Style
Aggressive GrowthTurnover
Orientation
Concentrated trader| # | Security | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Vaneck ETF Trust(SMH) | 43,838 | $28.8M | 22.77% |
| 2 | Cerebras Systems Inc(CBRS) | 84,911 | $18.8M | 14.86% |
| 3 | Pearl Diver Credit Company I | 1,459,021 | $14.5M | 11.51% |
| 4 | Vaxcyte Inc(PCVX) | 239,749 | $13.9M | 11.03% |
| 5 | NU Hldgs LTD(NU) | 1,026,765 | $13.7M | 10.86% |
| 6 |
Latest filing, equity positions only
Quarter-over-quarter weight changes
| Sector | Prev % | Curr % | Change |
|---|---|---|---|
| Unclassified | 26.7% | 59.99% | +33.29% |
| 34,730 |
| $11.6M |
| 9.21% |
| 7 | Apple Inc(AAPL) | 31,153 | $9.0M | 7.14% |
| 8 | Alphabet Inc(GOOGL) | 25,154 | $9.0M | 7.12% |
| 9 | Dyne Therapeutics Inc(DYN) | 313,559 | $7.0M | 5.51% |
| Technology | 27.32% | 7.14% | -20.18% |
| Consumer Cyclical | 9.46% | 0% | -9.46% |
| Communication Services | 9.14% | 7.12% | -2.02% |
| Healthcare | 27.38% | 25.75% | -1.63% |
Quarter-over-quarter weight changes by market cap
| Cap Size | Prev % | Curr % | Change |
|---|---|---|---|
| Unclassified | 26.7% | 59.99% | +33.29% |
| Mid Cap | 27.38% | 25.75% | -1.63% |
| Mega Cap | 36.46% | 14.25% | -22.21% |
| Large Cap | 9.46% | 0% | -9.46% |
Quarter-over-quarter position changes