Style
GrowthTurnover
Orientation
Concentrated trader| # | Security | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Maxlinear Inc(MXL) | 17,844 | $2.3M | 1.85% |
| 2 | Fuelcell Energy Inc(FCEL) | 59,756 | $2.2M | 1.74% |
| 3 | Astera Labs Inc(ALAB) | 4,367 | $2.1M | 1.71% |
| 4 | Space Exploration Techn Corp(SPCX) | 12,200 | $2.1M | 1.69% |
| 5 | Applied Matls Inc(AMAT) | 2,881 | $2.1M | 1.69% |
| 6 |
Latest filing, equity positions only
| Palo Alto Networks Inc(PANW) |
| 6,068 |
| $2.1M |
| 1.68% |
| 7 | Tesla Inc(TSLA) | 4,794 | $2.0M | 1.63% |
| 8 | Crowdstrike Hldgs Inc(CRWD) | 2,573 | $2.0M | 1.59% |
| 9 | Tempus AI Inc(TEM) | 33,889 | $2.0M | 1.59% |
| 10 | Sandisk Corp(SNDK) | 849 | $1.9M | 1.56% |
Quarter-over-quarter weight changes
| Sector | Prev % | Curr % | Change |
|---|---|---|---|
| Technology | 16.95% | 34.56% | +17.61% |
| Unclassified | 17.58% | 30.35% | +12.77% |
| Financial Services | 9.38% | 1.79% | -7.59% |
| Basic Materials | 7.58% | 1.06% | -6.52% |
| Communication Services | 4.97% | 0.5% | -4.47% |
| Consumer Cyclical | 6.29% | 2.8% | -3.49% |
| Industrials | 11.43% | 8.58% | -2.85% |
| Consumer Defensive | 2.63% | 0.3% | -2.33% |
| Energy | 3.17% | 1.16% | -2.01% |
| Real Estate | 1.42% | 0.02% | -1.4% |
| Healthcare | 16.45% | 17.02% | +0.57% |
| Utilities | 2.15% | 1.86% | -0.29% |
Quarter-over-quarter weight changes by market cap
| Cap Size | Prev % | Curr % | Change |
|---|---|---|---|
| Unclassified | 17.58% | 30.4% | +12.82% |
| Large Cap | 25.41% | 24.9% | -0.51% |
| Mid Cap | 32.8% | 17.59% | -15.21% |
| Small Cap | 18.9% | 15.13% | -3.77% |
| Mega Cap | 3.35% | 7.8% | +4.45% |
| Micro Cap | 1.97% | 4.18% | +2.21% |
Quarter-over-quarter position changes