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VIM

VELA Investment Management Portfolio holdings

AUM $468M
1-Year Est. Return 18.47%
This Fund
S&P 500
This Quarter Est. Return
+6.21%
1 Year Est. Return
+18.47%
3 Year Est. Return
+56.57%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$410M
AUM Growth
+$41.1M
Cap. Flow
+$27.6M
Cap. Flow %
6.73%
Top 10 Hldgs %
26.1%
Holding
190
New
29
Increased
62
Reduced
62
Closed
18

Top Buys

Rank Stock Value
1
WIX icon
WIX.com
WIX
+$4.05M
2
CRTO icon
Criteo S.A. Ordinary Shares
CRTO
+$1.83M
3
ACN icon
Accenture
ACN
+$1.79M
4
MUSA icon
Murphy USA
MUSA
+$1.77M
5
TMO icon
Thermo Fisher Scientific
TMO
+$1.71M

Top Sells

Rank Stock Value
1
T icon
AT&T
T
+$3.2M
2
MO icon
Altria Group
MO
+$2.94M
3
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.64M
4
WNC icon
Wabash National
WNC
+$2.25M
5
BRKR icon
Bruker
BRKR
+$1.98M

Sector Composition

Rank Sector Weight
1 Industrials 21.88%
2 Financials 11.22%
3 Technology 10.04%
4 Consumer Discretionary 9.09%
5 Healthcare 8.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AXSM icon
151
CALL
Axsome Therapeutics
AXSM
$11.4B
$364K 0.09%
+3,000
New +$338K
CMCSA icon
152
Comcast
CMCSA
$89.4B
$357K 0.09%
11,376
– –
BXP icon
153
Boston Properties
BXP
$10.8B
$351K 0.09%
4,728
– –
AMD icon
154
Advanced Micro Devices
AMD
$767B
$340K 0.08%
2,099
+38
+2% +$6.13K
TSLA icon
155
CALL
Tesla
TSLA
$1.31T
$311K 0.08%
+700
New +$243K
AMD icon
156
PUT
Advanced Micro Devices
AMD
$767B
$307K 0.08%
+1,900
New +$307K
MDLZ icon
157
Mondelez International
MDLZ
$78.5B
$306K 0.07%
4,900
-23
-0.5% -$1.48K
CVS icon
158
CALL
CVS Health
CVS
$122B
$302K 0.07%
+4,000
New +$274K
LYB icon
159
PUT
LyondellBasell Industries
LYB
$20.2B
$294K 0.07%
6,000
-11,000
-65% -$620K
AIG icon
160
American International
AIG
$40.7B
$282K 0.07%
3,594
– –
AVY icon
161
Avery Dennison
AVY
$13.5B
$282K 0.07%
1,738
+87
+5% +$15K
VTI icon
162
Vanguard Morningstar Total Stock Market ETF
VTI
$691B
$262K 0.06%
+797
New +$252K
TXN icon
163
Texas Instruments
TXN
$256B
$249K 0.06%
1,353
-259
-16% -$50.6K
NWE icon
164
NorthWestern Energy
NWE
$4.38B
$248K 0.06%
+4,233
New +$234K
ETOR
165
PUT
eToro Group
ETOR
$2.7B
$248K 0.06%
+6,000
New +$309K
WCC
166
WESCO International
WCC
$17.9B
$242K 0.06%
1,146
– –
SPY icon
167
State Street SPDR S&P 500 ETF Trust
SPY
$810B
$111K 0.03%
166
– –
NVDA icon
168
NVIDIA
NVDA
$5.27T
$108K 0.03%
+577
New +$101K
SEMR
169
DELISTED
Semrush
SEMR
$86.7K 0.02%
12,249
-149,771
-92% -$1.22M
TSLA icon
170
Tesla
TSLA
$1.31T
$11.6K ﹤0.01%
+26
New +$9.02K
AVGO icon
171
Broadcom
AVGO
$2.01T
$9.24K ﹤0.01%
+28
New +$8.59K
UNH icon
172
UnitedHealth
UNH
$371B
$1.38K ﹤0.01%
4
– –
ADBE icon
173
CALL
Adobe
ADBE
$109B
– –
-1,500
Closed -$580K
ADSK icon
174
PUT
Autodesk
ADSK
$54.1B
– –
-3,000
Closed -$929K
ARKK icon
175
PUT
ARK Innovation ETF
ARKK
$6.37B
– –
-22,000
Closed -$1.55M
4 5 6
7
8

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VELA Investment Management's Q3 2025 Portfolio in Review

As of Q3 2025, VELA Investment Management held 190 positions worth $410M, up 11% from $369M the previous quarter. Its ten largest holdings account for 26% of the portfolio.

VELA Investment Management deployed $27.6M of net new capital in Q3 2025, opening 29 new positions and adding to 62 existing holdings. Its largest new stake was Supernus Pharmaceuticals: 40,251 shares worth $1.92M.

By sector, the portfolio is most concentrated in Industrials at 22% of assets, down from 24% a quarter earlier, followed by Financials and Technology.

On the sell side, the largest reduction was Berkshire Hathaway Class B, an estimated $2.64M trimmed.

  • VELA Investment Management's largest Q3 2025 buy was Supernus Pharmaceuticals: 40,251 shares worth $1.92M.
  • VELA Investment Management added most to WIX.com in Q3 2025, an estimated $4.05M increase.
  • VELA Investment Management's biggest Q3 2025 reduction was Berkshire Hathaway Class B, cutting an estimated $2.64M.
  • VELA Investment Management fully exited AT&T in Q3 2025, selling an estimated $3.2M.
  • VELA Investment Management's ten largest holdings make up 26% of its $410M portfolio in Q3 2025.
  • VELA Investment Management opened 29 new positions and closed 18 in Q3 2025.
  • VELA Investment Management's portfolio value rose 11% quarter-over-quarter to $410M.

Based on VELA Investment Management's 13F filing for Q3 2025, filed 30 Oct 2025.