Style
Aggressive GrowthTurnover
Orientation
Concentrated trader| # | Security | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Nvidia Corporation(NVDA) | 1,029,215 | $205.9M | 11.55% |
| 2 | Astera Labs Inc(ALAB) | 348,617 | $168.4M | 9.44% |
| 3 | Alphabet Inc(GOOGL) | 396,788 | $141.8M | 7.95% |
| 4 | Meta Platforms Inc(META) | 172,439 | $97.1M | 5.45% |
| 5 | Applovin Corp(APP) | 166,642 | $85.9M | 4.81% |
| 6 |
Latest filing, equity positions only
Quarter-over-quarter weight changes
| Natera Inc(NTRA) |
| 296,228 |
| $80.4M |
| 4.51% |
| 7 | Robinhood Mkts Inc(HOOD) | 770,540 | $77.3M | 4.33% |
| 8 | Veeva SYS Inc(VEEV) | 387,698 | $68.8M | 3.86% |
| 9 | Reddit Inc(RDDT) | 348,050 | $60.4M | 3.39% |
| 10 | Affirm Hldgs Inc(AFRM) | 704,065 | $57.4M | 3.22% |
| Sector |
|---|
| Prev % |
|---|
| Curr % |
|---|
| Change |
|---|
| Communication Services | 19.87% | 24.24% | +4.37% |
| Technology | 37.83% | 34.55% | -3.28% |
| Financial Services | 11.46% | 9.82% | -1.64% |
| Industrials | 5.83% | 6.22% | +0.39% |
| Healthcare | 18.19% | 18.5% | +0.31% |
| Consumer Cyclical | 6.81% | 6.68% | -0.13% |
Quarter-over-quarter weight changes by market cap
| Cap Size | Prev % | Curr % | Change |
|---|---|---|---|
| Large Cap | 66.2% | 65.71% | -0.49% |
| Mega Cap | 29.68% | 27.62% | -2.06% |
| Mid Cap | 4.11% | 6.68% | +2.57% |
Quarter-over-quarter position changes