SIM
SW Investment Management Portfolio holdings
AUM
$451M
1-Year Est. Return
79.06%
This Fund
S&P 500
1 Year Est. Return
+79.06%
AUM
$451M
AUM Growth
+$74.8M
(+20%)
Holding
8
Top Buys
| 1 | +$60.8M | |
| 2 | +$3.36M | |
| 3 | +$2.17M | |
| 4 |
Ubiquiti
UI
|
+$1.7M |
| 5 |
Palantir
PLTR
|
+$1.07M |
Sector Composition
| 1 | Technology | 59.11% |
| 2 | Industrials | 31.05% |
| 3 | Consumer Discretionary | 9.84% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Ubiquiti
UI
$35.6B
| $113M | 24.98% |
142,500
+2,500
|
|
||
2
Skywest
SKYW
$3.25B
| $82.6M | 18.34% |
900,000
|
|
||
3
Garmin
GRMN
$46.5B
| $63.8M | 14.15% |
275,000
+15,000
|
|
||
4
Expeditors International
EXPD
$20.6B
| $57.3M | 12.71% |
+400,000
|
|
||
|
SGI
5
Somnigroup International
SGI
$14.3B
| $44.4M | 9.84% |
600,000
+25,000
|
|
||
6
Amkor Technology
AMKR
$18.5B
| $40.5M | 8.99% |
900,000
-500,000
|
|
||
|
7
Palantir
PLTR
$365B
| $24.9M | 5.52% |
170,000
+7,000
|
|
||
8
Parsons
PSN
$6.51B
| $24.6M | 5.47% |
455,000
|
|