ACM
ASK Capital Management Portfolio holdings
AUM
$482M
1 Year Est. Return
–
AUM
$482M
AUM Growth
+$186M
(+63%)
Holding
4
Sector Composition
| 1 | Technology | 97.41% |
| 2 | Consumer Discretionary | 2.04% |
| 3 | Industrials | 0.49% |
| 4 | Financials | 0.06% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Broadcom
AVGO
$1.73T
| $470M | 75.11% |
1,703,320
|
|
||
2
Airbnb
ABNB
$76.9B
| $9.82M | 1.57% |
74,226
+1,359
|
|
||
3
First Advantage
FA
$2.17B
| $2.36M | 0.38% |
142,070
|
|
||
4
Nu Holdings
NU
$77.2B
| $296K | 0.05% |
21,556
-10,682
|
|