Style
GrowthTurnover
Orientation
Concentrated trader| # | Security | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Advanced Micro Devices Inc(AMD) | 50,000 | $29.0M | 9.24% |
| 2 | Sofi Technologies Inc(SOFI) | 807,500 | $14.5M | 4.61% |
| 3 | Ishares Bitcoin Trust ETF(IBIT) | 403,000 | $13.4M | 4.27% |
| 4 | Tesla Inc(TSLA) | 30,600 | $12.9M | 4.09% |
| 5 | ARM Holdings PLC(ARM) | 20,500 | $7.3M | 2.31% |
| 6 |
Latest filing, equity positions only
| Nvidia Corporation(NVDA) |
| 34,100 |
| $6.8M |
| 2.17% |
| 7 | Apple Inc(AAPL) | 22,200 | $6.4M | 2.04% |
| 8 | Wedbush SER TR(IVES) | 161,000 | $6.1M | 1.95% |
| 9 | Meta Platforms Inc(META) | 10,500 | $5.9M | 1.88% |
| 10 | Alphabet Inc(GOOGL) | 15,600 | $5.6M | 1.77% |
Quarter-over-quarter weight changes
| Sector | Prev % | Curr % | Change |
|---|---|---|---|
| Unclassified | 21.69% | 24.3% | +2.61% |
| Consumer Cyclical | 14.8% | 13.2% | -1.6% |
| Communication Services | 9.32% | 8% | -1.32% |
| Technology | 36.75% | 37.11% | +0.36% |
| Industrials | 2.18% | 2.01% | -0.17% |
| Healthcare | 1.35% | 1.42% | +0.07% |
| Financial Services | 13.91% | 13.95% | +0.04% |
Quarter-over-quarter weight changes by market cap
| Cap Size | Prev % | Curr % | Change |
|---|---|---|---|
| Mega Cap | 48.4% | 49.2% | +0.8% |
| Unclassified | 21.69% | 24.3% | +2.61% |
| Large Cap | 23.26% | 21.04% | -2.22% |
| Mid Cap | 4.47% | 3.46% | -1.01% |
| Small Cap | 2.18% | 2.01% | -0.17% |
Quarter-over-quarter position changes