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Home > Institutional Investor > Oakum Bay Capital Llc > Profile

Instuitional Investor - Oakum Bay Capital Llc

Profile
13F Holdings

Fund Profile

Filing Period:

Fund Name:	Oakum Bay Capital Llc
Portfolio Value	$204,519,103

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Micron Technology Inc	MU	152,128	$43,418,852	21.23%
2.	Tesla Inc.	TSLA	58,488	$26,303,223	12.86%
3.	Ke Holdings Inc.	BEKE	1,124,098	$17,715,784	8.66%
4.	Zillow Inc	Z	248,437	$16,950,857	8.29%
5.	Lgi Homes Inc.	LGIH	283,097	$12,161,847	5.95%