ArchPoint Investors - Q1 2023 holdings

$230 Million is the total value of ArchPoint Investors's 55 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 20.0% .

 Value Shares↓ Weighting
CFLT BuyCONFLUENT INC$3,137,958
+116.5%
130,368
+100.0%
1.36%
+99.0%
MOS BuyMOSAIC CO NEW$972,656
+5.6%
21,200
+1.0%
0.42%
-3.0%
MSFT BuyMICROSOFT CORP$687,812
+20.4%
2,386
+0.2%
0.30%
+10.7%
BuyAMPLITUDE INC$471,302
+106.0%
37,886
+100.0%
0.20%
+89.8%
NewBIRD GLOBAL INC$105,608377,307
+100.0%
0.05%
BuyBLEND LABS INCcl a$38,162
+38.4%
38,308
+100.0%
0.02%
+30.8%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2023-05-12
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
LA Z BOY INC42Q3 202324.1%
Thermo Fisher SCNTFC42Q3 20234.3%
Genuine Parts Co Com42Q3 20234.4%
Dorchester Minerals Lp Com Uni42Q3 20237.7%
CURTISS WRIGHT CORP42Q3 20233.2%
Activision Blizzard Inc Put Op42Q3 20233.4%
APPLE INC.42Q3 20233.8%
Cisco Systems Inc42Q3 20232.7%
Exxon Mobil Corporation42Q3 20230.5%
Enterprise Products Partners L41Q3 20231.9%

View ArchPoint Investors's complete holdings history.

Latest filings
TypeFiled
13F-HR2024-02-13
13F-HR2023-11-13
13F-HR2023-08-11
13F-HR2023-05-12
13F-HR2023-02-13
13F-HR2022-11-14
13F-HR2022-08-12
13F-HR2022-05-13
13F-HR2022-02-11
13F-HR2021-11-12

View ArchPoint Investors's complete filings history.

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