Style
MomentumTurnover
Orientation
Concentrated trader| # | Security | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Micron Technology Inc(MU) | 15,000 | $17.3M | 12.76% |
| 2 | Intel Corp(INTC) | 90,000 | $12.6M | 9.26% |
| 3 | GE Vernova Inc(GEV) | 10,000 | $11.7M | 8.66% |
| 4 | Broadcom Inc(AVGO) | 30,000 | $11.3M | 8.35% |
| 5 | Nvidia Corp(NVDA) | 48,000 | $9.6M | 7.08% |
| 6 |
Latest filing, equity positions only
Quarter-over-quarter weight changes
| Sector | Prev % | Curr % | Change |
|---|
| Alphabet Inc(GOOG) |
| 26,400 |
| $9.3M |
| 6.88% |
| 7 | Vertiv Holdings Co(VRT) | 25,000 | $8.4M | 6.17% |
| 8 | ELI Lilly & Co(LLY) | 6,600 | $7.9M | 5.83% |
| 9 | KLA Corp(KLAC) | 20,000 | $6.0M | 4.45% |
| 10 | Advanced Micro Devices(AMD) | 10,000 | $5.8M | 4.28% |
| Technology | 53.31% | 61.84% | +8.53% |
| Industrials | 23.64% | 19.13% | -4.51% |
| Unclassified | 9.22% | 6.31% | -2.91% |
| Healthcare | 6.48% | 5.83% | -0.65% |
| Communication Services | 7.35% | 6.88% | -0.47% |
Quarter-over-quarter weight changes by market cap
| Cap Size | Prev % | Curr % | Change |
|---|---|---|---|
| Mega Cap | 57.44% | 65.03% | +7.59% |
| Large Cap | 33.34% | 28.28% | -5.06% |
| Unclassified | 9.22% | 6.31% | -2.91% |
| Mid Cap | 0% | 0.37% | +0.37% |
Quarter-over-quarter position changes