINVESCO QQQ TR$32.7M1.31%56,600New
10XOMEXXON MOBIL CORP$18.1M0.73%106,974Added
11AAPLAPPLE INC$9.9M0.40%38,900Added
12CVXCHEVRON CORPORATION$7.7M0.31%37,328Added
13JNJJOHNSON & JOHNSON$5.7M0.23%23,276Added
14VZVERIZON COMMUNICATIONS INC$5.5M0.22%109,592New
15NFLXNETFLIX INC.$5.1M0.21%53,184Added
16MSFTMICROSOFT CORP$4.3M0.17%11,600Added
17COPCONOCOPHILLIPS$3.6M0.14%27,115Added
18COSTCOSTCO WHOLESALE CORPORATION$3.1M0.13%3,130New
19TAT&T INC$3.2M0.13%111,748New
20AMATAPPLIED MATLS INC$2.8M0.11%8,156Added
21MRKMERCK & CO INC$2.8M0.11%23,315Trimmed
22JPMJPMORGAN CHASE & CO$2.4M0.10%8,100Added
23PGPROCTER & GAMBLE CO$2.3M0.09%15,900New
24BRKBBERKSHIRE HATHAWAY INC DEL$2.3M0.09%4,800Added
25WMTWALMART INC$2.0M0.08%16,178Added

Source: SEC Form 13F filings · as of 2026-03-31