Parker Investment Management, LLC

CIK

1672070

Location

Menlo Park, CA

Portfolio Value

Small $826,819,237

Diversification

Diversified

Filing Date

Global Rank

#2,835 / 8,818 ▲ 192

Top Industry

Internet Content & Information 55.2%

Period ended 4 months ago

Filed Aug 14, 2026 · 2mo

26 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Unknown

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.

Style

Concentrated

The top 10 positions are 91.3% of the book (60%+)

Turnover

Medium turnover

60.1% over the last four quarters (30% to under 100%)

Horizon

Long horizon

Value-weighted holding period 21.1 quarters (12+), a floor since 73.2% of the book was already held when coverage starts

Closest benchmark: every 13F filer's combined book, active share 80.6%; sector active share 65.9% against the combined 13F book's sector weights.

Over time 26 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

39 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

17.3%

−5.7 pts

Top 5

69.4%

−6.0 pts

Top 10

91.3%

−1.6 pts

HHI

1,160

Diversified−198

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	69.0%	$570,699,773	21
Communication Services	17.1%	$141,264,416	2
Technology	13.0%	$107,734,350	8
Healthcare	0.4%	$3,404,805	3
Financial Services	0.3%	$2,710,169	3
Consumer Cyclical	0.1%	$1,005,724	2

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

12 positions

Ticker	Company	Δ Shares	Shares	Value
NVDA	Nvidia Corp	+87,414	320,461	$64,121,041
TDOC	Teladoc Health, Inc.	+86,249	187,089	$1,586,514
SPY	Spdr S&P 500 ETF Trust	+77,288	85,475	$63,830,165
MTUM	iShares MSCI USA Momentum Factor ETF	+60,063	63,303	$21,702,167
VGT	VANGUARD INFORMATION TECHNOLOGY INDEX FUND	+35,588	40,842	$4,881,435
GOOG	Alphabet Inc.	+33,699	240,255	$84,889,299
SOXX	iShares Semiconductor ETF	+16,762	18,171	$11,643,249
PLTR	Palantir Technologies Inc.	+5,237	93,330	$10,888,811
VUG	VANGUARD GROWTH INDEX FUND	+3,722	4,320	$372,124
IWF	iShares Russell 1000 Growth ETF	+2,463	3,284	$407,774
DELL	Dell Technologies Inc.	+862	23,622	$10,191,948
VOO	VANGUARD 500 INDEX FUND	+506	9,502	$6,526,068
No positions match the current search.

Trimmed

Positions the filer reduced

16 positions

Ticker	Company	Δ Shares	Shares	Value
IAU	Ishares Gold Trust	−228,896	46,215	$3,489,694
IVV	iShares Core S&P 500 ETF	−98,464	82,033	$61,433,693
SMH	VanEck Semiconductor ETF	−13,420	61,745	$40,497,928
QQQ	Invesco Qqq Trust, Series 1	−7,118	163,965	$120,743,826
GOOGL	Alphabet Inc.	−5,242	157,750	$56,375,117
XLK	State Street(R) Technology Select Sector SPDR(R) ETF	−4,593	550,192	$104,822,579
MSFT	Microsoft Corp	−1,998	28,465	$10,618,014
IWB	iShares Russell 1000 ETF	−1,582	85,481	$35,004,469
AAPL	Apple Inc.	−486	4,952	$1,432,910
IYW	iShares, Inc.	−65	204,468	$51,572,963
—		−51	10,038	$478,912
LLY	ELI LILLY & Co	−33	1,346	$1,614,432
GLD	Spdr Gold Trust	−29	1,418	$522,362
AVGO	Broadcom Inc.	−12	25,550	$9,651,512
AMZN	Amazon Com Inc	−12	2,815	$670,927
TSLA	Tesla, Inc.	−2	796	$334,797
No positions match the current search.

New Positions

Positions the filer opened this quarter

7 positions

Ticker	Company	Shares	Value
—		155,120	$13,937,532
IGV	iShares Expanded Tech-Software Sector ETF	141,345	$12,805,857
—		54,803	$10,422,982
XBI	State Street(R) SPDR(R) S&P(R) Biotech ETF	33,000	$5,222,250
AMD	Advanced Micro Devices Inc	620	$360,164
SPMO	Invesco Ltd.	1,409	$227,609
HIMS	Hims & Hers Health, Inc.	5,880	$203,859
No positions match the current search.

