Purus Wealth Management, LLC
Long book
$313.7M
Q1 2026
Positions
157
Top-10 weight
47%
concentration
Last quarter
+13.9%
SPY +14.8%
Turnover
12%
of book per quarter
Strategy in plain words
auto-generated from filingsPurus Wealth Management, LLC is an institutional manager, running a $313.7M US long book across 157 positions.
The portfolio is moderately concentrated (top 10 ≈ 47% of the book). Turnover is modest: positions are typically held for years. Current anchor positions: NVIDIA CORP, COSTCO WHOLESALE CORP, BROADCOM INC, APPLE INC, INTUITIVE SURGICAL INC.
Over the last 9 quarters its long book ran on average 1pp per quarter ahead of the S&P 500, beating the index in 6 of 9 quarters. Signal value of individual moves is limited — treat changes as weak evidence.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
+8.6%
Q2 2024
+4.0%
Q3 2024
+5.6%
Q4 2024
-6.9%
Q1 2025
+16.3%
Q2 2025
+8.8%
Q3 2025
+2.9%
Q4 2025
-3.8%
Q1 2026
+13.9%
Sector allocation
Technology 54%
Consumer discretionary 13%
Industrials 10%
Healthcare 8%
Utilities 5%
Financials 4%
Services media 4%
Energy 1%
Long book by quarter
What does Purus Wealth own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| NVDA NVIDIA CORP | Technology | 267.2K | $46.6M | 14.9% | -1.3% |
| COST COSTCO WHOLESALE CORP | Consumer discretionary | 15.9K | $15.9M | 5.1% | -1.5% |
| AVGO BROADCOM INC | Technology | 46.0K | $14.2M | 4.5% | -0.3% |
| AAPL APPLE INC | Technology | 55.3K | $14.0M | 4.5% | +9.5% |
| ISRG INTUITIVE SURGICAL INC | Healthcare | 23.7K | $10.9M | 3.5% | -0.1% |
| AMZN AMAZON.COM INC | Consumer discretionary | 50.0K | $10.4M | 3.3% | +1.4% |
| WM WASTE MANAGEMENT INC | Utilities | 40.7K | $9.3M | 3.0% | -0.3% |
| GOOGL ALPHABET INC-CL A | Technology | 29.5K | $8.5M | 2.7% | +0.4% |
| V VISA INC-CLASS A SHARES | Services media | 23.3K | $7.0M | 2.2% | +1.0% |
| MSFT MICROSOFT CORP | Technology | 15.0K | $5.5M | 1.8% | +6.4% |
| AMD ADVANCED MICRO DEVICES | Technology | 26.0K | $5.3M | 1.7% | +1.2% |
| JPM JPMORGAN CHASE & CO | Financials | 15.0K | $4.4M | 1.4% | -0.7% |
| ANET ARISTA NETWORKS INC | Technology | 34.2K | $4.2M | 1.3% | -0.1% |
| PLTR PALANTIR TECHNOLOGIES INC-A | Technology | 23.0K | $3.4M | 1.1% | +0.1% |
| TER TERADYNE INC | Technology | 11.2K | $3.3M | 1.1% | 0.0% |
| GEV GE VERNOVA INC | Industrials | 3.7K | $3.2M | 1.0% | +2.4% |
| AMGN AMGEN INC | Healthcare | 8.5K | $3.0M | 1.0% | +0.4% |
| RTX RTX CORP | Industrials | 14.7K | $2.8M | 0.9% | +0.1% |
| META META PLATFORMS INC-CLASS A | Technology | 4.6K | $2.6M | 0.8% | -0.6% |
| APO APOLLO GLOBAL MANAGEMENT INC | Financials | 21.3K | $2.4M | 0.8% | -12.6% |
| TSLA TESLA INC | Industrials | 6.4K | $2.4M | 0.8% | 0.0% |
| CAT CATERPILLAR INC | Industrials | 3.0K | $2.2M | 0.7% | +0.7% |
| DE DEERE & CO | Industrials | 3.2K | $1.8M | 0.6% | -1.6% |
