← a los grandes inversores
Cache Advisors, LLC
gestora de activos · cartera $1.63 mil M · 162 posiciones · informe a 30.09.2026
Posiciones en Acciones informe de 30.09.2026, presentado el 16.10.2026; cambio — frente a 30.06.2026 · 168
| Empresa | Acciones | Valor | % de la cartera | Cambio Trimestral |
|---|---|---|---|---|
| Alpha Architect US Equity 4… US:AAUB · ETF | 5 211 022 | $267 M | 16.36% | nueva |
| Alpha Architect US Equity 2… US:AAEQ · ETF | 3 631 067 | $199 M | 12.20% | — |
| Alpha Architect US Equity ET… US:AAUS · ETF | 2 753 833 | $170 M | 10.40% | — |
| Alpha Architect US Equity 3… US:AAUA · ETF | 1 872 926 | $110 M | 6.74% | — |
| NVIDIA Corporation US:NVDA | 413 830 | $94.5 M | 5.79% | +24 409 |
| Apple Inc. US:AAPL | 246 617 | $82.1 M | 5.03% | +5 729 |
| Alphabet Inc. US:GOOG | 185 417 | $63.2 M | 3.87% | +76 187 |
| Microsoft Corporation US:MSFT | 108 821 | $55.8 M | 3.42% | +15 036 |
| Amazon.com, Inc. US:AMZN | 180 669 | $45.0 M | 2.76% | +21 566 |
| Broadcom Inc. US:AVGO | 126 663 | $44.5 M | 2.72% | −6 441 |
| Meta Platforms, Inc. US:META | 49 829 | $36.1 M | 2.21% | +1 306 |
| Arista Networks US:ANET | 139 582 | $28.4 M | 1.74% | +8 112 |
| Palo Alto Networks Inc US:PANW | 59 920 | $23.8 M | 1.46% | +34 840 |
| Snowflake Inc. US:SNOW | 62 423 | $21.2 M | 1.30% | +21 695 |
| Sandisk Corp US:SNDK | 11 520 | $20.0 M | 1.23% | +4 918 |
| SPACE EXPLORATION TECHNOLOGI… US:SPCX | 123 069 | $18.6 M | 1.14% | nueva |
| Advanced Micro Devices Inc US:AMD | 29 995 | $18.3 M | 1.12% | +2 140 |
| Alphabet Inc. US:GOOGL | 52 029 | $17.9 M | 1.10% | −6 786 |
| Palantir Technologies Inc. US:PLTR | 94 253 | $17.6 M | 1.08% | +4 157 |
| Tesla, Inc. US:TSLA | 47 686 | $16.9 M | 1.04% | +5 580 |
| Micron Technology Inc US:MU | 15 747 | $16.8 M | 1.03% | +2 777 |
| ROIVANT SCIENCES LTD CUSIP G76279101 | 358 777 | $13.1 M | 0.80% | −179 823 |
| Applied Materials Inc US:AMAT | 24 193 | $12.4 M | 0.76% | +6 326 |
| Lam Research Corp US:LRCX | 37 504 | $12.3 M | 0.75% | +13 923 |
| Cerebras Systems Inc. US:CBRS | 54 722 | $9.72 M | 0.60% | nueva |
| Western Digital Corporation US:WDC | 18 204 | $8.27 M | 0.51% | −4 988 |
| CrowdStrike Holdings, Inc. US:CRWD | 29 876 | $7.91 M | 0.48% | +22 863 |
| DoorDash, Inc. Class A US:DASH | 42 571 | $7.81 M | 0.48% | −918 |
| Marvell Technology, Inc. US:MRVL | 29 370 | $7.76 M | 0.48% | +6 168 |
| Netflix Inc US:NFLX | 111 400 | $7.75 M | 0.47% | +1 550 |
| Everpure, Inc. US:P | 55 829 | $7.30 M | 0.45% | +32 429 |
| Datadog, Inc. US:DDOG | 26 044 | $7.13 M | 0.44% | −13 000 |
| Uber Technologies Inc US:UBER | 102 939 | $7.05 M | 0.43% | +26 403 |
| AbbVie Inc US:ABBV | 21 705 | $5.68 M | 0.35% | +11 351 |
| Johnson & Johnson US:JNJ | 20 074 | $5.31 M | 0.33% | +2 496 |
| Intel Corporation US:INTC | 41 574 | $5.00 M | 0.31% | +11 788 |
| Airbnb Inc US:ABNB | 30 313 | $4.87 M | 0.30% | +13 359 |
