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Osprey Private Wealth LLC
RIA/Wealth
Osprey Private Wealth LLC is a RIA/Wealth based in New York, NY led by John Gray Youngman, managing $275.2M across 65 long positions as of Q3 2025 with NVDA as the largest holding (8% allocation).
CEOJohn Gray Youngman
- Portfolio Value
- $275.2M
- Positions
- 65
- Top Holding
- NVDA at 7.67%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Osprey Private Wealth LLC's portfolio (49% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Semiconductors Technology | $21.1M | 7.67% | +$5.3M Bought | 0.00% 113.2K shares | |
Internet Content & Information Communication Services | $19.0M | 6.91% | +$4.9M Bought | 0.00% 78.1K shares | |
Banks - Diversified Financial Services | $15.4M | 5.61% | +$4.3M Bought | 0.00% 48.9K shares | |
Internet Content & Information Communication Services | $14.7M | 5.36% | +$2.8M Bought | 0.00% 20.1K shares | |
Financial - Credit Services Financial Services | $12.5M | 4.53% | +$3.1M Bought | 0.00% 36.5K shares | |
Drug Manufacturers - General Healthcare | $11.6M | 4.23% | +$2.6M Bought | 0.00% 50.3K shares | |
Software - Infrastructure Technology | $11.1M | 4.04% | +$3.2M Bought | 0.00% 21.5K shares | |
Engineering & Construction Industrials | $10.2M | 3.71% | +$2.9M Bought | 0.12% 305.5K shares | |
Home Improvement Consumer Cyclical | $9.8M | 3.58% | +$2.7M Bought | 0.00% 24.3K shares | |
Asset Management Financial Services | $9.2M | 3.36% | +$2.2M Bought | 0.01% 7.9K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Osprey Private Wealth LLC's latest filing
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Market Value
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Net Flows % of MV
Turnover Ratio
New Purchases
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Increased Positions
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Decreased Positions
| Position | Shares Δ |
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Analytics
Portfolio insights and performance metrics for Osprey Private Wealth LLC
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