Location
Los Angeles, CA
Holdings as of
12/31/2020
Date filed
2/12/2021
Form type
13F-HR
Num holdings
713
Total value ($000)
$34,592,790
Net value change ($000)
+6,963,088 (25.2%)
New positions
209
Sold out positions
23
Turnover %
3.1%
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)
FCN 325,182 NEW
SMG 232,265 45.9%
BILL 229,857 38.0%
SITE 199,683 40.7%
TER 191,215 66.8%
MAX 174,975 NEW
TERMINIX GLOBAL HOLDINGS INC 172,376 NEW
BL 172,115 47.8%
FOXF 163,482 43.2%
ZBRA 158,603 72.7%
Top Reduces (Value $000, Stocks/ETFs)
CDW -356,674 -59.0%
TERMINIX GLOBAL HOLDINGS INC -127,010 -100.0%
GOTU -44,392 -100.0%
OLLI -26,541 -4.9%
BABA -23,627 -19.7%
MCD -22,981 -54.9%
DUCK CREEK TECHNOLOGIES, INC. -21,043 -4.0%
TDOC -19,374 -23.7%
NRC -16,164 -10.2%
SE -15,876 -100.0%
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