Draper Asset Management
Draper Asset Management reported 16 stocks worth $218M in its 13F filing for Q3 2026, filed Oct 9, 2026. Its largest holdings are AAPL (18.5%), NVDA (15.8%) and GOOGL (15.1%). Compared with Q2 2026, the fund opened new positions in CRWD, HHH and DECK, added to META, ULTA and SPCX, trimmed AAPL, NVDA and GOOGL and sold out of GEV, WY and NFLX.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  AAPL Apple Inc | $40.3M | 18.5% | 121K | −2,000 (−2%) | 8 of 8 | |
| 2 |  NVDA Nvidia Corporation | $34.3M | 15.8% | 150K | −335 (−0%) | 8 of 8 | |
| 3 |  GOOGL Alphabet Inc | $32.8M | 15.1% | 95K | −3,018 (−3%) | 8 of 8 | |
| 4 |  META Meta Platforms Inc | $30.1M | 13.8% | 42K | +3,749 (+10%) | 8 of 8 | |
| 5 |  AMZN Amazon Com Inc | $28.6M | 13.2% | 115K | −7,794 (−6%) | 8 of 8 | |
| 6 |  TSLA Tesla Inc | $8.2M | 3.8% | 23K | −79 (−0%) | 8 of 8 | |
| 7 |  ULTA Ulta Beauty Inc | $6.7M | 3.1% | 12K | +1,655 (+16%) | 2 of 8 | |
| 8 |  CRWD Crowdstrike Hldgs Inc | $5.6M | 2.6% | 21K | New position | 6 of 8 | |
| 9 |  SPCX Space Exploration Techn Corp Class A Com Stk | $4.9M | 2.3% | 33K | +2,300 (+8%) | 2 of 8 | |
| 10 |  UBER Uber Technologies Inc | $4.7M | 2.2% | 69K | −6,653 (−9%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 9, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Draper Asset Management 13F FAQ
What does Draper Asset Management own?
Draper Asset Management reported 16 stocks worth $218M in its 13F filing for Q3 2026, filed Oct 9, 2026. Its largest holdings are AAPL (18.5%), NVDA (15.8%) and GOOGL (15.1%). The table above lists every position in the filing (the top 10 without an account).
What did Draper Asset Management buy and sell in Q3 2026?
Compared with Q2 2026: 3 new positions, 5 added to, 8 trimmed and 3 sold out. New positions include CRWD, HHH and DECK. It sold all of GEV, WY and NFLX.
When will Draper Asset Management file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Draper Asset Management's portfolio worth?
The Q3 2026 filing reports $218M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.