Location
Boston, MA
Holdings as of
9/30/2020
Date filed
11/16/2020
Form type
13F-HR
Num holdings
84
Total value ($000)
$1,996,608
Net value change ($000)
+322,462 (19.3%)
New positions
14
Sold out positions
20
Turnover %
24.4%
Sector allocation + QoQ delta (equities-only)

Snapshot: Change Analysis

Compared to Q2 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 59,478 68.9%
FOUR 47,021 1314.9%
LAD 30,145 96.2%
ADPT 28,733 237.6%
ENPH 27,881 88.7%
AMD 26,685 NEW
Horizon Therapeutics Public Ltd Co 24,930 54.0%
IPHI 24,775 878.5%
FVRR 22,365 77.3%
1Life Healthcare Inc 19,801 136.3%
Top Reduces (Value $000, Stocks/ETFs)
AMAT -30,122 -100.0%
EHTH -24,766 -100.0%
UBER -23,599 -97.0%
UNH -18,965 -100.0%
DT -18,819 -85.7%
SVB FINANCIAL GROUP -17,221 -100.0%
Livongo Health, Inc. -16,311 -100.0%
CRWD -13,594 -19.2%
Silk Road Medical Inc -13,575 -100.0%
MU -12,333 -100.0%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 556,838 (27.9% 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