13F

Investor

13F book

$703.9M

Positions

266

Largest name

5.8%

S&P Global Inc. · SPGI

Est. mark

Need a prior quarter to estimate
NameTickerSharesValueWeightEst. markChange
S&P Global Inc.SPGI120K$40.8M5.8%Held
Air Prods & Chems Inc129K$40.2M5.7%Held
Ishares Tr1.27M$36.8M5.2%Held
Home Depot, Inc.HD101.3K$32.5M4.6%Held
Danaher Corporation120K$32M4.6%Held
Tesla, Inc.TSLA218.7K$26.7M3.8%Held
Alibaba Group Hldg Ltd269.7K$23.8M3.4%Held
Meta Platforms, Inc.META179.6K$21.6M3.1%Held
Invesco Qqq Tr75K$20M2.8%Held
Cigna GroupCI55K$18.2M2.6%Held
Advanced Micro Devices IncAMD223.4K$14.5M2.1%Held
Liberty Latin America Ltd1.75M$13.3M1.9%Held
Ishares Tr279.6K$10.6M1.5%Held
Paramount Global600K$10.1M1.4%Held
Spdr Series Trust100K$8.99M1.3%Held
Amazon Com IncAMZN98.6K$8.29M1.2%Held
Nucor CorpNUE60.8K$8.12M1.2%Held
Cardinal Health IncCAH100K$7.77M1.1%Held
Baidu Inc67.2K$7.69M1.1%Held
Sunrun Inc.RUN288.2K$6.92M1.0%Held
Salesforce, Inc.CRM49.4K$6.54M0.9%Held
Micron Technology IncMU130K$6.5M0.9%Held
Thermo Fisher Scientific Inc.TMO10.1K$5.65M0.8%Held
Block Inc85K$5.34M0.8%Held
Match Group Inc New122.6K$5.09M0.7%Held
Disney Walt Co58.5K$5.08M0.7%Held
Ford Mtr Co423.8K$4.93M0.7%Held
American Eagle Outfitters In347.2K$4.85M0.7%Held
Moderna, Inc.MRNA27K$4.83M0.7%Held
Intel CorpINTC177.4K$4.69M0.7%Held
Align Technology IncALGN21.5K$4.53M0.6%Held
Starbucks CorpSBUX45.4K$4.5M0.6%Held
Chevron Corp NewCVX24.7K$4.41M0.6%Held
Uber Technologies, IncUBER175.4K$4.34M0.6%Held
Mercadolibre IncMELI5.12K$4.33M0.6%Held
State Str Corp55K$4.31M0.6%Held
Blackstone Inc.BX58K$4.3M0.6%Held
Skyworks Solutions, Inc.SWKS46.7K$4.26M0.6%Held
Citigroup Inc92.9K$4.2M0.6%Held
NIKE, Inc.NKE35.7K$4.18M0.6%Held
MongoDB, Inc.MDB19.7K$3.87M0.5%Held
Paypal Hldgs Inc54K$3.85M0.5%Held
Coherent Corp.COHR107.7K$3.78M0.5%Held
Solaredge Technologies, Inc.SEDG13.2K$3.74M0.5%Held
Avalonbay Cmntys Inc22.8K$3.71M0.5%Held
Farfetch Ltd779.7K$3.69M0.5%Held
Kinross Gold Corp895.1K$3.66M0.5%Held
Nio Inc365.1K$3.56M0.5%Held
Alexandria Real Estate Eq In24.4K$3.54M0.5%Held
Zoom Communications, Inc.ZM50.4K$3.41M0.5%Held
Crowdstrike Hldgs Inc32.4K$3.41M0.5%Held
Roku, IncROKU83.6K$3.4M0.5%Held
Jd.Com Inc60.6K$3.4M0.5%Held
Autodesk, Inc.ADSK17.1K$3.19M0.5%Held
Nvidia CorpNVDA21.6K$3.15M0.4%Held
Electronic Arts Inc.EA25.2K$3.08M0.4%Held
United Airls Hldgs Inc80.3K$3.03M0.4%Held
Splunk Inc35.1K$3.02M0.4%Held
Equity ResidentialEQR48K$2.87M0.4%Held
Ventas, Inc.VTR63K$2.87M0.4%Held
Ishares Silver Tr125.4K$2.76M0.4%Held
Capri Holdings Limited47.2K$2.71M0.4%Held
American Airls Group IncAAL212.2K$2.7M0.4%Held
Vipshop Hldgs Ltd188.9K$2.58M0.4%Held
Newmont Corp48.8K$2.31M0.3%Held
