Skip to content
Disclosery

Draper Asset Management, LLC

Follow

13F filer, CIK 1847921, SMITHTOWN, NY

Draper Asset Management, LLC reported $197,708,770 across 16 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-12. Its ten largest share positions make up 91.72% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001951757-26-001249

Period
2026-06-30
Reported value
$198M
Holdings
16
Top 10 weight
91.72%
New
2
Sold out
10

Largest buys vs the previous quarter

SecurityShares changeApprox. value
SPCXnew+30,495$5.21M
ULTAnew+10,579$4.77M
METAadded+3,237$1.82M
PLTRadded+5,716$667K
WYadded+19,918$477K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
CRWDexited-7,508-$2.93M
TKOexited-14,107-$2.84M
RDDTexited-16,796-$2.26M
INSMexited-11,321-$1.85M
GEVreduced-1,446-$1.7M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2026

Share positions as resolved from 13F-HR 0001951757-26-001249, largest first. % of portfolio is the value over $197,708,770, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 166,072 shares; 2025Q1: 150,636 shares; 2025Q2: 135,164 shares; 2025Q3: 122,782 shares; 2025Q4: 125,005 shares; 2026Q1: 124,228 shares; 2026Q2: 123,157 shares 123,157$35.6M18.02%-1,071Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 94,806 shares; 2025Q1: 95,464 shares; 2025Q2: 98,872 shares; 2025Q3: 100,135 shares; 2025Q4: 102,209 shares; 2026Q1: 100,229 shares; 2026Q2: 98,482 shares 98,482$35.2M17.8%-1,747Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 181,312 shares; 2025Q1: 165,723 shares; 2025Q2: 159,551 shares; 2025Q3: 147,916 shares; 2025Q4: 150,575 shares; 2026Q1: 150,984 shares; 2026Q2: 150,633 shares 150,633$30.1M15.24%-351Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 125,062 shares; 2025Q1: 122,858 shares; 2025Q2: 125,427 shares; 2025Q3: 119,019 shares; 2025Q4: 120,970 shares; 2026Q1: 122,190 shares; 2026Q2: 122,726 shares 122,726$29.3M14.79%+536Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 13,821 shares; 2025Q1: 19,064 shares; 2025Q2: 22,497 shares; 2025Q3: 23,785 shares; 2025Q4: 30,043 shares; 2026Q1: 34,550 shares; 2026Q2: 37,787 shares 37,787$21.3M10.77%+3,237Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 32,009 shares; 2025Q1: 24,985 shares; 2025Q2: 23,247 shares; 2025Q3: 22,247 shares; 2025Q4: 22,672 shares; 2026Q1: 22,573 shares; 2026Q2: 23,091 shares 23,091$9.71M4.91%+518Timeline
UBERUBER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 68,866 shares; 2025Q1: 69,318 shares; 2025Q2: 71,897 shares; 2025Q3: 72,667 shares; 2025Q4: 79,333 shares; 2026Q1: 74,033 shares; 2026Q2: 75,691 shares 75,691$5.46M2.76%+1,658Timeline
SPCXSPACE EXPLORATION TECHN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 30,495 shares 30,495$5.21M2.64%newTimeline
ULTAULTA BEAUTY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,579 shares 10,579$4.77M2.41%newTimeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,729 shares; 2025Q1: 4,052 shares; 2025Q2: 3,768 shares; 2025Q3: 3,840 shares; 2025Q4: 4,028 shares; 2026Q1: 3,770 shares; 2026Q2: 3,892 shares 3,892$4.67M2.36%+122Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 14,564 shares; 2025Q1: 13,262 shares; 2025Q2: 13,260 shares; 2025Q3: 13,112 shares; 2025Q4: 13,219 shares; 2026Q1: 13,227 shares; 2026Q2: 13,101 shares 13,101$4.63M2.34%-126Timeline
GEVGE VERNOVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,997 shares; 2025Q3: 3,437 shares; 2025Q4: 4,929 shares; 2026Q1: 4,916 shares; 2026Q2: 3,470 shares 3,470$4.08M2.06%-1,446Timeline
ASMLASML HLDG NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,222 shares; 2026Q2: 1,343 shares 1,343$2.67M1.35%+121Timeline
WYWEYERHAEUSER COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 51,278 shares; 2026Q1: 71,792 shares; 2026Q2: 91,710 shares 91,710$2.2M1.11%+19,918Timeline
PLTRPALANTIR TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,832 shares; 2026Q2: 15,548 shares 15,548$1.81M0.92%+5,716Timeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,006 shares; 2026Q2: 13,897 shares 13,897$992K0.5%+5,891Timeline

Sold out in Q2 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
CRWDCROWDSTRIKE HLDGS INC7,508$2.93Mshares
TKOTKO GROUP HOLDINGS INC14,107$2.84Mshares
RDDTREDDIT INC16,796$2.26Mshares
INSMINSMED INC11,321$1.85Mshares
ALNYALNYLAM PHARMACEUTICALS INC3,773$1.25Mshares
SENEASENECA FOODS CORP NEW6,533$987Kshares
CARVANA COCARVANA CO116$329Kput
NVIDIA CORPORATIONNVIDIA CORPORATION143$268Kcall
META PLATFORMS INCMETA PLATFORMS INC43$257Kcall
TAT&T INC7,045$204Kshares

How Q2 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001951757-26-001249 base2026-08-12acceptance time not in the bulk data set