Style
Aggressive GrowthTurnover
Orientation
Concentrated trader| # | Security | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Micron Technology Inc(MU) | 47,908 | $51.0M | 14.23% |
| 2 | Sandisk Corp(SNDK) | 19,984 | $34.8M | 9.69% |
| 3 | Nvidia Corporation(NVDA) | 94,747 | $21.6M | 6.03% |
| 4 | Palantir Technologies Inc(PLTR) | 52,264 | $9.8M | 2.73% |
| 5 | Tesla Inc(TSLA) | 25,989 | $9.2M | 2.57% |
| 6 |
Latest filing, equity positions only
| Broadcom Inc(AVGO) |
| 23,535 |
| $8.3M |
| 2.30% |
| 7 | Advanced Micro Devices Inc(AMD) | 13,091 | $8.0M | 2.23% |
| 8 | Sofi Technologies Inc(SOFI) | 435,451 | $6.8M | 1.91% |
| 9 | Marvell Technology Inc(MRVL) | 25,355 | $6.7M | 1.87% |
| 10 | Microsoft Corp(MSFT) | 12,612 | $6.5M | 1.80% |
Quarter-over-quarter weight changes
| Sector | Prev % | Curr % | Change |
|---|---|---|---|
| Technology | 71.22% | 63.35% | -7.87% |
| Unclassified | 7.69% | 11.64% | +3.95% |
| Financial Services | 3.78% | 5.11% | +1.33% |
| Industrials | 2.48% | 3.39% | +0.91% |
| Communication Services | 5.81% | 6.51% | +0.7% |
| Consumer Cyclical | 4.87% | 5.24% | +0.37% |
| Energy | 0.26% | 0.51% | +0.25% |
| Consumer Defensive | 0.51% | 0.71% | +0.2% |
| Basic Materials | 0.8% | 0.88% | +0.08% |
| Utilities | 0.66% | 0.73% | +0.07% |
| Healthcare | 1.9% | 1.93% | +0.03% |
| Real Estate | 0.02% | 0% | -0.02% |
Quarter-over-quarter weight changes by market cap
| Cap Size | Prev % | Curr % | Change |
|---|---|---|---|
| Mega Cap | 52.42% | 46.06% | -6.36% |
| Large Cap | 36.76% | 39.46% | +2.7% |
| Unclassified | 7.69% | 11.64% | +3.95% |
| Mid Cap | 3.08% | 2.8% | -0.28% |
| Small Cap | 0.06% | 0.05% | -0.01% |
Quarter-over-quarter position changes