SW Investment Management as of Dec. 31, 2020
Portfolio Holdings for SW Investment Management
SW Investment Management holds 9 positions in its portfolio as reported in the December 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ubiquiti (UI) | 25.3 | $41M | 149k | 278.51 | |
| Ameresco Cl A (AMRC) | 22.7 | $37M | 709k | 52.24 | |
| Cloudflare Cl A Com (NET) | 19.3 | $32M | 415k | 75.99 | |
| Joint (JYNT) | 13.9 | $23M | 865k | 26.26 | |
| Amazon (AMZN) | 7.4 | $12M | 3.7k | 3257.00 | |
| Sun Communities (SUI) | 5.6 | $9.1M | 60k | 151.95 | |
| Slack Technologies Com Cl A | 4.5 | $7.4M | 175k | 42.24 | |
| Ni Hldgs (NODK) | 0.8 | $1.3M | 77k | 16.43 | |
| Stitch Fix Com Cl-a Call Option (SFIX) | 0.5 | $879k | 15k | 58.60 |
