Parker Investment Management, LLC
Long book
$658.2M
Q1 2026
Positions
37
Top-10 weight
85%
concentration
Last quarter
+20.9%
SPY +14.8%
Turnover
37%
of book per quarter
Strategy in plain words
auto-generated from filingsParker Investment Management, LLC is a wealth-management firm allocating client money, specialised in technology (81% of the long book), running a $658.2M US long book across 37 positions.
The portfolio is extremely concentrated — the top 10 positions are almost the whole book. The portfolio is actively managed, with meaningful quarterly turnover. Current anchor positions: ISHARES CORE S&P 500 ETF, INVESCO QQQ TRUST SERIES 1, SS TECHNOLOGY SELECT SECTOR, ALPHABET INC-CL C, ALPHABET INC-CL A.
Over the last 9 quarters its long book ran on average 2.5pp per quarter ahead of the S&P 500, beating the index in 6 of 9 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
+13.9%
Q2 2024
-0.0%
Q3 2024
+6.0%
Q4 2024
-10.7%
Q1 2025
+17.0%
Q2 2025
+14.4%
Q3 2025
+7.1%
Q4 2025
-6.0%
Q1 2026
+20.9%
Sector allocation
Technology 93%
Industrials 4%
Financials 1%
Healthcare 1%
Consumer discretionary 0%
Long book by quarter
What does Parker Investment own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| GOOG ALPHABET INC-CL C | Technology | 206.6K | $59.3M | 9.0% | -44.0% |
| GOOGL ALPHABET INC-CL A | Technology | 163.0K | $46.9M | 7.1% | -1.8% |
| NVDA NVIDIA CORP | Technology | 233.0K | $40.6M | 6.2% | -9.5% |
| PLTR PALANTIR TECHNOLOGIES INC-A | Technology | 88.1K | $12.9M | 2.0% | +35.9% |
| MSFT MICROSOFT CORP | Technology | 30.5K | $11.3M | 1.7% | -1.6% |
| GEV GE VERNOVA INC | Industrials | 9.4K | $8.2M | 1.3% | New |
| AVGO BROADCOM INC | Technology | 25.6K | $7.9M | 1.2% | -1.4% |
| DELL DELL TECHNOLOGIES -C | Technology | 22.8K | $3.7M | 0.6% | +6.6% |
| BRK/A BERKSHIRE HATHAWAY INC-CL A | Financials | 2 | $1.4M | 0.2% | Held |
| AAPL APPLE INC | Technology | 5.4K | $1.4M | 0.2% | -35.1% |
| LLY ELI LILLY & CO | Healthcare | 1.4K | $1.3M | 0.2% | -1.1% |
| WTM WHITE MOUNTAINS INSURANCE GP | Financials | 475 | $1.0M | 0.2% | Held |
| AMZN AMAZON.COM INC | Consumer discretionary | 2.8K | $589K | 0.1% | +4.1% |
| TDOC TELADOC HEALTH INC | Healthcare | 100.8K | $550K | 0.1% | +28.9% |
| TSLA TESLA INC | Industrials | 798 | $297K | 0.0% | +0.3% |
| AMAT APPLIED MATERIALS INC | Technology | 650 | $222K | 0.0% | New |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 13, 2026 | 40 | $659.3M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Feb 13, 2026 | 41 | $706.0M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Nov 4, 2025 | 40 | $837.2M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Aug 8, 2025 | 41 | $715.3M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | May 1, 2025 | 34 | $563.1M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Feb 7, 2025 | 32 | $641.6M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Nov 14, 2024 | 32 | $630.4M | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Jul 29, 2024 | 29 | $654.1M | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | May 14, 2024 | 31 | $643.3M | canonical | SEC ↗ |