SW Investment Management as of March 31, 2022
Portfolio Holdings for SW Investment Management
SW Investment Management holds 9 positions in its portfolio as reported in the March 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Cloudflare Cl A Com (NET) | 30.4 | $87M | 725k | 119.70 | |
| Amkor Technology (AMKR) | 22.9 | $65M | 3.0M | 21.72 | |
| Amazon (AMZN) | 14.9 | $42M | 13k | 3259.92 | |
| Ubiquiti (UI) | 13.3 | $38M | 130k | 291.15 | |
| AES Corporation (AES) | 7.7 | $22M | 850k | 25.73 | |
| Sun Communities (SUI) | 7.4 | $21M | 120k | 175.28 | |
| Kulicke and Soffa Industries (KLIC) | 2.9 | $8.4M | 150k | 56.02 | |
| Ni Hldgs (NODK) | 0.5 | $1.3M | 77k | 16.96 | |
| Joint (JYNT) | 0.1 | $353k | 10k | 35.30 |
