PAM
Pamalican Asset Management Portfolio holdings
AUM
$50.9M
1 Year Est. Return
–
AUM
$226M
AUM Growth
–
Holding
32
Top Buys
| 1 | +$33.8M | |
| 2 | +$22.7M | |
| 3 | +$21M | |
| 4 |
Kodiak Gas Services
KGS
|
+$12.2M |
| 5 |
Pinduoduo
PDD
|
+$11.4M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 41.09% |
| 2 | Consumer Discretionary | 24.67% |
| 3 | Financials | 13.44% |
| 4 | Healthcare | 6.85% |
| 5 | Energy | 5.41% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
VBNK
26
VersaBank
VBNK
$416M
| $3.22M | 1.42% |
+232,767
|
|
||
|
NBIS
27
Nebius Group N.V.
NBIS
$23.6B
| $2.77M | 1.22% |
+100,000
|
|
||
|
TTAN
28
ServiceTitan Inc
TTAN
$10B
| $2.44M | 1.08% |
+23,719
|
|
||
29
Listed Funds Trust Roundhill Magnificent Seven ETF
MAGS
$4.14B
| $1.77M | 0.78% |
+32,543
|
|
||
30
Janux Therapeutics
JANX
$937M
| $1.34M | 0.59% |
+25,000
|
|
||
31
First Watch Restaurant Group
FWRG
$995M
| $910K | 0.4% |
+48,896
|
|
||
32
NewAmsterdam Pharma
NAMS
$4.04B
| $771K | 0.34% |
+30,000
|
|