Style
Aggressive GrowthTurnover
Orientation
Concentrated trader| # | Security | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Nvidia Corporation(NVDA) | 4,702,822 | $941.0M | 16.12% |
| 2 | Alphabet Inc(GOOGL) | 1,528,522 | $546.2M | 9.36% |
| 3 | Broadcom Inc(AVGO) | 1,414,647 | $534.4M | 9.15% |
| 4 | Arista Networks Inc(ANET) | 2,632,116 | $447.1M | 7.66% |
| 5 | Microsoft Corp(MSFT) | 847,829 | $316.3M | 5.42% |
| 6 |
Latest filing, equity positions only
| Amazon COM Inc(AMZN) |
| 1,324,786 |
| $315.7M |
| 5.41% |
| 7 | Meta Platforms Inc(META) | 548,698 | $309.1M | 5.29% |
| 8 | GE Vernova Inc(GEV) | 191,962 | $225.5M | 3.86% |
| 9 | Howmet Aerospace Inc(HWM) | 646,621 | $173.9M | 2.98% |
| 10 | Reddit Inc(RDDT) | 825,061 | $143.2M | 2.45% |
Quarter-over-quarter weight changes
| Sector | Prev % | Curr % | Change |
|---|---|---|---|
| Technology | 55.21% | 59.88% | +4.67% |
| Financial Services | 4.3% | 0.39% | -3.91% |
| Consumer Cyclical | 8.98% | 7.01% | -1.97% |
| Industrials | 8.66% | 10.48% | +1.82% |
| Healthcare | 2.93% | 2.09% | -0.84% |
| Communication Services | 18.4% | 18.63% | +0.23% |
| Unclassified | 1.52% | 1.53% | +0.01% |
Quarter-over-quarter weight changes by market cap
| Cap Size | Prev % | Curr % | Change |
|---|---|---|---|
| Mega Cap | 70.68% | 61.77% | -8.91% |
| Large Cap | 27.8% | 36.67% | +8.87% |
| Unclassified | 1.52% | 1.53% | +0.01% |
| Mid Cap | 0% | 0.02% | +0.02% |
| Small Cap | 0% | 0.01% | +0.01% |
Quarter-over-quarter position changes