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SPM

Symmetry Peak Management Portfolio holdings

AUM $359M
1-Year Est. Return 146.87%
This Fund
S&P 500
This Quarter Est. Return
+8.31%
1 Year Est. Return
+146.87%
3 Year Est. Return
+300.55%
5 Year Est. Return
+237.22%
10 Year Est. Return
+23,948.53%
AUM
$214M
AUM Growth
-$213M
Cap. Flow
-$211M
Cap. Flow %
-98.72%
Top 10 Hldgs %
50.61%
Holding
221
New
53
Increased
25
Reduced
37
Closed
104

Top Sells

Rank Stock Value
1
SHAK icon
Shake Shack
SHAK
+$2.77M
2
SPOT icon
Spotify
SPOT
+$2.56M
3
TREE icon
LendingTree
TREE
+$1.93M
4
ADBE icon
Adobe
ADBE
+$1.92M
5
Z icon
Zillow
Z
+$1.79M

Sector Composition

Rank Sector Weight
1 Technology 7.29%
2 Consumer Discretionary 2.11%
3 Communication Services 2.01%
4 Industrials 0.41%
5 Healthcare 0.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
WB icon
201
Weibo
WB
$1.94B
-20,350
Closed -$886K
WDAY icon
202
PUT
Workday
WDAY
$42B
-5,000
Closed -$1.03M
YELP icon
203
CALL
Yelp
YELP
$1.38B
-40,000
Closed -$1.37M
PETQ
204
CALL
DELISTED
PetIQ, Inc. Class A Common Stock
PETQ
-10,000
Closed -$330K
PETQ
205
DELISTED
PetIQ, Inc. Class A Common Stock
PETQ
-12,500
Closed -$412K
SPWR
206
DELISTED
SunPower Corporation Common Stock
SPWR
-36,648
Closed -$257K
AYX
207
PUT
DELISTED
Alteryx Inc
AYX
-5,000
Closed -$546K
LTRPA
208
DELISTED
Liberty TripAdvisor Holdings, Inc. Series A
LTRPA
-17,500
Closed -$217K
MGI
209
DELISTED
MoneyGram International, Inc. New
MGI
-10,000
Closed -$25K
COUP
210
PUT
DELISTED
Coupa Software Incorporated
COUP
-2,500
Closed -$317K
ZEN
211
DELISTED
ZENDESK INC
ZEN
-2,500
Closed -$223K
ZEN
212
PUT
DELISTED
ZENDESK INC
ZEN
-5,000
Closed -$445K
ZNGA
213
DELISTED
ZYNGA INC. CL A COMMON
ZNGA
-65,000
Closed -$391K
XLNX
214
CALL
DELISTED
Xilinx Inc
XLNX
-10,000
Closed -$1.18M
XLNX
215
DELISTED
Xilinx Inc
XLNX
-3,500
Closed -$413K
CLDR
216
CALL
DELISTED
Cloudera, Inc.
CLDR
-35,000
Closed -$184K
TLND
217
CALL
DELISTED
Talend S.A. American Depositary Shares
TLND
-47,500
Closed -$1.83M
GRUB
218
CALL
DELISTED
Just Eat Takeaway.com N.V. American Depositary Shares
GRUB
-20,000
Closed -$3.12M
GRUB
219
DELISTED
Just Eat Takeaway.com N.V. American Depositary Shares
GRUB
-2,500
Closed -$390K
CBLK
220
CALL
DELISTED
Carbon Black, Inc. Common Stock
CBLK
-80,000
Closed -$1.34M
CBLK
221
DELISTED
Carbon Black, Inc. Common Stock
CBLK
-13,000
Closed -$217K

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Symmetry Peak Management's Q3 2019 Portfolio in Review

As of Q3 2019, Symmetry Peak Management held 221 positions worth $214M, down 50% from $427M the previous quarter. Its ten largest holdings account for 51% of the portfolio.

Symmetry Peak Management withdrew a net $211M in Q3 2019, closing 104 positions and reducing 37 holdings. Its most notable exit was Shake Shack, an estimated $2.77M position sold in full.

By sector, the portfolio is most concentrated in Technology at 7.3% of assets, up from 3.3% a quarter earlier, followed by Consumer Discretionary and Communication Services.

Against the trend, Symmetry Peak Management opened a new position in State Street SPDR S&P 500 ETF Trust worth $2.23M.

  • Symmetry Peak Management's largest Q3 2019 buy was State Street SPDR S&P 500 ETF Trust: 7,500 shares worth $2.23M.
  • Symmetry Peak Management added most to NVIDIA in Q3 2019, an estimated $1.26M increase.
  • Symmetry Peak Management's biggest Q3 2019 reduction was Zillow, cutting an estimated $1.79M.
  • Symmetry Peak Management fully exited Shake Shack in Q3 2019, selling an estimated $2.77M.
  • Symmetry Peak Management's ten largest holdings make up 51% of its $214M portfolio in Q3 2019.
  • Symmetry Peak Management opened 53 new positions and closed 104 in Q3 2019.
  • Symmetry Peak Management's portfolio value fell 50% quarter-over-quarter to $214M.

Based on Symmetry Peak Management's 13F filing for Q3 2019, filed 14 Nov 2019.