Wim Investment Management
Latest statistics and disclosures from Wim Investment Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are TSLA, META, UBER, ITUB, FIGR, and represent 66.72% of Wim Investment Management's stock portfolio.
- Added to shares of these 10 stocks: GLW, LYFT, Quantinuum Cl A Ord, PLTR, INTR, VPG, BKNG, LITE, IONQ, UBER.
- Started 9 new stock positions in LAES, LYFT, COHR, BKNG, Quantinuum Cl A Ord, VPG, GLW, TMC, LITE.
- Reduced shares in these 8 stocks: NET (-$40M), Echostar Corporation (-$8.4M), GOOG (-$6.5M), NVDA, , FIGR, INFQ, ASPI.
- Sold out of its positions in GOOG, Echostar Corporation, GLD.
- Wim Investment Management was a net seller of stock by $-46M.
- Wim Investment Management has $305M in assets under management (AUM), dropping by -9.51%.
- Central Index Key (CIK): 0002042565
Tip: Access up to 7 years of quarterly data
Positions held by Wim Investment Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Wim Investment Management
Wim Investment Management holds 26 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Tesla Motors (TSLA) | 33.5 | $102M | 243k | 420.60 |
|
|
| Meta Platforms Inc-class A Cl A (META) | 14.5 | $44M | 78k | 563.29 |
|
|
| Uber Technologies (UBER) | 6.8 | $21M | +4% | 286k | 72.16 |
|
| Itau Unibanco Hldg S A Spon Adr Rep Pfd (ITUB) | 6.4 | $20M | 2.4M | 8.17 |
|
|
| Figure Technology Solutio Com Cl A (FIGR) | 5.6 | $17M | -6% | 552k | 30.71 |
|
| Cloudflare Cl A Com (NET) | 5.3 | $16M | -70% | 66k | 245.28 |
|
| Coinbase Global Com Cl A (COIN) | 5.0 | $15M | 104k | 146.19 |
|
|
| Trip.com Group Ltd- Ads (TCOM) | 3.4 | $10M | 259k | 39.84 |
|
|
| Inter & Co Class A Com (INTR) | 3.3 | $10M | +16% | 1.9M | 5.43 |
|
| NVIDIA Corporation (NVDA) | 3.3 | $10M | -24% | 50k | 200.09 |
|
| Grail (GRAL) | 2.4 | $7.3M | 106k | 68.27 |
|
|
| Ionq Inc Pipe (IONQ) | 1.8 | $5.6M | +19% | 105k | 53.26 |
|
| Palantir Technologies Inc-a Cl A (PLTR) | 1.4 | $4.4M | +49% | 38k | 116.67 |
|
| Centrus Energy Corp Cl A (LEU) | 1.3 | $4.0M | 24k | 167.87 |
|
|
| Asp Isotopes (ASPI) | 1.1 | $3.4M | -9% | 541k | 6.22 |
|
| Infleqtion Com Shs (INFQ) | 0.8 | $2.5M | -25% | 185k | 13.32 |
|
| Corning Incorporated (GLW) | 0.8 | $2.3M | NEW | 9.1k | 255.43 |
|
| Lyft Cl A Com (LYFT) | 0.6 | $2.0M | NEW | 134k | 14.61 |
|
| Xpeng Ads (XPEV) | 0.6 | $1.7M | 130k | 13.24 |
|
|
| Quantinuum Cl A Com | 0.5 | $1.6M | NEW | 20k | 81.74 |
|
| Vishay Precision (VPG) | 0.4 | $1.3M | NEW | 8.8k | 149.91 |
|
| Booking Holdings (BKNG) | 0.3 | $1.0M | NEW | 5.8k | 178.24 |
|
| Lumentum Hldgs (LITE) | 0.3 | $922k | NEW | 1.1k | 858.06 |
|
| Tmc The Metals Company (TMC) | 0.3 | $792k | NEW | 179k | 4.43 |
|
| Sealsq Corp Ord Shs (LAES) | 0.2 | $723k | NEW | 230k | 3.15 |
|
| Coherent Corp (COHR) | 0.1 | $347k | NEW | 880.00 | 394.47 |
|
Past Filings by Wim Investment Management
SEC 13F filings are viewable for Wim Investment Management going back to 2024
- Wim Investment Management 2026 Q2 filed Aug. 6, 2026
- 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