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EPM

Equitec Proprietary Markets Portfolio holdings

AUM $187M
1-Year Est. Return 179.87%
This Fund
S&P 500
This Quarter Est. Return
-19.91%
1 Year Est. Return
+179.87%
3 Year Est. Return
+470.49%
5 Year Est. Return
+544.99%
10 Year Est. Return
AUM
$318M
AUM Growth
Cap. Flow
+$141M
Cap. Flow %
44.25%
Top 10 Hldgs %
72.78%
Holding
311
New
311
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Financials 14%
2 Healthcare 5.75%
3 Consumer Discretionary 3.95%
4 Technology 2.79%
5 Industrials 1.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
GME icon
1
PUT
GameStop
GME
$9.82B
$89.9M 28.29%
+1,894,400
New +$2.03M
RILY icon
2
BRC Group Holdings
RILY
$275M
$43.7M 13.75%
+774,789
New +$18.2M
GME icon
3
CALL
GameStop
GME
$9.82B
$23.4M 7.35%
+492,400
New +$528K
SPY icon
4
State Street SPDR S&P 500 ETF Trust
SPY
$774B
$14M 4.42%
+35,400
New +$10.8M
GWPH
5
PUT
DELISTED
GW Pharmaceuticals Plc American Depositary Shares
GWPH
$11.4M 3.6%
+52,700
New +$5.58M
OXY icon
6
CALL
Occidental Petroleum
OXY
$54.6B
$10.5M 3.31%
+395,600
New +$13M
COHR
7
PUT
DELISTED
Coherent Inc
COHR
$10.1M 3.18%
+40,000
New +$5.59M
AMZN icon
8
Amazon
AMZN
$2.66T
$9.59M 3.02%
+62,000
New +$6M
GWPH
9
DELISTED
GW Pharmaceuticals Plc American Depositary Shares
GWPH
$9.5M 2.99%
+43,800
New +$4.64M
COHR
10
DELISTED
Coherent Inc
COHR
$7.94M 2.5%
+31,400
New +$4.39M
RP
11
PUT
DELISTED
RealPage, Inc.
RP
$3.37M 1.06%
+38,600
New +$2.2M
RP
12
DELISTED
RealPage, Inc.
RP
$3.2M 1.01%
+36,700
New +$2.09M
PRSP
13
PUT
DELISTED
Perspecta Inc. Common Stock
PRSP
$3.18M 1%
+109,600
New +$2.64M
MIK
14
PUT
DELISTED
Michaels Stores, Inc
MIK
$3.02M 0.95%
+137,400
New +$650K
PRSP
15
DELISTED
Perspecta Inc. Common Stock
PRSP
$2.61M 0.82%
+89,701
New +$2.16M
COHR
16
CALL
DELISTED
Coherent Inc
COHR
$2.53M 0.8%
+10,000
New +$1.4M
BW icon
17
Babcock & Wilcox
BW
$1.47B
$2.49M 0.78%
+262,843
New +$949K
MIK
18
DELISTED
Michaels Stores, Inc
MIK
$2.2M 0.69%
+100,427
New +$475K
GPRE icon
19
Green Plains
GPRE
$1.35B
$1.41M 0.44%
+52,200
New +$563K
CMBT
20
CMB.TECH NV
CMBT
$4.34B
$1.13M 0.36%
+123,264
New +$1.27M
SMSI icon
21
Smith Micro Software
SMSI
$14.5M
$1.12M 0.35%
+5,105
New +$1.02M
SONM icon
22
DNA X Inc
SONM
$5.05M
$1.12M 0.35%
+756
New +$3.62M
BBIO icon
23
PUT
BridgeBio Pharma
BBIO
$15.9B
$1.1M 0.35%
+17,900
New +$555K
FPRX
24
PUT
DELISTED
Five Prime Therapeutics, Inc.
FPRX
$897K 0.28%
+23,800
New +$101K
CUB
25
PUT
DELISTED
Cubic Corporation
CUB
$880K 0.28%
+11,800
New +$682K

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Equitec Proprietary Markets's Q1 2020 Portfolio in Review

Q1 2020 is the first quarter with a 13F filing on record for Equitec Proprietary Markets, which disclosed 311 positions worth $318M. Its ten largest holdings account for 73% of the portfolio.

Its largest position is BRC Group Holdings: 774,789 shares worth $43.7M.

By sector, the portfolio is most concentrated in Financials at 14% of assets, followed by Healthcare and Consumer Discretionary.

  • Equitec Proprietary Markets's largest Q1 2020 buy was BRC Group Holdings: 774,789 shares worth $43.7M.
  • Equitec Proprietary Markets's ten largest holdings make up 73% of its $318M portfolio in Q1 2020.
  • Equitec Proprietary Markets disclosed 311 positions in Q1 2020, its first 13F filing on record.

Based on Equitec Proprietary Markets's 13F filing for Q1 2020, filed 19 Apr 2021.