Wim Investment Management as of Sept. 30, 2024
Portfolio Holdings for Wim Investment Management
Wim Investment Management holds 14 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Tesla Motors (TSLA) | 30.5 | $73M | 277k | 261.63 | |
| Microsoft Corporation (MSFT) | 19.9 | $47M | 110k | 430.30 | |
| Pdd Holdings Sponsored Ads (PDD) | 15.5 | $37M | 273k | 134.81 | |
| Cloudflare Cl A Com (NET) | 10.8 | $26M | 316k | 80.89 | |
| NVIDIA Corporation (NVDA) | 6.6 | $16M | 129k | 121.44 | |
| Uber Technologies (UBER) | 6.5 | $16M | 206k | 75.16 | |
| Rockwell Automation (ROK) | 2.7 | $6.5M | 24k | 268.46 | |
| Lululemon Athletica (LULU) | 2.1 | $4.9M | 18k | 271.35 | |
| Tencent Music Entmt Group Spon Ads (TME) | 1.9 | $4.6M | 384k | 12.05 | |
| Duolingo Cl A Com (DUOL) | 1.4 | $3.3M | 12k | 282.02 | |
| Qualcomm (QCOM) | 1.0 | $2.5M | 15k | 170.05 | |
| Meta Platforms Cl A (META) | 0.6 | $1.5M | 2.6k | 572.44 | |
| Ryder System (R) | 0.3 | $729k | 5.0k | 145.80 | |
| Grail (GRAL) | 0.1 | $289k | 21k | 13.76 |
