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CIK: 0001938268
Total reported value
$260.3M
$260.3M
34 檔
16.4%
According to the latest 13F quarterly dataset, 4D Advisors, LLC managed an equity portfolio of $260.3M at the end of Q4 2024, spanning 34 distinct U.S. exchange-listed positions.
During Q4 2024, 4D Advisors, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | KNF | Knife River CORP | Stock-Materials | 7.08% | -2.59% | EXIT | |
| 2 | AXON | Axon Enterprise Inc | Stock-Industrials | 6.21% | +1.62% | — | |
| 3 | GPI | Group 1 Automotive Inc | Stock-Consumer Disc | 5.88% | — | — | |
| 4 | WM | Waste Management Inc | Stock-Industrials | 5.63% | -5.83% | EXIT | |
| 5 | TNDM | Tandem Diabetes Care Inc | Stock-Other | 5.02% | — | — | |
| 6 | DXCM | Dexcom Inc | Stock-Healthcare | 4.07% | — | — | |
| 7 | BBSI | Barrett Business Svcs Inc | Stock-Other | 3.78% | — | — | |
| 8 | BOOT | Boot Barn Holdings Inc | Stock-Consumer Disc | 3.70% | +0.03% | — | |
| 9 | TER | Teradyne Inc | Stock-Tech | 3.51% | — | — | |
| 10 | MPWR | Monolithic Power Systems Inc | Stock-Tech | 3.51% | -1.18% | — | |
| 11 | FSS | Federal Signal CORP | Stock-Industrials | 3.22% | -0.22% | — | |
| 12 | TLN | Talen Energy CORP | Stock-Utilities | 3.16% | — | — | |
| 13 | VEEV | Veeva Systems Inc-class A | Stock-Healthcare | 2.93% | +2.73% | NEW | |
| 14 | ONTO | Onto Innovation Inc | Stock-Tech | 2.90% | -2.01% | — | |
| 15 | EEFT | Euronet Worldwide Inc | Stock-Tech | 2.87% | — | — | |
| 16 | ✓ | Establishment Labs Holdings In | Stock-Other | 2.73% | — | — | |
| 17 | LRCX | Lam Research CORP | Stock-Tech | 2.52% | — | — | |
| 18 | FIX | Comfort Systems USA Inc | Stock-Industrials | 2.51% | -1.98% | — | |
| 19 | SWIM | Latham Group Inc | Stock-Other | 2.43% | — | — | |
| 20 | GRBK | Green Brick Partners Inc | Stock-Other | 2.36% | — | — | |
| 21 | MITK | Mitek Systems Inc | Stock-Other | 2.33% | — | — | |
| 22 | NPKI | Npk International Inc | Stock-Other | 2.22% | — | — | |
| 23 | MTH | Meritage Homes CORP | Stock-Consumer Disc | 2.14% | — | — | |
| 24 | SLQT | Selectquote Inc | Stock-Other | 2.07% | — | — | |
| 25 | LAD | Lithia Motors Inc | Stock-Consumer Disc | 1.87% | — | — | |
| 26 | COHU | Cohu Inc | Stock-Other | 1.86% | -0.32% | — | |
| 27 | AEIS | Advanced Energy Industries | Stock-Industrials | 1.81% | -0.21% | — | |
| 28 | ACA | Arcosa Inc | Stock-Industrials | 1.69% | — | — | |
| 29 | AAON | Aaon Inc | Stock-Industrials | 1.64% | — | — | |
| 30 | CSW | Csw Industrials Inc | Stock-Industrials | 1.60% | — | — | |
| 31 | XPOF | Xponential Fitness Inc-a | Stock-Other | 1.41% | — | — | |
| 32 | RXST | Rxsight Inc | Stock-Other | 1.32% | — | — | |
| 33 | FOXF | Fox Factory Holding CORP | Stock-Other | 1.27% | — | — | |
| 34 | AMWL | American Well Corp-class A | Stock-Other | 0.76% | — | — |
According to official SEC Form 13F filings, 4D Advisors, LLC reported a total U.S. public equity portfolio value of $260.3M across 34 disclosed positions in Q4 2024.
During Q4 2024, 4D Advisors, LLC's top holdings by market value included KNF (7.1%)、AXON (6.2%)、GPI (5.9%). The largest single position, KNF, represented 7.1% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including KNF, AXON, GPI) accounted for 16.4% of total reported equity market value during Q4 2024.
In Q4 2024, 4D Advisors, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
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