Style
Aggressive GrowthTurnover
Orientation
Concentrated trader| # | Security | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Nvidia Corporation(NVDA) | 148,587 | $29.7M | 23.01% |
| 2 | Western Digital Corp(WDC) | 30,747 | $19.6M | 15.20% |
| 3 | Vanguard Index FDS(VOO) | 23,126 | $15.9M | 12.29% |
| 4 | Select Sector Spdr TR(XLK) | 50,290 | $9.6M | 7.41% |
| 5 | Invesco QQQ TR(QQQ) | 12,500 | $9.2M | 7.12% |
| 6 |
Latest filing, equity positions only
Quarter-over-quarter weight changes
| Sector | Prev % | Curr % | Change |
|---|---|---|---|
| Technology | 44.95% | 45.37% | +0.42% |
Quarter-over-quarter position changes
| Ishares TR(IEFA) |
| 75,584 |
| $7.3M |
| 5.65% |
| 7 | Spdr Series Trust(SPMD) | 104,595 | $7.1M | 5.47% |
| 8 | Ishares TR(EEM) | 101,561 | $6.9M | 5.38% |
| 9 | Arista Networks Inc(ANET) | 40,861 | $6.9M | 5.37% |
| 10 | Spdr Series Trust(SPSM) | 111,660 | $6.4M | 4.98% |
| Consumer Cyclical | 1.07% | 0.81% | -0.26% |
| Unclassified | 53.72% | 53.62% | -0.1% |
| Energy | 0.26% | 0.19% | -0.07% |
Quarter-over-quarter weight changes by market cap
| Cap Size | Prev % | Curr % | Change |
|---|---|---|---|
| Unclassified | 53.72% | 53.62% | -0.1% |
| Mega Cap | 31.11% | 24.81% | -6.3% |
| Large Cap | 15.17% | 21.57% | +6.4% |