ACM
Archon Capital Management Portfolio holdings
AUM
$176M
1-Year Est. Return
74.12%
This Fund
S&P 500
1 Year Est. Return
+74.12%
AUM
$168M
AUM Growth
+$45.9M
(+38%)
Holding
58
Top Buys
| 1 | +$6.2M | |
| 2 | +$6.17M | |
| 3 | +$4.99M | |
| 4 |
WIX.com
WIX
|
+$4.65M |
| 5 |
Olaplex Holdings
OLPX
|
+$4.31M |
Top Sells
| 1 | +$6.69M | |
| 2 | +$4.91M | |
| 3 | +$4.28M | |
| 4 |
OLO
Olo Inc
OLO
|
+$4.06M |
| 5 |
Zoom
ZM
|
+$3.35M |
Sector Composition
| 1 | Technology | 40.58% |
| 2 | Consumer Discretionary | 19.49% |
| 3 | Industrials | 17.72% |
| 4 | Healthcare | 16.71% |
| 5 | Financials | 5.02% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Semrush
SEMR
$1.79B
| – | – |
-56,371
|
|
||
52
SharkNinja
SN
$17B
| – | – |
-49,600
|
|
||
53
TripAdvisor
TRIP
$1.15B
| – | – |
-74,500
|
|
||
54
Weave Communications
WEAV
$416M
| – | – |
-142,340
|
|
||
55
Noodles & Co
NDLS
$36.8M
| – | – |
-5,649
|
|
||
|
OLO
56
DELISTED
Olo Inc
OLO
| – | – |
-455,961
|
|
||
|
PBPB
57
DELISTED
Potbelly
PBPB
| – | – |
-546,417
|
|
||
58
Primoris Services
PRIM
$8.17B
| – | – |
-30,072
|
|