| Goldman Sachs Group Inc US:GS | 5 056 | $4.55 M | 0.28% | +1 188 |
| Cisco Systems Inc US:CSCO | 41 504 | $4.47 M | 0.27% | +6 131 |
| T-Mobile US Inc US:TMUS | 25 593 | $4.17 M | 0.26% | +10 147 |
| QUALCOMM INC/DE US:QCOM | 21 622 | $3.98 M | 0.24% | −2 104 |
| Adobe Systems Incorporated US:ADBE | 15 793 | $3.79 M | 0.23% | −1 800 |
| ACCENTURE PLC IRELAND CUSIP G1151C101 | 18 445 | $3.38 M | 0.21% | −4 156 |
| Norfolk Southern Corporation US:NSC | 10 352 | $3.20 M | 0.20% | +2 943 |
| Caterpillar Inc US:CAT | 3 886 | $3.15 M | 0.19% | nueva |
| Regeneron Pharmaceuticals In… US:REGN | 3 548 | $2.69 M | 0.16% | — |
| Texas Instruments Incorporat… US:TXN | 9 494 | $2.66 M | 0.16% | +3 653 |
| MORGAN STANLEY US:MS | 13 666 | $2.57 M | 0.16% | +3 769 |
| NU HLDGS LTD CUSIP G6683N103 | 197 361 | $2.50 M | 0.15% | +73 124 |
| COSTCO WHOLESALE CORP /NEW US:COST | 2 689 | $2.45 M | 0.15% | +35 |
| Salesforce.com Inc US:CRM | 10 543 | $2.42 M | 0.15% | +442 |
| Robinhood Markets, Inc. US:HOOD | 21 372 | $2.40 M | 0.15% | +6 975 |
| Gilead Sciences Inc US:GILD | 14 993 | $2.23 M | 0.14% | +2 584 |
| Bank of America Corp US:BAC | 40 379 | $2.20 M | 0.13% | +31 943 |
| ServiceNow Inc US:NOW | 16 000 | $2.14 M | 0.13% | −13 360 |
| Energy Select Sector SPDR® F… US:XLE · ETF | 33 338 | $2.05 M | 0.13% | — |
| Shopify Inc US:SHOP | 9 193 | $1.94 M | 0.12% | — |
| BERKSHIRE HATHAWAY INC US:BRK-A | 3 882 | $1.93 M | 0.12% | +1 276 |
| ASML HLDG NV CUSIP N07059210 | 1 000 | $1.81 M | 0.11% | — |
| Axon Enterprise Inc. US:AXON | 4 182 | $1.77 M | 0.11% | — |
| KLA Corporation US:KLAC | 8 878 | $1.73 M | 0.11% | −192 |
| Visa Inc. Class A US:V | 4 405 | $1.58 M | 0.10% | −2 688 |
| Cadence Design Systems Inc US:CDNS | 4 787 | $1.58 M | 0.10% | — |
| JPMorgan Chase & Co. US:JPM | 4 659 | $1.54 M | 0.09% | +2 743 |
| Taiwan Semiconductor Manufac… US:TSM · certificado de depósito | 3 318 | $1.51 M | 0.09% | nueva |
| Protagonist Therapeutics Inc US:PTGX | 10 143 | $1.43 M | 0.09% | — |
| Eli Lilly and Company US:LLY | 1 235 | $1.43 M | 0.09% | −824 |
| Zscaler, Inc. US:ZS | 7 144 | $1.42 M | 0.09% | — |
| Astera Labs, Inc. US:ALAB | 4 000 | $1.42 M | 0.09% | +2 000 |
| Vistra Corp. US:VST | 10 200 | $1.41 M | 0.09% | — |
| Procore Technologies Inc US:PCOR | 26 686 | $1.38 M | 0.08% | — |
| Walmart Inc. US:WMT | 12 960 | $1.35 M | 0.08% | +8 070 |
| Northern Trust Corporation US:NTRS | 7 844 | $1.33 M | 0.08% | — |
| Moodys Corporation US:MCO | 2 902 | $1.32 M | 0.08% | +1 002 |
| Intuit Inc US:INTU | 4 742 | $1.31 M | 0.08% | — |
| Fortinet, Inc. US:FTNT | 7 285 | $1.30 M | 0.08% | — |
| Cloudflare Inc US:NET | 3 650 | $1.27 M | 0.08% | −2 910 |
| Dell Technologies Inc. US:DELL | 2 286 | $1.23 M | 0.08% | nueva |
| CREDO TECHNOLOGY GROUP HOLDI CUSIP G25457105 | 6 110 | $1.19 M | 0.07% | +2 110 |
| UNITEDHEALTH GROUP INC US:UNH | 3 235 | $1.19 M | 0.07% | — |
| Rubrik, Inc. US:RBRK | 9 539 | $1.09 M | 0.07% | nueva |
