Cache Advisors, LLC
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.
Top Holdings
Equity Positions (94)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION | 12.18% | $45.0M | 284,956 | $128.61 | $157.99 | +$15.8M |
A AAPL | APPLE INC | 10.19% | $37.7M | 183,639 | $238.97 | $205.17 | +$2.5M |
A AVGO | BROADCOM INC | 7.30% | $27.0M | 97,896 | $217.82 | $275.65 | +$10.6M |
M META | META PLATFORMS INC | 7.09% | $26.2M | 35,527 | $595.05 | $738.09 | +$7.1M |
M MSFT | MICROSOFT CORP | 5.80% | $21.4M | 43,082 | $421.16 | $497.41 | +$6.5M |