SW Investment Management as of June 30, 2025
Portfolio Holdings for SW Investment Management
SW Investment Management holds 8 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ubiquiti (UI) | 24.6 | $103M | 250k | 411.65 | |
| SkyWest (SKYW) | 22.2 | $93M | 900k | 102.97 | |
| Amkor Technology (AMKR) | 13.3 | $56M | 2.7M | 20.99 | |
| Garmin SHS (GRMN) | 10.2 | $43M | 205k | 208.72 | |
| Tempur-Pedic International (SGI) | 9.9 | $42M | 610k | 68.05 | |
| Parsons Corporation (PSN) | 9.7 | $41M | 565k | 71.77 | |
| Airsculpt Technologies (AIRS) | 5.2 | $22M | 4.5M | 4.83 | |
| Palantir Technologies Cl A (PLTR) | 4.9 | $20M | 150k | 136.32 |
