Style
Aggressive GrowthTurnover
Orientation
Concentrated trader| # | Security | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Micron Technology Inc(MU) | 51,408 | $59.3M | 5.26% |
| 2 | Taiwan Semiconductor Manufac(TSM) | 122,162 | $58.3M | 5.18% |
| 3 | Advanced Micro Devices Inc(AMD) | 97,612 | $56.7M | 5.03% |
| 4 | Apple Inc(AAPL) | 183,300 | $53.0M | 4.71% |
| 5 | Tesla Inc(TSLA) | 124,425 | $52.3M | 4.64% |
| 6 |
Latest filing, equity positions only
Quarter-over-quarter position changes
| Nvidia Corporation(NVDA) |
| 261,432 |
| $52.3M |
| 4.64% |
| 7 | Amazon COM Inc(AMZN) | 217,726 | $51.9M | 4.60% |
| 8 | Alphabet Inc(GOOGL) | 143,717 | $51.4M | 4.56% |
| 9 | Broadcom Inc(AVGO) | 134,435 | $50.8M | 4.50% |
| 10 | Meta Platforms Inc(META) | 89,374 | $50.3M | 4.47% |
Quarter-over-quarter weight changes
| Sector | Prev % | Curr % | Change |
|---|---|---|---|
| Consumer Cyclical | 13.26% | 9.26% | -4% |
| Technology | 68.81% | 70.39% | +1.58% |
| Unclassified | 3.4% | 4.32% | +0.92% |
| Industrials | 3.98% | 4.82% | +0.84% |
| Utilities | 1.33% | 1.73% | +0.4% |
| Energy | 0.01% | 0.23% | +0.22% |
| Real Estate | 0% | 0.17% | +0.17% |
| Communication Services | 9.18% | 9.03% | -0.15% |
| Basic Materials | 0% | 0.04% | +0.04% |
| Financial Services | 0.01% | 0% | -0.01% |
| Healthcare | 0.01% | 0.01% | 0% |
| Consumer Defensive | 0% | 0% | 0% |
Quarter-over-quarter weight changes by market cap
| Cap Size | Prev % | Curr % | Change |
|---|---|---|---|
| Mega Cap | 69.63% | 66.27% | -3.36% |
| Large Cap | 23.25% | 26.09% | +2.84% |
| Unclassified | 3.4% | 4.32% | +0.92% |
| Mid Cap | 2.66% | 2.43% | -0.23% |
| Small Cap | 1.06% | 0.89% | -0.17% |