HCM

Harspring Capital Management Portfolio holdings

AUM $284M
1-Year Est. Return 20.1%
This Quarter Est. Return
1 Year Est. Return
+20.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$673M
AUM Growth
+$99.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
42
New
Increased
Reduced
Closed

Top Buys

1
+$23.9M
2
+$23.7M
3
+$17.2M
4
UHAL icon
U-Haul Holding Co
UHAL
+$14.7M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$14.4M

Top Sells

1
+$16.6M
2
+$16.4M
3
+$10.9M
4
ROKU icon
Roku
ROKU
+$10.2M
5
SE icon
Sea Limited
SE
+$8.2M

Sector Composition

1 Communication Services 37.87%
2 Financials 22.74%
3 Consumer Discretionary 12.86%
4 Technology 6.58%
5 Industrials 4.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.32M 0.94%
80,000
-30,000
27
$5.58M 0.83%
308,000
-202,000
28
$4.77M 0.71%
476,085
+401,085
29
$4.65M 0.69%
244,754
-195,000
30
$4.52M 0.67%
+450,000
31
$3.7M 0.55%
44,500
-56,500
32
$3.02M 0.45%
+7,650
33
$2.86M 0.42%
9,154
34
$2.54M 0.38%
250,000
35
$2.41M 0.36%
+241,774
36
$1.62M 0.24%
+6,000
37
$872K 0.13%
+84,198
38
$582K 0.09%
+10,000
39
– –
-55,000
40
– –
-250,000
41
– –
-36,750
42
– –
-74,200
1
2