Style
Aggressive GrowthTurnover
Orientation
Concentrated trader| # | Security | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Nvidia Corporation(NVDA) | 34,698 | $8.0M | 1.87% |
| 2 | Tesla Inc(TSLA) | 16,694 | $5.9M | 1.39% |
| 3 | Nebius Group N.V.(NBIS) | 19,147 | $4.5M | 1.06% |
| 4 | Western Digital Corp(WDC) | 9,048 | $4.1M | 0.97% |
| 5 | Texas Instrs Inc(TXN) | 13,781 | $3.9M | 0.91% |
| 6 |
Latest filing, equity positions only
| Seagate Technology Hldngs PL(STX) |
| 3,990 |
| $3.7M |
| 0.87% |
| 7 | KLA Corp(KLAC) | 17,955 | $3.5M | 0.83% |
| 8 | Dell Technologies Inc(DELL) | 4,500 | $2.4M | 0.57% |
| 9 | Apple Inc(AAPL) | 6,510 | $2.2M | 0.51% |
| 10 | Hewlett Packard Enterprise C(HPE) | 33,235 | $2.1M | 0.50% |
Quarter-over-quarter weight changes
| Sector | Prev % | Curr % | Change |
|---|---|---|---|
| Unclassified | 58.38% | 20.63% | -37.75% |
| Technology | 18.26% | 51.11% | +32.85% |
| Industrials | 1.25% | 4.83% | +3.58% |
| Consumer Cyclical | 8.51% | 11.99% | +3.48% |
| Communication Services | 7.74% | 4.33% | -3.41% |
| Financial Services | 1.92% | 4.32% | +2.4% |
| Basic Materials | 1.8% | 0% | -1.8% |
| Utilities | 0% | 1.2% | +1.2% |
| Consumer Defensive | 0.43% | 0% | -0.43% |
| Healthcare | 0.78% | 0.5% | -0.28% |
| Real Estate | 0.3% | 0.54% | +0.24% |
| Energy | 0.64% | 0.56% | -0.08% |
Quarter-over-quarter weight changes by market cap
| Cap Size | Prev % | Curr % | Change |
|---|---|---|---|
| Large Cap | 14.61% | 41.07% | +26.46% |
| Mega Cap | 26.26% | 36.29% | +10.03% |
| Unclassified | 58.38% | 20.63% | -37.75% |
| Small Cap | 0.73% | 1.55% | +0.82% |
| Mid Cap | 0% | 0.44% | +0.44% |
| Micro Cap | 0.02% | 0.01% | -0.01% |
Quarter-over-quarter position changes