Savoie Capital LLC
Savoie Capital LLC is an investment adviser headquartered in Chicago, Illinois. As registered with the SEC, it manages investment portfolios and provides advisory services. The firm had approximately 2 employees as of 2025, focusing on institutional asset management. Its reporting with an SEC CIK of 0002001471 reflects a primarily US client base and specializes in equity portfolio management for institutional investors.
Investment Strategy
Savoie Capital LLC primarily manages US equity portfolios, with top holdings including major technology and consumer stocks such as NVIDIA, Amazon, Alphabet, and Liberty Media. Its filings show a strategy focused on concentration in high-growth and high-liquidity large-cap US equities, leveraging fundamental analysis to identify opportunities in the technology, consumer, and media sectors. The firm maintains a limited number of positions, suggesting a conviction-driven approach emphasizing long-term capital appreciation.
Top Holdings
Equity Positions (91)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION | 27.00% | $217.2M | 1,374,900 | $80.05 | $157.99 | +$23.9M |
A AMZN | AMAZON COM INC | 10.55% | $84.8M | 386,715 | $158.96 | $219.39 | -$5.8M |
G GOOG | ALPHABET INC | 4.65% | $37.5M | 211,120 | $153.09 | $177.39 | -$5.5M |
L LBRDK | LIBERTY BROADBAND CORP COM SER C | 4.30% | $34.6M | 351,799 | $67.82 | $92.10 | +$965.9K |
Q QQQ | INVESCO QQQ TR | 3.32% | $26.7M | 48,411 | $403.05 | $551.64 | -$6.3M |