- Subscribe
- Premium
- C-Suite
- Insiders
- M&A
- Gurus
- Spinoffs
- Buybacks
- More
| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| CPNG | COUPANG INC | 4.89% | 618,550 | $11,678,224 | 618,550 | New | $18.88 | 13F |
| ADI | ANALOG DEVICES INC | 3.94% | 29,575 | $9,408,991 | 29,575 | New | $318.14 | 13F |
| NVDA | NVIDIA CORPORATION | 3.4% | 46,550 | $8,118,320 | 46,550 | New | $174.4 | 13F |
| SITM | SITIME CORP | 2.79% | 19,250 | $6,647,988 | 19,250 | New | $345.35 | 13F |
| ARES | ARES MANAGEMENT CORPORATION | 2.74% | 59,950 | $6,540,545 | 59,950 | New | $109.1 | 13F |
| MLM | MARTIN MARIETTA MATLS INC | 2.68% | 10,845 | $6,384,235 | 10,845 | New | $588.68 | 13F |
| NOK | NOKIA CORP | 0.35% | 102,900 | $827,316 | 102,900 | New | $8.04 | 13F |