Location
Chicago, IL
Holdings as of
12/31/2022
Date filed
2/9/2023
Form type
13F-HR
Num holdings
401
Total value ($000)
$26,141,511
Net value change ($000)
+840,635 (3.3%)
New positions
32
Sold out positions
18
Turnover %
6.2%
Sector allocation + QoQ delta (equities-only)

Snapshot: Change Analysis

Compared to Q3 2022
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)
MZTI 147,751 NEW
AMBA 114,119 NEW
TSM 100,547 16.0%
G 93,850 NEW
INSP 93,105 79.7%
FTI 90,902 51.9%
CG 84,912 NEW
ORLY 82,236 NEW
PLNT 81,331 121.6%
WSC 80,403 262.9%
Top Reduces (Value $000, Stocks/ETFs)
ABIOMED INC -240,909 -100.0%
AMZN -164,730 -32.4%
DENBURY INC -135,089 -50.3%
Horizon Therapeutics Public Ltd Co -106,935 -85.3%
RBA -100,688 -100.0%
CABO -88,815 -100.0%
Coupa Software Inc -82,194 -99.5%
ACHC -69,614 -24.0%
CELH -63,155 -100.0%
WMS -60,255 -37.8%
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