Hedge Fund - Locust Wood Capital Advisers
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Last updated on based on SEC 13F filings Last update:
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| No. | Security | Ticker | Shares | Value | Activity | % Port | History |
|---|---|---|---|---|---|---|---|
| 1. | SPY | 472,500 | $291,934,125 | +29% | 7.78% | ||
| 2. | TSM | 1,102,061 | $249,605,732 | +7% | 6.65% | ||
| 3. | LIN | 476,240 | $223,442,086 | -1% | 5.95% | ||
| 4. | AMZN | 1,007,456 | $221,025,772 | +21% | 5.89% | ||
| 5. | MSFT | 441,957 | $219,833,722 | -11% | 5.86% |
