Style
Aggressive GrowthTurnover
Orientation
Concentrated trader| # | Security | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Applied Matls Inc(AMAT) | 5,365 | $3.9M | 11.86% |
| 2 | Broadcom Inc(AVGO) | 8,935 | $3.4M | 10.32% |
| 3 | Nvidia Corporation(NVDA) | 7,140 | $1.4M | 4.37% |
| 4 | Micron Technology Inc(MU) | 983 | $1.1M | 3.47% |
| 5 | Advanced Micro Devices Inc(AMD) | 1,429 | $830.1K | 2.54% |
| 6 |
Latest filing, equity positions only
| Marvell Technology Inc(MRVL) |
| 2,763 |
| $823.1K |
| 2.52% |
| 7 | Space Exploration Techn Corp(SPCX) | 4,000 | $683.4K | 2.09% |
| 8 | Palo Alto Networks Inc(PANW) | 1,815 | $619.0K | 1.89% |
| 9 | Alphabet Inc(GOOGL) | 1,603 | $572.9K | 1.75% |
| 10 | Amazon COM Inc(AMZN) | 2,345 | $558.9K | 1.71% |
Quarter-over-quarter weight changes
| Sector | Prev % | Curr % | Change |
|---|---|---|---|
| Technology | 38.05% | 56.61% | +18.56% |
| Financial Services | 9.28% | 3.92% | -5.36% |
| Consumer Cyclical | 6.73% | 4.09% | -2.64% |
| Healthcare | 4.69% | 2.13% | -2.56% |
| Utilities | 4.2% | 1.69% | -2.51% |
| Consumer Defensive | 6.47% | 4.2% | -2.27% |
| Communication Services | 4.72% | 2.96% | -1.76% |
| Industrials | 12.74% | 11.06% | -1.68% |
| Unclassified | 9.4% | 10.75% | +1.35% |
| Basic Materials | 1.42% | 0.55% | -0.87% |
| Energy | 2.29% | 2.05% | -0.24% |
Quarter-over-quarter weight changes by market cap
| Cap Size | Prev % | Curr % | Change |
|---|---|---|---|
| Mega Cap | 33.1% | 47.96% | +14.86% |
| Large Cap | 56% | 40.63% | -15.37% |
| Unclassified | 9.4% | 10.75% | +1.35% |
| Mid Cap | 1.5% | 0.66% | -0.84% |
Quarter-over-quarter position changes