Asset Manager
← All Institutions
WIM INVESTMENT MANAGEMENT Ltd
Market Value
$393M
+33.6%
Holdings
22
+2
New Purchases
5
Added To
5
Closed
4
Reduced
3
Top 10 Concentration
92.8%
Turnover
40.9%
Top Buys (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| COIN | 7.98% | 0.70% | +7.28% | $31M |
| FIGR | 4.49% | 0.00% | +4.49% | $18M |
| XP | 3.13% | 0.00% | +3.13% | $12M |
| INTR | 2.30% | 0.00% | +2.30% | $9M |
| TSLA | 31.39% | 29.95% | +1.44% | $123M |
| GRAL | 0.95% | 0.37% | +0.58% | $4M |
| PLTR | 1.16% | 0.60% | +0.56% | $5M |
| INTC | 0.28% | 0.00% | +0.28% | $1M |
| ITUB | 1.79% | 1.60% | +0.19% | $7M |
| SATS | 0.10% | 0.00% | +0.10% | $397K |
Top Sells (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| ROK | 0.00% | 5.81% | -5.81% | $0 |
| META | 11.88% | 15.95% | -4.07% | $47M |
| NET | 12.43% | 15.79% | -3.35% | $49M |
| PH | 0.00% | 1.97% | -1.97% | $0 |
| R | 0.00% | 1.90% | -1.90% | $0 |
| UBER | 5.94% | 7.22% | -1.28% | $23M |
| NVDA | 5.27% | 5.96% | -0.69% | $21M |
| MP | 0.36% | 0.81% | -0.45% | $1M |
| PDD | 5.31% | 5.62% | -0.31% | $21M |
| AA | 0.00% | 0.24% | -0.24% | $0 |
| TCOM | 4.95% | 5.15% | -0.21% | $19M |
| VPG | 0.29% | 0.38% | -0.08% | $1M |
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 5 | $196M | 50.0% |
| Large Cap | 11 | $164M | 41.6% |
| Mid Cap | 5 | $32M | 8.1% |
| Small Cap | 1 | $1M | 0.3% |
Portfolio Analytics
Avg Market Cap
$491.4B
Median Market Cap
$49.4B
Avg P/E
64.1
Median P/E
25.9
Avg Dividend Yield
0.00%
Avg Beta
1.38
# Stocks
22
# ETFs / Funds
0
Top Holdings (22 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | TSLA | 31.39% | 277,430 | $123M | $444.72 | $35M | — | — | |
| 2 | NET | 12.43% | 227,749 | $49M | $214.59 | $2M | -9,500 | -4.0% | |
| 3 | META | 11.88% | 63,580 | $47M | $734.38 | -$236K | — | — | |
| 4 | COIN | 7.98% | 92,916 | $31M | $337.49 | $29M | +87,016 | +1474.8% | |
| 5 | UBER | 5.94% | 238,188 | $23M | $97.97 | $2M | +10,600 | +4.7% | |
| 6 | PDD | 5.31% | 157,968 | $21M | $132.17 | $4M | — | — | |
| 7 | NVDA | 5.27% | 111,000 | $21M | $186.58 | $3M | — | — | |
| 8 | TCOM | 4.95% | 258,550 | $19M | $75.20 | $4M | — | — | |
| 9 | FIGR | 4.49% | 485,286 | $18M | $36.37 | — | +485,286 | — | NEW |
| 10 | XP | 3.13% | 654,000 | $12M | $18.79 | — | +654,000 | — | NEW |
| 11 | INTR | 2.30% | 981,400 | $9M | $9.23 | — | +981,400 | — | NEW |
| 12 | ITUB | 1.79% | 958,500 | $7M | $7.34 | $2M | +266,000 | +38.4% | |
| 13 | PLTR | 1.16% | 25,030 | $5M | $182.42 | $3M | +12,000 | +92.1% | |
| 14 | GRAL | 0.95% | 63,000 | $4M | $59.13 | $3M | +42,000 | +200.0% | |
| 15 | MP | 0.36% | 20,925 | $1M | $67.07 | -$982K | -50,775 | -70.8% | |
| 16 | VPG | 0.29% | 35,916 | $1M | $32.05 | $40K | -3,637 | -9.2% | |
| 17 | INTC | 0.28% | 32,952 | $1M | $33.55 | — | +32,952 | — | NEW |
| 18 | SATS | 0.10% | 5,200 | $397K | $76.36 | — | +5,200 | — | NEW |
| 19 | AA | —% | — | — | — | -$696K | -23,600 | -100.0% | SOLD |
| 20 | R | —% | — | — | — | -$6M | -35,100 | -100.0% | SOLD |
| 21 | PH | —% | — | — | — | -$6M | -8,290 | -100.0% | SOLD |
| 22 | ROK | —% | — | — | — | -$17M | -51,500 | -100.0% | SOLD |