Warther Private Wealth, LLC
Top Portfolio Positions
36 positions ·
$423,313,481 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| UNH |
Unitedhealth Group Inc
Healthcare
|
117,832 | $31,884,160 | 7.53% | |
| BABA |
Alibaba Group Holding Ltd
Consumer Cyclical
|
242,086 | $30,372,109 | 7.17% | |
| XOM |
Exxon Mobil Corp
Energy
|
175,101 | $29,707,635 | 7.02% | |
| NU |
Nu Holdings Ltd.
Financial Services
|
1,481,029 | $21,282,386 | 5.03% | |
| SCHW |
Schwab Charles Corp
Financial Services
|
215,203 | $20,224,777 | 4.78% | |
| MELI |
Mercadolibre Inc
Consumer Cyclical
|
11,508 | $19,897,562 | 4.70% | |
| NVO |
Novo Nordisk A S
Healthcare
|
519,480 | $19,090,890 | 4.51% | |
| UBER |
Uber Technologies, Inc
Technology
|
254,818 | $18,329,058 | 4.33% | |
| FICO |
Fair Isaac Corp
Technology
|
17,163 | $18,322,189 | 4.33% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
53,310 | $18,016,114 | 4.26% |
Portfolio Trend
20 quarters · across all stocks
Holdings in NVO
Shares Held
Position Value (USD)
11 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $19,090,890 | 519,480 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $21,309,968 | 418,828 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $22,639,642 | 407,995 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $26,071,062 | 377,732 | Shares | Sole | 2025-07-30 | |
| 2025-06-30 | $1,380,400 | 20,000 | Call | Sole | 2025-07-30 | |
| 2025-03-31 | $17,661,369 | 254,340 | Shares | Sole | 2025-04-17 | |
| 2025-03-31 | $1,388,800 | 20,000 | Call | Sole | 2025-04-17 | |
| 2024-12-31 | $1,034,046 | 12,021 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $1,253,092 | 10,524 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $1,502,766 | 10,528 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $276,830 | 2,156 | Shares | Sole | 2024-04-30 | |
| No 13F history on record for this holder in this stock. | ||||||