LAZARI CAPITAL MANAGEMENT, INC.
CIK 1986389 · Holdings on Dec 31, 2024 · First reported Jan 24, 2025
Top ten holdings
Q4 2024- AAPL17.52%
- META8.21%
- AMZN7.02%
- NVDA5.89%
- UBER4.80%
- GOOGL3.94%
- DIS2.86%
- MSFT2.70%
- BP2.28%
- BA2.02%
Share classes counted separately57.24%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- AAPLWeight increased · +2.79 pp14.73% → 17.52%Shares +27.73K (+18.77%)
- NVDAWeight increased · +1.67 pp4.22% → 5.89%Shares +28.66K (+35.25%)
- UBERWeight decreased · -1.55 pp6.35% → 4.80%Shares +2.12K (+1.07%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | AAPLAPPLE INCCOMMON STOCK View history and evidence | $43.94M | 17.52% | 175.48K shares | 14.73% → 17.52%+2.79 pp +27.73K (+18.77%) | Added | ↗▾ |
| 02 | METAMETA PLATFORMS INC-CLASS ACOMMON STOCK View history and evidence | $20.60M | 8.21% | 35.18K shares | 8.52% → 8.21%-0.31 pp +380 (+1.09%) | Added | ↗▾ |
| 03 | AMZNAMAZON.COM INCCOMMON STOCK View history and evidence | $17.60M | 7.02% | 80.23K shares | 5.99% → 7.02%+1.03 pp +5.10K (+6.79%) | Added | ↗▾ |
| 04 | NVDANVIDIA CORPCOMMON STOCK View history and evidence | $14.77M | 5.89% | 109.98K shares | 4.22% → 5.89%+1.67 pp +28.66K (+35.25%) | Added | ↗▾ |
| 05 | UBERUBER TECHNOLOGIES INCCOMMON STOCK View history and evidence | $12.03M | 4.80% | 199.48K shares | 6.35% → 4.80%-1.55 pp +2.12K (+1.07%) | Added | ↗▾ |
| 06 | GOOGLALPHABET INC-CL ACOMMON STOCK View history and evidence | $9.88M | 3.94% | 52.19K shares | 3.75% → 3.94%+0.19 pp -665 (-1.26%) | Reduced | ↗▾ |
| 07 | DISWALT DISNEY CO/THECOMMON STOCK View history and evidence | $7.16M | 2.86% | 64.32K shares | 3.08% → 2.86%-0.22 pp -10.44K (-13.97%) | Reduced | ↗▾ |
| 08 | MSFTMICROSOFT CORPCOMMON STOCK View history and evidence | $6.78M | 2.70% | 16.08K shares | 2.91% → 2.70%-0.21 pp +285 (+1.80%) | Added | ↗▾ |
| 09 | BPBP PLC-SPONS ADRAMERICAN DEPOSITORY RECEIPT View history and evidence | $5.73M | 2.28% | 193.88K shares | 1.74% → 2.28%+0.54 pp +64.20K (+49.51%) | Added | ↗▾ |
| 10 | BABOEING CO/THECOMMON STOCK View history and evidence | $5.06M | 2.02% | 28.60K shares | 1.50% → 2.02%+0.52 pp +5.49K (+23.76%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 13
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| 844741BG2 SOUTHWEST AIRLINES CO | Non-derivative | -375,000 | -$379.74K | SEC filing ↗ | SEC filing ↗ |
| COIN COINBASE GLOBAL INC -CLASS A | Non-derivative | -1,797 | -$320.17K | SEC filing ↗ | SEC filing ↗ |
| VO VNGRD MRNGSTR MD-CAP ETF-USD | Non-derivative | -1,112 | -$293.36K | SEC filing ↗ | SEC filing ↗ |
3 / 13 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1986389 · Period 2024-12-31
Data loaded 2026-09-23 · First reported 2025-01-24
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 250858900
}Research all 153 reported holdings.
This page includes 30 of 153 reported holdings. Sign in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
- Download CSV
- Earlier quarters
- Advanced screening & filtering
- API & AI access
＋ New accounts get free API credits to explore data beyond ownership filings.
For AI agents & developers
The initial HTML of this page carries its exact data as script#portfolio-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account. This page lists 30 of 153 current positions (options included); totals and weights use the complete filing.
Without an account: the last 3 years, with the row caps stated on the page. A free account opens all history on file on these pages and the CSV of what a page shows. Rows beyond the caps and bulk retrieval go through the authenticated API / MCP.
MCP https://api.akkrudata.ai/mcp
get_institutional_portfolio
{"cik":"1986389","quarter":"2024Q4","page_size":100}
get_institutional_manager_history
{"cik":"1986389","page_size":100}Connect to MCP with OAuth and follow the returned pagination. Credits and usage limits depend on the account.
- MCP endpoint
- https://api.akkrudata.ai/mcp
- API / MCP documentation
- /documents
- llms.txt
- /llms.txt
Sources, coverage & how to read this data
Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.