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CIK: 0001824821
Total reported value
$351.6M
$351.6M
8 檔
95.4%
As reported in its official Q2 2025 Form 13F filing, SW Investment Management LLC's tracked investment portfolio stood at $351.6M with 8 total positions.
During Q2 2025, SW Investment Management 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 | UI | Ubiquiti Inc | Stock-Tech | 24.61% | -3.72% | -13.79% | |
| 2 | SKYW | Skywest Inc | Stock-Industrials | 22.16% | +9.91% | +5.88% | |
| 3 | AMKR | Amkor Technology Inc | Stock-Tech | 13.30% | -8.99% | EXIT | |
| 4 | GRMN | Garmin Ltd. | Stock-Tech | 10.23% | +4.43% | +57.69% | |
| 5 | SGI | Somnigroup International Inc | Stock-Consumer Disc | 9.93% | +3.54% | +10.91% | |
| 6 | PSN | Parsons CORP | Stock-Tech | 9.70% | -5.47% | EXIT | |
| 7 | AIRS | Airsculpt Technologies Inc | Stock-Other | 5.20% | — | -4.26% | |
| 8 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 4.89% | -5.52% | EXIT |
According to official SEC Form 13F filings, SW Investment Management LLC reported a total U.S. public equity portfolio value of $351.6M across 8 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including UI, SKYW, AMKR) accounted for 95.4% of total reported equity market value during Q2 2025.
During Q2 2025, SW Investment Management LLC's top holdings by market value included UI (24.6%)、SKYW (22.2%)、AMKR (13.3%). The largest single position, UI, represented 24.6% of total portfolio value.
In Q2 2025, SW Investment Management 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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