Style
Aggressive GrowthTurnover
Orientation
Concentrated trader| # | Security | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Tesla Inc(TSLA) | 96,648 | $34.3M | 26.04% |
| 2 | Space Exploration Techn Corp(SPCX) | 106,069 | $16.0M | 12.15% |
| 3 | Nvidia Corporation(NVDA) | 52,919 | $12.1M | 9.18% |
| 4 | Amazon COM Inc(AMZN) | 47,315 | $11.8M | 8.95% |
| 5 | Atlassian Corporation(TEAM) | 51,492 | $9.2M | 7.01% |
| 6 |
Latest filing, equity positions only
Quarter-over-quarter weight changes
| Goldman Sachs Group Inc(GS) |
| 9,326 |
| $8.4M |
| 6.38% |
| 7 | Morgan Stanley(MS) | 37,740 | $7.1M | 5.39% |
| 8 | Axon Enterprise Inc(AXON) | 15,931 | $6.7M | 5.11% |
| 9 | Servicenow Inc(NOW) | 44,638 | $6.0M | 4.54% |
| 10 | Salesforce Inc(CRM) | 25,356 | $5.8M | 4.42% |
| Sector |
|---|
| Prev % |
|---|
| Curr % |
|---|
| Change |
|---|
| Unclassified | 4.52% | 12.15% | +7.63% |
| Technology | 26.29% | 33.27% | +6.98% |
| Consumer Cyclical | 39.68% | 34.99% | -4.69% |
| Utilities | 4.48% | 0% | -4.48% |
| Financial Services | 14.72% | 11.76% | -2.96% |
| Industrials | 6.69% | 5.11% | -1.58% |
| Communication Services | 3.64% | 2.72% | -0.92% |
Quarter-over-quarter weight changes by market cap
| Cap Size | Prev % | Curr % | Change |
|---|---|---|---|
| Mega Cap | 70.58% | 63.03% | -7.55% |
| Large Cap | 20.42% | 24.82% | +4.4% |
| Unclassified | 4.52% | 12.15% | +7.63% |
| Mid Cap | 4.48% | 0% | -4.48% |
Quarter-over-quarter position changes