Style
GrowthTurnover
Orientation
Concentrated trader| # | Security | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Apple Inc(AAPL) | 84,508 | $24.5M | 10.49% |
| 2 | Broadcom Inc(AVGO) | 48,320 | $18.3M | 7.83% |
| 3 | Nvidia Corporation(NVDA) | 72,314 | $14.5M | 6.21% |
| 4 | Advanced Micro Devices Inc(AMD) | 24,048 | $14.0M | 5.99% |
| 5 | Alphabet Inc(GOOGL) | 38,953 | $13.9M | 5.97% |
| 6 |
Latest filing, equity positions only
| ELI Lilly & Co(LLY) |
| 9,624 |
| $11.5M |
| 4.95% |
| 7 | Alphabet Inc(GOOG) | 31,640 | $11.2M | 4.79% |
| 8 | Palo Alto Networks Inc(PANW) | 28,600 | $9.8M | 4.18% |
| 9 | Palantir Technologies Inc(PLTR) | 82,039 | $9.6M | 4.11% |
| 10 | Tesla Inc(TSLA) | 18,163 | $7.6M | 3.28% |
Quarter-over-quarter weight changes
| Sector | Prev % | Curr % | Change |
|---|---|---|---|
| Technology | 40.96% | 47.79% | +6.83% |
| Consumer Cyclical | 11.41% | 8.35% | -3.06% |
| Communication Services | 10.6% | 13.18% | +2.58% |
| Healthcare | 8.39% | 6.42% | -1.97% |
| Consumer Defensive | 3.94% | 2.17% | -1.77% |
| Industrials | 7.15% | 8.75% | +1.6% |
| Unclassified | 3.52% | 2.08% | -1.44% |
| Real Estate | 2.16% | 1.11% | -1.05% |
| Financial Services | 9.55% | 8.67% | -0.88% |
| Basic Materials | 1.74% | 0.92% | -0.82% |
| Energy | 0.58% | 0.55% | -0.03% |
Quarter-over-quarter weight changes by market cap
| Cap Size | Prev % | Curr % | Change |
|---|---|---|---|
| Mega Cap | 62.88% | 66.65% | +3.77% |
| Large Cap | 33.29% | 31.25% | -2.04% |
| Unclassified | 3.52% | 2.08% | -1.44% |
| Mid Cap | 0.32% | 0.02% | -0.3% |
Quarter-over-quarter position changes