IAM
Iridian Asset Management Portfolio holdings
AUM
$289M
1-Year Return
9.78%
This Quarter Return
+3.59%
1 Year Return
+9.78%
3 Year Return
+57.11%
5 Year Return
+119.55%
10 Year Return
+265.41%
AUM
$467M
AUM Growth
+$24M
(+5.4%)
Cap. Flow
+$5.04M
Cap. Flow
% of AUM
1.08%
Top 10 Holdings %
Top 10 Hldgs %
56.69%
Holding
55
New
4
Increased
25
Reduced
17
Closed
2
Top Buys
| 1 |
LPL Financial
LPLA
|
$8.42M |
| 2 |
Herbalife
HLF
|
$4.87M |
| 3 |
Rentokil
RTO
|
$4.42M |
| 4 |
Wolfspeed
WOLF
|
$3.85M |
| 5 |
BILL Holdings
BILL
|
$3.3M |
Top Sells
| 1 |
Crown Holdings
CCK
|
$7.54M |
| 2 |
Post Holdings
POST
|
$4.81M |
| 3 |
Clear Secure
YOU
|
$3.64M |
| 4 |
Intercontinental Exchange
ICE
|
$3.46M |
| 5 |
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
BTC
51
Grayscale Bitcoin Mini Trust ETF
BTC
$4.79B
| $114K | 0.02% |
+4,060
| New | +$114K |
|
|
AMPS
52
DELISTED
Altus Power, Inc.
AMPS
| $40.2K | 0.01% |
+12,653
| New | +$40.2K |
|
|
DNMR
53
DELISTED
Danimer Scientific, Inc.
DNMR
| $5.34K | ﹤0.01% |
294
| – | – |
|
|
54
Avantor
AVTR
$8.89B
| – | – |
-162,133
| Closed | -$3.44M |
|
55
Ginkgo Bioworks
DNA
$696M
| – | – |
-581
| Closed | -$7.77K |
|