Style
Aggressive GrowthTurnover
Orientation
Concentrated trader| # | Security | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Navan Inc(NAVN) | 5,874,257 | $134.3M | 46.15% |
| 2 | Robinhood Mkts Inc(HOOD) | 1,049,802 | $105.3M | 36.16% |
| 3 | Billiontoone Inc(BLLN) | 233,333 | $28.0M | 9.62% |
| 4 | LAM Research Corp(LRCX) | 11,669 | $5.1M | 1.74% |
| 5 | Taiwan Semiconductor MFG LTD(TSM) | 8,077 | $3.9M | 1.32% |
| 6 |
Latest filing, equity positions only
Quarter-over-quarter weight changes
| Sector | Prev % | Curr % | Change |
|---|---|---|---|
| Technology | 58.8% | 52.67% | -6.13% |
| Bicara Therapeutics Inc(BCAX) |
| 113,780 |
| $3.4M |
| 1.16% |
| 7 | ON Semiconductor Corp(ON) | 25,542 | $2.4M | 0.83% |
| 8 | Nvidia Corporation(NVDA) | 8,418 | $1.7M | 0.58% |
| 9 | Coherent Corp(COHR) | 3,860 | $1.5M | 0.52% |
| 10 | Bloom Energy Corp(BE) | 3,761 | $1.1M | 0.39% |
| Financial Services | 31.23% | 36.16% | +4.93% |
| Healthcare | 8.88% | 10.78% | +1.9% |
| Industrials | 1.09% | 0.39% | -0.7% |
Quarter-over-quarter weight changes by market cap
| Cap Size | Prev % | Curr % | Change |
|---|---|---|---|
| Mid Cap | 42.04% | 56.49% | +14.45% |
| Large Cap | 44.5% | 38.58% | -5.92% |
| Mega Cap | 12.49% | 3.77% | -8.72% |
| Small Cap | 0.97% | 1.16% | +0.19% |
Quarter-over-quarter position changes