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Warm Springs Advisors Inc.
Warm Springs Advisors Inc. is an independent investment adviser based in Larkspur, California serving individual and institutional investors. The firm files with the SEC as a registered investment adviser and manages a portfolio with a focus on publicly traded equities. Their latest AUM is around $117 million as of June 2025. Led by Managing Principal Philip Rice, Warm Springs Advisors specializes in diversified equity portfolios across major U.S. and global growth companies.
Investment Strategy
Warm Springs Advisors Inc. employs a diversified, active strategy focused primarily on large-cap U.S. and global equities. The portfolio emphasizes technology, healthcare, and consumer sectors with top holdings in companies such as NVIDIA, Broadcom, Microsoft, Amazon, and Alphabet. The firm rebalances regularly, demonstrating tactical buying and selling based on market trends and relative performance, with an investment philosophy emphasizing growth and sector-leading stocks.
Latest 13F Filing Activity
Warm Springs Advisors Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 45 equity positions with a total 13F market value of $117M. The fund increased holdings in Nvidia Corporation, Broadcom Inc., Cloudflare Inc. among other positions. Warm Springs Advisors Inc. reduced exposure to Lantheus HLDGS Inc., Everquote Inc., Uber Technologies Inc. among others.
Top Holdings
Equity Positions (45)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION | 14.08% | $16.4M | 103,833 | $134.29 | $157.99 | +$4.8M |
A AVGO | BROADCOM INC | 7.51% | $8.8M | 31,744 | $211.93 | $275.65 | +$3.3M |
M MSFT | MICROSOFT CORP | 6.94% | $8.1M | 16,257 | $433.42 | $497.41 | +$2.9M |
A AMZN | AMAZON COM INC | 4.95% | $5.8M | 26,265 | $219.28 | $219.39 | +$740.9K |
| ALPHABET INC | 4.52% | $5.3M | 29,851 | $189.30 | $176.23 | +$563.3K |
Industry Allocation
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