Style
Aggressive GrowthTurnover
Orientation
Concentrated trader| # | Security | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Nvidia Corporation(NVDA) | 543,199 | $124.1M | 35.16% |
| 2 | Direxion Shares ETF Trust(SOXL) | 178,465 | $26.4M | 7.48% |
| 3 | Alphabet Inc(GOOGL) | 72,929 | $25.1M | 7.11% |
| 4 | Proshares TR(QLD) | 217,625 | $20.8M | 5.90% |
| 5 | Broadcom Inc(AVGO) | 43,290 | $15.2M | 4.31% |
| 6 |
Latest filing, equity positions only
| Apple Inc(AAPL) |
| 38,067 |
| $12.7M |
| 3.59% |
| 7 | Meta Platforms Inc(META) | 15,539 | $11.3M | 3.19% |
| 8 | Microsoft Corp(MSFT) | 21,338 | $10.9M | 3.10% |
| 9 | Moderna Inc(MRNA) | 53,065 | $10.2M | 2.90% |
| 10 | ARM Holdings PLC(ARM) | 28,785 | $8.3M | 2.36% |
Quarter-over-quarter weight changes
| Sector | Prev % | Curr % | Change |
|---|---|---|---|
| Unclassified | 28.9% | 23.36% | -5.54% |
| Technology | 51.03% | 56.16% | +5.13% |
| Healthcare | 1.46% | 3.39% | +1.93% |
| Consumer Cyclical | 4.4% | 3.87% | -0.53% |
| Utilities | 1.48% | 1.02% | -0.46% |
| Communication Services | 11.74% | 11.36% | -0.38% |
| Financial Services | 0.47% | 0.33% | -0.14% |
| Industrials | 0.38% | 0.36% | -0.02% |
| Energy | 0.09% | 0.09% | 0% |
| Consumer Defensive | 0.06% | 0.06% | 0% |
Quarter-over-quarter weight changes by market cap
| Cap Size | Prev % | Curr % | Change |
|---|---|---|---|
| Mega Cap | 62.82% | 67.48% | +4.66% |
| Unclassified | 28.9% | 23.36% | -5.54% |
| Large Cap | 6.81% | 8.14% | +1.33% |
| Mid Cap | 1.48% | 1.02% | -0.46% |
Quarter-over-quarter position changes