| NFLX NETFLIX INC | Services media | 15.5K | $1.5M | 0.5% | +10.7% |
| LMT LOCKHEED MARTIN CORP | Industrials | 2.4K | $1.4M | 0.5% | -1.1% |
| ADBE ADOBE INC | Technology | 5.4K | $1.3M | 0.4% | -9.3% |
| AMAT APPLIED MATERIALS INC | Technology | 3.7K | $1.3M | 0.4% | -0.2% |
| NOC NORTHROP GRUMMAN CORP | Technology | 1.8K | $1.2M | 0.4% | +0.1% |
| GE GENERAL ELECTRIC | Industrials | 3.8K | $1.1M | 0.3% | +15.8% |
| PWR QUANTA SERVICES INC | Industrials | 1.9K | $1.0M | 0.3% | +2.2% |
| CVX CHEVRON CORP | Energy | 4.8K | $992K | 0.3% | -3.0% |
| GD GENERAL DYNAMICS CORP | Industrials | 2.6K | $882K | 0.3% | +0.4% |
| AXON AXON ENTERPRISE INC | Industrials | 2.0K | $870K | 0.3% | -2.9% |
| JNJ JOHNSON & JOHNSON | Healthcare | 3.5K | $843K | 0.3% | +25.1% |
| AXP AMERICAN EXPRESS CO | Financials | 2.7K | $812K | 0.3% | -2.9% |
| BX BLACKSTONE INC | Financials | 6.5K | $750K | 0.2% | +0.1% |
| APP APPLOVIN CORP-CLASS A | Technology | 1.8K | $728K | 0.2% | -2.6% |
| HD HOME DEPOT INC | Consumer discretionary | 2.1K | $694K | 0.2% | -11.1% |
| ABT ABBOTT LABORATORIES | Healthcare | 5.9K | $605K | 0.2% | -6.9% |
| LRCX LAM RESEARCH CORP | Industrials | 2.8K | $592K | 0.2% | +1.8% |
| GOOG ALPHABET INC-CL C | Technology | 1.9K | $539K | 0.2% | -0.7% |
| VZ VERIZON COMMUNICATIONS INC | Communications | 10.7K | $538K | 0.2% | -13.9% |
| CRM SALESFORCE INC | Technology | 2.8K | $531K | 0.2% | +16.8% |
| T AT&T INC | Communications | 18.2K | $528K | 0.2% | -2.1% |
| RCL ROYAL CARIBBEAN CRUISES LTD | Industrials | 1.9K | $518K | 0.2% | +0.4% |
| LDOS LEIDOS HOLDINGS INC | Technology | 3.3K | $513K | 0.2% | +0.9% |
| GM GENERAL MOTORS CO | Industrials | 6.5K | $487K | 0.2% | 0.0% |
| LNG CHENIERE ENERGY INC | Utilities | 1.7K | $486K | 0.2% | -6.3% |
| HON HONEYWELL INTERNATIONAL INC | Industrials | 2.1K | $479K | 0.2% | -2.3% |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 915 | $438K | 0.1% | -6.9% |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | Apr 15, 2026 | 157 | $313.7M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Jan 27, 2026 | 150 | $320.6M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Oct 24, 2025 | 144 | $313.3M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR/ARESTATEMENT | Aug 11, 2025 | 140 | $288.1M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Aug 1, 2025 | 118 | $229.8M | SEC ↗ | |
| Q1 2025 | 13F-HR | May 14, 2025 | 119 | $235.1M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Jan 16, 2025 | 123 | $252.7M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Nov 12, 2024 | 117 | $236.1M | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Aug 12, 2024 | 116 | $226.5M | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | Apr 12, 2024 | 113 | $202.6M | canonical | SEC ↗ |
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