MC
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McMorgan & Co’s SharkNinja SN Stock Holding History

McMorgan & Co’s Portfolio SN Stock Details SN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$394K Sell
3,721
-1,245
-25% -$146K 0.06% 24
2025
Q4 		$556K Sell
4,966
-28,907
-85% -$2.85M 0.09% 20
2025
Q3 		$3.49M Sell
33,873
-7,766
-19% -$887K 0.54% 23
2025
Q2 		$4.12M Buy
41,639
+9,477
+29% +$819K 0.61% 21
2025
Q1 		$2.68M Sell
32,162
-2,995
-9% -$305K 0.43% 30
2024
Q4 		$3.42M Sell
35,157
-232
-0.7% -$23.7K 0.53% 26
2024
Q3 		$3.85M Sell
35,389
-26,901
-43% -$2.34M 0.59% 21
2024
Q2 		$4.68M Sell
62,290
-3,718
-6% -$262K 0.74% 20
2024
Q1 		$4.11M Buy
66,008
+2,217
+3% +$117K 0.71% 21
2023
Q4 		$3.26M Buy
+63,791
New +$2.92M 0.54% 24

Other funds holding SN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
ABI
Abrams Bison Investments Bethesda, Maryland $2.31B AUM 40.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SCM
Steadfast Capital Management New York $2.65B AUM 26.34% 1-Year Est. Return