Fire Capital Management LLC has filed a Form 13F-HR disclosing its equity holdings as of the close of business on September 30, 2026. The filing lists 149 distinct positions held by the firm, managed by Chief Operating Officer Alyssa Heath.
The largest position disclosed in the portfolio is NVIDIA Corporation, for which the firm holds 17,349,300 shares. Other significant holdings include Apple Inc. with 16,937,286 shares, Microsoft Corporation with 14,750,216 shares, and Eli Lilly & Co. with 5,312,154 shares. The filing also details positions in Amazon.com Inc., Broadcom Inc., and Costco Wholesale Corporation.
The report indicates that all holdings were managed on a sole basis. The filing was signed by Alyssa Heath on October 27, 2026, and lists the firm's address as 100 Pine Street, Suite 460, in San Francisco, California.
