BA

BIRINYI ASSOCIATES INC

13F
BIRINYI ASSOCIATES INC
Last update 2025-02-04 58 Stocks (4 new)
Value $363.00 Mil Turnover 1 %
Countries:
Top Holdings: AAPL(23.71%)SPY(10.36%)AMZN(9.04%)GOOGL(8.25%)MA(6.89%)
Summary Stock Picks Current Portfolio
BIRINYI ASSOCIATES INC Top Holdings of 2024-12-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AAPL 		Apple Inc
344,033
86,152.9
-0.53%
23.710
-0.12%
0.000
-6.37%
-16.70%
3,130,149.4
Hardware
SPY 		SPDR S&P 500 ETF Trust
64,229
37,643.1
+0.02%
10.360
0%
0.010
-9.81%
-6.44%
568,495.4
 
AMZN 		Amazon.com Inc
149,743
32,852.1
-1.07%
9.040
-0.09%
0.000
-20.57%
-14.97%
1,979,630.4
Retail - Cyclical
GOOGL 		Alphabet Inc
158,328
29,971.5
-3.50%
8.250
-0.27%
0.000
-20.35%
-15.76%
1,953,661.6
Interactive Media
MA 		Mastercard Inc
47,522
25,023.7
-0.47%
6.890
-0.03%
0.010
+0.53%
+2.00%
488,183.4
Credit Services
MSFT 		Microsoft Corp
39,500
16,649.0
-3.66%
4.580
-0.19%
0.000
-12.61%
-7.93%
2,879,181.3
Software
NVDA 		NVIDIA Corp
120,225
16,145.0
-0.64%
4.440
-0.03%
0.000
-25.37%
-20.74%
2,596,892.0
Semiconductors
BKNG 		Booking Holdings Inc
2,351
11,680.8
+2.22%
3.210
+0.07%
0.010
+1.53%
-2.63%
157,589.2
Travel & Leisure
WMT 		Walmart Inc
85,215
7,699.2
-0.73%
2.120
-0.01%
0.000
+1.42%
+6.37%
768,334.9
Retail - Defensive
BRK.B 		Berkshire Hathaway Inc
16,943
7,679.9
-0.29%
2.110
-0.01%
0.000
+14.78%
+17.29%
1,146,751.3
Insurance

BIRINYI ASSOCIATES INC's Historical Top Holdings Breakdowns

BIRINYI ASSOCIATES INC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
LLY 		Eli Lilly and Co2024-12-31Reduce
-1.00%
●
727.2 ($827.11) 932.06
$859.73
3.94%
Reduce -78.93%
1,055
-3,953
NFLX 		Netflix Inc2024-12-31Reduce
-0.76%
●
687.65 ($824.93) 936.56
$1,096.87
32.97%
Reduce -87.12%
550
-3,721
BLK 		BlackRock Inc2024-12-31Sold Out
-0.47%
●
940.67 ($1016.21) 1065.26
$916.26
-9.84%
Sold Out
0
-1,719
REGN 		Regeneron Pharmaceuticals Inc2024-12-31New Buy
+0.41%
●
701.85 ($835.93) 1040.27
$599.76
-28.25%
New holding
2,075
2,075
ONON 		On Holding AG2024-12-31New Buy
+0.34%
●
46.3 ($53.03) 59.54
$44.76
-15.59%
New holding
22,435
22,435
GOOGL 		Alphabet Inc2024-12-31Reduce
-0.27%
●
161.86 ($175.1) 196.66
$159.28
-9.03%
Reduce -3.5%
158,328
-5,736
NU 		Nu Holdings Ltd2024-12-31Sold Out
-0.26%
●
10.24 ($13.3) 15.89
$11.75
-11.65%
Sold Out
0
-67,500
MSFT 		Microsoft Corp2024-12-31Reduce
-0.19%
●
406.35 ($426.03) 454.46
$387.30
-9.09%
Reduce -3.66%
39,500
-1,501
TXRH 		Texas Roadhouse Inc2024-12-31Add
+0.17%
●
174.04 ($188.38) 205.27
$161.84
-14.09%
Add 16.94%
22,886
3,315
AAPL 		Apple Inc2024-12-31Reduce
-0.12%
●
221.69 ($235.83) 259.02
$208.37
-11.64%
Reduce -0.53%
344,033
-1,840

BIRINYI ASSOCIATES INC Total Holding History ($B)

To

BIRINYI ASSOCIATES INC's Asset Allocation

To

BIRINYI ASSOCIATES INC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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BIRINYI ASSOCIATES INC's Hypothetical Growth since 2024-12-31

BIRINYI ASSOCIATES INC's Yearly Returns

Year Portfolio % % Excess Gain %

BIRINYI ASSOCIATES INC's Holdings Heat Map

Size field:

BIRINYI ASSOCIATES INC's Holdings Bubble Chart

BIRINYI ASSOCIATES INC News

  • 1

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