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, ITUB, and represent 65.96% of Wim Investment Management's stock portfolio.
- Added to shares of these 8 stocks: SATS (+$7.8M), META (+$6.8M), ITUB (+$5.5M), INFQ, GLD, INTR, XPEV, LEU.
- Started 2 new stock positions in GLD, INFQ.
- Reduced shares in these 6 stocks: TSLA (-$13M), FIGR (-$5.2M), CCCX, IBM, MP, CAR.
- Sold out of its positions in CAR, IBM, MP, CCCX.
- Wim Investment Management was a net buyer of stock by $2.7M.
- Wim Investment Management has $337M in assets under management (AUM), dropping by -12.82%.
- Central Index Key (CIK): 0002042565
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Portfolio Holdings for Wim Investment Management
Wim Investment Management holds 20 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Tesla Motors (TSLA) | 26.8 | $90M | -12% | 243k | 371.75 |
|
| Cloudflare Cl A Com (NET) | 13.9 | $47M | 228k | 206.34 |
|
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| Meta Platforms Inc-class A Cl A (META) | 13.3 | $45M | +17% | 78k | 572.13 |
|
| Figure Technology Solutio Com Cl A (FIGR) | 6.0 | $20M | -20% | 593k | 33.95 |
|
| Itau Unibanco Hldg S A Spon Adr Rep Pfd (ITUB) | 6.0 | $20M | +38% | 2.4M | 8.38 |
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| Uber Technologies (UBER) | 5.8 | $20M | 274k | 71.93 |
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| Coinbase Global Com Cl A (COIN) | 5.4 | $18M | 104k | 174.61 |
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| Trip.com Group Ltd- Ads (TCOM) | 3.8 | $13M | 259k | 49.79 |
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| Inter & Co Class A Com (INTR) | 3.8 | $13M | +15% | 1.6M | 7.96 |
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| NVIDIA Corporation (NVDA) | 3.4 | $12M | 67k | 174.40 |
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| Echostar Corp Cl A (SATS) | 2.5 | $8.4M | +1278% | 72k | 117.07 |
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| Alphabet Cap Stk Cl C (GOOG) | 1.9 | $6.5M | 23k | 286.86 |
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| Grail (GRAL) | 1.6 | $5.5M | 106k | 51.68 |
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| Centrus Energy Corp Cl A (LEU) | 1.2 | $4.1M | +16% | 24k | 173.59 |
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| Palantir Technologies Inc-a Cl A (PLTR) | 1.1 | $3.7M | 25k | 146.28 |
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| Asp Isotopes (ASPI) | 0.8 | $2.7M | 601k | 4.42 |
|
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| Ionq Inc Pipe (IONQ) | 0.7 | $2.5M | 88k | 28.83 |
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| Infleqtion Com Shs (INFQ) | 0.7 | $2.4M | NEW | 246k | 9.81 |
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| Xpeng Ads (XPEV) | 0.7 | $2.2M | +48% | 130k | 17.11 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.5 | $1.8M | NEW | 4.1k | 430.29 |
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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 2026 Q1 filed May 12, 2026
- 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