Location
Chicago, IL
Holdings as of
12/31/2021
Date filed
2/14/2022
Form type
13F-HR
Num holdings
427
Total value ($000)
$37,009,993
Net value change ($000)
+1,552,628 (4.4%)
New positions
36
Sold out positions
40
Turnover %
6.2%
Sector allocation + QoQ delta (equities-only)

Snapshot: Change Analysis

Compared to Q3 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)
MSFT 316,430 59.6%
BLDR 184,024 41.9%
AMZN 161,343 40.0%
GOOGL 160,941 40.9%
NFLX 136,774 NEW
PEN 134,766 74.2%
TSM 131,200 10.7%
WOLF 126,121 NEW
WH 117,340 49.7%
KRNT 107,255 207.7%
Top Reduces (Value $000, Stocks/ETFs)
EHC -231,944 -99.8%
PODD -218,192 -100.0%
SE -216,769 -42.4%
FCFS -170,393 -100.0%
GDDY -166,555 -100.0%
Zendesk, Inc. -156,379 -100.0%
LOPE -150,092 -90.3%
TERMINIX GLOBAL HOLDINGS INC -148,519 -100.0%
WOLF -114,050 -100.0%
Horizon Therapeutics Public Ltd Co -90,214 -26.4%
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