Location
Boston, MA
Holdings as of
3/31/2020
Date filed
5/15/2020
Form type
13F-HR
Num holdings
75
Total value ($000)
$1,214,107
Net value change ($000)
+157,293 (14.9%)
New positions
16
Sold out positions
29
Turnover %
54.3%
Sector allocation + QoQ delta (equities-only)

Snapshot: Change Analysis

Compared to Q4 2019
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)
CRWD 57,138 234.8%
AMZN 52,672 NEW
AMAT 33,220 NEW
VRTX 29,734 NEW
RNG 21,021 41.2%
UNH 18,972 126.4%
DOCU 18,936 NEW
UBER 16,297 219.2%
CI 15,470 84.0%
LITE 12,659 NEW
Top Reduces (Value $000, Stocks/ETFs)
LNG -33,595 -100.0%
DIS -26,920 -100.0%
LYFT -25,887 -100.0%
SMPL -23,697 -75.5%
EEFT -21,628 -100.0%
Silk Road Medical Inc -21,122 -82.3%
PWR -20,730 -76.6%
Match Group Holdings II, LLC -20,358 -100.0%
LKNCY -16,718 -86.7%
ESTC -15,181 -100.0%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 336,270 (27.7% of total reported value)
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