| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2023 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| FACEBOOK INC | 7 | Q1 2015 | 8.4% |
| SALESFORCE COM INC | 7 | Q1 2015 | 6.1% |
| APPLE INC | 6 | Q1 2015 | 11.5% |
| AMERICAN TOWER CORP NEW | 5 | Q1 2015 | 10.7% |
| SUNEDISON INC | 5 | Q1 2015 | 6.8% |
| MASTERCARD INC | 5 | Q4 2014 | 6.1% |
| SOLARCITY CORP | 5 | Q4 2014 | 4.9% |
| SERVICENOW INC | 5 | Q1 2015 | 4.8% |
| PRICELINE GRP INC | 4 | Q2 2014 | 6.2% |
| VISA INC | 4 | Q1 2015 | 6.7% |
View Union Point Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2015-07-29 |
| 13F-HR | 2015-05-15 |
| 13F-HR | 2015-02-13 |
| 13F-HR | 2014-11-12 |
| 13F-HR | 2014-08-14 |
| 13F-HR | 2014-05-14 |
| 13F-HR | 2014-02-13 |
| 13F-HR | 2013-11-13 |
View Union Point Advisors, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.