LRI
Linden Rose Investment Portfolio holdings
AUM
$120M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$120M
AUM Growth
–
Holding
7
Top Buys
| 1 | +$49.9M | |
| 2 | +$25.9M | |
| 3 | +$25.4M | |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$11.5M |
| 5 |
TSMC
TSM
|
+$3.38M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 66.49% |
| 2 | Consumer Discretionary | 21.26% |
| 3 | Communication Services | 12.25% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
NVIDIA
NVDA
$4.45T
| $49.9M | 41.5% |
+267,814
|
|
||
2
Apple
AAPL
$3.71T
| $26.2M | 21.81% |
+96,541
|
|
||
3
Amazon
AMZN
$2.27T
| $25.6M | 21.26% |
+110,837
|
|
||
|
4
Alphabet (Google) Class A
GOOGL
$3.7T
| $12.6M | 10.43% |
+40,121
|
|
||
|
5
TSMC
TSM
$1.76T
| $3.5M | 2.91% |
+11,522
|
|
||
6
Meta Platforms (Facebook)
META
$1.59T
| $2.18M | 1.81% |
+3,308
|
|
||
7
Microsoft
MSFT
$2.97T
| $326K | 0.27% |
+673
|
|