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Cache Advisors, LLC

SEC CIK
0002052593
Latest filing
Jul 14, 2026

Holdings in Q3 2025

Holdings as of Sep 30, 2025, filed Nov 12, 2025. Long positions only; changes compare share counts with Q2 2025.

Institution overview
Positions
107
+13 vs. Q2 2025
Portfolio value
$573.2M
+$203.5M (+55.0%) vs. Q2 2025
Filed
Nov 12, 2025
SEC
Holdings of Cache Advisors, LLC in Q3 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
Ea Series Trust02072Q853ALPHA ARCHITECT2,753,833$148.7M25.9%+2,753,833New–
NVDANVIDIA CorpStock279,597$52.2M9.1%−5,359−1.9%ReducedHistory
AAPLApple Inc.Stock198,067$50.4M8.8%+14,428+7.9%AddedHistory
AVGOBroadcom Inc.Stock101,777$33.6M5.9%+3,881+4.0%AddedHistory
GOOGAlphabet Inc.Stock127,690$31.1M5.4%+9,133+7.7%AddedHistory
MSFTMicrosoft CorpStock56,047$29.0M5.1%+12,965+30.1%AddedHistory
METAMeta Platforms, Inc.Stock32,006$23.5M4.1%−3,521−9.9%ReducedHistory
PLTRPalantir Technologies Inc.Stock110,355$20.1M3.5%−13,329−10.8%ReducedHistory
TSLATesla, Inc.Stock44,392$19.7M3.4%−5,445−10.9%ReducedHistory
AMZNAmazon Com IncStock74,488$16.4M2.9%+16,527+28.5%AddedHistory
ANETArista Networks, Inc.Stock73,504$10.7M1.9%−21,874−22.9%ReducedHistory
NFLXNetflix IncStock8,563$10.3M1.8%+237+2.8%AddedHistory
GOOGLAlphabet Inc.Stock41,044$9.98M1.7%+5,335+14.9%AddedHistory
UBERUber Technologies, IncStock70,857$6.94M1.2%+2,897+4.3%AddedHistory
DASHDoorDash, Inc.Stock22,033$5.99M1.0%−2,103−8.7%ReducedHistory
NKENIKE, Inc.Stock80,698$5.63M1.0%+80,698NewHistory
APPAppLovin CorpCOM CL A6,203$4.46M0.8%−4,233−40.6%ReducedHistory
PANWPalo Alto Networks IncStock20,080$4.09M0.7%+9,900+97.2%AddedHistory
COINCoinbase Global, Inc.COM CL A11,732$3.96M0.7%−2,626−18.3%ReducedHistory
BRK.BBerkshire Hathaway IncStock7,291$3.67M0.6%+6,576+919.7%AddedHistory
REGNRegeneron Pharmaceuticals, Inc.COM6,300$3.54M0.6%−2,316−26.9%ReducedHistory
CRWDCrowdStrike Holdings, Inc.Stock6,913$3.39M0.6%+2,067+42.7%AddedHistory
CRMSalesforce, Inc.Stock12,552$2.97M0.5%00.0%UnchangedHistory
LLYEli Lilly & CoStock3,600$2.75M0.5%00.0%UnchangedHistory
INTUIntuit Inc.Stock4,017$2.74M0.5%00.0%UnchangedHistory
NOWServiceNow, Inc.Stock2,785$2.56M0.4%00.0%UnchangedHistory
DDOGDatadog, Inc.CL A COM17,381$2.48M0.4%−8,000−31.5%ReducedHistory
GEVGE Vernova Inc.Stock3,981$2.45M0.4%+3,981NewHistory
NUNu Holdings Ltd.ORD SHS CL A145,246$2.33M0.4%−296,672−67.1%ReducedHistory
NSCNorfolk Southern CorpStock7,409$2.23M0.4%00.0%UnchangedHistory
