Sw Investment Management LLC Holdings & Portfolio - 13F Filings Analysis - Stocknear

Sw Investment Management LLC

CIK Number: 0001824821

418.24M
Market Value
8
# of Holdings
9 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: May 13, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 UI Ubiquiti Inc.
564.97
+3.67% 290K +7.41% 89.94M 207.45 28.12% Share
2 SKYW SkyWest, Inc.
120.50
-1.62% 850K 0.00% 74.26M 75.93 23.22% Share
3 AMKR Amkor Technolog...
24.29
+2.06% 2.65M +89.29% 47.86M 20.99 14.97% Share
4 SGI Somnigroup Inte...
86.97
+2.60% 550K +10.00% 32.93M 42.51 10.30% Share
5 PSN Parsons Corpora...
73.88
-6.11% 500K +38.89% 29.61M 64.6 9.26% Share
6 GRMN Garmin Ltd.
237.65
+0.31% 130K -23.53% 28.23M 147.36 8.83% Share
7 AIRS AirSculpt Techn...
5.90
-6.35% 4.7M 0.00% 10.97M 5.83 3.43% Share
8 MORN Morningstar, In...
258.11
+0.88% 20K 0.00% 6M 336.76 1.88% Share