Style
Aggressive GrowthTurnover
Orientation
Concentrated trader| # | Security | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Nvidia Corporation(NVDA) | 530,546 | $106.2M | 7.39% |
| 2 | Amazon COM Inc(AMZN) | 443,315 | $105.7M | 7.36% |
| 3 | Rivian Automotive Inc(RIVN) | 5,471,078 | $94.9M | 6.61% |
| 4 | Alphabet Inc(GOOG) | 258,497 | $91.3M | 6.36% |
| 5 | Meta Platforms Inc(META) | 133,056 | $74.9M | 5.22% |
| 6 |
Latest filing, equity positions only
Quarter-over-quarter weight changes
| Doordash Inc(DASH) |
| 388,049 |
| $71.6M |
| 4.99% |
| 7 | Taiwan Semiconductor Manufac(TSM) | 139,789 | $66.8M | 4.65% |
| 8 | Broadcom Inc(AVGO) | 170,762 | $64.5M | 4.49% |
| 9 | Uber Technologies Inc(UBER) | 839,107 | $60.5M | 4.22% |
| 10 | Arista Networks Inc(ANET) | 354,892 | $60.3M | 4.20% |
| Sector |
|---|
| Prev % |
|---|
| Curr % |
|---|
| Change |
|---|
| Communication Services | 21.67% | 13.66% | -8.01% |
| Technology | 41.42% | 45.6% | +4.18% |
| Unclassified | 8.21% | 12.37% | +4.16% |
| Consumer Cyclical | 22.62% | 18.96% | -3.66% |
| Financial Services | 3.32% | 5.72% | +2.4% |
| Industrials | 2.76% | 3.7% | +0.94% |
Quarter-over-quarter weight changes by market cap
| Cap Size | Prev % | Curr % | Change |
|---|---|---|---|
| Large Cap | 57.07% | 48.67% | -8.4% |
| Mega Cap | 34.72% | 38.97% | +4.25% |
| Unclassified | 8.21% | 12.37% | +4.16% |
Quarter-over-quarter position changes