SW Investment Management as of Sept. 30, 2021
Portfolio Holdings for SW Investment Management
SW Investment Management holds 10 positions in its portfolio as reported in the September 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Cloudflare Cl A Com (NET) | 24.7 | $62M | 550k | 112.65 | |
| Amkor Technology (AMKR) | 23.8 | $60M | 2.4M | 24.95 | |
| Amazon (AMZN) | 15.7 | $39M | 12k | 3285.00 | |
| Ubiquiti (UI) | 11.9 | $30M | 100k | 298.67 | |
| AES Corporation (AES) | 6.8 | $17M | 750k | 22.83 | |
| Sun Communities (SUI) | 5.9 | $15M | 80k | 185.10 | |
| Kulicke and Soffa Industries (KLIC) | 5.8 | $15M | 250k | 58.28 | |
| Joint (JYNT) | 4.9 | $12M | 125k | 98.02 | |
| Ni Hldgs (NODK) | 0.5 | $1.4M | 77k | 17.55 | |
| Stitch Fix Com Cl A Call Option (SFIX) | 0.0 | $99k | 15k | 6.60 |
