2024 Q3 Portfolio Activity
In 2024 Q3, Innovius Capital Management, LLC maintained a portfolio of 2 distinct positions.
Position History
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Total Positions
2
Quarter
2024 Q3
Top Holding
NRDS (85.0%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-2 of 2
Innovius Capital Management, LLC Full Holdings List — 2024 Q3
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
NRDS
NERDWALLET INC
|
Communication Services | 84.95% | 86.43% |
#1
Prev: #1
|
7.0 |
—
|
no change | no change |
P
S
|
5,209,366 | $66,211,042 | 2021 Q4 | 13F Filing | 2024-09-30 | 2024-11-14 (Est.) | |||
|
HIPO
HIPPO HLDGS INC
|
Financial Services | 15.05% | 13.57% |
#2
Prev: #2
|
6.5 |
—
|
no change | no change |
P
S
|
694,769 | $11,727,701 | 2021 Q4 | 13F Filing | 2024-09-30 | 2024-11-14 (Est.) |
Showing 1-2 of 2 holdings