Pavaki Capital Management LLC
159 holdingsFiling period: 2026-06-30Current AUM: $295.1Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | CVNA | CARVANA CO | 620.0K | $40.8M | $41.5M | 14.06% | +496.0K | 2026-06-30 |
| 2 | QQQ | INVESCO QQQ TR | 27.5K | $20.3M | $19.4M | 6.57% | +15.0K | 2026-06-30 |
| 3 | TSLA | TESLA MTRS INC | 43.5K | $18.3M | $15.5M | 5.26% | -- | 2026-06-30 |
| 4 | CVX | CHEVRON CORP NEW | 97.0K | $16.1M | $21.1M | 7.16% | +22.5K | 2026-06-30 |
| 5 | MIST | MILESTONE PHARMACEUTICALS IN | 9.07M | $12.2M | $8.4M | 2.85% | +5.0K | 2026-06-30 |
| 6 | INTU | INTUIT | 38.6K | $10.1M | $12.7M | 4.31% | -- | 2026-06-30 |
| 7 | QCOM | QUALCOMM INC | 49.0K | $9.1M | $9.2M | 3.12% | -- | 2026-06-30 |
| 8 | B | BARRICK MNG CORP | 221.5K | $8.1M | $9.5M | 3.21% | -- | 2026-06-30 |
| 9 | TXT | TEXTRON INC | 84.3K | $7.7M | $6.8M | 2.31% | +41.6K | 2026-06-30 |
| 10 | PLTR | PALANTIR TECHNOLOGIES INC | 59.5K | $6.9M | $10.3M | 3.48% | -- | 2026-06-30 |
| 11 | REGN | REGENERON PHARMACEUTICALS | 9.9K | $6.2M | $7.7M | 2.60% | +2.0K | 2026-06-30 |
| 12 | NVDA | NVIDIA CORPORATION | 26.0K | $5.2M | $5.5M | 1.87% | +10.0K | 2026-06-30 |
| 13 | ARQT | ARCUTIS BIOTHERAPEUTICS INC | 187.0K | $4.9M | $4.4M | 1.49% | -- | 2026-06-30 |
| 14 | SPRY | SILVERBACK THERAPEUTICS INC | 579.6K | $4.6M | $2.5M | 0.83% | +3.4K | 2026-06-30 |
| 15 | MU | MICRON TECHNOLOGY INC | 4.0K | $4.6M | $3.7M | 1.26% | -- | 2026-06-30 |
| 16 | BTG | B2GOLD CORP | 1.18M | $4.4M | $6.2M | 2.09% | -- | 2026-06-30 |
| 17 | LGND | LIGAND PHARMACEUTICALS INC | 11.1K | $3.5M | $3.1M | 1.04% | -- | 2026-06-30 |
| 18 | APP | APPLOVIN CORP COM | 6.2K | $3.2M | $2.1M | 0.70% | -- | 2026-06-30 |
| 19 | CGAU | CENTERRA GOLD INC | 197.0K | $3.1M | $4.3M | 1.47% | -- | 2026-06-30 |
| 20 | NEM | NEWMONT GOLDCORP CORPORATION | 32.5K | $3.0M | $4.0M | 1.37% | -- | 2026-06-30 |
| 21 | SLB | SCHLUMBERGER LTD | 61.0K | $2.8M | $3.3M | 1.12% | +45.0K | 2026-06-30 |
| 22 | HRMY | HARMONY BIOSCIENCES HLDGS IN | 73.0K | $2.7M | $3.1M | 1.04% | -- | 2026-06-30 |
| 23 | AVGO | BROADCOM INC | 7.0K | $2.6M | $2.4M | 0.80% | -- | 2026-06-30 |
| 24 | — | ROYALTY PHARMA PLC SHS | 44.0K | $2.5M | $2.5M | 0.84% | -- | 2026-06-30 |
| 25 | AMD | ADVANCED MICRO DEVICES INC | 4.0K | $2.3M | $2.0M | 0.68% | -- | 2026-06-30 |
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