Warm Springs Advisors Inc.
Filing Date
Global Rank
#5,447
/ 8,603
▼ 13
· as of Mar 2026
Top Industry
Semiconductors
32.5%
3Y Alpha vs SPY
+3.7%
Period ended 3 months ago
Filed Apr 30, 2026 · 2mo
6 quarters · since Dec 2024
Clone Performance
Feb 2025–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+28.8%
SPY
+24.4%
Annualised alpha
+2.9%
Max drawdown
−25.7%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
45 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
14.8%
+0.1 pts
Top 5
41.2%
−1.2 pts
Top 10
61.9%
−0.6 pts
HHI
549
Diversified−7
Portfolio Trend
6 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 55.5% | $61,962,724 |
| Communication Services | 13.0% | $14,474,376 |
| Financial Services | 9.9% | $10,999,849 |
| Healthcare | 6.5% | $7,292,513 |
| Consumer Cyclical | 5.8% | $6,463,293 |
| Unclassified | 4.4% | $4,909,356 |
| Consumer Defensive | 3.7% | $4,136,550 |
| Energy | 0.7% | $809,185 |
| Utilities | 0.3% | $299,983 |
| Real Estate | 0.2% | $216,230 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
1 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| GRAB | Grab Holdings Ltd | +50,000 | 458,500 | $1,678,110 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
11 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| NVDA | Nvidia Corp | −1,801 | 94,618 | $16,501,379 | |
| AVGO | Broadcom Inc. | −365 | 30,246 | $9,361,439 | |
| QQQ | Invesco Qqq Trust, Series 1 | −359 | 7,299 | $4,212,836 | |
| QCOM | Qualcomm Inc/De | −284 | 6,121 | $788,262 | |
| CRM | Salesforce, Inc. | −142 | 2,862 | $534,249 | |
| GOOGL | Alphabet Inc. | −120 | 28,751 | $8,267,637 | |
| HD | Home Depot, Inc. | −105 | 3,509 | $1,154,075 | |
| CVX | Chevron Corp | −71 | 3,911 | $809,185 | |
| ABBV | AbbVie Inc. | −27 | 8,687 | $1,889,335 | |
| MRK | Merck & Co., Inc. | −17 | 3,784 | $455,177 | |
| TMO | Thermo Fisher Scientific Inc. | −2 | 3,815 | $1,875,186 | |
| No positions match the current search. | |||||
45 positions ·
$111,564,059 total
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Real Estate
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
Reduced | 94,618 | $16,501,379 | 14.79% | |
| AVGO |
Broadcom Inc.
Technology
|
Reduced | 30,246 | $9,361,439 | 8.39% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 28,751 | $8,267,637 | 7.41% | |
| AAPL |
Apple Inc.
Technology
|
Held | 23,428 | $5,945,792 | 5.33% | |
| MSFT |
Microsoft Corp
Technology
|
Held | 15,835 | $5,861,641 | 5.25% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Held | 25,492 | $5,309,218 | 4.76% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Held | 25,186 | $5,123,587 | 4.59% | |
| NET |
Cloudflare, Inc.
Technology
|
Held | 22,198 | $4,580,335 | 4.11% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Reduced | 7,299 | $4,212,836 | 3.78% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Held | 3,899 | $3,885,080 | 3.48% | |
| ALAB |
Astera Labs, Inc.
Technology
|
NEW | 26,535 | $2,908,236 | 2.61% | |
| NBIS |
Nebius Group N.V.
Communication Services
|
Held | 28,000 | $2,905,280 | 2.60% | |
| V |
Visa Inc.
Financial Services
|
Held | 8,996 | $2,718,951 | 2.44% | |
| CRWV |
CoreWeave, Inc.
Technology
|
Held | 35,000 | $2,711,450 | 2.43% | |
| SOFI |
SoFi Technologies, Inc.
Financial Services
|
Held | 160,000 | $2,540,800 | 2.28% | |
| ANET |
Arista Networks, Inc.
Technology
|
Held | 20,499 | $2,516,867 | 2.26% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Held | 8,067 | $2,372,988 | 2.13% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Reduced | 8,687 | $1,889,335 | 1.69% | |
| TMO |
Thermo Fisher Scientific Inc.
Healthcare
|
Reduced | 3,815 | $1,875,186 | 1.68% | |
| GRAB |
Grab Holdings Ltd
Technology
|
Added | 458,500 | $1,678,110 | 1.50% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Held | 3,119 | $1,494,624 | 1.34% | |
| RDDT |
Reddit, Inc.
Communication Services
|
NEW | 10,000 | $1,346,500 | 1.21% | |
| FIG |
Figma, Inc.
Technology
|
Held | 60,000 | $1,268,400 | 1.14% | |
| TTD |
Trade Desk, Inc.
Communication Services
|
Held | 52,800 | $1,198,032 | 1.07% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Reduced | 3,509 | $1,154,075 | 1.03% | |
| ISRG |
Intuitive Surgical Inc
Healthcare
|
Held | 2,099 | $967,618 | 0.87% | |
| SOUN |
Soundhound Ai, Inc.
Technology
|
Held | 136,100 | $935,007 | 0.84% | |
| SYK |
Stryker Corp
Healthcare
|
Held | 2,762 | $907,565 | 0.81% | |
| CVX |
Chevron Corp
Energy
|
Reduced | 3,911 | $809,185 | 0.73% | |
| QCOM |
Qualcomm Inc/De
Technology
|
Reduced | 6,121 | $788,262 | 0.71% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Held | 1,323 | $756,927 | 0.68% | |
| CRWD |
CrowdStrike Holdings, Inc.
Technology
|
Held | 7,579 | $739,729 | 0.66% | |
| BLK |
BlackRock, Inc.
Financial Services
|
Held | 727 | $699,163 | 0.63% | |
| ETHA |
iShares Ethereum Trust ETF
|
Held | 44,000 | $696,520 | 0.62% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Held | 13,624 | $664,170 | 0.60% | |
| CRM |
Salesforce, Inc.
Technology
|
Reduced | 2,862 | $534,249 | 0.48% | |
| MA |
Mastercard Inc
Financial Services
|
Held | 1,019 | $509,153 | 0.46% | |
| AMAT |
Applied Materials Inc /De
Technology
|
Held | 1,487 | $508,241 | 0.46% | |
| ATAI |
AtaiBeckley Inc.
Healthcare
|
NEW | 136,400 | $482,856 | 0.43% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Reduced | 3,784 | $455,177 | 0.41% | |
| BSX |
Boston Scientific Corp
Healthcare
|
Held | 6,635 | $416,346 | 0.37% | |
| DUK |
Duke Energy CORP
Utilities
|
Held | 2,291 | $299,983 | 0.27% | |
| DHR |
Danaher Corp /De/
Healthcare
|
Held | 1,574 | $298,430 | 0.27% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Held | 1,741 | $251,470 | 0.23% | |
| IRM |
Iron Mountain Inc
Real Estate
|
NEW | 2,117 | $216,230 | 0.19% |