Martin Taylor's Crake Asset Management Portfolio: Top 10 Stock Picks
In this article, we discuss the top 10 stock picks of Martin Taylor's Crake Asset Management.
Fund Name: | Crake Asset Management |
Manager | Martin Taylor |
Portfolio Value | $1,048,920,936 |
Change This QTR | +1.49% |
No. | Security | Ticker | Shares | Value | Activity | % Port | History |
---|---|---|---|---|---|---|---|
1. | UNH | 284,912 | $149,997,621 | NEW | 14.3% | ||
2. | GOOG | 967,998 | $136,419,958 | +98% | 13% | ||
3. | AMD | 775,874 | $114,371,586 | -28% | 10.9% | ||
4. | AMZN | 727,000 | $110,460,380 | -21% | 10.53% | ||
5. | NVDA | 219,750 | $108,824,595 | -35% | 10.37% |