Pan Amern Silver Corp138.2K$2.26M0.3%Held
Spotify Technology S.A.SPOT28.2K$2.22M0.3%Held
Exxon Mobil Corp20K$2.18M0.3%Held
Wynn Resorts LtdWYNN26.4K$2.17M0.3%Held
Alphabet Inc24.1K$2.13M0.3%Held
Jpmorgan Chase & Co.15.8K$2.12M0.3%Held
Oracle Corp25.3K$2.06M0.3%Held
Lumentum Hldgs Inc39K$2.04M0.3%Held
Energy Transfer L P169.7K$2.01M0.3%Held
Pvh Corporation27.6K$1.95M0.3%Held
Warner Bros. Discovery, Inc.WBD199.2K$1.89M0.3%Held
Western Digital CorpWDC59K$1.86M0.3%Held
AbbVie Inc.ABBV11.5K$1.86M0.3%Held
Lam Research CorpLRCX4.39K$1.85M0.3%Held
Spdr Gold Tr10.8K$1.83M0.3%Held
Norwegian Cruise Line Hldg L148.9K$1.82M0.3%Held
Dish Network Corp C/A Eff 01/02/24 1 Old/.350877 New Cu 278768106 Echostar Corp126.6K$1.78M0.3%Held
Carnival Corp Ltd.CCL219.8K$1.77M0.3%Held
Tapestry, Inc.TPR44.2K$1.68M0.2%Held
Teladoc Health, Inc.TDOC67.8K$1.6M0.2%Held
Merck & Co., Inc.MRK14K$1.55M0.2%Held
First Solar, Inc.FSLR10.1K$1.51M0.2%Held
Booking Holdings Inc.BKNG729$1.47M0.2%Held
Edison Intl22.8K$1.47M0.2%Held
Select Sector Spdr Tr11.6K$1.45M0.2%Held
Tal Education GroupTAL201.3K$1.42M0.2%Held
Walmart Inc.WMT9.96K$1.41M0.2%Held
Roblox CorpRBLX49.3K$1.4M0.2%Held
United Parcel Service IncUPS7.98K$1.39M0.2%Held
General Mtrs Co41.1K$1.38M0.2%Held
Gap IncGAP122K$1.38M0.2%Held
Goldman Sachs Group Inc3.9K$1.34M0.2%Held
Las Vegas Sands CorpLVS26.3K$1.26M0.2%Held
Bp Plc35.7K$1.24M0.2%Held
Mattel Inc68.3K$1.22M0.2%Held
Netease Inc16.2K$1.17M0.2%Held
Fedex CorpFDX6.72K$1.16M0.2%Held
Lockheed Martin CorpLMT2.38K$1.16M0.2%Held
Plug Power IncPLUG91.3K$1.13M0.2%Held
Altria Group, Inc.MO24.1K$1.11M0.2%Held
Stellantis N.V.STLA76.8K$1.09M0.2%Held
Microsoft CorpMSFT4.44K$1.06M0.2%Held
Take-Two Interactive Softwar9.8K$1.02M0.1%Held
Occidental Pete Corp16.2K$1.02M0.1%Held
Mastercard IncMA2.89K$1.01M0.1%Held
TripAdvisor, Inc.TRIP55K$989.3K0.1%Held
Kraneshares Trust32.5K$982.5K0.1%Held
Elastic N.V.ESTC19.1K$981.5K0.1%Held
MARA Holdings, Inc.MARA284.9K$971.5K0.1%Held
Wayfair Inc.W29.3K$964.6K0.1%Held
Palo Alto Networks IncPANW6.89K$961.7K0.1%Held
Accenture Plc Ireland3.55K$952.5K0.1%Held
Bank America Corp28.2K$932.7K0.1%Held
Draftkings Inc New81.7K$931K0.1%Held
Select Sector Spdr Tr10.7K$928.8K0.1%Held
Trump Media & Technology Gro62K$928.8K0.1%Held
Morgan Stanley10.9K$922.9K0.1%Held
Cisco Sys Inc18.4K$876.6K0.1%Held
Petroleo Brasileiro Sa Petro80K$854.4K0.1%Held
Ishares Tr9.92K$841.9K0.1%Held
Wells Fargo Co New20K$824.4K0.1%Held
Biontech SeBNTX5.48K$823.1K0.1%Held
Goodyear Tire & Rubr Co80.3K$814.8K0.1%Held
Vaneck Etf Trust28.2K$812.7K0.1%Held
Shopify Inc.SHOP23.1K$801.9K0.1%Held
Palantir Technologies Inc.PLTR123.6K$793.4K0.1%Held
Dropbox, Inc.DBX35.3K$789.3K0.1%Held
