Wim Investment Management
Latest statistics and disclosures from Wim Investment Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are TSLA, NET, META, FIGR, COIN, and represent 69.15% of Wim Investment Management's stock portfolio.
- Added to shares of these 10 stocks: FIGR (+$11M), GOOG (+$7.1M), ITUB (+$5.6M), LEU, IONQ, GRAL, INTR, ASPI, CCCX, UBER.
- Started 8 new stock positions in IONQ, XPEV, IBM, ASPI, LEU, CAR, GOOG, CCCX.
- Reduced shares in these 5 stocks: PDD (-$21M), XP (-$12M), NVDA (-$8.3M), , INTC.
- Sold out of its positions in INTC, PDD, VPG, XP.
- Wim Investment Management was a net buyer of stock by $14M.
- Wim Investment Management has $387M in assets under management (AUM), dropping by -1.56%.
- Central Index Key (CIK): 0002042565
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Portfolio Holdings for Wim Investment Management
Wim Investment Management holds 22 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 | |
|---|---|---|---|---|---|---|
| Tesla Motors (TSLA) | 32.2 | $125M | 277k | 449.72 |
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| Cloudflare Cl A Com (NET) | 11.6 | $45M | 228k | 197.15 |
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| Meta Platforms Inc-class A Cl A (META) | 11.3 | $44M | +4% | 67k | 660.09 |
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| Figure Technology Solutio Com Cl A (FIGR) | 7.9 | $30M | +53% | 745k | 40.84 |
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| Coinbase Global Com Cl A (COIN) | 6.1 | $24M | +12% | 104k | 226.14 |
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| Uber Technologies (UBER) | 5.8 | $22M | +14% | 274k | 81.71 |
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| Trip.com Group Ltd- Ads (TCOM) | 4.8 | $19M | 259k | 71.91 |
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| Itau Unibanco Hldg S A Spon Adr Rep Pfd (ITUB) | 3.2 | $12M | +81% | 1.7M | 7.16 |
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| NVIDIA Corporation (NVDA) | 3.2 | $12M | -40% | 67k | 186.50 |
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| Inter & Co Class A Com (INTR) | 3.0 | $12M | +41% | 1.4M | 8.48 |
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| Grail (GRAL) | 2.4 | $9.1M | +68% | 106k | 85.59 |
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| Alphabet Cap Stk Cl C (GOOG) | 1.8 | $7.1M | NEW | 23k | 313.80 |
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| Centrus Energy Corp Cl A (LEU) | 1.3 | $5.0M | NEW | 20k | 242.76 |
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| Palantir Technologies Inc-a Cl A (PLTR) | 1.1 | $4.4M | 25k | 177.75 |
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| Ionq Inc Pipe (IONQ) | 1.0 | $3.9M | NEW | 88k | 44.87 |
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| Asp Isotopes (ASPI) | 0.8 | $3.2M | NEW | 601k | 5.35 |
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| Churchill Cap Corp X Shs Cl A (CCCX) | 0.8 | $3.1M | NEW | 199k | 15.60 |
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| International Business Machines (IBM) | 0.6 | $2.2M | NEW | 7.5k | 296.21 |
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| Xpeng Ads (XPEV) | 0.5 | $1.8M | NEW | 88k | 20.28 |
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| Mp Materials Corp Com Cl A (MP) | 0.3 | $1.1M | 21k | 50.52 |
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| Echostar Corp Cl A (SATS) | 0.1 | $565k | 5.2k | 108.70 |
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| Avis Budget (CAR) | 0.1 | $308k | NEW | 2.4k | 128.32 |
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Past Filings by Wim Investment Management
SEC 13F filings are viewable for Wim Investment Management going back to 2024
- Wim Investment Management 2025 Q4 filed Feb. 5, 2026
- Wim Investment Management 2025 Q3 filed Nov. 12, 2025
- Wim Investment Management 2025 Q2 filed Aug. 7, 2025
- Wim Investment Management 2025 Q1 filed May 8, 2025
- Wim Investment Management 2024 Q4 filed Feb. 11, 2025
- Wim Investment Management 2024 Q3 filed Nov. 7, 2024