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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Oak Thistle LLC
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| CRD # | 299086 |
| SEC # | 801-119515 |
| CIK # | 0001755987 |
| AUM | $700.0 M (2025-04-10) |
| Employees | 9 (89% Investors, 0% Brokers) |
| Phone | 617-308-5935 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Tesla Motors Inc | 15.4 | ||
| Palantir Technologies Inc | 8.3 | ||
| Advanced Micro Devices Inc | 6.6 | ||
| Guidewire Software Inc | 5.5 | ||
| Nvidia Corp | 5.5 | ||
| Cheniere Energy Inc | 5.4 | ||
| Automatic Data Processing Inc | 5.3 | ||
| Cisco Systems Inc | 5.2 | ||
| Cintas Corp | 4.9 | ||
| Skechers USA Inc | 4.9 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 375.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 3 | 325.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 4 | 700.0 |
| By Discretionary | ||
| Discretionary | 4 | 700.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 4 | 700.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 18.0 | |
| United States Persons | 682.0 | |
| Total | 4 | 700.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001755987] |
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