Asset Manager
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Whitebark Investors LP
Market Value
$165M
+5.9%
Holdings
8
-2
New Purchases
0
Added To
4
Closed
0
Reduced
2
Top 10 Concentration
100.0%
Turnover
0.0%
Top Buys (by % of Portfolio)
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 1 | $33M | 19.9% |
| Large Cap | 2 | $39M | 23.5% |
| Mid Cap | 2 | $33M | 20.3% |
| Small Cap | 3 | $60M | 36.3% |
Portfolio Analytics
Avg Market Cap
$402.5B
Median Market Cap
$4.6B
Avg P/E
42.2
Median P/E
34.1
Avg Dividend Yield
0.03%
Avg Beta
1.12
# Stocks
8
# ETFs / Funds
0
Top Holdings (8 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | GSHD | 21.68% | 339,008 | $36M | $105.51 | -$4M | — | — | |
| 2 | MSFT | 19.94% | 66,139 | $33M | $497.41 | $6M | -6,000 | -8.3% | |
| 3 | CPNG | 15.77% | 868,344 | $26M | $29.96 | $12M | +249,000 | +40.2% | |
| 4 | TDS | 15.73% | 729,194 | $26M | $35.58 | $3M | +143,249 | +24.4% | |
| 5 | BLND | 9.71% | 4,853,883 | $16M | $3.30 | $476K | +214,609 | +4.6% | |
| 6 | DASH | 7.74% | 51,774 | $13M | $246.51 | -$13M | -86,500 | -62.6% | |
| 7 | GO | 4.89% | 650,000 | $8M | $12.42 | -$1M | — | — | |
| 8 | GLBE | 4.54% | 223,100 | $7M | $33.54 | $5M | +152,600 | +216.4% |