FFG Partners, LLC

CIK 0002045972 · FORT LAUDERDALE, FL · Quarter end: 2026-06-30 · Filed on: 2026-07-09 · Open the SEC source

FFG Partners, LLC reported 42 positions worth $352.4M as of June 30, 2026 (13F filed July 9, 2026). Largest holding: MU (8.0%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$352.4M
2026 Q2
Positions
42
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
51.5%
Est. Net Flow (Q)
2026 Q2
10 / 42 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1MUMICRON TECHNOLOGY INCSH$28.2M8.01%24,462
2NVDANVIDIA CORPORATIONSH$26.6M7.54%132,860
3AVGOBROADCOM INCSH$19.9M5.66%52,772
4ETENERGY TRANSFER L PSH$16.9M4.79%883,770
5GLDSPDR GOLD TRSH$16.6M4.70%44,931
6PLTRPALANTIR TECHNOLOGIES INCSH$16.5M4.69%141,650
7CATCATERPILLAR INCSH$15.1M4.30%14,217
8GOOGLALPHABET INCSH$15.0M4.25%41,920
9ACWXISHARES TRSH$14.0M3.97%184,025
10GSGOLDMAN SACHS GROUP INCSH$12.6M3.58%12,483

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does FFG Partners, LLC hold as of Q2 2026?

FFG Partners, LLC reported 42 positions worth $352.4M in its Q2 2026 13F filing. Largest positions: MU (8.0%), NVDA (7.5%), AVGO (5.7%), ET (4.8%) and GLD (4.7%).

What did FFG Partners, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did FFG Partners, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.