SIM
SW Investment Management Portfolio holdings
AUM
$467M
1-Year Est. Return
67%
1 Year Est. Return
+67%
AUM
$467M
AUM Growth
+$48.6M
(+12%)
Holding
8
Top Buys
No buys this quarter
Sector Composition
| 1 | Technology | 62.48% |
| 2 | Industrials | 19.4% |
| 3 | Consumer Discretionary | 10.39% |
| 4 | Healthcare | 7.73% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Ubiquiti
UI
$33.9B
| $116M | 24.76% |
175,000
-75,000
|
|
||
2
Skywest
SKYW
$4.05B
| $90.6M | 19.4% |
900,000
|
|
||
3
Amkor Technology
AMKR
$10B
| $75.3M | 16.12% |
2,650,000
|
|
||
4
Parsons
PSN
$8.83B
| $48.8M | 10.46% |
565,000
|
|
||
|
SGI
5
Somnigroup International
SGI
$19.5B
| $48.5M | 10.39% |
575,000
-35,000
|
|
||
6
AirSculpt Technologies
AIRS
$215M
| $36.1M | 7.73% |
4,500,000
|
|
||
7
Palantir
PLTR
$407B
| $27.4M | 5.86% |
150,000
|
|
||
8
Garmin
GRMN
$37.9B
| $24.6M | 5.27% |
100,000
-105,000
|
|