Under Armour Inc77.2K$784.8K0.1%Held
Barrick Gold Corp44.2K$759.9K0.1%Held
Acm Resh Inc100K$758K0.1%Held
RingCentral, Inc.RNG21.4K$755.8K0.1%Held
Helmerich & Payne, Inc.HP14.9K$738.4K0.1%Held
Irobot Corp15.2K$731.1K0.1%Held
Zillow Group Inc22.1K$711.4K0.1%Held
AST SpaceMobile, Inc.ASTS160K$692.8K0.1%Held
Dbx Etf Tr24.6K$690.3K0.1%Held
JOYY Inc.JOYY21.6K$683.1K0.1%Held
Ark Etf Tr21.8K$680.4K0.1%Held
Nextera Energy Inc7.84K$655.6K0.1%Held
Caesars Entertainment Inc Ne15.5K$644.4K0.1%Held
Vaneck Etf Trust2.1K$633.9K0.1%Held
Etsy IncETSY5.17K$618.7K0.1%Held
Corsair Gaming, Inc.CRSR45.5K$617.1K0.1%Held
ChargePoint Holdings, Inc.CHPT64K$609.8K0.1%Held
Devon Energy Corp New9.91K$606.5K0.1%Held
Gilead Sciences, Inc.GILD7.1K$605.3K0.1%Held
Twilio IncTWLO11.9K$581.1K0.1%Held
Pinterest, Inc.PINS23.5K$571.4K0.1%Held
Wheaton Precious Metals Corp.WPM14.4K$561.5K0.1%Held
Baozun Inc.BZUN105.8K$560.8K0.1%Held
Deere & CoDE1.3K$557.2K0.1%Held
Unity Software Inc.U19.3K$551.9K0.1%Held
Universal Display Corp5.09K$550.1K0.1%Held
Lyft, Inc.LYFT49.8K$549K0.1%Held
Bristol-Myers Squibb Co7.51K$540.3K0.1%Held
Kohls CorpKSS21.3K$536.9K0.1%Held
Enterprise Prods Partners L22K$532.8K0.1%Held
Weibo Corp27.7K$528.7K0.1%Held
Target CorpTGT3.51K$523.6K0.1%Held
Docusign, Inc.DOCU9.4K$520.9K0.1%Held
Visa Inc.V2.4K$499K0.1%Held
Coinbase Global, Inc.COIN14K$495.3K0.1%Held
Sony Group Corp6.43K$490.9K0.1%Held
Peloton Interactive, Inc.PTON60.8K$482.5K0.1%Held
Simon Ppty Group Inc New4.1K$481K0.1%Held
International Business Machs3.4K$479.6K0.1%Held
SoFi Technologies, Inc.SOFI103.7K$478.1K0.1%Held
Ralph Lauren CorpRL4.52K$477.8K0.1%Held
PDD Holdings Inc.PDD5.85K$477.2K0.1%Held
D R Horton Inc5.32K$474.3K0.1%Held
Westrock Co13.2K$463.4K0.1%Held
Anglogold Ashanti Limited23.9K$463.3K0.1%Held
Ballard Pwr Sys Inc New96.7K$463.2K0.1%Held
Biomarin Pharmaceutical IncBMRN4.34K$449K0.1%Held
Sea LtdSE8.63K$448.8K0.1%Held
Bluebird Bio Inc64.4K$445.5K0.1%Held
NXP Semiconductors N.V.NXPI2.81K$444.7K0.1%Held
Luminar Technologies Inc89.5K$444K0.1%Held
Yamana Gold Inc79.9K$443.3K0.1%Held
Amgen IncAMGN1.67K$437.3K0.1%Held
Etfmg102.5K$436.6K0.1%Held
Ebay IncEBAY10.5K$436.6K0.1%Held
Illumina, Inc.ILMN2.09K$422.8K0.1%Held
Teradyne, IncTER4.83K$422.1K0.1%Held
Crispr Therapeutics AgCRSP9.85K$400.4K0.1%Held
Best Buy Co IncBBY4.79K$384.3K0.1%Held
Vaneck Etf Trust1.84K$373.1K0.1%Held
Vaneck Vectors Russia Etf64.9K$366.7K0.1%Held
Ishares Inc6.35K$358.6K0.1%Held
lululemon athletica inc.LULU1.1K$351.8K0.1%Held
Bilibili Inc13K$309K0.0%Held
Ishares Tr15.4K$305.6K0.0%Held
Sociedad Quimica Y Minera De3.79K$302.4K0.0%Held
At&T Inc16.2K$298.9K0.0%Held
Ishares Inc10.6K$295.8K0.0%Held
