TAM

Trikon Asset Management Portfolio holdings

AUM $1.84M
1-Year Est. Return 172.11%
This Quarter Est. Return
1 Year Est. Return
+172.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.84M
AUM Growth
-$20.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$9.99M
2
+$7.51M
3
+$3.09M

Sector Composition

1 Technology 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NVDA icon
1
NVIDIA
NVDA
$5.06T
$1.84M 100%
42,270
-172,670
COHR icon
2
Coherent
COHR
$20.6B
– –
-196,065
FRSH icon
3
Freshworks
FRSH
$3.24B
– –
-176,000