IAM

Iridian Asset Management Portfolio holdings

AUM $289M
1-Year Est. Return 9.78%
This Quarter Est. Return
1 Year Est. Return
+9.78%
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
1
$57.4M 12.28%
100,000
2
$44.2M 9.46%
200,000
3
$24.6M 5.27%
534,156
+6,757
4
$21.6M 4.62%
1,062,081
-139,486
5
$20.9M 4.46%
65,641
-7,399
6
$20.4M 4.36%
39,154
+3,786
7
$19.8M 4.24%
171,188
-41,569
8
$19.3M 4.13%
82,834
+36,212
9
$18.8M 4.02%
195,849
-78,610
10
$17.9M 3.84%
719,795
+177,101
11
$17.8M 3.82%
533,225
-51,931
12
$16M 3.43%
2,228,193
+677,739
13
$15.5M 3.33%
294,668
+62,499
14
$13.2M 2.83%
482,450
+11,838
15
$11.4M 2.44%
126,803
-102
16
$11.3M 2.42%
311,673
+24,053
17
$10.8M 2.32%
55,043
+8,876
18
$7.9M 1.69%
290,769
+34,362
19
$7.42M 1.59%
1,045,679
-23,946
20
$7.24M 1.55%
83,713
+18,064
21
$6.59M 1.41%
90,709
+17,020
22
$5.48M 1.17%
387,827
+62,731
23
$5.45M 1.17%
164,572
-109,841
24
$5.33M 1.14%
42,957
+18,334
25
$5.25M 1.12%
145,094
-5,911
1
2 3