Asset Manager
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WIM INVESTMENT MANAGEMENT Ltd
Market Value
$301M
+25.6%
Holdings
21
+4
New Purchases
6
Added To
2
Closed
3
Reduced
1
Top 10 Concentration
93.6%
Turnover
42.9%
Top Buys (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| NET | 15.44% | 11.16% | +4.28% | $46M |
| META | 15.59% | 13.08% | +2.51% | $47M |
| ITUB | 1.56% | 0.00% | +1.56% | $5M |
| NVDA | 5.83% | 5.02% | +0.81% | $18M |
| MP | 0.79% | 0.00% | +0.79% | $2M |
| COIN | 0.69% | 0.00% | +0.69% | $2M |
| PLTR | 0.59% | 0.00% | +0.59% | $2M |
| VPG | 0.37% | 0.00% | +0.37% | $1M |
| AA | 0.23% | 0.00% | +0.23% | $696K |
| UBER | 7.05% | 6.92% | +0.14% | $21M |
| GRAL | 0.36% | 0.22% | +0.13% | $1M |
| ROK | 5.68% | 5.55% | +0.13% | $17M |
Top Sells (by % of Portfolio)
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 5 | $154M | 51.3% |
| Large Cap | 12 | $139M | 46.1% |
| Mid Cap | 3 | $7M | 2.2% |
| Small Cap | 1 | $1M | 0.4% |
Portfolio Analytics
Avg Market Cap
$467.9B
Median Market Cap
$76.4B
Avg P/E
68.4
Median P/E
28.5
Avg Dividend Yield
0.00%
Avg Beta
1.43
# Stocks
21
# ETFs / Funds
0
Top Holdings (21 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | TSLA | 29.28% | 277,430 | $88M | $317.66 | $16M | — | — | |
| 2 | META | 15.59% | 63,580 | $47M | $738.09 | $16M | +9,180 | +16.9% | |
| 3 | NET | 15.44% | 237,249 | $46M | $195.83 | $20M | — | — | |
| 4 | UBER | 7.05% | 227,588 | $21M | $93.30 | $5M | — | — | |
| 5 | NVDA | 5.83% | 111,000 | $18M | $157.99 | $6M | — | — | |
| 6 | ROK | 5.68% | 51,500 | $17M | $332.17 | $4M | — | — | |
| 7 | PDD | 5.49% | 157,968 | $17M | $104.66 | -$15M | -106,500 | -40.3% | |
| 8 | TCOM | 5.04% | 258,550 | $15M | $58.64 | $2M | +57,450 | +28.6% | |
| 9 | HON | 2.23% | 28,800 | $7M | $232.88 | $609K | — | — | |
| 10 | PH | 1.92% | 8,290 | $6M | $698.47 | $751K | — | — | |
| 11 | R | 1.85% | 35,100 | $6M | $159.00 | $533K | — | — | |
| 12 | ITUB | 1.56% | 692,500 | $5M | $6.79 | — | +692,500 | — | NEW |
| 13 | MP | 0.79% | 71,700 | $2M | $33.27 | — | +71,700 | — | NEW |
| 14 | COIN | 0.69% | 5,900 | $2M | $350.49 | — | +5,900 | — | NEW |
| 15 | PLTR | 0.59% | 13,030 | $2M | $136.32 | — | +13,030 | — | NEW |
| 16 | VPG | 0.37% | 39,553 | $1M | $28.10 | — | +39,553 | — | NEW |
| 17 | GRAL | 0.36% | 21,000 | $1M | $51.42 | $543K | — | — | |
| 18 | AA | 0.23% | 23,600 | $696K | $29.51 | — | +23,600 | — | NEW |
| 19 | QCOM | —% | — | — | — | -$4M | -23,346 | -100.0% | SOLD |
| 20 | LSCC | —% | — | — | — | -$619K | -11,800 | -100.0% | SOLD |
| 21 | EPAM | —% | — | — | — | -$3M | -16,200 | -100.0% | SOLD |