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Investing style at a glance · Q3 2025
- Very concentrated: 4 stocks, with 100.0% of the portfolio in the 10 largest.
- Biggest sector: Financials (54.6% of the portfolio).
- Turnover this quarter: high — 3 new positions and 5 sold out (1 added to, 0 trimmed).
- Largest position: MOH at 35.1% of the portfolio.
Worked out from this 13F only (long stock positions). ⓘConcentration: The share of a portfolio in its 10 largest positions. High = a few big bets; low = spread out. Guide ⓘTurnover: How many positions were opened or closed this quarter compared with the number held. Guide
Portfolio value over time
Reported 13F value per quarter
Sector allocation
Q3 2025
- Financials54.6%
- Consumer Discretionary26.1%
- Unclassified19.3%
Top holdings over time
Share of the portfolio each quarter (current top 5)
Quarter-by-quarter activity
Positions bought (new or added) vs sold (trimmed or exited)
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Column filters
| Ticker | Company | Sector | Shares | Value ↓ | % of portfolio | Change | Δ shares | Δ shares % | Est. Δ value ⓘChange in shares × this quarter's price |
|---|---|---|---|---|---|---|---|---|---|
| MOH | Molina Healthcare, Inc | Financials | 125.00K | $23.92M | 35.1% | New | +125.0K | — | +$23.92M |
| LULU | lululemon athletica inc. | Consumer Discretionary | 100.00K | $17.79M | 26.1% | Added | +50.0K | +100.0% | +$8.90M |
| SLM | SLM Corp | Financials | 480.05K | $13.29M | 19.5% | New | +480.1K | — | +$13.29M |
| — | Bruker Corp | Unclassified | 48.33K | $13.14M | 19.3% | New | +48.3K | — | +$13.14M |
Column filters
| Ticker | Company | Sector | Shares sold | Value last quarter ↓ |
|---|---|---|---|---|
| EL | Estee Lauder Companies Inc (Class A) | Consumer Staples | -150.0K | $12.12M |
| BRKR | Bruker Corp | Information Technology | -250.0K | $10.30M |
| REGN | Regeneron Pharmaceuticals, Inc | Health Care | -15.0K | $7.88M |
| MELI | Mercadolibre Inc | Industrials | -3.0K | $7.84M |
| UNH | Unitedhealth Group Inc | Health Care | -20.0K | $6.24M |
Column filters
| Underlying | Company | Type | Underlying shares | Notional value ↑ |
|---|---|---|---|---|
| HAL | Halliburton Co | Call | 2.50M | $61.50M |
| PFE | Pfizer Inc | Call | 6.00M | $152.88M |
| NVDA | Nvidia Corp | Put | 1.00M | $186.58M |
| PLTR | Palantir Technologies Inc (Class A) | Put | 5.00M | $912.10M |
13F filings on record (4)
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