Oak Thistle LLC

Q2 2025 13F Holdings

  • Location
    new york, NY
  • Num holdings

    444

  • Value ($000)

    $679,013

  • Date Filed
    08/08/2025
  • Form type
    13F-HR
  • CIK
    0001755987
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
TSLA
TSLA

TESLA INC

COM
88160R101
$15.38M
2 %

48,431

PLTR
PLTR

PALANTIR TECHNOLOGIES INC

CL A
69608A108
$8.34M
1 %

61,180

AMD
AMD

ADVANCED MICRO DEVICES INC

COM
007903107
$6.60M
1 %

46,537

GWRE
GWRE

GUIDEWIRE SOFTWARE INC

COM
40171V100
$5.53M
1 %

23,501

NVDA
NVDA

NVIDIA CORPORATION

COM
67066G104
$5.46M
1 %

34,563

LNG
LNG

CHENIERE ENERGY INC

COM NEW
16411R208
$5.41M
1 %

22,215

AUDP
AUDP

AUTOMATIC DATA PROCESSING IN

COM
053015103
$5.25M
1 %

17,027

CSCO
CSCO

CISCO SYS INC

COM
17275R102
$5.20M
1 %

74,954

CIT
CIT

CINTAS CORP

COM
172908105
$4.94M
1 %

22,176

SKAA
SKAA

SKECHERS U S A INC

CL A
830566105
$4.86M
1 %

77,017

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