Style
GARPTurnover
Orientation
Concentrated long-term| # | Security | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SoFi Technologies, Inc.(SOFI) | 4,104,459 | $73.6M | 81.98% |
| 2 | Bumble Inc.(BMBL) | 5,054,531 | $16.2M | 18.02% |
Latest filing, equity positions only
Quarter-over-quarter weight changes
| Sector | Prev % | Curr % | Change |
|---|---|---|---|
| Communication Services | 20.18% | 18.02% | -2.16% |
| Financial Services | 79.82% | 81.98% | +2.16% |
Quarter-over-quarter weight changes by market cap
| Cap Size | Prev % | Curr % | Change |
|---|---|---|---|
| Large Cap | 79.82% | 81.98% | +2.16% |
| Small Cap | 20.18% | 18.02% | -2.16% |
Quarter-over-quarter position changes