Style
Aggressive GrowthTurnover
Orientation
Concentrated trader| # | Security | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Sandisk Corp(SNDK) | 844 | $1.9M | 1.31% |
| 2 | Micron Technology Inc(MU) | 1,434 | $1.7M | 1.13% |
| 3 | Alphabet Inc(GOOGL) | 3,801 | $1.4M | 0.93% |
| 4 | Western Digital Corp(WDC) | 1,775 | $1.1M | 0.77% |
| 5 | Marvell Technology Inc(MRVL) | 3,028 | $902.0K | 0.61% |
| 6 |
Latest filing, equity positions only
Quarter-over-quarter position changes
| Lumentum Hldgs Inc(LITE) |
| 1,023 |
| $877.8K |
| 0.60% |
| 7 | Advanced Micro Devices Inc(AMD) | 1,424 | $827.2K | 0.56% |
| 8 | Credo Technology Group Holdi(CRDO) | 3,012 | $819.1K | 0.56% |
| 9 | LAM Research Corp(LRCX) | 1,580 | $684.7K | 0.47% |
| 10 | ARM Holdings PLC(ARM) | 1,927 | $683.3K | 0.47% |
Quarter-over-quarter weight changes
| Sector | Prev % | Curr % | Change |
|---|---|---|---|
| Unclassified | 6.96% | 10.41% | +3.45% |
| Industrials | 10.82% | 7.43% | -3.39% |
| Communication Services | 2.08% | 4.61% | +2.53% |
| Technology | 75.96% | 73.6% | -2.36% |
| Real Estate | 4.18% | 2.02% | -2.16% |
| Consumer Cyclical | 0% | 0.98% | +0.98% |
| Utilities | 0% | 0.81% | +0.81% |
| Energy | 0% | 0.14% | +0.14% |
Quarter-over-quarter weight changes by market cap
| Cap Size | Prev % | Curr % | Change |
|---|---|---|---|
| Large Cap | 50.21% | 52.16% | +1.95% |
| Mega Cap | 40.46% | 31.47% | -8.99% |
| Unclassified | 6.96% | 10.41% | +3.45% |
| Mid Cap | 2.38% | 5.97% | +3.59% |