RAM
RedJay Asset Management’s Semrush SEMR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-800,000
| Closed | -$9.5M | – | 44 |
|
|
2024
Q4 | $9.5M | Hold |
800,000
| – | – | 5.78% | 9 |
|
|
2024
Q3 | $12.6M | Buy |
800,000
+200,000
| +33% | +$3.14M | 6.91% | 2 |
|
|
2024
Q2 | $8.03M | Buy |
600,000
+80,000
| +15% | +$1.07M | 5.1% | 11 |
|
|
2024
Q1 | $6.9M | Buy |
520,000
+230,000
| +79% | +$3.05M | 4.17% | 15 |
|
|
2023
Q4 | $3.96M | Buy |
+290,000
| New | +$3.96M | 3.91% | 13 |
|