Top 9 Stock Picks of Stephen White’s SW Investment Management
In this article, we take a look at the top 9 stock picks of Stephen White’s SW Investment Management.
Hedge Fund - SW Investment Management
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Fund Profile
Filing Period:
| Fund Name: | SW Investment Management |
| Manager | Stephen White |
| Portfolio Value | $290,120,466 |
| Change This QTR | +1.29% |
Top 13F Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Security | Ticker | Shares | Value | Activity | % Port | History |
|---|---|---|---|---|---|---|---|
| 1. | AMKR | 2,000,000 | $66,540,000 | -15% | 22.93% | ||
| 2. | Ubiquiti Inc | 305,000 | $42,565,800 | +18% | 14.67% | ||
| 3. | NET | 450,000 | $37,467,000 | -19% | 12.91% | ||
| 4. | AIRS | 4,072,846 | $30,505,616 | +7% | 10.51% | ||
| 5. | Garmin Ltd | 220,000 | $28,278,800 | +47% | 9.74% |
Latest 13D & 13G Filings
| Symbol | Company | Filed By | Filing Date | Filing |
|---|---|---|---|---|
| 2023-04-28 | ||||
| 2022-02-14 |
News, Interviews and Investor Letters
10 Stocks to Invest In According to Stephen White's SW Investment
In this article, we will discuss 10 stocks to invest in according to Stephen White's SW Investment based on Q2 holdings of the fund.
