Style
Aggressive GrowthTurnover
Orientation
Concentrated trader| # | Security | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Nvidia Corporation(NVDA) | 236,372 | $54.0M | 64.06% |
| 2 | Okta Inc(OKTA) | 58,441 | $12.2M | 14.50% |
| 3 | Lumentum Hldgs Inc(LITE) | 9,805 | $9.5M | 11.30% |
| 4 | Crowdstrike Hldgs Inc(CRWD) | 19,284 | $5.1M | 6.06% |
| 5 | AXT Inc(AXTI) | 15,025 | $1.2M | 1.38% |
| 6 |
Latest filing, equity positions only
Quarter-over-quarter weight changes
| Sector | Prev % | Curr % | Change |
|---|---|---|---|
| Technology | 69.15% | 100% | +30.85% |
| Unclassified | 22.63% | 0% | -22.63% |
| Industrials | 5.95% | 0% | -5.95% |
| Basic Materials | 1.68% | 0% | -1.68% |
| Intel Corp(INTC) |
| 9,500 |
| $1.1M |
| 1.36% |
| 7 | Credo Technology Group Holdi(CRDO) | 5,800 | $1.1M | 1.34% |
| Communication Services | 0.6% | 0% | -0.6% |
Quarter-over-quarter weight changes by market cap
| Cap Size | Prev % | Curr % | Change |
|---|---|---|---|
| Mega Cap | 17.09% | 65.42% | +48.33% |
| Large Cap | 40.78% | 33.2% | -7.58% |
| Mid Cap | 9.28% | 1.38% | -7.9% |
| Small Cap | 10.23% | 0% | -10.23% |
| Unclassified | 22.63% | 0% | -22.63% |
Quarter-over-quarter position changes