Location
Boston, MA
Holdings as of
9/30/2021
Date filed
11/15/2021
Form type
13F-HR
Num holdings
127
Total value ($000)
$3,186,106
Net value change ($000)
+375,884 (13.4%)
New positions
16
Sold out positions
16
Turnover %
27.5%
Sector allocation + QoQ delta (equities-only)

Snapshot: Change Analysis

Compared to Q2 2021
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)
SMTC 65,923 NEW
DLO 61,725 1579.0%
LSPD 55,512 NEW
ENVX 48,080 NEW
GLBE 40,040 NEW
Horizon Therapeutics Public Ltd Co 33,742 39.4%
PENN 30,822 NEW
SKY 29,064 66.1%
FUBO 28,343 118095.8%
FRPT 28,098 100.7%
Top Reduces (Value $000, Stocks/ETFs)
LSPD -68,834 -100.0%
RNG -54,745 -69.8%
Avaya Holdings Corp. -37,058 -100.0%
FVRR -30,742 -53.6%
1Life Healthcare Inc -24,066 -100.0%
CI -23,707 -100.0%
ENVX -22,791 -100.0%
GNRC -22,530 -28.0%
LAD -22,185 -40.0%
WYNN -21,716 -99.8%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 971,956 (30.5% 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