Pavaki Capital Management LLC
159 holdingsFiling period: 2026-06-30Current AUM: $285.6Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | CVNA | Carvana Co | 620.0K | $40.8M | $35.1M | 12.29% | +496.0K | 2026-06-30 |
| 2 | QQQ | Invesco Qqq TR | 27.5K | $20.3M | $19.6M | 6.86% | +15.0K | 2026-06-30 |
| 3 | TSLA | Tesla Mtrs Inc | 43.5K | $18.3M | $17.0M | 5.97% | -- | 2026-06-30 |
| 4 | CVX | Chevron Corp New | 97.0K | $16.1M | $22.5M | 7.88% | +22.5K | 2026-06-30 |
| 5 | MIST | Milestone Pharmaceuticals in | 9.07M | $12.2M | $5.8M | 2.05% | +5.0K | 2026-06-30 |
| 6 | INTU | Intuit | 38.6K | $10.1M | $13.1M | 4.59% | -- | 2026-06-30 |
| 7 | QCOM | Qualcomm Inc | 49.0K | $9.1M | $8.8M | 3.08% | -- | 2026-06-30 |
| 8 | B | Barrick Mng Corp | 221.5K | $8.1M | $8.5M | 2.97% | -- | 2026-06-30 |
| 9 | TXT | Textron Inc | 84.3K | $7.7M | $6.6M | 2.31% | +41.6K | 2026-06-30 |
| 10 | PLTR | Palantir Technologies Inc | 59.5K | $6.9M | $11.8M | 4.14% | -- | 2026-06-30 |
| 11 | REGN | Regeneron Pharmaceuticals | 9.9K | $6.2M | $8.0M | 2.80% | +2.0K | 2026-06-30 |
| 12 | NVDA | NVIDIA Corporation | 26.0K | $5.2M | $5.6M | 1.97% | +10.0K | 2026-06-30 |
| 13 | ARQT | Arcutis Biotherapeutics Inc | 187.0K | $4.9M | $5.9M | 2.08% | -- | 2026-06-30 |
| 14 | SPRY | Silverback Therapeutics Inc | 579.6K | $4.6M | $2.3M | 0.80% | +3.4K | 2026-06-30 |
| 15 | MU | Micron Technology Inc | 4.0K | $4.6M | $3.6M | 1.27% | -- | 2026-06-30 |
| 16 | BTG | B2Gold Corp | 1.18M | $4.4M | $5.7M | 1.99% | -- | 2026-06-30 |
| 17 | LGND | Ligand Pharmaceuticals Inc | 11.1K | $3.5M | $3.4M | 1.20% | -- | 2026-06-30 |
| 18 | APP | Applovin Corp.com | 6.2K | $3.2M | $1.6M | 0.57% | -- | 2026-06-30 |
| 19 | CGAU | Centerra Gold Inc | 197.0K | $3.1M | $4.0M | 1.40% | -- | 2026-06-30 |
| 20 | NEM | Newmont Goldcorp Corporation | 32.5K | $3.0M | $3.6M | 1.26% | -- | 2026-06-30 |
| 21 | SLB | Schlumberger Ltd | 61.0K | $2.8M | $3.2M | 1.13% | +45.0K | 2026-06-30 |
| 22 | HRMY | Harmony Biosciences Hldgs in | 73.0K | $2.7M | $2.7M | 0.94% | -- | 2026-06-30 |
| 23 | AVGO | Broadcom Inc | 7.0K | $2.6M | $2.3M | 0.81% | -- | 2026-06-30 |
| 24 | — | Royalty Pharma PLC Shs | 44.0K | $2.5M | $2.5M | 0.86% | -- | 2026-06-30 |
| 25 | AMD | Advanced Micro Devices Inc | 4.0K | $2.3M | $2.1M | 0.74% | -- | 2026-06-30 |
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