Sold Out

Positions the filer fully exited

5 positions

Ticker	Company	Shares	Value
XLE	State Street(R) Energy Select Sector SPDR(R) ETF	389,135	$23,838,410
GEV	GE Vernova Inc.	9,432	$8,233,192
USO	United States Oil Fund, LP	50,009	$6,363,645
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	2,419	$776,039
FENY	Fidelity MSCI Energy Index ETF	9,991	$339,893
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

39 tracked positions · $826,819,237 total · filing declares 43 positions · $1,310,334,719 · as of Jun 30, 2026

All sectors Communication Services Consumer Cyclical Financial Services Healthcare Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
QQQ	Invesco Qqq Trust, Series 1	Reduced	163,965	-7,118	$120,743,826	+22.3%	26+	before history	14.60%
XLK	State Street(R) Technology Select Sector SPDR(R) ETF	Reduced	550,192	-4,593	$104,822,579	+42.2%	26+	before history	12.68%
GOOG	Alphabet Inc. Communication Services	Added	240,255	+33,699	$84,889,299	+43.3%	26+	before history	10.27%
NVDA	Nvidia Corp Technology	Added	320,461	+87,414	$64,121,041	+57.8%	26+	before history	7.76%
SPY	Spdr S&P 500 ETF Trust	Added	85,475	+77,288	$63,830,165	+1098.8%	26+	before history	7.72%
IVV	iShares Core S&P 500 ETF	Reduced	82,033	-98,464	$61,433,693	−47.9%	26+	before history	7.43%
GOOGL	Alphabet Inc. Communication Services	Reduced	157,750	-5,242	$56,375,117	+20.3%	26+	before history	6.82%
IYW	iShares, Inc.	Reduced	204,468	-65	$51,572,963	+39.0%	14	$139.29	6.24%
SMH	VanEck Semiconductor ETF	Reduced	61,745	-13,420	$40,497,928	+40.5%	2	$397.07	4.90%
IWB	iShares Russell 1000 ETF	Reduced	85,481	-1,582	$35,004,469	+12.8%	26+	before history	4.23%
MTUM	iShares MSCI USA Momentum Factor ETF	Added	63,303	+60,063	$21,702,167	+2691.0%	5	unpriced	2.62%
		NEW	155,120	NEW	$13,937,532	NEW	1	$76.75	1.69%
IGV	iShares Expanded Tech-Software Sector ETF	NEW	141,345	NEW	$12,805,857	NEW	1	unpriced	1.55%
SOXX	iShares Semiconductor ETF	Added	18,171	+16,762	$11,643,249	+2414.3%	2	unpriced	1.41%
PLTR	Palantir Technologies Inc. Technology	Added	93,330	+5,237	$10,888,811	−15.5%	21	$58.75	1.32%
MSFT	Microsoft Corp Technology	Reduced	28,465	-1,998	$10,618,014	−5.8%	26+	before history	1.28%
		NEW	54,803	NEW	$10,422,982	NEW	1	$171.88	1.26%
DELL	Dell Technologies Inc. Technology	Added	23,622	+862	$10,191,948	+172.8%	12	$118.21	1.23%
AVGO	Broadcom Inc. Technology	Reduced	25,550	-12	$9,651,512	+22.0%	11	$96.65	1.17%
VOO	VANGUARD 500 INDEX FUND	Added	9,502	+506	$6,526,068	+21.4%	5	unpriced	0.79%
XBI	State Street(R) SPDR(R) S&P(R) Biotech ETF	NEW	33,000	NEW	$5,222,250	NEW	1	$135.19	0.63%
VGT	VANGUARD INFORMATION TECHNOLOGY INDEX FUND	Added	40,842	+35,588	$4,881,435	—	14	unpriced	0.59%
IAU	Ishares Gold Trust	Reduced	46,215	-228,896	$3,489,694	−85.6%	8	$63.58	0.42%
LLY	ELI LILLY & Co Healthcare	Reduced	1,346	-33	$1,614,432	+27.3%	13	$704.38	0.20%
TDOC	Teladoc Health, Inc. Healthcare	Added	187,089	+86,249	$1,586,514	+188.7%	23	$14.49	0.19%
BRK-A	Berkshire Hathaway Inc Financial Services	Held	2	0	$1,497,700	+4.3%	22	$366,657.40	0.18%
AAPL	Apple Inc. Technology	Reduced	4,952	-486	$1,432,910	+3.8%	26+	before history	0.17%
WTM	White Mountains Insurance Group Ltd Financial Services	Held	475	0	$984,860	−5.6%	26+	before history	0.12%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	2,815	-12	$670,927	+14.0%	26+	before history	0.08%
GLD	Spdr Gold Trust	Reduced	1,418	-29	$522,362	−16.1%	18	$208.07	0.06%
		Reduced	10,038	-51	$478,912	+4.3%	4	$43.85	0.06%
AMAT	Applied Materials Inc Technology	Held	650	0	$469,950	+111.5%	2	$336.38	0.06%
IWF	iShares Russell 1000 Growth ETF	Added	3,284	+2,463	$407,774	+16.5%	14	unpriced	0.05%
DXJ	WisdomTree Japan Hedged Equity Fund	Held	2,200	0	$381,744	+9.4%	2	$157.83	0.05%
VUG	VANGUARD GROWTH INDEX FUND	Added	4,320	+3,722	$372,124	+42.5%	10	unpriced	0.05%
AMD	Advanced Micro Devices Inc Technology	NEW	620	NEW	$360,164	NEW	1	$409.99	0.04%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	796	-2	$334,797	+12.9%	26+	before history	0.04%
SPMO	Invesco Ltd. Financial Services	NEW	1,409	NEW	$227,609	NEW	1	$140.96	0.03%
HIMS	Hims & Hers Health, Inc. Healthcare	NEW	5,880	NEW	$203,859	NEW	1	$26.84	0.02%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.