Wim Investment Management as of June 30, 2025
Portfolio Holdings for Wim Investment Management
Wim Investment Management holds 18 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 |
|---|---|---|---|---|---|
| Tesla Motors (TSLA) | 29.3 | $88M | 277k | 317.66 | |
| Meta Platforms Inc-class A Cl A (META) | 15.6 | $47M | 64k | 738.09 | |
| Cloudflare Inc - Class A Cl A Com (NET) | 15.4 | $47M | 237k | 195.83 | |
| Uber Technologies (UBER) | 7.1 | $21M | 228k | 93.30 | |
| NVIDIA Corporation (NVDA) | 5.8 | $18M | 111k | 157.99 | |
| Rockwell Automation (ROK) | 5.7 | $17M | 52k | 332.17 | |
| Pdd Holdings Sponsored Ads (PDD) | 5.5 | $17M | 158k | 104.66 | |
| Trip.com Group Ltd- Ads (TCOM) | 5.0 | $15M | 259k | 58.64 | |
| Honeywell International (HON) | 2.2 | $6.7M | 29k | 232.88 | |
| Parker-Hannifin Corporation (PH) | 1.9 | $5.8M | 8.3k | 698.47 | |
| Ryder System (R) | 1.9 | $5.6M | 35k | 159.00 | |
| Itau Unibanco H-spon Prf Spon Adr Rep Pfd (ITUB) | 1.6 | $4.7M | 693k | 6.79 | |
| Mp Materials Corp Com Cl A (MP) | 0.8 | $2.4M | 72k | 33.27 | |
| Coinbase Global Com Cl A (COIN) | 0.7 | $2.1M | 5.9k | 350.49 | |
| Palantir Technologies Inc-a Cl A (PLTR) | 0.6 | $1.8M | 13k | 136.32 | |
| Vishay Precision (VPG) | 0.4 | $1.1M | 40k | 28.10 | |
| Grail (GRAL) | 0.4 | $1.1M | 21k | 51.42 | |
| Alcoa (AA) | 0.2 | $696k | 24k | 29.51 |
