Locust Wood Capital Advisers, LLC
CIK Number: 0001349434
2.9B
Market Value
36
# of Holdings
15 months
Avg. Holding Period
18.64%
Win Rate
37.08%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | TSM | Taiwan Semicond... | 172.63 | +3.56% | 979.37K | -13.19% | 193.41M | 93.89 | 6.68% |
| 2 | LIN | Linde plc | 448.20 | -1.11% | 440.31K | -0.29% | 184.35M | 365.58 | 6.36% |
| 3 | AMZN | Amazon.com, Inc... | 189.93 | +2.99% | 619.34K | -0.16% | 135.88M | 117.78 | 4.69% |
| 4 | GOOGL | Alphabet Inc. | 161.23 | +1.53% | 688.62K | +5.59% | 130.36M | 98.94 | 4.50% |
| 5 | VRT | Vertiv Holdings... | 92.55 | +8.39% | 1.07M | -40.39% | 121.3M | 22.39 | 4.19% |
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