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ACM

AH Capital Management Portfolio holdings

AUM $1.29B
1-Year Est. Return 26.81%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-26.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.29B
AUM Growth
-$289M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
17
New
Increased
Reduced
Closed

Top Buys

1
+$31.8M
2
+$12.2M
3
+$8.06M
4
BTGO
BitGo Holdings
BTGO
+$7.29M
5
IPST
IP Strategy Holdings
IPST
+$76.1K

Top Sells

1
+$15.9M
2
+$6.44M
3
+$129K

Sector Composition

1 Technology 59.92%
2 Healthcare 30.24%
3 Communication Services 9.42%
4 Financials 0.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NAVN
1
Navan Inc
NAVN
$5.57B
$374M 28.95%
28,218,676
+1,023,312
FIG
2
Figma
FIG
$9.98B
$338M 26.23%
16,011,378
-234,751
META icon
3
Meta Platforms (Facebook)
META
$1.47T
$122M 9.42%
212,531
RVMD icon
4
Revolution Medicines
RVMD
$34.7B
$89.6M 6.94%
921,099
NAUT icon
5
Nautilus Biotechnolgy
NAUT
$290M
$68.5M 5.31%
17,653,917
XYZ
6
Block Inc
XYZ
$44.5B
$61.2M 4.74%
1,016,697
BIOA
7
BioAge Labs
BIOA
$923M
$56.5M 4.38%
3,233,170
MAZE
8
Maze Therapeutics
MAZE
$1.42B
$50.8M 3.94%
1,702,225
ERAS icon
9
Erasca
ERAS
$4.25B
$46.3M 3.59%
2,862,500
DMRA
10
Damora Therapeutics
DMRA
$1.31B
$32M 2.48%
+1,236,157
OMDA
11
Omada Health Inc
OMDA
$1.05B
$29M 2.25%
2,307,284
-1,153,645
CAMP icon
12
CAMP4 Therapeutics
CAMP
$214M
$9.37M 0.73%
2,125,339
AKTS
13
Aktis Oncology
AKTS
$1.33B
$7.42M 0.58%
+415,000
BTGO
14
BitGo Holdings
BTGO
$692M
$5.48M 0.42%
+666,356
DNA icon
15
Ginkgo Bioworks
DNA
$599M
$666K 0.05%
108,568
IPST
16
IP Strategy Holdings
IPST
$2.48M
$21.8K ﹤0.01%
+4,137
HTBK
17
DELISTED
Heritage Commerce
HTBK
– –
-82,740