Style
Aggressive GrowthTurnover
Orientation
Concentrated trader| # | Security | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Nvidia Corporation(NVDA) | 94,371 | $21.6M | 13.49% |
| 2 | Advanced Micro Devices Inc(AMD) | 22,872 | $14.0M | 8.76% |
| 3 | Broadcom Inc(AVGO) | 35,867 | $12.6M | 7.89% |
| 4 | Alphabet Inc(GOOGL) | 28,831 | $9.9M | 6.21% |
| 5 | Microsoft Corp(MSFT) | 16,746 | $8.6M | 5.38% |
| 6 |
Latest filing, equity positions only
| Micron Technology Inc(MU) |
| 8,000 |
| $8.5M |
| 5.33% |
| 7 | Meta Platforms Inc(META) | 11,324 | $8.2M | 5.14% |
| 8 | Apple Inc(AAPL) | 22,875 | $7.6M | 4.77% |
| 9 | Amazon COM Inc(AMZN) | 26,438 | $6.6M | 4.12% |
| 10 | Invesco QQQ TR(QQQ) | 6,994 | $5.2M | 3.24% |
Quarter-over-quarter weight changes
| Sector | Prev % | Curr % | Change |
|---|---|---|---|
| Technology | 49.51% | 56.27% | +6.76% |
| Healthcare | 7.81% | 5.92% | -1.89% |
| Communication Services | 14.48% | 13.14% | -1.34% |
| Consumer Defensive | 3.71% | 2.4% | -1.31% |
| Financial Services | 8.91% | 7.95% | -0.96% |
| Unclassified | 9.69% | 8.77% | -0.92% |
| Consumer Cyclical | 5.06% | 4.75% | -0.31% |
| Energy | 0.45% | 0.5% | +0.05% |
| Utilities | 0.2% | 0.16% | -0.04% |
| Real Estate | 0.18% | 0.15% | -0.03% |
Quarter-over-quarter weight changes by market cap
| Cap Size | Prev % | Curr % | Change |
|---|---|---|---|
| Mega Cap | 71.06% | 74.31% | +3.25% |
| Large Cap | 17.32% | 12.79% | -4.53% |
| Unclassified | 9.69% | 8.77% | -0.92% |
| Mid Cap | 1.93% | 4.12% | +2.19% |
Quarter-over-quarter position changes