Style
GrowthTurnover
Orientation
Concentrated trader| # | Security | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Space Exploration Techn Corp(SPCX) | 2,606 | $445.3K | 24.03% |
| 2 | Berkshire Hathaway Inc del(BRK/B) | 754 | $377.1K | 20.35% |
| 3 | Alphabet Inc(GOOGL) | 691 | $246.9K | 13.32% |
| 4 | Vanguard Index FDS(VOO) | 339 | $233.1K | 12.58% |
| 5 | Blackstone Inc(BX) | 1,597 | $188.2K | 10.16% |
| 6 |
Latest filing, equity positions only
Quarter-over-quarter weight changes
| Sector | Prev % | Curr % | Change |
|---|---|---|---|
| Unclassified | 81.5% | 36.6% |
| Kyverna Therapeutics Inc(KYTX) |
| 12,347 |
| $110.0K |
| 5.94% |
| 7 | Lexeo Therapeutics Inc(LXEO) | 16,962 | $79.0K | 4.26% |
| 8 | X4 Pharmaceuticals Inc(XFOR) | 15,557 | $72.7K | 3.92% |
| 9 | Inhibikase Therapeutics Inc(IKT) | 28,453 | $57.8K | 3.12% |
| 10 | ALX Oncology Hldgs Inc(ALXO) | 20,946 | $43.4K | 2.34% |
| -44.9% |
| Financial Services | 8.66% | 30.5% | +21.84% |
| Communication Services | 0% | 13.32% | +13.32% |
| Healthcare | 9.84% | 19.57% | +9.73% |
Quarter-over-quarter weight changes by market cap
| Cap Size | Prev % | Curr % | Change |
|---|---|---|---|
| Unclassified | 81.5% | 36.6% | -44.9% |
| Mega Cap | 8.66% | 33.67% | +25.01% |
| Small Cap | 7.61% | 14.12% | +6.51% |
| Large Cap | 0% | 10.16% | +10.16% |
| Micro Cap | 2.23% | 5.46% | +3.23% |
Quarter-over-quarter position changes