SI
Symmetry Investments Portfolio holdings
AUM
$1.23B
1-Year Est. Return
48.21%
1 Year Est. Return
+48.21%
AUM
$1.23B
AUM Growth
+$36.4M
(+3%)
Holding
163
Top Buys
| 1 | +$20.2M | |
| 2 | +$15M | |
| 3 | +$12M | |
| 4 |
Meta Platforms (Facebook)
META
|
+$11.9M |
| 5 |
Broadcom
AVGO
|
+$11.8M |
Top Sells
| 1 | +$51.4M | |
| 2 | +$40.9M | |
| 3 | +$40.6M | |
| 4 |
Ingersoll Rand
IR
|
+$12M |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
+$8.6M |
Sector Composition
| 1 | Technology | 10.73% |
| 2 | Consumer Discretionary | 9.33% |
| 3 | Communication Services | 7.28% |
| 4 | Industrials | 3.96% |
| 5 | Financials | 3.81% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
Target
TGT
$50.4B
| – | – |
0
|
|
||
152
Trade Desk
TTD
$17.2B
| – | – |
-100,000
|
|
||
153
United Rentals
URI
$58.6B
| – | – |
-6,079
|
|
||
154
Veeva Systems
VEEV
$36.5B
| – | – |
-1,400
|
|
||
155
Waste Connections
WCN
$42.8B
| – | – |
-13,000
|
|
||
156
Western Digital
WDC
$75.7B
| – | – |
-7,008
|
|
||
157
Wells Fargo
WFC
$273B
| – | – |
-641,322
|
|
||
158
Walmart Inc
WMT
$954B
| – | – |
-21,100
|
|
||
159
TeraWulf
WULF
$5.8B
| – | – |
0
|
|
||
|
OKLO
160
Oklo
OKLO
$14.8B
| – | – |
-15,200
|
|
||
|
SNDK
161
Sandisk
SNDK
$60.6B
| – | – |
-82,015
|
|
||
|
CRCL
162
Circle Internet Group
CRCL
$18.5B
| – | – |
0
|
|
||
|
STUB
163
StubHub Holdings
STUB
$5.53B
| – | – |
0
|
|