Style
GrowthTurnover
Orientation
Concentrated trader| # | Security | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Nvidia Corporation(NVDA) | 43,290 | $9.9M | 7.68% |
| 2 | Micron Technology Inc(MU) | 7,310 | $7.8M | 6.05% |
| 3 | Microsoft Corp(MSFT) | 13,211 | $6.8M | 5.26% |
| 4 | Amazon COM Inc(AMZN) | 25,369 | $6.3M | 4.91% |
| 5 | Apple Inc(AAPL) | 17,954 | $6.0M | 4.64% |
| 6 |
Latest filing, equity positions only
| Broadcom Inc(AVGO) |
| 13,571 |
| $4.8M |
| 3.70% |
| 7 | ELI Lilly & Co(LLY) | 3,097 | $3.6M | 2.78% |
| 8 | Palantir Technologies Inc(PLTR) | 19,022 | $3.6M | 2.76% |
| 9 | Crowdstrike Hldgs Inc(CRWD) | 12,956 | $3.4M | 2.66% |
| 10 | Alphabet Inc(GOOG) | 9,598 | $3.3M | 2.54% |
Quarter-over-quarter weight changes
| Sector | Prev % | Curr % | Change |
|---|---|---|---|
| Industrials | 7.4% | 4.31% | -3.09% |
| Technology | 34.96% | 37.89% | +2.93% |
| Basic Materials | 2.15% | 3.24% | +1.09% |
| Consumer Defensive | 0% | 0.98% | +0.98% |
| Consumer Cyclical | 8.48% | 7.53% | -0.95% |
| Unclassified | 18.75% | 19.65% | +0.9% |
| Energy | 4.5% | 3.71% | -0.79% |
| Financial Services | 6.42% | 5.9% | -0.52% |
| Communication Services | 9.18% | 8.91% | -0.27% |
| Healthcare | 7.38% | 7.22% | -0.16% |
| Utilities | 0.78% | 0.65% | -0.13% |
Quarter-over-quarter weight changes by market cap
| Cap Size | Prev % | Curr % | Change |
|---|---|---|---|
| Mega Cap | 52.21% | 54.79% | +2.58% |
| Large Cap | 28.6% | 24.69% | -3.91% |
| Unclassified | 18.75% | 19.65% | +0.9% |
| Mid Cap | 0% | 0.67% | +0.67% |
| Small Cap | 0.37% | 0.21% | -0.16% |
| Micro Cap | 0.08% | 0% | -0.08% |
Quarter-over-quarter position changes