account_balance
Investment manager · 13F filer · SEC CIK 2143027
Pavaki Capital Management LLC
Reported value$200Mas of Sep 30, 2026
Positions132 8 new, 8 sold out
Top 10 weight57.2%NVDA alone is 15%
FiledOct 2626 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
NVDANvidia Corporation
14.9%Added +400%
CVXChevron Corp New
10.5%Added +6%
INTUIntuit
5.3%
BBarrick MNG Corp
4.6%Added +2%
QCOMQualcomm Inc
4.5%
REGNRegeneron Pharmaceuticals
4.3%Added +14%
MISTMilestone Pharmaceuticals In
4.0%Added +3%
TXTTextron Inc
3.5%Added +8%
BTGB2gold Corp
3.1%
ARQTArcutis Biotherapeutics Inc
2.5%
MUMicron Technology Inc
2.1%
CGAUCenterra Gold Inc
1.9%Trimmed −10%
NVDANvidia Corporation
14.9%Added +400%
CVXChevron Corp New
10.5%Added +6%
INTU5.3%B4.6%QCOMQualcomm Inc
4.5%
REGN4.3%MIST4.0%TXT3.5%BTG3.1%ARQT2.5%MU2.1%CGAU1.9%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
NVDA Nvidia Corporation 14.9% Added +400%CVX Chevron Corp New 10.5% Added +6%INTU Intuit 5.3% HeldB Barrick MNG Corp 4.6% Added +2%QCOM Qualcomm Inc 4.5% HeldREGN Regeneron Pharmaceuticals 4.3% Added +14%MIST Milestone Pharmaceuticals In 4.0% Added +3%TXT Textron Inc 3.5% Added +8%BTG B2gold Corp 3.1% HeldARQT Arcutis Biotherapeutics Inc 2.5% HeldMU Micron Technology Inc 2.1% HeldCGAU Centerra Gold Inc 1.9% Trimmed −10%
What changed