Kaye Capital Management
Annual return '25
+15.8%
SPY '25
+17.7%
Alpha
-2.0ptsvs SPY
Invested
$7.6B
Holdings
1,508
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$NVDA
NVIDIA CORPORATION
Q1 2026: Increased +98.1% (42.41M → 84.01M shares)
6.4%
02
$AAPL
APPLE INC
Q1 2026: Increased +94.6% (26.53M → 51.64M shares)
5.6%
03
$MSFT
MICROSOFT CORP
Q1 2026: Increased +95.0% (13.33M → 26.00M shares)
4.2%
04
$AMZN
AMAZON COM INC
Q1 2026: Increased +97.6% (16.79M → 33.17M shares)
3.1%
05
$GOOGL
ALPHABET INC
Q1 2026: Increased +95.9% (10.35M → 20.28M shares)
2.5%
06
$AVGO
BROADCOM INC
Q1 2026: Increased +101.2% (8.16M → 16.41M shares)
2.2%
07
$OBDC
BLUE OWL CAPITAL CORPORATION
Held since at least Q1 2024
2.2%
08
$GOOG
ALPHABET INC
Q1 2026: Increased +97.0% (8.29M → 16.34M shares)
2.0%
09
$META
META PLATFORMS INC
Q1 2026: Increased +93.0% (3.98M → 7.67M shares)
1.9%
10
$TSLA
TESLA INC
Q1 2026: Increased +97.8% (4.90M → 9.69M shares)
1.6%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:24 UTC.