WM

WestCap Management Portfolio holdings

AUM $460M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$460M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2
New
Increased
Reduced
Closed

Top Buys

1 +$499M
2 +$36.7M

Top Sells

No sells this quarter

Sector Composition

1 Communication Services 93.29%
2 Technology 6.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
STUB
1
StubHub Holdings
STUB
$3.31B
$429M 93.29%
+31,734,690
KLAR
2
Klarna Group
KLAR
$5B
$30.9M 6.71%
+1,068,564