LCAM
Long Corridor Asset Management Portfolio holdings
AUM
$277M
1-Year Est. Return
41.98%
1 Year Est. Return
+41.98%
AUM
$137M
AUM Growth
+$3.45M
(+2.6%)
Holding
29
Top Buys
| 1 | +$18.2M | |
| 2 | +$10.8M | |
| 3 | +$8.96M | |
| 4 |
ONC
BeOne Medicines Ltd
ONC
|
+$5.06M |
| 5 |
Roblox
RBLX
|
+$4.37M |
Top Sells
| 1 | +$10.2M | |
| 2 | +$6.66M | |
| 3 | +$5.06M | |
| 4 |
Carnival Corp
CCL
|
+$4.36M |
| 5 |
Zillow
ZG
|
+$4.21M |
Sector Composition
| 1 | Communication Services | 43.93% |
| 2 | Healthcare | 18.74% |
| 3 | Technology | 13.33% |
| 4 | Financials | 12.8% |
| 5 | Consumer Discretionary | 4.35% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
26
Zillow
ZG
$17.3B
| – | – |
-59,395
|
|
||
|
OMGA
27
DELISTED
Omega Therapeutics, Inc. Common Stock
OMGA
| – | – |
-85,000
|
|