ACM
ASK Capital Management Portfolio holdings
AUM
$570M
1-Year Est. Return
63.24%
1 Year Est. Return
+63.24%
AUM
$570M
AUM Growth
+$87.7M
(+18%)
Holding
4
Top Buys
No buys this quarter
Sector Composition
| 1 | Technology | 98.15% |
| 2 | Consumer Discretionary | 1.46% |
| 3 | Industrials | 0.38% |
| 4 | Financials | 0% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Broadcom
AVGO
$1.59T
| $559M | 77.47% |
1,695,069
-8,251
|
|
||
2
Airbnb
ABNB
$82.7B
| $8.34M | 1.16% |
68,672
-5,554
|
|
||
3
First Advantage
FA
$2.65B
| $2.19M | 0.3% |
142,070
|
|
||
4
Nu Holdings
NU
$79.6B
| – | – |
-21,556
|
|