Location
New York, NY
Holdings as of
9/30/2022
Date filed
11/8/2022
Form type
13F-HR
Num holdings
1,631
Total value ($000)
$7,405,307
Net value change ($000)
-399,941 (-5.1%)
New positions
38
Sold out positions
34
Turnover %
2.2%
Sector allocation + QoQ delta (equities-only)

Snapshot: Change Analysis

Compared to Q2 2022
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)
TSLA 20,711 26.9%
AMZN 12,032 9.4%
COHR 8,378 NEW
HR 6,374 NEW
NLY 5,940 NEW
DT 5,622 NEW
Shockwave Medical, Inc. 5,150 90.1%
FSLR 4,886 86.5%
FYBR 4,208 NEW
J 4,069 NEW
Top Reduces (Value $000, Stocks/ETFs)
MSFT -22,148 -8.2%
CCMP -13,602 -100.0%
Sailpoint Technologies Holdings, Inc. -13,448 -100.0%
LQD -11,939 -6.9%
COHR -11,329 -100.0%
GOOGL -10,850 -13.2%
NVDA -9,984 -18.7%
GOOGL -9,957 -11.1%
PERFICIENT INC -9,193 -65.7%
AMERICAN CAMPUS COMMUNITIES INC -8,815 -100.0%
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