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Frank, Rimerman Advisors LLC

hedge fundUpdated 45 days ago

Managed by Frank, Rimerman Advisors Llc • Latest filing Q2 2026

Portfolio value
$1.8B
Q2 2026
Filings
23
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
46.0%
Implied from 13F holdings

Portfolio value history

13F-disclosed portfolio value over 23 quarters

Show data table
PeriodPortfolio value
Q4 2020$220.7M
Q1 2021$226M
Q2 2021$255.9M
Q3 2021$258.9M
Q4 2021$298.1M
Q1 2022$312.3M
Q2 2022$261.8M
Q3 2022$277.2M
Q4 2022$321M
Q1 2023$361.9M
Q2 2023$418.6M
Q3 2023$413.5M
Q4 2023$479.3M
Q1 2024$519.5M
Q2 2024$1.4B
Q3 2024$1.4B
Q4 2024$1.4B
Q1 2025$1.3B
Q2 2025$1.5B
Q3 2025$1.6B
Q4 2025$1.6B
Q1 2026$1.5B
Q2 2026$1.8B

Top holdings

612 positions as of Q2 2026

View filing
N

NVIDIA CORPORATION

-1.1%
Value
$111.9M
Shares
559.3K
% Port
6.34%
Q
2.QQQ

INVESCO QQQ TR

-0.4%
Value
$108M
Shares
146.6K
% Port
6.11%
G

ALPHABET INC

+0.4%
Value
$91.5M
Shares
255.9K
% Port
5.18%
A

APPLE INC

+0.6%
Value
$83.4M
Shares
288.1K
% Port
4.72%
S
5.SPY

STATE STR SPDR S&P 500 ETF T

-0.9%
Value
$54.2M
Shares
72.6K
% Port
3.07%
G

ALPHABET INC

-1.2%
Value
$48.5M
Shares
137.4K
% Port
2.75%
E

INVESCO EXCH TRADED FD TR II

-0.3%
Value
$42.8M
Shares
141.4K
% Port
2.43%
N

NETFLIX INC.

-1.9%
Value
$41.1M
Shares
576.3K
% Port
2.33%
M

MICROSOFT CORP

-13.4%
Value
$41M
Shares
109.9K
% Port
2.32%
A
10.AMZN

AMAZON COM INC

+13.4%
Value
$35.8M
Shares
150.2K
% Port
2.03%
V
11.VGES

VANGUARD INDEX FDS

-2.1%
Value
$35M
Shares
94.5K
% Port
1.98%
A
12.AVGO

BROADCOM INC

+1.7%
Value
$31.8M
Shares
84.2K
% Port
1.80%
M
13.MU

MICRON TECHNOLOGY INC

-4.3%
Value
$31.6M
Shares
27.4K
% Port
1.79%
T

TAIWAN SEMICONDUCTOR MANUFAC

+3.3%
Value
$27.4M
Shares
57.4K
% Port
1.55%
M
15.META

META PLATFORMS INC

-0.8%
Value
$23.8M
Shares
42.2K
% Port
1.35%
A
16.AMD

ADVANCED MICRO DEVICES INC

+28.9%
Value
$19.7M
Shares
33.9K
% Port
1.12%
J

JPMORGAN CHASE & CO

-1.1%
Value
$18.8M
Shares
57.6K
% Port
1.07%
T
18.TSLA

TESLA INC

+1.6%
Value
$18.1M
Shares
43.0K
% Port
1.02%
A
19.AMAT

APPLIED MATLS INC

+1.5%
Value
$16.7M
Shares
23.1K
% Port
0.94%
L
20.LLY

ELI LILLY & CO

+7.1%
Value
$13.3M
Shares
11.1K
% Port
0.75%

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