MAG
Mass Ave Global Portfolio holdings
AUM
$295M
This Quarter Return
-1.38%
1 Year Return
-10%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$276M
AUM Growth
+$276M
(+51%)
Cap. Flow
+$117M
Cap. Flow
% of AUM
42.3%
Top 10 Holdings %
Top 10 Hldgs %
76.28%
Holding
48
New
13
Increased
11
Reduced
7
Closed
11
Top Buys
| 1 |
Amazon
AMZN
|
$37.6M |
| 2 |
PayPal
PYPL
|
$28.2M |
| 3 |
Alibaba
BABA
|
$12.8M |
| 4 |
Advanced Micro Devices
AMD
|
$12.4M |
| 5 |
Elastic
ESTC
|
$12.1M |
Top Sells
| 1 |
KE Holdings
BEKE
|
$10.9M |
| 2 |
Domo
DOMO
|
$6.84M |
| 3 |
Cloudflare
NET
|
$6.16M |
| 4 |
Shopify
SHOP
|
$3.36M |
| 5 |
Sea Limited
SE
|
$2.91M |
Sector Composition
| 1 | Technology | 46.31% |
| 2 | Consumer Discretionary | 32% |
| 3 | Financials | 11.9% |
| 4 | Communication Services | 7.21% |
| 5 | Healthcare | 1.97% |