| ON Semiconductor Corporation US:ON | 13 491 | $1.04 M | 0.06% | −15 579 |
| Valero Energy Corporation US:VLO | 2 615 | $1.01 M | 0.06% | nueva |
| Analog Devices Inc US:ADI | 2 500 | $992 mil | 0.06% | +900 |
| SCHWAB CHARLES CORP US:SCHW | 10 134 | $990 mil | 0.06% | +7 459 |
| CoreWeave, Inc. US:CRWV | 11 300 | $984 mil | 0.06% | nueva |
| Marathon Petroleum Corp US:MPC | 2 400 | $949 mil | 0.06% | +1 550 |
| Rocket Lab USA Inc. US:RKLB | 13 583 | $946 mil | 0.06% | — |
| VeriSign Inc US:VRSN | 3 308 | $933 mil | 0.06% | — |
| Mastercard Inc US:MA | 1 671 | $922 mil | 0.06% | −624 |
| Coinbase Global Inc US:COIN | 4 750 | $885 mil | 0.05% | −20 000 |
| Corcept Therapeutics Incorpo… US:CORT | 7 500 | $864 mil | 0.05% | — |
| Nutanix, Inc. US:NTNX | 12 000 | $845 mil | 0.05% | −1 500 |
| STARBUCKS CORP US:SBUX | 8 956 | $842 mil | 0.05% | +956 |
| iShares Russell 1000 Growth… US:IWF · ETF | 6 636 | $831 mil | 0.05% | — |
| CVS Health Corp US:CVS | 9 579 | $821 mil | 0.05% | nueva |
| Affirm Holdings Inc US:AFRM | 11 640 | $806 mil | 0.05% | nueva |
| RTX Corporation US:RTX | 4 330 | $804 mil | 0.05% | — |
| Workday, Inc. US:WDAY | 4 028 | $767 mil | 0.05% | — |
| FLEX LTD CUSIP Y2573F102 | 6 955 | $765 mil | 0.05% | −16 743 |
| WELLS FARGO & COMPANY/MN US:WFC | 8 957 | $717 mil | 0.04% | +1 857 |
| Penumbra Inc US:PEN | 2 250 | $716 mil | 0.04% | — |
| Intuitive Surgical Inc US:ISRG | 1 759 | $715 mil | 0.04% | — |
| PepsiCo Inc US:PEP | 5 310 | $673 mil | 0.04% | +969 |
| Quanta Services Inc US:PWR | 1 047 | $673 mil | 0.04% | — |
| NetApp Inc US:NTAP | 3 181 | $668 mil | 0.04% | +550 |
| The Coca-Cola Company US:KO | 7 536 | $649 mil | 0.04% | +2 105 |
| ExxonMobil Holdings Corp US:XOM | 3 771 | $614 mil | 0.04% | nueva |
| CIENA CORP US:CIEN | 1 718 | $604 mil | 0.04% | −268 |
| AON PLC CUSIP G0403H108 | 2 173 | $601 mil | 0.04% | −3 285 |
| Twilio Inc US:TWLO | 2 000 | $585 mil | 0.04% | −19 232 |
| Okta, Inc. US:OKTA | 2 795 | $584 mil | 0.04% | nueva |
| Amgen Inc US:AMGN | 1 384 | $583 mil | 0.04% | nueva |
| Block Inc US:XYZ | 7 830 | $576 mil | 0.04% | — |
| iShares Semiconductor ETF US:SOXX · ETF | 1 000 | $569 mil | 0.03% | — |
| SEAGATE TECHNOLOGY HLDNGS PL CUSIP G7997R103 | 600 | $553 mil | 0.03% | −2 065 |
| Veeva Systems Inc Class A US:VEEV | 1 920 | $548 mil | 0.03% | nueva |
| Dynatrace, Inc. US:DT | 9 304 | $537 mil | 0.03% | — |
| American Express Company US:AXP | 1 708 | $519 mil | 0.03% | — |
| Waste Management Inc US:WM | 2 385 | $486 mil | 0.03% | −2 115 |
| SPDR® Portfolio S&P 500 High… US:SPYD · ETF | 10 673 | $484 mil | 0.03% | — |
| S&P Global Inc US:SPGI | 1 177 | $464 mil | 0.03% | +388 |
| SPOTIFY TECHNOLOGY S A CUSIP L8681T102 | 951 | $463 mil | 0.03% | — |
| International Business Machi… US:IBM | 2 107 | $463 mil | 0.03% | +720 |
| ABBOTT LABORATORIES US:ABT | 4 655 | $460 mil | 0.03% | nueva |
