Sara-Bay Financial

Q1 2025 13F Holdings

  • Location
    sarasota, FL
  • Num holdings

    76

  • Value ($000)

    $226,758

  • Date Filed
    04/11/2025
  • Form type
    13F-HR
  • CIK
    0001816444
  • 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 Q1 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
HLIO
HLIO

HELIOS TECHNOLOGIES INC

COM
42328H109
$39.21M
17 %

1,215,181

NVDA
NVDA

NVIDIA CORP

COM
67066G104
$38.53M
17 %

351,295

LEU
LEU

CENTRUS ENERGY CORP CLASS A

CL A
15643U104
$21.23M
9 %

320,401

META
META

META PLATFORMS INC CLASS A

CL A
30303M102
$17.06M
8 %

29,577

JPM
JPM

JPMORGAN CHASE & CO

COM
46625H100
$15.32M
7 %

63,079

PSTG
PSTG

PURE STORAGE INC CLASS A

CL A
74624M102
$9.87M
4 %

214,619

IBIT
IBIT

ISHARES BITCOIN ETF

ETF
46438F101
$9.42M
4 %

198,002

AMZN
AMZN

AMAZON.COM INC

COM
023135106
$8.82M
4 %

45,789

IOT
IOT

SAMSARA INC CLASS A

CL A
79589L106
$8.03M
4 %

206,289

---

GLOBANT S A F

COM
L44385109
$4.97M
2 %

41,932

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