SW Investment Management as of June 30, 2023
Portfolio Holdings for SW Investment Management
SW Investment Management holds 10 positions in its portfolio as reported in the June 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amkor Technology (AMKR) | 23.7 | $64M | 2.2M | 29.75 | |
| Cloudflare Cl A Com (NET) | 17.0 | $46M | 700k | 65.37 | |
| Ubiquiti (UI) | 15.0 | $40M | 230k | 175.75 | |
| Airsculpt Technologies (AIRS) | 10.9 | $29M | 3.4M | 8.62 | |
| AES Corporation (AES) | 9.1 | $25M | 1.0M | 24.54 | |
| Sun Communities (SUI) | 6.8 | $18M | 140k | 130.46 | |
| Garmin SHS (GRMN) | 5.8 | $16M | 150k | 104.29 | |
| Sleep Number Corp (SNBR) | 5.6 | $15M | 550k | 27.28 | |
| Tempur-Pedic International (TPX) | 4.2 | $11M | 280k | 40.07 | |
| Bio Rad Labs Cl A (BIO) | 2.1 | $5.7M | 15k | 379.12 |
