ACM
AH Capital Management Portfolio holdings
AUM
$1.39B
1-Year Est. Return
13.73%
1 Year Est. Return
-13.73%
AUM
$1.39B
AUM Growth
+$1.08B
(+346%)
Holding
12
Sector Composition
| 1 | Technology | 65.68% |
| 2 | Healthcare | 23.13% |
| 3 | Communication Services | 11.19% |
| 4 | Real Estate | 0% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
FIG
1
Figma
FIG
$17.7B
| $843M | 60.41% |
+16,246,129
|
|
||
2
Meta Platforms (Facebook)
META
$1.62T
| $156M | 11.19% |
+212,531
|
|
||
3
Revolution Medicines
RVMD
$14.7B
| $128M | 9.2% |
2,748,523
|
|
||
|
OMDA
4
Omada Health Inc
OMDA
$1.08B
| $102M | 7.31% |
4,614,574
|
|
||
|
XYZ
5
Block Inc
XYZ
$39.1B
| $73.5M | 5.27% |
1,016,697
|
|
||
|
MAZE
6
Maze Therapeutics
MAZE
$1.81B
| $44.1M | 3.16% |
1,702,225
|
|
||
|
BIOA
7
BioAge Labs
BIOA
$320M
| $19M | 1.36% |
3,233,170
|
|
||
8
Nautilus Biotechnolgy
NAUT
$250M
| $14.9M | 1.07% |
17,653,917
|
|
||
9
CAMP4 Therapeutics
CAMP
$152M
| $6.38M | 0.46% |
2,125,339
|
|
||
10
Erasca
ERAS
$851M
| $6.24M | 0.45% |
2,862,500
|
|
||
11
Ginkgo Bioworks
DNA
$524M
| $1.58M | 0.11% |
108,568
|
|
||
12
Opendoor
OPEN
$6.81B
| – | – |
-6,407,515
|
|