| Shell PLC US:SHEL · certificado de depósito | 4 688 | $446 mil | 0.03% | — |
| Global Payments Inc US:GPN | 5 409 | $442 mil | 0.03% | — |
| HSBC Holdings PLC US:HSBC · certificado de depósito | 4 364 | $433 mil | 0.03% | nueva |
| Remitly Global Inc US:RELY | 20 150 | $430 mil | 0.03% | nueva |
| Magnite Inc US:MGNI | 16 967 | $429 mil | 0.03% | nueva |
| Amphenol Corporation US:APH | 4 972 | $419 mil | 0.03% | +2 486 |
| JB Hunt Transport Services I… US:JBHT | 1 800 | $403 mil | 0.02% | — |
| BlackRock Inc US:BLK | 375 | $397 mil | 0.02% | — |
| WEC Energy Group Inc US:WEC | 3 915 | $395 mil | 0.02% | nueva |
| Union Pacific Corporation US:UNP | 1 378 | $375 mil | 0.02% | — |
| Arm Holdings plc American De… US:ARM · certificado de depósito | 1 280 | $371 mil | 0.02% | — |
| iShares Expanded Tech-Softwa… US:IGV · ETF | 3 490 | $368 mil | 0.02% | — |
| Vanguard Total Stock Market… US:VTI · ETF | 950 | $356 mil | 0.02% | — |
| Doximity Inc US:DOCS | 11 896 | $337 mil | 0.02% | — |
| Ast Spacemobile Inc US:ASTS | 5 700 | $336 mil | 0.02% | — |
| CSX Corporation US:CSX | 7 200 | $335 mil | 0.02% | — |
| eBay Inc US:EBAY | 3 134 | $332 mil | 0.02% | — |
| Maplebear Inc. US:CART | 7 342 | $317 mil | 0.02% | — |
| Roblox Corp US:RBLX | 7 300 | $309 mil | 0.02% | nueva |
| Intercontinental Exchange In… US:ICE | 1 981 | $301 mil | 0.02% | −1 634 |
| Happen, Inc. US:HAPN | 20 000 | $296 mil | 0.02% | — |
| Ross Stores Inc US:ROST | 1 200 | $280 mil | 0.02% | nueva |
| Slide Insurance Holdings, In… US:SLDE | 12 200 | $272 mil | 0.02% | nueva |
| Invesco QQQ Trust US:QQQ · ETF | 331 | $245 mil | 0.01% | — |
| SPDR® S&P 400 Mid Cap Growth… US:MDYG · ETF | 2 300 | $240 mil | 0.01% | — |
| Chipotle Mexican Grill Inc US:CMG | 7 500 | $240 mil | 0.01% | nueva |
| Capital One Financial Corpor… US:COF | 1 230 | $237 mil | 0.01% | nueva |
| Vanguard Information Technol… US:VGT · ETF | 1 707 | $215 mil | 0.01% | — |
| Circle Internet Group, Inc. US:CRCL | 2 580 | $212 mil | 0.01% | nueva |
| Nike Inc US:NKE | 5 977 | $212 mil | 0.01% | — |
| Elevance Health Inc US:ELV | 527 | $205 mil | 0.01% | — |
| Kimco Realty Corporation US:KIM | 9 205 | $204 mil | 0.01% | nueva |
| Chevron Corp US:CVX | 1 000 | $204 mil | 0.01% | nueva |
| Bentley Systems Inc US:BSY | 6 279 | $201 mil | 0.01% | nueva |
| CCC Intelligent Solutions Ho… US:CCC | 26 200 | $174 mil | 0.01% | — |
| Compass Inc US:COMP | 15 937 | $142 mil | 0.01% | — |
| Coursera, Inc. US:COUR | 17 789 | $88.2 mil | 0.01% | — |
| The Boeing Company US:BA | 0 (era 950) | — | — | vendida |
| Carvana Co US:CVNA | 0 (era 4 595) | — | — | vendida |
| ExxonMobil Holdings Corp US:XOM | 0 (era 5 504) | — | — | vendida |
| HealthEquity Inc US:HQY | 0 (era 23 000) | — | — | vendida |
| MARQETA INC CUSIP 57142B104 | 0 (era 34 091) | — | — | vendida |
| Nextpower Inc. US:NXT | 0 (era 4 127) | — | — | vendida |
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