Style
GrowthTurnover
Orientation
Concentrated trader| # | Security | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Nvidia Corporation(NVDA) | 322,105 | $64.4M | 14.47% |
| 2 | Apple Inc(AAPL) | 198,755 | $57.5M | 12.91% |
| 3 | Alphabet Inc(GOOGL) | 143,665 | $51.3M | 11.53% |
| 4 | Microsoft Corp(MSFT) | 102,314 | $38.2M | 8.57% |
| 5 | Taiwan Semiconductor Manufac(TSM) | 66,773 | $31.9M | 7.16% |
| 6 |
Latest filing, equity positions only
Quarter-over-quarter weight changes
| Sector | Prev % | Curr % | Change |
|---|---|---|---|
| Unclassified | 15.51% | 2.41% |
| Amazon COM Inc(AMZN) |
| 132,871 |
| $31.7M |
| 7.11% |
| 7 | Broadcom Inc(AVGO) | 65,028 | $24.6M | 5.52% |
| 8 | Micron Technology Inc(MU) | 15,704 | $18.1M | 4.07% |
| 9 | Meta Platforms Inc(META) | 30,787 | $17.3M | 3.89% |
| 10 | Tesla Inc(TSLA) | 41,177 | $17.3M | 3.89% |
| -13.1% |
| Technology | 57.61% | 69.25% | +11.64% |
| Communication Services | 16.1% | 16.9% | +0.8% |
| Consumer Cyclical | 10.79% | 11.44% | +0.65% |
Quarter-over-quarter weight changes by market cap
| Cap Size | Prev % | Curr % | Change |
|---|---|---|---|
| Mega Cap | 79.9% | 92.54% | +12.64% |
| Large Cap | 4.59% | 5.05% | +0.46% |
| Unclassified | 15.51% | 2.41% | -13.1% |
Quarter-over-quarter position changes