Location
Los Angeles, CA
Holdings as of
12/31/2022
Date filed
2/14/2023
Form type
13F-HR
Num holdings
676
Total value ($000)
$32,064,820
Net value change ($000)
+1,913,326 (6.3%)
New positions
50
Sold out positions
29
Turnover %
1.7%
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 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)
GMED 187,988 69.3%
COO 159,527 47.1%
AKX 134,833 89.4%
SSD 116,045 41.0%
EME 108,488 26.6%
FUL 99,746 896.2%
FICO 96,278 35.6%
DLB 96,155 36.4%
GTY 93,641 NEW
MKTX 91,359 72.9%
Top Reduces (Value $000, Stocks/ETFs)
LPLA -154,685 -26.2%
TERMINIX GLOBAL HOLDINGS INC -151,263 -100.0%
Aspen Technology, Inc. -112,705 -15.4%
ATHM -106,343 -59.8%
AVALARA, INC. -98,886 -100.0%
BILL -97,274 -25.2%
AMZN -69,588 -56.1%
SFBS -53,456 -21.7%
GTM -52,588 -100.0%
HQY -51,463 -52.1%
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