Location
San Francisco, CA
Holdings as of
12/31/2020
Date filed
2/16/2021
Form type
13F-HR
Num holdings
3,395
Total value ($000)
$252,047,608
Net value change ($000)
+34,638,373 (15.9%)
New positions
132
Sold out positions
81
Turnover %
1.0%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Snapshot: Change Analysis

Compared to Q3 2020
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 1,489,354 165.6%
AAPL 1,188,173 13.0%
JPM 480,301 29.2%
DIS 478,957 49.5%
GOOGL 411,953 19.7%
MSFT 411,624 5.1%
XOM 385,900 27.9%
GOOGL 377,481 18.3%
KO 305,753 17.3%
QCOM 287,190 25.5%
Top Reduces (Value $000, Stocks/ETFs)
EMLC -171,421 -81.9%
EWG -147,674 -100.0%
BABA -139,025 -20.2%
CRM -113,240 -10.8%
SGOL -106,229 -100.0%
IAU -79,425 -27.9%
IMMUNOMEDICS INC -78,349 -100.0%
VCR -75,564 -100.0%
Seagen Inc. -74,916 -100.0%
NVDA -72,041 -4.6%
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