Style
GrowthTurnover
Orientation
Concentrated trader| # | Security | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Broadcom Inc(AVGO) | 18,458 | $6.9M | 17.15% |
| 2 | Amazon COM Inc(AMZN) | 25,640 | $6.1M | 15.17% |
| 3 | KKR & Co Inc(KKR) | 48,017 | $4.4M | 10.86% |
| 4 | CCC Intelligent Solutions HL(CCC) | 875,795 | $4.3M | 10.66% |
| 5 | Doordash Inc(DASH) | 22,904 | $4.3M | 10.55% |
| 6 |
Latest filing, equity positions only
Quarter-over-quarter weight changes
| Sector | Prev % | Curr % | Change |
|---|
| Apollo Global Mgmt Inc(APO) |
| 29,364 |
| $3.4M |
| 8.47% |
| 7 | Taiwan Semiconductor Manufac(TSM) | 7,122 | $3.3M | 8.21% |
| 8 | Verisk Analytics Inc(VRSK) | 17,704 | $3.2M | 7.82% |
| 9 | Godaddy Inc(GDDY) | 25,225 | $2.1M | 5.22% |
| 10 | Nvidia Corporation(NVDA) | 9,518 | $1.9M | 4.64% |
| Consumer Cyclical | 33.93% | 25.72% | -8.21% |
| Industrials | 0% | 7.82% | +7.82% |
| Technology | 48.71% | 45.89% | -2.82% |
| Financial Services | 17.36% | 19.33% | +1.97% |
| Healthcare | 0% | 1.24% | +1.24% |
Quarter-over-quarter weight changes by market cap
| Cap Size | Prev % | Curr % | Change |
|---|---|---|---|
| Mega Cap | 61.74% | 45.17% | -16.57% |
| Large Cap | 38.26% | 44.17% | +5.91% |
| Mid Cap | 0% | 10.66% | +10.66% |
Quarter-over-quarter position changes