Opendoor Technologies Inc254.2K$294.9K0.0%Held
Sage Therapeutics Inc7.71K$294.2K0.0%Held
Proshares Tr27.8K$290K0.0%Held
Direxion13.1K$289.8K0.0%Held
3M COMMM2.42K$289.7K0.0%Held
Bausch Health Cos Inc43.2K$271.1K0.0%Held
PENN Entertainment, Inc.PENN8.93K$265.3K0.0%Held
Dominos Pizza IncDPZ738$255.6K0.0%Held
Direxion Shs Etf Tr14.4K$254.6K0.0%Held
DoorDash, Inc.DASH5.14K$250.9K0.0%Held
Bread Financial Holdings Inc6.58K$247.7K0.0%Held
Wix.com Ltd.WIX3.19K$244.7K0.0%Held
Procter And Gamble CoPG1.61K$243.6K0.0%Held
Tilray Brands, Inc.TLRY89K$239.4K0.0%Held
Regeneron Pharmaceuticals, Inc.REGN330$238.1K0.0%Held
Alnylam Pharmaceuticals, Inc.ALNY992$235.7K0.0%Held
Etf Ser Solutions13.7K$233.4K0.0%Held
Ishares Tr3.58K$231.6K0.0%Held
Spdr S&P 500 Etf Tr600$230.1K0.0%Held
Capital One Finl Corp2.47K$229.5K0.0%Held
Ferrari N.V.RACE1.06K$227.7K0.0%Held
Anheuser Busch Inbev Sa/Nv3.74K$224.7K0.0%Held
Caterpillar IncCAT937$224.5K0.0%Held
Tyson Foods, Inc.TSN3.59K$223.3K0.0%Held
Ball CorpBALL4.37K$223.3K0.0%Held
Cloudflare, Inc.NET4.93K$223.1K0.0%Held
Eli Lilly & CoLLY600$220.2K0.0%Held
Prudential Finl Inc2.2K$219.7K0.0%Held
Tencent Music Entmt Group26.2K$217.1K0.0%Held
Southern Copper Corp/SCCO3.52K$212.9K0.0%Held
Spdr Index Shs Fds5.34K$206.8K0.0%Held
Cemex Sab De Cv50.8K$205.6K0.0%Held
Cameco CorpCCJ9.03K$204.6K0.0%Held
Acadia Pharmaceuticals IncACAD12.2K$194.7K0.0%Held
Polestar Automotive Hldg Uk35.1K$190.6K0.0%Held
Viatris IncVTRS16.8K$187.4K0.0%Held
Affirm Hldgs Inc18.1K$175.3K0.0%Held
EVgo Inc.EVGO43.5K$174.4K0.0%Held
United Sts Nat Gas Fd Lp12.1K$173.2K0.0%Held
Canopy Growth Corp F73.2K$169K0.0%Held
Xerox Holdings Corp11.2K$163.4K0.0%Held
Novavax IncNVAX13.4K$137.7K0.0%Held
HUYA Inc.HUYA33.7K$133.1K0.0%Held
Nikola Corp50K$119.5K0.0%Held
Macerich CoMAC10.2K$115.2K0.0%Held
First Majestic Silver CorpAG12.8K$106.5K0.0%Held
Microvision Inc Del44.4K$103.5K0.0%Held
Up Fintech Hldg Ltd20.7K$98.7K0.0%Held
Gol Linhas Aereas Inteligent32K$89.6K0.0%Held
Cinemark Hldgs Inc10.1K$87.8K0.0%Held
Invitae Corp38.7K$72.1K0.0%Held
Omeros CorpOMER31.7K$69.6K0.0%Held
iQIYI, Inc.IQ12.9K$68.3K0.0%Held
Ww International, Inc.WW16.3K$63.1K0.0%Held
Gaotu Techedu Inc.GOTU20.1K$47.5K0.0%Held
Bed Bath & Beyond Inc17K$42.8K0.0%Held
Canoo Inc31K$37.8K0.0%Held
Vuzix CorpVUZI10K$36K0.0%Held
Vertical Aerospace Ltd10.4K$35K0.0%Held
Credit Suisse Group11.4K$34.5K0.0%Held
Ideanomics Inc164.5K$26.6K0.0%Held
Hexo Corp20.3K$20.7K0.0%Held
Senseonics Hldgs Inc19.5K$20.3K0.0%Held
Volta Inc44.3K$14.8K0.0%Held
Vroom Inc12.8K$13K0.0%Held
Mullen Automotive Inc47.2K$12.5K0.0%Held

Positions as of Q4 2022. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.