ICP
Inclusive Capital Partners Portfolio holdings
AUM
$26M
1-Year Est. Return
24.81%
1 Year Est. Return
+24.81%
AUM
$292M
AUM Growth
-$38.6M
(-12%)
Holding
3
Top Buys
No buys this quarter
Sector Composition
| 1 | Communication Services | 45.76% |
| 2 | Consumer Staples | 36.99% |
| 3 | Materials | 17.25% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Reddit
RDDT
$38.8B
| $133M | 45.76% |
2,089,430
|
|
||
2
Strategic Education
STRA
$1.78B
| $108M | 36.99% |
975,000
-680,000
|
|
||
3
Ingevity
NGVT
$1.96B
| $50.3M | 17.25% |
1,151,405
|
|