Total Positions
3
Quarter
2025 Q4
Top Holding
TSLA (38.8%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-3 of 3
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
TSLA
TESLA INC
|
Consumer Cyclical | 38.83% | 38.83% |
#1
Prev: #1
|
10.0 | no change | no change |
P
S
|
65,000 | $28,906,800 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MSFT
MICROSOFT CORP
|
Technology | 34.09% | 34.09% |
#2
Prev: #2
|
10.0 | no change | no change |
P
S
|
49,000 | $25,379,550 | 2025 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AAPL
APPLE INC
|
Technology | 27.08% | 27.08% |
#3
Prev: #3
|
10.0 | no change | no change |
P
S
|
79,181 | $20,161,858 | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) |
Showing 1-3 of 3 holdings