SW Investment Management as of March 31, 2021
Portfolio Holdings for SW Investment Management
SW Investment Management holds 10 positions in its portfolio as reported in the March 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amkor Technology (AMKR) | 22.1 | $47M | 2.0M | 23.71 | |
| Joint (JYNT) | 19.9 | $43M | 885k | 48.37 | |
| Cloudflare Cl A Com (NET) | 18.0 | $39M | 550k | 70.26 | |
| Ubiquiti (UI) | 13.5 | $29M | 97k | 298.30 | |
| AES Corporation (AES) | 9.4 | $20M | 750k | 26.81 | |
| Sun Communities (SUI) | 5.6 | $12M | 80k | 150.04 | |
| Kulicke and Soffa Industries (KLIC) | 5.5 | $12M | 240k | 49.11 | |
| Amazon (AMZN) | 5.3 | $11M | 3.7k | 3094.00 | |
| Ni Hldgs (NODK) | 0.7 | $1.4M | 77k | 18.60 | |
| Stitch Fix Com Cl A Call Option (SFIX) | 0.1 | $260k | 15k | 17.33 |
