111 Capital 13F Portfolio

EntityCategoryQoQ AUM ChangeAUM (13F)# of HoldingsPerformance RankEquities Trend
1C
111 Capital
Institutional Filer 11.46%$405.9M328

Current Portfolio Holdings

Showing all 328 reported positions by value

#StockCompany NameSectorShares HeldMarket Value% of Portfolio
1NVDANVIDIA CorporationTechnology131K$22.9M5.65%
2AAPLApple Inc.Technology78K$19.7M4.86%
3AZNAstraZeneca PLCHealthcare94K$18.2M4.48%
4XLYConsumer Discretionary Select Sector SPDR Fund165K$18.0M4.43%
5MSFTMicrosoft CorporationTechnology43K$16.0M3.93%
6AMZNAmazon.com, Inc.Consumer Cyclical58K$12.0M2.97%
7GOOGLAlphabet Inc.Technology32K$9.2M2.27%
8METAMeta Platforms, Inc.Technology16K$9.2M2.27%
9AVGOBroadcom Inc.Technology27K$8.5M2.09%
10GOOGAlphabet Inc.Technology29K$8.4M2.07%
11SOXXISHARES TR25K$8.2M2.02%
12TSLATesla, Inc.Consumer Cyclical19K$6.9M1.70%
13MUMicron Technology, Inc.Technology20K$6.7M1.66%
14WMTWalmart Inc.Consumer Defensive50K$6.2M1.52%
15SPYSPDR S&P 500 ETF Trust9K$5.8M1.42%
Showing 1 to 15 of 328 holdings