IAM

Iridian Asset Management Portfolio holdings

AUM $254M
1-Year Est. Return 15.2%
This Quarter Est. Return
1 Year Est. Return
+15.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$467M
AUM Growth
+$24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$8.42M
2
+$4.87M
3
+$4.42M
4
WOLF icon
Wolfspeed
WOLF
+$3.85M
5
BILL icon
BILL Holdings
BILL
+$3.3M

Top Sells

1
+$7.54M
2
+$4.81M
3
+$3.64M
4
ICE icon
Intercontinental Exchange
ICE
+$3.46M
5
AVTR icon
Avantor
AVTR
+$3.44M

Sector Composition

1 Consumer Discretionary 22.76%
2 Technology 16.12%
3 Healthcare 12.14%
4 Consumer Staples 8.41%
5 Financials 6.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.06M 1.08%
521,158
+397,057
27
$4.96M 1.06%
22,216
-9,393
28
$4.68M 1%
51,571
+5,570
29
$4.46M 0.95%
61,838
+11,117
30
$4.16M 0.89%
400,000
+85,742
31
$3.93M 0.84%
24,477
-21,522
32
$3.86M 0.83%
127,943
+1,123
33
$3.58M 0.77%
3,775,960
+1,706,815
34
$3.54M 0.76%
27,084
-13,077
35
$3.45M 0.74%
56,758
-23,377
36
$2.68M 0.57%
51,247
-4,694
37
$2.2M 0.47%
167,700
+50,000
38
$1.57M 0.34%
189,715
+1,663
39
$1.11M 0.24%
47,532
+8,175
40
$1.06M 0.23%
52,807
+565
41
$1.03M 0.22%
20,300
-2,172
42
$869K 0.19%
2,522
-500
43
$665K 0.14%
62,951
44
$455K 0.1%
146,377
45
$450K 0.1%
4,936
46
$401K 0.09%
6,286
-22,353
47
$354K 0.08%
9,556
+92
48
$348K 0.07%
+55,380
49
$255K 0.05%
18,390
50
$222K 0.05%
+102,107
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