Wim Investment Management as of March 31, 2025
Portfolio Holdings for Wim Investment Management
Wim Investment Management holds 15 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Tesla Motors (TSLA) | 30.0 | $72M | 277k | 259.16 | |
| Meta Platforms Cl A (META) | 13.1 | $31M | 54k | 576.36 | |
| Pdd Holdings Sponsored Ads (PDD) | 13.1 | $31M | 265k | 118.35 | |
| Cloudflare Cl A Com (NET) | 11.2 | $27M | 237k | 112.69 | |
| Uber Technologies (UBER) | 6.9 | $17M | 228k | 72.86 | |
| Rockwell Automation (ROK) | 5.6 | $13M | 52k | 258.38 | |
| Trip Com Group Ads (TCOM) | 5.3 | $13M | 201k | 63.58 | |
| NVIDIA Corporation (NVDA) | 5.0 | $12M | 111k | 108.38 | |
| Honeywell International (HON) | 2.5 | $6.1M | 29k | 211.75 | |
| Ryder System (R) | 2.1 | $5.0M | 35k | 143.81 | |
| Parker-Hannifin Corporation (PH) | 2.1 | $5.0M | 8.3k | 607.85 | |
| Qualcomm (QCOM) | 1.5 | $3.6M | 23k | 153.61 | |
| Epam Systems (EPAM) | 1.1 | $2.7M | 16k | 168.84 | |
| Lattice Semiconductor (LSCC) | 0.3 | $619k | 12k | 52.45 | |
| Grail (GRAL) | 0.2 | $536k | 21k | 25.54 |