PEverpure, Inc.CL A26,536$2.22M0.4%−30,300−53.3%ReducedHistory
ZSZscaler, Inc.Stock7,144$2.14M0.4%+4,478+168.0%AddedHistory
XYZBlock, Inc.CL A23,535$2.07M0.4%+15,705+200.6%AddedHistory
ABNBAirbnb, Inc.Stock16,954$2.06M0.4%+1,425+9.2%AddedHistory
GSGoldman Sachs Group IncStock2,500$1.99M0.3%00.0%UnchangedHistory
PCORProcore Technologies, Inc.COM26,686$1.95M0.3%−21,616−44.8%ReducedHistory
ACNAccenture plcStock7,844$1.93M0.3%00.0%UnchangedHistory
JNJJohnson & JohnsonStock8,255$1.53M0.3%00.0%UnchangedHistory
State Street Energy Select Sector SPDR ETF81369Y506ETF16,669$1.49M0.3%+16,669New–
LRCXLam Research CorpStock10,790$1.44M0.3%00.0%UnchangedHistory
COSTCostco Wholesale CorpStock1,532$1.42M0.2%+894+140.1%AddedHistory
HIMSHims & Hers Health, Inc.Stock24,837$1.41M0.2%+837+3.5%AddedHistory
QCOMQualcomm IncStock8,020$1.33M0.2%+1,551+24.0%AddedHistory
SHOPShopify Inc.Stock8,533$1.27M0.2%+8,533NewHistory
GILDGilead Sciences, Inc.Stock10,909$1.21M0.2%00.0%UnchangedHistory
UNHUnitedHealth Group IncStock3,235$1.12M0.2%+1,700+110.7%AddedHistory
DOCSDoximity, Inc.CL A14,096$1.03M0.2%00.0%UnchangedHistory
MRVLMarvell Technology, Inc.COM11,814$993.2K0.2%00.0%UnchangedHistory
NTNXNutanix, Inc.Stock13,223$983.7K0.2%−22,277−62.8%ReducedHistory
WDAYWorkday, Inc.CL A4,028$969.7K0.2%00.0%UnchangedHistory
VRSNVerisign IncCOM3,308$924.8K0.2%00.0%UnchangedHistory
SNOWSnowflake Inc.Stock4,048$913.0K0.2%−22,145−84.5%ReducedHistory
NETCloudflare, Inc.CL A COM3,650$783.3K0.1%00.0%UnchangedHistory
iShares Russell 1000 Growth ETF464287614ETF1,659$777.1K0.1%+1,659New–
HOODRobinhood Markets, Inc.Stock5,397$772.7K0.1%+5,397NewHistory
DELLDell Technologies Inc.Stock4,961$703.3K0.1%00.0%UnchangedHistory
ADBEAdobe Inc.Stock1,963$692.4K0.1%00.0%UnchangedHistory
SBUXStarbucks CorpStock8,000$676.8K0.1%00.0%UnchangedHistory
PTGXProtagonist Therapeutics, IncCOM10,143$673.8K0.1%00.0%UnchangedHistory
BACBank of America CorpStock3,100$669.1K0.1%−4,936−61.4%ReducedHistory
SPOTSpotify Technology S.A.Stock957$668.0K0.1%+6+0.6%AddedHistory
AXONAxon Enterprise, Inc.COM903$648.0K0.1%−3,100−77.4%ReducedHistory
CORTCorcept Therapeutics IncCOM7,500$623.3K0.1%00.0%UnchangedHistory
FTNTFortinet, Inc.Stock7,285$612.5K0.1%00.0%UnchangedHistory
ICEIntercontinental Exchange, Inc.Stock3,615$609.1K0.1%+3,615NewHistory
WFCWells Fargo & CompanyStock7,100$595.1K0.1%00.0%UnchangedHistory
PENPenumbra IncCOM2,250$570.0K0.1%00.0%UnchangedHistory
AXPAmerican Express CoStock1,708$567.3K0.1%00.0%UnchangedHistory
