FFG Partners
FFG Partners reported 46 stocks worth $317M in its 13F filing for Q3 2026, filed Oct 15, 2026. Its largest holdings are NVDA (9.1%), MU (7.8%) and PLTR (7.1%). Compared with Q2 2026, the fund opened new positions in PM, LMT and CRAK, added to LLY, CAT and JNJ, trimmed NVDA, MU and PLTR and sold out of ACWX, GNRC and DKS.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  NVDA Nvidia Corporation | $28.8M | 9.1% | 126K | −6,924 (−5%) | 8 of 8 | |
| 2 |  MU Micron Technology Inc | $24.9M | 7.8% | 23K | −1,128 (−5%) | 3 of 8 | |
| 3 |  PLTR Palantir Technologies Inc | $22.6M | 7.1% | 121K | −21K (−15%) | 8 of 8 | |
| 4 |  ET Energy Transfer L P LP | $17.3M | 5.5% | 876K | −7,424 (−1%) | 8 of 8 | |
| 5 |  AVGO Broadcom Inc | $17.1M | 5.4% | 49K | −4,033 (−8%) | 8 of 8 | |
| 6 |  LLY Eli Lilly & Co | $15.1M | 4.8% | 13K | +3,174 (+32%) | 6 of 8 | |
| 7 |  GOOGL Alphabet Inc | $14.4M | 4.5% | 42K | −46 (−0%) | 8 of 8 | |
| 8 |  CAT Caterpillar Inc | $13.7M | 4.3% | 17K | +2,736 (+19%) | 2 of 8 | |
| 9 |  JNJ Johnson & Johnson | $13.5M | 4.3% | 51K | +1,418 (+3%) | 2 of 8 | |
| 10 |  INTC Intel Corp | $13.1M | 4.1% | 109K | +25K (+29%) | 2 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| Stock | Value last quarter | Shares sold |
|---|---|---|
 ACWX Ishares TR | $14M | 184K |
 GNRC Generac Hldgs Inc | $12.4M | 42K |
 DKS Dicks Sporting Goods Inc | $11.5M | 51K |
 POWR Ishares Inc | $11.1M | 398K |
 XLI Select Sector Spdr TR | $1.5M | 7,853 |
🔒 Free account: see all 6.
Options
valued at the underlying shares
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 15, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
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All hedge fund holdings →FFG Partners 13F FAQ
What does FFG Partners own?
FFG Partners reported 46 stocks worth $317M in its 13F filing for Q3 2026, filed Oct 15, 2026. Its largest holdings are NVDA (9.1%), MU (7.8%) and PLTR (7.1%). The table above lists every position in the filing (the top 10 without an account).
What did FFG Partners buy and sell in Q3 2026?
Compared with Q2 2026: 11 new positions, 15 added to, 20 trimmed and 6 sold out. New positions include PM, LMT and CRAK. It sold all of ACWX, GNRC and DKS.
When will FFG Partners 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 FFG Partners's portfolio worth?
The Q3 2026 filing reports $317M in US stocks ($338M including options). 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.