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SPM
Symmetry Peak Management Portfolio holdings
AUM
$9.67M
1-Year Est. Return
146.87%
This Fund
S&P 500
This Quarter
Est. Return
+61.7%
1 Year Est. Return
+146.87%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$13.6M
AUM Growth
+$4.75M
(+54%)
Cap. Flow
+$2.65M
Cap. Flow
% of AUM
19.56%
Top 10 Holdings %
Top 10 Hldgs %
83.95%
Holding
146
New
14
Increased
6
Reduced
1
Closed
29
Top Buys
| 1 |
Tesla
TSLA
|
+$2.36M |
| 2 |
iShares Russell 2000 ETF
IWM
|
+$1.15M |
| 3 |
Snowflake
SNOW
|
+$852K |
| 4 |
Surf Air Mobility
SRFM
|
+$733K |
| 5 |
Zoom
ZM
|
+$534K |
Top Sells
| 1 |
ASML
ASML
|
+$1.31M |
| 2 |
Synopsys
SNPS
|
+$749K |
| 3 |
Spotify
SPOT
|
+$739K |
| 4 |
Fidelity Wise Origin Bitcoin Fund
FBTC
|
+$701K |
| 5 |
CYBR
CyberArk
CYBR
|
+$561K |
Sector Composition
| 1 | Consumer Discretionary | 38.12% |
| 2 | Technology | 29.21% |
| 3 | Materials | 11.67% |
| 4 | Industrials | 4.95% |
| 5 | Healthcare | 3.52% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Tesla
TSLA
$1.49T
| $4.54M | 33.46% |
10,210
+6,790
| +199% | +$2.36M |
|
|
IPX
2
IperionX
IPX
$923M
| $1.45M | 10.7% |
29,425
+10,070
| +52% | +$409K |
|
|
3
iShares Russell 2000 ETF
IWM
$82.3B
| $1.21M | 8.92% |
+5,000
| New | +$1.15M |
|
|
4
Snowflake
SNOW
$95.6B
| $1.12M | 8.25% |
4,960
+3,970
| +401% | +$852K |
|
|
5
Surf Air Mobility
SRFM
$95.8M
| $671K | 4.95% |
+156,410
| New | +$733K |
|
|
6
Zoom
ZM
$26.7B
| $564K | 4.16% |
+6,840
| New | +$534K |
|
7
PolyPid
PYPD
$103M
| $477K | 3.52% |
143,096
+79,146
| +124% | +$274K |
|
8
Procore
PCOR
$6.49B
| $465K | 3.42% |
+6,370
| New | +$445K |
|
|
DOCU
9
DocuSign
DOCU
$9.43B
| $461K | 3.4% |
+6,400
| New | +$493K |
|
|
CAN
10
Canaan Creative
CAN
$216M
| $431K | 3.18% |
+488,800
| New | +$371K |
|
11
Starbucks
SBUX
$121B
| $411K | 3.03% |
4,860
+2,940
| +153% | +$263K |
|
12
Opendoor
OPEN
$4.39B
| $341K | 2.51% |
+44,185
| New | +$179K |
|
|
13
ASML
ASML
$684B
| $271K | 2% |
280
-1,670
| -86% | -$1.31M |
|
14
Coupang
CPNG
$31.8B
| $220K | 1.62% |
+6,840
| New | +$207K |
|
15
Blend Labs
BLND
$431M
| $214K | 1.58% |
+58,660
| New | +$211K |
|
16
Oracle
ORCL
$369B
| $205K | 1.51% |
730
+440
| +152% | +$112K |
|
|
WTF
17
Waton Financial Ltd
WTF
$150M
| $151K | 1.11% |
+24,440
| New | +$127K |
|
|
GRO
18
Brazil Potash Corp
GRO
$138M
| $132K | 0.97% |
+48,900
| New | +$93.7K |
|
19
Duos Technologies
DUOT
$266M
| $108K | 0.8% |
+14,670
| New | +$104K |
|
|
KEEL
20
Keel Infrastructure Corp
KEEL
$2.71B
| $89.6K | 0.66% |
+31,770
| New | +$49.3K |
|
|
FRMM
21
Forum Markets
FRMM
$89.8M
| $35.4K | 0.26% |
+1,467
| New | +$43.9K |
|
22
Adtran
ADTN
$1.02B
| – | – |
0
| – | – |
|
23
Affirm
AFRM
$28.3B
| – | – |
0
| – | – |
|
24
Arteris
AIP
$1.54B
| – | – |
0
| – | – |
|
25
Ambarella
AMBA
$3.2B
| – | – |
-5,860
| Closed | -$426K |
|
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