Style
Aggressive GrowthTurnover
Orientation
Concentrated trader| # | Security | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Micron Technology Inc(MU) | 20,477 | $23.6M | 14.08% |
| 2 | Proshares Ultra Technology(ROM) | 151,874 | $23.6M | 14.04% |
| 3 | Invesco QQQ TR(QQQ) | 13,549 | $10.0M | 5.94% |
| 4 | LAM Resh Corp(LRCX) | 22,750 | $9.9M | 5.87% |
| 5 | Alphabet Inc Class A(GOOGL) | 23,311 | $8.3M | 4.96% |
| 6 |
Latest filing, equity positions only
| Nvidia Corp(NVDA) |
| 39,862 |
| $8.0M |
| 4.75% |
| 7 | Amazon COM Inc(AMZN) | 32,235 | $7.7M | 4.58% |
| 8 | Ishares U S Technology ETF(IYW) | 28,930 | $7.3M | 4.35% |
| 9 | Apple Inc(AAPL) | 24,672 | $7.1M | 4.25% |
| 10 | Palo Alto Networks Inc(PANW) | 19,662 | $6.7M | 3.99% |
Quarter-over-quarter weight changes
| Sector | Prev % | Curr % | Change |
|---|---|---|---|
| Technology | 31.4% | 38.01% | +6.61% |
| Energy | 4.39% | 3.01% | -1.38% |
| Communication Services | 7.99% | 6.69% | -1.3% |
| Unclassified | 42.92% | 41.72% | -1.2% |
| Consumer Cyclical | 6.29% | 5.17% | -1.12% |
| Financial Services | 4.56% | 3.49% | -1.07% |
| Consumer Defensive | 0.84% | 0.54% | -0.3% |
| Utilities | 0.2% | 0% | -0.2% |
| Industrials | 0.18% | 0.13% | -0.05% |
| Healthcare | 1.22% | 1.26% | +0.04% |
Quarter-over-quarter weight changes by market cap
| Cap Size | Prev % | Curr % | Change |
|---|---|---|---|
| Mega Cap | 46.39% | 49.08% | +2.69% |
| Unclassified | 42.92% | 41.72% | -1.2% |
| Large Cap | 10.69% | 9.2% | -1.49% |
Quarter-over-quarter position changes