SW Investment Management
Latest statistics and disclosures from SW Investment Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SKYW, UI, AMKR, SGI, GRMN, and represent 84.81% of SW Investment Management's stock portfolio.
- Added to shares of these 2 stocks: GRMN (+$26M), PLTR.
- Reduced shares in these 4 stocks: AMKR (-$49M), AIRS (-$36M), UI (-$19M), PSN (-$6.8M).
- Sold out of its position in AIRS.
- SW Investment Management was a net seller of stock by $-83M.
- SW Investment Management has $376M in assets under management (AUM), dropping by -19.47%.
- Central Index Key (CIK): 0001824821
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Portfolio Holdings for SW Investment Management
SW Investment Management holds 7 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| SkyWest (SKYW) | 24.0 | $90M | 900k | 100.41 |
|
|
| Ubiquiti (UI) | 20.6 | $78M | -20% | 140k | 553.35 |
|
| Amkor Technology (AMKR) | 14.7 | $55M | -47% | 1.4M | 39.48 |
|
| Tempur-Pedic International (SGI) | 14.2 | $53M | 575k | 92.76 |
|
|
| Garmin SHS (GRMN) | 11.3 | $42M | +160% | 260k | 163.08 |
|
| Palantir Technologies Cl A (PLTR) | 7.7 | $29M | +8% | 163k | 177.75 |
|
| Parsons Corporation (PSN) | 7.5 | $28M | -19% | 455k | 61.80 |
|
Past Filings by SW Investment Management
SEC 13F filings are viewable for SW Investment Management going back to 2020
- SW Investment Management 2025 Q4 filed Feb. 17, 2026
- SW Investment Management 2025 Q3 filed Nov. 12, 2025
- SW Investment Management 2025 Q2 filed July 25, 2025
- SW Investment Management 2024 Q4 filed Feb. 14, 2025
- SW Investment Management 2024 Q3 filed Nov. 12, 2024
- SW Investment Management 2024 Q2 amended filed Aug. 30, 2024
- SW Investment Management 2024 Q2 filed Aug. 9, 2024
- SW Investment Management 2024 Q1 filed May 15, 2024
- SW Investment Management 2023 Q4 filed Feb. 14, 2024
- SW Investment Management 2023 Q3 filed Nov. 14, 2023
- SW Investment Management 2023 Q2 filed Aug. 14, 2023
- SW Investment Management 2023 Q1 filed May 12, 2023
- SW Investment Management 2022 Q4 filed Feb. 13, 2023
- SW Investment Management 2022 Q3 restated filed Nov. 15, 2022
- SW Investment Management 2022 Q3 filed Nov. 14, 2022
- SW Investment Management 2022 Q2 filed Aug. 12, 2022