ACM
ASK Capital Management Portfolio holdings
AUM
$482M
1 Year Est. Return
–
AUM
$296M
AUM Growth
-$111M
(-27%)
Holding
4
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 96.27% |
| 2 | Consumer Discretionary | 2.94% |
| 3 | Industrials | 0.68% |
| 4 | Financials | 0.11% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Broadcom
AVGO
$1.71T
| $285M | 96.27% |
1,703,320
|
|
||
2
Airbnb
ABNB
$77.6B
| $8.7M | 2.94% |
72,867
|
|
||
3
First Advantage
FA
$2.15B
| $2M | 0.68% |
142,070
|
|
||
4
Nu Holdings
NU
$77.9B
| $330K | 0.11% |
+32,238
|
|