Wim Investment Management
Latest statistics and disclosures from Wim Investment Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are TSLA, META, PDD, NET, UBER, and represent 74.22% of Wim Investment Management's stock portfolio.
- Added to shares of these 7 stocks: TCOM (+$13M), NVDA, META, ROK, EPAM, HON, PH.
- Started 2 new stock positions in EPAM, TCOM.
- Reduced shares in these 2 stocks: MSFT (-$42M), DUOL.
- Sold out of its positions in DUOL, MSFT.
- Wim Investment Management was a net seller of stock by $-17M.
- Wim Investment Management has $240M in assets under management (AUM), dropping by -17.69%.
- Central Index Key (CIK): 0002042565
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Portfolio Holdings for Wim Investment Management
Wim Investment Management holds 15 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Tesla Motors (TSLA) | 30.0 | $72M | 277k | 259.16 |
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| Meta Platforms Cl A (META) | 13.1 | $31M | +11% | 54k | 576.36 |
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| Pdd Holdings Sponsored Ads (PDD) | 13.1 | $31M | 265k | 118.35 |
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| Cloudflare Cl A Com (NET) | 11.2 | $27M | 237k | 112.69 |
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| Uber Technologies (UBER) | 6.9 | $17M | 228k | 72.86 |
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| Rockwell Automation (ROK) | 5.6 | $13M | +28% | 52k | 258.38 |
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| Trip Com Group Ads (TCOM) | 5.3 | $13M | NEW | 201k | 63.58 |
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| NVIDIA Corporation (NVDA) | 5.0 | $12M | +48% | 111k | 108.38 |
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| Honeywell International (HON) | 2.5 | $6.1M | +40% | 29k | 211.75 |
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| Ryder System (R) | 2.1 | $5.0M | 35k | 143.81 |
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| Parker-Hannifin Corporation (PH) | 2.1 | $5.0M | +44% | 8.3k | 607.85 |
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| Qualcomm (QCOM) | 1.5 | $3.6M | 23k | 153.61 |
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| Epam Systems (EPAM) | 1.1 | $2.7M | NEW | 16k | 168.84 |
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| Lattice Semiconductor (LSCC) | 0.3 | $619k | 12k | 52.45 |
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| Grail (GRAL) | 0.2 | $536k | 21k | 25.54 |
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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 Q1 filed May 8, 2025
- Wim Investment Management 2024 Q4 filed Feb. 11, 2025
- Wim Investment Management 2024 Q3 filed Nov. 7, 2024