Style
GARPTurnover
Orientation
Concentrated trader| # | Security | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Staar Surgical Co(STAA) | 3,257,130 | $93.4M | 74.80% |
| 2 | Lufax Holding LTD(LU) | 10,950,138 | $14.5M | 11.57% |
| 3 | Power Solutions Intl Inc(PSIX) | 339,000 | $13.2M | 10.55% |
| 4 | Agora Inc(API) | 964,203 | $3.8M | 3.08% |
Latest filing, equity positions only
Quarter-over-quarter weight changes
| Sector | Prev % | Curr % | Change |
|---|---|---|---|
| Financial Services | 22.16% | 11.57% | -10.59% |
| Industrials | 0% | 10.55% | +10.55% |
| Healthcare | 65.92% | 74.8% | +8.88% |
| Technology | 11.92% | 3.08% | -8.84% |
Quarter-over-quarter weight changes by market cap
| Cap Size | Prev % | Curr % | Change |
|---|---|---|---|
| Small Cap | 73.6% | 88.43% | +14.83% |
| Mid Cap | 26.4% | 11.57% | -14.83% |
Quarter-over-quarter position changes