LCM
Lucerne Capital Management Portfolio holdings
AUM
$300K
1 Year Est. Return
–
AUM
$300K
AUM Growth
+$199K
(+197%)
Holding
2
Top Sells
No sells this quarter
Sector Composition
| 1 | Communication Services | 88.33% |
| 2 | Industrials | 11.67% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Altice USA
ATUS
$1B
| $265K | 88.33% |
258,100
+177,000
|
|
||
|
GRUB
2
DELISTED
Just Eat Takeaway.com N.V. American Depositary Shares
GRUB
| $35K | 11.67% |
+10,200
|
|