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Asset Manager ← All Institutions

Graticule Asia Macro Advisors LLC

Q1 2023 · Filed 2023-02-14
Market Value
$0
-100.0%
Holdings
53
-15
New Purchases
0
Added To
0
Closed
53
Reduced
0
Top 10 Concentration
0%
Turnover
0%

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 2 $0 0%
Large Cap 22 $0 0%
Mid Cap 20 $0 0%
Small Cap 8 $0 0%
Micro Cap 1 $0 0%

Portfolio Analytics

Avg Market Cap
$58.0B
Median Market Cap
$7.0B
Avg P/E
24.2
Median P/E
19.7
Avg Dividend Yield
0.01%
Avg Beta
1.19
# Stocks
48
# ETFs / Funds
5

Top Holdings (53 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 ACN —% -$6M -22,775 -100.0% SOLD
2 INFY —% -$5M -268,500 -100.0% SOLD
3 RH —% -$3M -10,638 -100.0% SOLD
4 ARMK —% -$2M -49,695 -100.0% SOLD
5 UBER —% -$2M -78,765 -100.0% SOLD
6 CVS —% -$2M -22,973 -100.0% SOLD
7 COTY —% -$542K -63,371 -100.0% SOLD
8 BOOT —% -$3M -43,155 -100.0% SOLD
9 BJ —% -$4M -55,557 -100.0% SOLD
10 CPRI —% -$3M -48,247 -100.0% SOLD
11 ONON —% -$1M -79,012 -100.0% SOLD
12 KB —% -$3M -76,700 -100.0% SOLD
13 VVV —% -$2M -59,781 -100.0% SOLD
14 MTN —% -$2M -8,244 -100.0% SOLD
15 JWN —% -$2M -105,321 -100.0% SOLD
16 LVS —% -$3M -69,050 -100.0% SOLD
17 STZ —% -$446K -1,924 -100.0% SOLD
18 KMX —% -$656K -10,780 -100.0% SOLD
19 DKS —% -$2M -14,838 -100.0% SOLD
20 ANF —% -$3M -118,335 -100.0% SOLD
21 PINS —% -$3M -140,900 -100.0% SOLD
22 BBWI —% -$3M -71,440 -100.0% SOLD
23 CAL —% -$418K -18,776 -100.0% SOLD
24 PHI —% -$530K -23,250 -100.0% SOLD
25 NXE —% -$5M -1,153,868 -100.0% SOLD
26 HDB —% -$5M -67,100 -100.0% SOLD
27 WHR —% -$2M -15,235 -100.0% SOLD
28 PDD —% -$7M -89,490 -100.0% SOLD
29 KR —% -$3M -59,079 -100.0% SOLD
30 DBI —% -$1M -152,309 -100.0% SOLD
31 USFD —% -$4M -104,301 -100.0% SOLD
32 CME —% -$8M -45,000 -100.0% SOLD
33 LULU —% -$2M -4,741 -100.0% SOLD
34 HTZ —% -$897K -58,310 -100.0% SOLD
35 MTCH —% -$1M -33,333 -100.0% SOLD
36 META —% -$7M -58,000 -100.0% SOLD
37 IBB —% -$3M -22,762 -100.0% SOLD
38 LQD —% -$78M -740,000 -100.0% SOLD
39 OIH —% -$27M -89,065 -100.0% SOLD
40 URNM —% -$2M -70,000 -100.0% SOLD
41 KWEB —% -$483K -16,000 -100.0% SOLD
42 GNRC —% -$906K -9,000 -100.0% SOLD
43 RIVN —% -$553K -30,000 -100.0% SOLD
44 ULTA —% -$3M -5,683 -100.0% SOLD
45 SHOO —% -$2M -60,213 -100.0% SOLD
46 DNN —% -$7M -5,913,000 -100.0% SOLD
47 PLCE —% -$671K -18,413 -100.0% SOLD
48 WOOF —% -$986K -104,000 -100.0% SOLD
49 BABA —% -$5M -55,221 -100.0% SOLD
50 CORZW —% -$720 -31,998 -100.0% SOLD
51 CORZQ —% -$23K -308,000 -100.0% SOLD
52 SEAS —% -$3M -47,998 -100.0% SOLD
53 SIX —% -$933K -40,149 -100.0% SOLD

Sold Out Positions

SymbolValue% Port
ACN —%
RH —%
ARMK —%
UBER —%
CVS —%
COTY —%
BOOT —%
BJ —%
CPRI —%
ONON —%
KB —%
VVV —%
MTN —%
INFY —%
LVS —%
View SEC EDGAR Filings for Graticule Asia Macro Advisors LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms