Style
Aggressive GrowthTurnover
Orientation
Concentrated trader| # | Security | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Nvidia ORD(NVDA) | 164,870 | $33.0M | 5.56% |
| 2 | Guardant Health Inc(GH) | 208,817 | $31.3M | 5.28% |
| 3 | Apple ORD(AAPL) | 104,985 | $30.4M | 5.12% |
| 4 | Natera Inc(NTRA) | 109,880 | $29.8M | 5.03% |
| 5 | Coherent Corp(COHR) | 74,725 | $29.5M | 4.97% |
| 6 |
Latest filing, equity positions only
Quarter-over-quarter weight changes
| LAM Research Corp(LRCX) |
| 64,913 |
| $28.1M |
| 4.74% |
| 7 | Planet Labs PBC(PL) | 824,733 | $27.3M | 4.61% |
| 8 | Forgent Power Solutions Inc(FPS) | 468,000 | $26.1M | 4.41% |
| 9 | Bloom Energy Corp(BE) | 85,210 | $25.8M | 4.35% |
| 10 | Aehr Test SYS(AEHR) | 249,000 | $23.9M | 4.03% |
| Sector |
|---|
| Prev % |
|---|
| Curr % |
|---|
| Change |
|---|
| Healthcare | 9.28% | 26.96% | +17.68% |
| Technology | 64.77% | 48.62% | -16.15% |
| Financial Services | 0% | 2.27% | +2.27% |
| Unclassified | 4.21% | 2.48% | -1.73% |
| Consumer Cyclical | 0.88% | 0% | -0.88% |
| Industrials | 20.25% | 19.53% | -0.72% |
| Communication Services | 0.6% | 0.14% | -0.46% |
| Real Estate | 0.02% | 0% | -0.02% |
Quarter-over-quarter weight changes by market cap
| Cap Size | Prev % | Curr % | Change |
|---|---|---|---|
| Mega Cap | 21.76% | 32.55% | +10.79% |
| Large Cap | 54.2% | 31.87% | -22.33% |
| Mid Cap | 19.83% | 24.2% | +4.37% |
| Small Cap | 0% | 8.9% | +8.9% |
| Unclassified | 4.21% | 2.48% | -1.73% |
Quarter-over-quarter position changes