Filer statistics Q3 2023

Weighting 
FilerTop 20Top 10Top 5Top 3Top 1ValueHoldings
Greenhouse Wealth Management, LLC88.5%79.1%65.1%54.6%37.2%$692,21853
RWC ASSET ADVISORS (US) LLC100.0%93.2%65.1%45.8%17.7%$51,777,85219
Mokosak Advisory Group, LLC99.4%93.0%65.1%48.2%21.0%$3,141,21026
Greenwoods Asset Management Hong Kong Ltd.98.6%86.9%65.1%49.1%19.8%$50,769,05131
IVY LANE CAPITAL MANAGEMENT, LLC100.0%93.4%65.0%49.1%20.3%$1,276,80012
FIDELIS iM, LLC100.0%94.4%65.0%46.1%17.2%$2,512,02717
FSC Wealth Advisors, LLC90.3%82.5%65.0%49.7%19.8%$1,140,253231
1060 Capital, LLC100.0%99.5%64.9%42.8%15.2%$1,947,98611
BBR PARTNERS, LLC82.4%74.4%64.9%59.1%44.3%$8,128,073195
Scott Capital Advisors, LLC94.6%83.1%64.9%46.2%21.2%$2,328,45046
Long Focus Capital Management, LLC84.7%76.7%64.8%56.2%33.1%$159,160,447115
Alkeon Capital Management81.8%73.9%64.8%58.4%50.5%$430,046,616101
Shannon River Fund Management LLC100.0%87.5%64.8%50.9%32.4%$8,393,66516
Quantitative Strategies, Inc.100.0%87.0%64.8%52.6%19.9%$1,925,09020
Activest Wealth Management90.0%80.6%64.7%51.7%27.5%$1,840,191503
WestHill Financial Advisors, Inc.93.0%81.0%64.7%44.8%17.8%$5,138,533116
Kanen Wealth Management LLC100.0%88.6%64.7%45.5%18.4%$27,955,14218
Newlands Management Operations LLC99.8%82.4%64.7%50.0%31.0%$93,020,17829
Wealth Advisors of Iowa, LLC90.3%81.4%64.6%47.4%20.0%$2,213,70759
Davidson Capital Management Inc.80.4%70.1%64.6%57.2%25.2%$2,415,27782
Statistics for filers

This page shows you the Q3 2023 statistics for the filers.

Top 5
The total weighting of the top 5 holdings.
Value
The total value of the reported holdings.
Holdings
The number of reported holdings.