SEC 13F Intelligence

Managers / Q1 2026

Warm Springs Advisors Inc.

CIK 0002057078 · 80 E SIR FRANCIS DRAKE BLVD. SUITE 4D, LARKSPUR, CA, 94939 · 415-497-8564

Reported Value
$118M
Q1 2026
Positions
48
Filings on Record
6
2019–present window
Filed
Apr 30, 2026
original filing

Summary

Warm Springs Advisors Inc. reported $118M in U.S.-listed holdings across 48 positions for Q1 2026.

Its largest position, NVDA, represents 14.0% of the portfolio.

Compared with Q4 2025, the fund opened 4 new positions and exited 4.

Portfolio Metrics

Turnover
+5.6%
vs prior filed quarter
Top-10 Concentration
+58.6%
share of reported value
Largest Position
+14.0%
Nvidia Corporation
New / Exited
4 / 4
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’24: $108MQ4 ’24Q2 ’25: $117MQ2 ’25Q3 ’25: $132MQ3 ’25Q4 ’25: $129MQ4 ’25Q1 ’26: $118MQ1 ’26filingsflow.com

Portfolio Composition

By security type
Common Stock: 88.4%ETP: 7.6%Other: 3.9%REIT: 0.2%
  • Common Stock · 88.4% · $104M
  • ETP · 7.6% · $9M
  • Other · 3.9% · $5M
  • REIT · 0.2% · $216,230

Quarter-over-Quarter Changes full breakdown →

vs Q4 2025 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
ALABASTERA LABS INCNEW+26.5K26.5K+$3M$3M
RDDTREDDIT INCNEW+10.0K10.0K+$1M$1M
ATAIATAIBECKLEY INCNEW+136.4K136.4K+$482,856$482,856
IRON MTN INC DELNEW+2.1K2.1K+$216,230$216,230
ZSZSCALER INCSOLD OUT7.9K0$2M$0
ACCENTURE PLC IRELANDSOLD OUT2.1K0$554,308$0
SCHWAB STRATEGIC TRSOLD OUT16.1K0$423,615$0
ADBEADOBE INCSOLD OUT1.0K0$357,690$0

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q1 2026

46 positions
#IssuerClass% PortfolioValueShares
1NVDANVIDIA CORPORATIONhistory →COM14.01%$17M94.6K
2AVGOBROADCOM INChistory →COM7.95%$9M30.2K
3GOOGLALPHABET INChistory →CAP STK CL A7.02%$8M28.8K
4AAPLAPPLE INChistory →COM5.05%$6M23.4K
5MSFTMICROSOFT CORPhistory →COM4.98%$6M15.8K
6AMZNAMAZON COM INChistory →COM4.51%$5M25.5K
7AMDADVANCED MICRO DEVICES INChistory →COM4.35%$5M25.2K
8NETCLOUDFLARE INChistory →CL A COM3.89%$5M22.2K
9NDQINVESCO QQQ TRhistory →UNIT SER 13.58%$4M7.3K
10ISHARES TRCORE S&P500 ETF · S&P 500 GRWT ETF · U.S. TECH ETF3.38%$4M10.9K
11COSTCOSTCO WHOLESALE CORPORATIONhistory →COM3.30%$4M3.9K
12CRWDCROWDSTRIKE HLDGS INChistory →CL A2.51%$3M7.6K
13ALABASTERA LABS INChistory →COM2.47%$3M26.5K
14NEBIUS GROUP N.V.SHS CLASS A2.47%$3M28.0K
15VVISA INChistory →COM CL A2.31%$3M9.0K
16CRWVCOREWEAVE INChistory →COM CL A2.30%$3M35.0K
17SOFISOFI TECHNOLOGIES INChistory →COM2.16%$3M160.0K
18ANETARISTA NETWORKS INChistory →COM SHS2.14%$3M20.5K
19JPMJPMORGAN CHASE & COhistory →COM2.01%$2M8.1K
20ABBVABBVIE INChistory →COM1.60%$2M8.7K
21TMOTHERMO FISHER SCIENTIFIC INChistory →COM1.59%$2M3.8K
22GRAB HOLDINGS LIMITEDCLASS A ORD1.42%$2M458.5K
23BRK/BBERKSHIRE HATHAWAY INC DELhistory →CL B NEW1.27%$1M3.1K
24RDDTREDDIT INChistory →CL A1.14%$1M10.0K
25FIGFIGMA INChistory →CLASS A COM STK1.08%$1M60.0K
26TTDTHE TRADE DESK INChistory →COM CL A1.02%$1M52.8K
27HDHOME DEPOT INCCOM0.98%$1M3.5K
28ISRGINTUITIVE SURGICAL INCCOM NEW0.82%$967,6182.1K
29SOUNSOUNDHOUND AI INCCLASS A COM0.79%$935,007136.1K
30SYKSTRYKER CORPORATIONCOM0.77%$907,5662.8K
31CHVCHEVRON CORPORATIONCOM0.69%$809,1863.9K
32QCOMQUALCOMM INCCOM0.67%$788,2626.1K
33METAMETA PLATFORMS INCCL A0.64%$756,9281.3K
34BLKBLACKROCK INCCOM0.59%$699,163727
35ETHAISHARES ETHEREUM TRSHS0.59%$696,52044.0K
36BACBANK AMERICA CORPCOM0.56%$664,17013.6K
37CRMSALESFORCE INCCOM0.45%$534,2502.9K
38MAMASTERCARD INCORPORATEDCL A0.43%$509,1541.0K
39AMATAPPLIED MATLS INCCOM0.43%$508,2421.5K
40ATAIATAIBECKLEY INCCOM SHS0.41%$482,856136.4K
41MRKMERCK & CO INCCOM0.39%$455,1773.8K
42BSXBOSTON SCIENTIFIC CORPCOM0.35%$416,3466.6K
43DUKDUKE ENERGY CORP NEWCOM NEW0.25%$299,9842.3K
44DHRDANAHER CORP DELCOM0.25%$298,4301.6K
45PGPROCTER & GAMBLE COCOM0.21%$251,4701.7K
46IRON MTN INC DELCOM0.18%$216,2302.1K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$118M48Apr 30, 202613F-HRchanges · EDGAR ↗
Q4 2025$129M48Jan 27, 202613F-HRchanges · EDGAR ↗
Q3 2025$132M47Nov 12, 202513F-HRchanges · EDGAR ↗
Q2 2025$117M45Aug 6, 202513F-HRchanges · EDGAR ↗
Q4 2024$108M50Feb 19, 202513F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.