Style
Aggressive GrowthTurnover
Orientation
Concentrated trader| # | Security | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Taiwan Semiconductor Manufac(TSM) | 296,263 | $141.5M | 9.19% |
| 2 | Alphabet Inc(GOOGL) | 364,646 | $130.3M | 8.46% |
| 3 | Palo Alto Networks Inc(PANW) | 370,769 | $126.4M | 8.21% |
| 4 | Nvidia Corporation(NVDA) | 503,550 | $100.8M | 6.54% |
| 5 | Sandisk Corp(SNDK) | 41,112 | $93.5M | 6.07% |
| 6 |
Latest filing, equity positions only
| Broadcom Inc(AVGO) |
| 218,203 |
| $82.4M |
| 5.35% |
| 7 | Tesla Inc(TSLA) | 192,952 | $81.2M | 5.27% |
| 8 | Shopify Inc(SHOP) | 651,765 | $74.4M | 4.83% |
| 9 | Garmin LTD(GRMN) | 309,740 | $73.6M | 4.78% |
| 10 | Apple Inc(AAPL) | 241,031 | $69.7M | 4.53% |
Quarter-over-quarter weight changes
| Sector | Prev % | Curr % | Change |
|---|---|---|---|
| Technology | 45.87% | 55.47% | +9.6% |
| Financial Services | 8.04% | 3.04% | -5% |
| Consumer Cyclical | 18.67% | 16.1% | -2.57% |
| Communication Services | 15.56% | 13.93% | -1.63% |
| Unclassified | 7.11% | 6.8% | -0.31% |
| Industrials | 2.74% | 3.02% | +0.28% |
| Real Estate | 1.29% | 1.08% | -0.21% |
| Consumer Defensive | 0.72% | 0.57% | -0.15% |
Quarter-over-quarter weight changes by market cap
| Cap Size | Prev % | Curr % | Change |
|---|---|---|---|
| Mega Cap | 53.91% | 55.21% | +1.3% |
| Large Cap | 38.98% | 37.99% | -0.99% |
| Unclassified | 7.11% | 6.8% | -0.31% |
Quarter-over-quarter position changes