CC
Complex Capital Management, LLC Historical SEC 13F Holdings & Archive (Q4 2018)
Complex Capital Management, LLCCIK: 0001735886
Sector-focusedQuality / disciplined sizingLong-term holder
Total reported value
$37.1M
Reporting period: 2018-12-31 · Number of holdings: 23
COMPLEX CAPITAL MANAGEMENT, LLC disclosed 23 holdings in its latest 13F filing for the period ending 2018-12-31, with total reported value of $37.1M and a quarterly turnover rate of 0.0%.
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Personality snowflake
- Concentration
- 18.76
- Portfolio Stability
- 0
- Momentum
- 50
- Sector conviction
- 100
- Diversification
- 46
- Sizing Uniformity
- 97.13
Complex Capital Management, LLC's disclosed holdings carry a Herfindahl concentration index of 0.047 — mathematically equivalent to about 21 equally-sized positions, close to its 23 actual disclosed holdings. Value is spread relatively evenly across the portfolio rather than concentrated in a handful of names.
Position sizes are fairly uniform across the portfolio (a coefficient of variation of 0.29), suggesting a disciplined, rules-based approach to how much capital goes into each idea.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 50% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govNo holding changes this quarter
Holdings Map
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Data Source Notice: AlphaSMO is the web's most authoritative 13F / Inside Trader database. Institutional holdings and insider trades presented here are precisely computed to deliver accurate portfolio reporting.
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 6.29% | — | — | — |
| 2 | ADBE | Adobe Inc | Stock-Tech | 6.09% | — | — | — |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 6.07% | — | — | — |
| 4 | SONY | Sony Group CORP - Sp Adr | Stock-Tech | 5.85% | — | — | — |
| 5 | MTCHEUR | Match Group Inc | Stock-Other | 5.76% | — | — | — |
| 6 | DXC | Dxc Technology Co | Stock-Tech | 5.73% | — | — | — |
| 7 | MRVL | Marvell Technology, Inc. | Stock-Tech | 5.45% | — | — | — |
| 8 | ATVIEUR | Activision Blizzard Inc | Stock-Comm Services | 5.02% | — | — | — |
| 9 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 4.64% | — | — | — |
| 10 | CRM | Salesforce Inc | Stock-Tech | 4.61% | — | — | — |
| 11 | QCOM | Qualcomm Inc | Stock-Tech | 4.60% | — | — | — |
| 12 | EA | Electronic Arts Inc | Stock-Comm Services | 4.25% | — | — | — |
| 13 | JD | Jd.com Inc-adr | Stock-Consumer Disc | 4.23% | — | — | — |
| 14 | WDC | Western Digital CORP | Stock-Tech | 3.98% | — | — | — |
| 15 | GDDY | Godaddy Inc - Class A | Stock-Tech | 3.53% | — | — | — |
| 16 | GME | Gamestop Corp-class A | Stock-Consumer Disc | 3.40% | — | — | — |
| 17 | P | Everpure Inc-a | Stock-Tech | 3.25% | — | — | — |
| 18 | AAPL | Apple Inc | Stock-Tech | 3.19% | — | — | — |
| 19 | EXPE | Expedia Group Inc | Stock-Consumer Disc | 3.03% | — | — | — |
| 20 | EBAY | Ebay Inc | Stock-Consumer Disc | 3.02% | — | — | — |
| 21 | SNAP | Snap Inc - A | Stock-Comm Services | 2.97% | — | — | — |
| 22 | HUYA | Huya Inc-adr | Stock-Other | 2.84% | — | — | — |
| 23 | OPTU | Optimum Communications Inc-a | Stock-Comm Services | 2.22% | — | — | — |
Reported value over time
Not enough data yet to compute personality scores
Sector allocation
Sector allocation over time
Not enough sector-mapped data yet
Quarterly history
Holding changes this quarter
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|
Filing History
FAQ
What is Complex Capital Management, LLC and what type of investor is it?
Complex Capital Management, LLC is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2018-12-31), the firm manages a tracked equity portfolio valued at approximately $37.1M, spread across 23 disclosed positions.
What are Complex Capital Management, LLC's largest equity positions?
Based on the latest 13F filing, Complex Capital Management, LLC's top holdings by market value are:
1. Nvidia CORP (NVDA) — $2.3M (6.3%)
2. Adobe Inc (ADBE) — $2.3M (6.1%)
3. Amazon.com Inc (AMZN) — $2.3M (6.1%)
4. Sony Group CORP - Sp Adr (SONY) — $2.2M (5.8%)
5. Match Group Inc (MTCHEUR) — $2.1M (5.8%)
What changes did Complex Capital Management, LLC make in its most recent portfolio filing?
No notable portfolio changes were recorded for Complex Capital Management, LLC in the most recent quarter. Holdings appear to have remained relatively stable.
What sectors does Complex Capital Management, LLC focus on?
Complex Capital Management, LLC is concentrated in the following sectors based on its current disclosed equity portfolio:
• Information Technology: 68.5%
• Consumer Discretionary: 21.4%
• Communication Services: 10.1%
Investment Profile
Complex Capital Management, LLC's portfolio is broadly diversified and long-term-holding, with 68.5% of the portfolio concentrated in Information Technology.
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