Style
MomentumTurnover
Orientation
Concentrated trader| # | Security | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Amazon COM Inc(AMZN) | 36,950 | $9.2M | 17.08% |
| 2 | Taiwan Semiconductor Manufac(TSM) | 19,400 | $8.9M | 16.41% |
| 3 | Nvidia Corporation(NVDA) | 37,000 | $8.5M | 15.67% |
| 4 | Meta Platforms Inc(META) | 7,900 | $5.7M | 10.63% |
| 5 | Alphabet Inc(GOOGL) | 13,300 | $4.6M | 8.49% |
| 6 |
Latest filing, equity positions only
Quarter-over-quarter weight changes
| Sector | Prev % | Curr % | Change |
|---|---|---|---|
| Unclassified | 14.75% | 0% | -14.75% |
| Vestis Corporation(VSTS) |
| 182,000 |
| $2.4M |
| 4.51% |
| Technology | 32.42% | 44.08% | +11.66% |
| Industrials | 0% | 6.2% | +6.2% |
| Consumer Cyclical | 26.01% | 23.46% | -2.55% |
| Healthcare | 1.5% | 0% | -1.5% |
| Communication Services | 25.32% | 26.26% | +0.94% |
Quarter-over-quarter weight changes by market cap
| Cap Size | Prev % | Curr % | Change |
|---|---|---|---|
| Mega Cap | 83.75% | 93.8% | +10.05% |
| Small Cap | 0% | 6.2% | +6.2% |
| Mid Cap | 1.5% | 0% | -1.5% |
| Unclassified | 14.75% | 0% | -14.75% |
Quarter-over-quarter position changes