We are live on ! Find out more
YCM

Yousif Capital Management Portfolio holdings

AUM $8.94B
1-Year Est. Return 42.6%
This Fund
S&P 500
This Quarter Est. Return
+9.34%
1 Year Est. Return
+42.6%
3 Year Est. Return
+118.7%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$9.37B
AUM Growth
+$90.9M
Cap. Flow
-$517M
Cap. Flow %
-5.52%
Top 10 Hldgs %
27.43%
Holding
1,942
New
25
Increased
122
Reduced
1,528
Closed
54

Top Buys

Rank Stock Value
1
APP icon
Applovin
APP
+$11.8M
2
HOOD icon
Robinhood
HOOD
+$7.69M
3
NTNX icon
Nutanix
NTNX
+$5.98M
4
TRU icon
TransUnion
TRU
+$5.42M
5
TWLO icon
Twilio
TWLO
+$5.25M

Top Sells

Rank Stock Value
1
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$25.5M
2
AAPL icon
Apple
AAPL
+$24.6M
3
MSFT icon
Microsoft
MSFT
+$24.4M
4
NVDA icon
NVIDIA
NVDA
+$22.5M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$14M

Sector Composition

Rank Sector Weight
1 Technology 28.4%
2 Financials 13.76%
3 Consumer Discretionary 10.13%
4 Industrials 9.85%
5 Healthcare 8.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TEAM icon
1526
Atlassian
TEAM
$39.1B
$328K ﹤0.01%
2,055
+16
+0.8% +$2.9K
HTHT icon
1527
Huazhu Hotels Group
HTHT
$12.8B
$328K ﹤0.01%
8,383
– –
HEI.A icon
1528
HEICO Corp Class A
HEI.A
$37B
$327K ﹤0.01%
1,287
+47
+4% +$11.7K
LGIH icon
1529
LGI Homes
LGIH
$1.34B
$327K ﹤0.01%
6,318
-1,452
-19% -$84.7K
SNDR icon
1530
Schneider National
SNDR
$6.12B
$326K ﹤0.01%
15,414
-2,091
-12% -$51.1K
WIX icon
1531
WIX.com
WIX
$2.79B
$326K ﹤0.01%
1,833
– –
GO icon
1532
Grocery Outlet
GO
$972M
$325K ﹤0.01%
20,266
-6,112
-23% -$97.6K
SAFT icon
1533
Safety Insurance
SAFT
$1.52B
$324K ﹤0.01%
4,588
-911
-17% -$66.2K
THRM icon
1534
Gentherm
THRM
$1.27B
$323K ﹤0.01%
9,485
-2,122
-18% -$71.8K
NTT
1535
DELISTED
Nippon Telegraph & Telephone
NTT
$323K ﹤0.01%
12,330
– –
PBR.A icon
1536
Petrobras Class A
PBR.A
$103B
$322K ﹤0.01%
27,264
-17,895
-40% -$207K
PFBC icon
1537
Preferred Bank
PFBC
$1.26B
$322K ﹤0.01%
3,562
-781
-18% -$72.4K
UAA icon
1538
Under Armour
UAA
$2.29B
$321K ﹤0.01%
64,241
-3,198
-5% -$18.6K
IX icon
1539
ORIX
IX
$43.1B
$319K ﹤0.01%
12,225
– –
HSII
1540
DELISTED
Heidrick & Struggles
HSII
$318K ﹤0.01%
6,397
-1,207
-16% -$58.2K
TWO
1541
Two Harbors Investment
TWO
$1.26B
$316K ﹤0.01%
32,046
-6,647
-17% -$66.9K
GIII icon
1542
G-III Apparel Group
GIII
$1.44B
$316K ﹤0.01%
11,874
-2,480
-17% -$62.9K
MDB icon
1543
MongoDB
MDB
$35.3B
$316K ﹤0.01%
1,018
+24
+2% +$6.17K
INSM icon
1544
Insmed
INSM
$29B
$315K ﹤0.01%
2,188
+187
+9% +$22.9K
FOXF icon
1545
Fox Factory Holding Corp
FOXF
$905M
$315K ﹤0.01%
12,966
-2,554
-16% -$71.9K
FCNCA icon
1546
First Citizens BancShares
FCNCA
$25.4B
$315K ﹤0.01%
176
+2
+1% +$3.94K
NVRI icon
1547
Enviri
NVRI
$566M
$314K ﹤0.01%
24,775
-5,296
-18% -$54.8K
SCL icon
1548
Stepan Co
SCL
$1.48B
$314K ﹤0.01%
6,590
-1,318
-17% -$68.4K
NEO icon
1549
NeoGenomics
NEO
$2.12B
$314K ﹤0.01%
40,688
-8,195
-17% -$57.4K
ASTH icon
1550
Astrana Health
ASTH
$1.71B
$313K ﹤0.01%
11,051
-2,510
-19% -$68K
60 61
62
63 64

Similar funds

AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
AI
Axiom Investors Greenwich, Connecticut $8.99B AUM 44.68% 1-Year Est. Return
PEA
Platinum Equity Advisors Beverly Hills, California $8.88B AUM 27.09% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return
MU
Mirova US Boston, Massachusetts $8.81B AUM 21.38% 1-Year Est. Return
SFM
Soros Fund Management New York $9.12B AUM 30.69% 1-Year Est. Return
LCAM
London & Capital Asset Management London, United Kingdom $9.18B AUM 25.04% 1-Year Est. Return

Yousif Capital Management's Q3 2025 Portfolio in Review

As of Q3 2025, Yousif Capital Management held 1,942 positions worth $9.37B, up 0.98% from $9.28B the previous quarter. Its ten largest holdings account for 27% of the portfolio.

Yousif Capital Management withdrew a net $517M in Q3 2025, closing 54 positions and reducing 1,528 holdings. Its most notable exit was Hess, an estimated $4.95M position sold in full.

By sector, the portfolio is most concentrated in Technology at 28% of assets, up from 27% a quarter earlier, followed by Financials and Consumer Discretionary.

Against the trend, Yousif Capital Management opened a new position in Talen Energy Corp worth $6.14M.

  • Yousif Capital Management's largest Q3 2025 buy was Talen Energy Corp: 14,430 shares worth $6.14M.
  • Yousif Capital Management added most to Applovin in Q3 2025, an estimated $11.8M increase.
  • Yousif Capital Management's biggest Q3 2025 reduction was State Street SPDR S&P 500 ETF Trust, cutting an estimated $25.5M.
  • Yousif Capital Management fully exited Hess in Q3 2025, selling an estimated $4.95M.
  • Yousif Capital Management's ten largest holdings make up 27% of its $9.37B portfolio in Q3 2025.
  • Yousif Capital Management opened 25 new positions and closed 54 in Q3 2025.
  • Yousif Capital Management's portfolio value rose 0.98% quarter-over-quarter to $9.37B.

Based on Yousif Capital Management's 13F filing for Q3 2025, filed 14 Oct 2025.