Location
New York, NY
Holdings as of
6/30/2021
Date filed
8/6/2021
Form type
13F-HR
Num holdings
1,669
Total value ($000)
$10,136,339
Net value change ($000)
+590,417 (6.2%)
New positions
32
Sold out positions
34
Turnover %
1.6%
Sector allocation + QoQ delta (equities-only)

Snapshot: Change Analysis

Compared to Q1 2021
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
EFA 41,281 11.2%
MSFT 37,713 15.9%
AAPL 32,396 12.6%
NVDA 22,267 52.1%
AMZN 22,156 12.8%
META 17,212 18.8%
GOOGL 16,140 21.0%
GOOGL 15,722 19.6%
IWO 14,725 795.5%
IEFA 12,401 6.4%
Top Reduces (Value $000, Stocks/ETFs)
EXTENDED STAY AMERICA INC -14,532 -100.0%
PTC -10,952 -74.0%
CZR -10,806 -76.3%
CRL -10,513 -81.3%
LAD -9,940 -43.2%
WSM -9,528 -29.7%
MASON STREET FUNDS INC -7,529 -100.0%
MC -6,989 -57.4%
TCF -6,397 -100.0%
BCC -5,545 -94.4%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type