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. | AMZN | 1,613,164 | $335,973,666 | +39% | 8.51% | ||
| 2. | TSM | 751,911 | $254,108,211 | +2% | 6.44% | ||
| 3. | SPY | 375,000 | $243,877,500 | +263% | 6.18% | ||
| 4. | GPGI | 13,783,653 | $235,700,471 | +56% | 5.97% | ||
| 5. | LIN | 469,131 | $232,576,414 | -29% | 5.89% |
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