DUOLDuolingo, Inc.CL A COM1,753$564.2K0.1%−5,058−74.3%ReducedHistory
MCOMoodys CorpStock1,096$522.2K0.1%00.0%UnchangedHistory
RKLBRocket Lab CorpCOM9,583$459.1K0.1%00.0%UnchangedHistory
DTDynatrace, Inc.Stock9,304$450.8K0.1%00.0%UnchangedHistory
GPNGlobal Payments IncStock5,409$449.4K0.1%00.0%UnchangedHistory
BSYBentley Systems IncCOM CL B8,036$413.7K0.1%+1,757+28.0%AddedHistory
ORCLOracle CorpStock1,400$393.7K0.1%+1,400NewHistory
ADIAnalog Devices IncStock1,600$393.1K0.1%00.0%UnchangedHistory
IBMInternational Business Machines CorpStock1,387$391.4K0.1%00.0%UnchangedHistory
SPGIS&P Global Inc.Stock789$384.0K0.1%00.0%UnchangedHistory
BLKBlackRock, Inc.Stock328$382.4K0.1%+328NewHistory
CARTMaplebear Inc.COM10,310$379.0K0.1%−4,872−32.1%ReducedHistory
CCCCCC Intelligent Solutions Holdings Inc.COM41,091$374.3K0.1%−130,000−76.0%ReducedHistory
RBLXRoblox CorpStock2,675$370.5K0.1%+73+2.8%AddedHistory
TWLOTwilio IncCL A3,615$361.8K0.1%00.0%UnchangedHistory
CFLTConfluent, Inc.CLASS A COM17,471$345.9K0.1%−35,173−66.8%ReducedHistory
SHELShell plcADR4,688$335.3K0.1%+1,385+41.9%AddedHistory
ISRGIntuitive Surgical IncCOM NEW727$325.1K0.1%+50+7.4%AddedHistory
Vanguard Morningstar Total Stock Market ETF922908769ETF950$311.8K0.1%+950New–
APHAmphenol CorpCL A2,486$307.6K0.1%00.0%UnchangedHistory
HAPNHappen, Inc.COM NEW20,000$303.8K0.1%00.0%UnchangedHistory
TSCOTractor Supply CoCOM5,255$298.9K0.1%00.0%UnchangedHistory
PINSPinterest, Inc.CL A9,000$289.5K0.1%00.0%UnchangedHistory
AMGNAmgen IncStock950$268.1K<0.1%+950NewHistory
TTDTrade Desk, Inc.Stock2,767$267.0K<0.1%+2,767NewHistory
CSXCSX CorpStock7,200$255.7K<0.1%00.0%UnchangedHistory
AMDAdvanced Micro Devices IncStock1,518$245.6K<0.1%00.0%UnchangedHistory
APPFAppfolio IncCOM CL A883$243.4K<0.1%00.0%UnchangedHistory
JBHTHunt J B Transport Services IncCOM1,800$241.5K<0.1%00.0%UnchangedHistory
UALUnited Airlines Holdings, Inc.COM2,400$231.6K<0.1%+2,400NewHistory
SPDR Series Trust78464A821ST STR SP400GRW2,300$210.6K<0.1%+2,300New–
COURCoursera, Inc.COM17,789$208.3K<0.1%00.0%UnchangedHistory

Sold out since Q2 2025 (5)

Positions held at the end of Q2 2025 that are gone from this filing.

Positions of Cache Advisors, LLC sold out since Q2 2025
SecurityClassShares in Q2 2025Value in Q2 2025% of portfolio in Q2 2025History
RDDTReddit, Inc.Stock22,865$3.44M0.9%History
BSXBoston Scientific CorpStock14,705$1.58M0.4%History
KOCoca Cola CoStock5,431$384.2K0.1%History
MDBMongoDB, Inc.CL A1,000$210.0K0.1%History
IOTSamsara Inc.Stock5,200$206.9K0.1%History