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Cache Advisors, LLC

CIK:0002052593
Investment Adviser
$291M AUM
94 holdings
San Francisco, CA, United States
Founded:2020
13 employees
Latest filing:Jun 30, 2025

Cache Advisors, LLC is a San Francisco-based investment advisory firm registered with the U.S. Securities and Exchange Commission. Founded in Delaware, it offers wealth management and investment advisory services. As of July 2025, the firm manages over $290 million in assets and employs 13 professionals, a mix of investors and brokers. The firm caters to retail, high-net-worth, and institutional clients, leveraging a technology-driven platform for portfolio management and execution.

Investment Strategy

Cache Advisors, LLC primarily focuses on public equities and utilizes diversified portfolio management strategies centered on large-cap U.S. technology and growth stocks. Recent filings show an emphasis on high-conviction holdings in companies such as NVIDIA, Apple, Broadcom, and Meta. The firm combines fundamental analysis with technology-enabled research, aiming for long-term capital appreciation while maintaining prudent risk controls.

Latest 13F Filing Activity

Cache Advisors, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 94 equity positions with a total 13F market value of $370M. The fund increased holdings in Nvidia Corporation, Broadcom Inc., Netflix Inc. among other positions. Cache Advisors, LLC reduced exposure to Regeneron Pharmaceuticals, Corcept Therapeutics Inc., Pepsico Inc. among others.

Top Buys
N
NVDANVIDIA CORPORATION
+$15.8M
A
AVGOBROADCOM INC
+$10.6M
N
NFLXNETFLIX INC
+$9.1M
T
TSLATESLA INC
+$7.3M
M
METAMETA PLATFORMS INC
+$7.1M
Top Sells
R
REGNREGENERON PHARMACEUTICALS
-$941.1K
C
CORTCORCEPT THERAPEUTICS INC
-$306.1K
P
PEPPEPSICO INC
-$217.3K
A
AONAON PLC
-$211.1K
P
PGPROCTER AND GAMBLE CO
-$201.4K

Top Holdings

N
NVDANVIDIA CORPORATION
+12.2%$45.0M
A
AAPLAPPLE INC
+10.2%$37.7M
A
AVGOBROADCOM INC
+7.3%$27.0M
M
METAMETA PLATFORMS INC
+7.1%$26.2M
M
MSFTMICROSOFT CORP
+5.8%$21.4M

Equity Positions (94)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
NVIDIA CORPORATION12.18%$45.0M284,956$128.61$157.99+$15.8M
APPLE INC10.19%$37.7M183,639$238.97$205.17+$2.5M
BROADCOM INC7.30%$27.0M97,896$217.82$275.65+$10.6M
META PLATFORMS INC7.09%$26.2M35,527$595.05$738.09+$7.1M
MICROSOFT CORP5.80%$21.4M43,082$421.16$497.41+$6.5M

Industry Allocation

SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+17.6%
SEMICONDUCTORS & RELATED DEVICES
+15.2%
SERVICES-PREPACKAGED SOFTWARE
+13.2%
ELECTRONIC COMPUTERS
+8.9%
MOTOR VEHICLES & PASSENGER CAR BODIES
+3.4%