Universe · entity
Empirical Capital Management, LLC
Institutional manager (13F) · CIK 1642274
13F holdings · as of 2026-03-31 · top 15 · reported portfolio $167k
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | ALPHABET INC-CL A | $38k | 132,500 |
| 2 | ROKU INC | $33k | 345,661 |
| 3 | WAL-MART STORES INC | $21k | 170,000 |
| 4 | TAKE-TWO INTERACTIVE SOFTWRE | $16k | 81,500 |
| 5 | AMAZON.COM INC | $15k | 71,600 |
| 6 | TJX COMPANIES INC | $12k | 77,500 |
| 7 | COSTCO WHOLESALE CORP | $11k | 11,350 |
| 8 | PALANTIR TECHNOLOGIES INC-A | $10k | 69,000 |
| 9 | TESLA MOTORS INC | $2k | 6,000 |
| 10 | NETFLIX INC | $2k | 19,450 |
| 11 | TRIUMPH BANCORP INC | $2k | 30,450 |
| 12 | GENERAC HOLDINGS INC | $2k | 9,100 |
| 13 | REDDIT INC-CL A | $1k | 9,000 |
| 14 | XPO LOGISTICS INC | $973 | 5,000 |
| 15 | HUNT (JB) TRANSPRT SVCS INC | $318 | 1,500 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.