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, COIN, UBER, and represent 69.62% of Wim Investment Management's stock portfolio.
- Added to shares of these 10 stocks: COIN (+$29M), Figure Technology Solutio (+$18M), XP (+$12M), INTR (+$9.1M), GRAL, PLTR, ITUB, INTC, UBER, SATS.
- Started 5 new stock positions in INTC, Figure Technology Solutio, INTR, XP, SATS.
- Reduced shares in these 8 stocks: ROK (-$17M), HON (-$6.7M), PH (-$5.8M), R (-$5.6M), MP, NET, AA, VPG.
- Sold out of its positions in AA, HON, PH, ROK, R.
- Wim Investment Management was a net buyer of stock by $36M.
- Wim Investment Management has $393M in assets under management (AUM), dropping by 30.59%.
- Central Index Key (CIK): 0002042565
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Portfolio Holdings for Wim Investment Management
Wim Investment Management holds 18 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Tesla Motors (TSLA) | 31.4 | $123M | 277k | 444.72 |
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| Cloudflare Cl A Com (NET) | 12.4 | $49M | -4% | 228k | 214.59 |
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| Meta Platforms Inc-class A Cl A (META) | 11.9 | $47M | 64k | 734.38 |
|
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| Coinbase Global Com Cl A (COIN) | 8.0 | $31M | +1474% | 93k | 337.49 |
|
| Uber Technologies (UBER) | 5.9 | $23M | +4% | 238k | 97.97 |
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| Pdd Holdings Sponsored Ads (PDD) | 5.3 | $21M | 158k | 132.17 |
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| NVIDIA Corporation (NVDA) | 5.3 | $21M | 111k | 186.58 |
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| Trip.com Group Ltd- Ads (TCOM) | 4.9 | $19M | 259k | 75.20 |
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| Figure Technology Solutio Com Cl A | 4.5 | $18M | NEW | 485k | 36.37 |
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| XP Cl A (XP) | 3.1 | $12M | NEW | 654k | 18.79 |
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| Inter & Co Class A Com (INTR) | 2.3 | $9.1M | NEW | 981k | 9.23 |
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| Itau Unibanco Hldg S A Spon Adr Rep Pfd (ITUB) | 1.8 | $7.0M | +38% | 959k | 7.34 |
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| Palantir Technologies Inc-a Cl A (PLTR) | 1.2 | $4.6M | +92% | 25k | 182.42 |
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| Grail (GRAL) | 0.9 | $3.7M | +200% | 63k | 59.13 |
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| Mp Materials Corp Com Cl A (MP) | 0.4 | $1.4M | -70% | 21k | 67.07 |
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| Vishay Precision (VPG) | 0.3 | $1.2M | -9% | 36k | 32.05 |
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| Intel Corporation (INTC) | 0.3 | $1.1M | NEW | 33k | 33.55 |
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| Echostar Corp Cl A (SATS) | 0.1 | $397k | NEW | 5.2k | 76.36 |
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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 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