$50.6 Million is the total value of Synergy Financial Group, LTD's 71 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SKLZ | Exit | SKILLZ INC | $0 | – | -11,043 | -100.0% | -0.02% | – |
| NICE | Exit | NICE LTDsponsored adr | $0 | – | -1,097 | -100.0% | -0.31% | – |
| ROKU | Exit | ROKU INC | $0 | – | -3,726 | -100.0% | -0.32% | – |
| GTLS | Exit | CHART INDS INC | $0 | – | -1,164 | -100.0% | -0.32% | – |
| UBER | Exit | UBER TECHNOLOGIES INC | $0 | – | -8,188 | -100.0% | -0.32% | – |
| SNPS | Exit | SYNOPSYS INC | $0 | – | -741 | -100.0% | -0.34% | – |
| TDOC | Exit | TELADOC HEALTH INC | $0 | – | -8,926 | -100.0% | -0.34% | – |
| HAS | Exit | HASBRO INC | $0 | – | -3,724 | -100.0% | -0.38% | – |
| ALB | Exit | ALBEMARLE CORP | $0 | – | -963 | -100.0% | -0.38% | – |
| AMN | Exit | AMN HEALTHCARE SVCS INC | $0 | – | -2,600 | -100.0% | -0.41% | – |
| AMD | Exit | ADVANCED MICRO DEVICES INC | $0 | – | -4,422 | -100.0% | -0.42% | – |
| FVRR | Exit | FIVERR INTL LTD | $0 | – | -9,642 | -100.0% | -0.44% | – |
| HUBS | Exit | HUBSPOT INC | $0 | – | -1,116 | -100.0% | -0.45% | – |
| UPST | Exit | UPSTART HLDGS INC | $0 | – | -16,834 | -100.0% | -0.52% | – |
| TDG | Exit | TRANSDIGM GROUP INC | $0 | – | -698 | -100.0% | -0.55% | – |
| TWLO | Exit | TWILIO INCcl a | $0 | – | -6,284 | -100.0% | -0.65% | – |
| DOCU | Exit | DOCUSIGN INC | $0 | – | -9,431 | -100.0% | -0.76% | – |
| TEAM | Exit | ATLASSIAN CORP PLCcl a | $0 | – | -4,258 | -100.0% | -1.34% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-02-03
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| MICROSOFT CORP | 8 | Q3 2023 | 10.0% |
| AMAZON COM INC | 8 | Q3 2023 | 7.8% |
| APPLE INC | 8 | Q3 2023 | 6.5% |
| THE TRADE DESK INC | 8 | Q3 2023 | 5.6% |
| NVIDIA CORPORATION | 8 | Q3 2023 | 6.0% |
| SHOPIFY INC | 8 | Q3 2023 | 5.6% |
| ALPHABET INC | 8 | Q3 2023 | 3.5% |
| NETFLIX INC | 8 | Q3 2023 | 3.1% |
| META PLATFORMS INC | 8 | Q3 2023 | 3.0% |
| ARISTA NETWORKS INC | 8 | Q3 2023 | 3.1% |
View Synergy Financial Group, LTD's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-15 |
| 13F-HR | 2023-11-02 |
| 13F-HR | 2023-08-16 |
| 13F-HR | 2023-05-03 |
| 13F-HR | 2023-02-03 |
| 13F-HR | 2022-11-01 |
| 13F-HR | 2022-08-04 |
| 13F-HR | 2022-08-03 |
| 13F-HR | 2022-02-11 |
View Synergy Financial Group, LTD'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.