☆WIM INVESTMENT MANAGEMENT Ltd
Quality Q
0.661
AUM ($M)
305
Positions
26
Turnover
0.16
Top-10 wt
87%
Herfindahl
0.155
History (qtrs)
6
Excess Return
—
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Holdings · 29 positions · portfolio value $305M
| Ticker | Name | Activity | Security Type | Weight | Δ Weight | Value ($M) | Shares | Δ Shares | Qtrs Held | Excess Return |
|---|---|---|---|---|---|---|---|---|---|---|
| ☆TSLA funds › | TESLA INC | HOLD | — | 33.5% | +6.7% | 102.3 | 243,230 | +0 | 5 | — |
| ☆META funds › | META PLATFORMS INC-CLASS A | HOLD | — | 14.5% | +1.2% | 44.2 | 78,380 | +0 | 5 | — |
| ☆UBER funds › | UBER TECHNOLOGIES INC | ADD | — | 6.8% | +0.9% | 20.6 | 286,088 | +12,400 | 5 | — |
| ☆ITUB funds › | ITAU UNIBANCO HLDG S A | HOLD | — | 6.4% | +0.5% | 19.6 | 2,398,610 | +0 | 5 | — |
| ☆FIGR funds › | FIGURE TECHNOLOGY SOLUTIO | TRIM | — | 5.6% | -0.4% | 17.0 | 552,266 | -40,850 | 4 | — |
| ☆NET funds › | CLOUDFLARE INC | TRIM | — | 5.3% | -8.6% | 16.2 | 66,119 | -161,630 | 5 | — |
| ☆COIN funds › | COINBASE GLOBAL INC | HOLD | — | 5.0% | -0.4% | 15.2 | 104,216 | +0 | 5 | — |
| ☆TCOM funds › | TRIP.COM GROUP LTD-ADR | HOLD | — | 3.4% | -0.4% | 10.3 | 258,550 | +0 | 5 | — |
| ☆INTR funds › | INTER & CO INC | ADD | — | 3.3% | -0.5% | 10.1 | 1,853,600 | +257,200 | 4 | — |
| ☆NVDA funds › | NVIDIA CORP | TRIM | — | 3.3% | -0.2% | 10.0 | 49,850 | -16,600 | 5 | — |
| ☆GRAL funds › | GRAIL INC | HOLD | — | 2.4% | +0.7% | 7.3 | 106,400 | +0 | 5 | — |
| ☆IONQ funds › | IONQ INC | ADD | — | 1.8% | +1.1% | 5.6 | 104,700 | +17,000 | 3 | — |
| ☆PLTR funds › | PALANTIR TECHNOLOGIES INC-A | ADD | — | 1.4% | +0.3% | 4.4 | 37,530 | +12,500 | 5 | — |
| ☆LEU funds › | CENTRUS ENERGY CORP | HOLD | — | 1.3% | +0.1% | 4.0 | 23,850 | +0 | 3 | — |
| ☆ASPI funds › | ASP ISOTOPES INC | TRIM | — | 1.1% | +0.3% | 3.4 | 541,400 | -60,000 | 3 | — |
| ☆INFQ funds › | INFLEQTION INC | TRIM | — | 0.8% | +0.1% | 2.5 | 184,650 | -61,550 | 2 | — |
| ☆GLW funds › | CORNING INC | NEW | — | 0.8% | +0.8% | 2.3 | 9,125 | +9,125 | 1 | — |
| ☆LYFT funds › | LYFT INC | NEW | — | 0.6% | +0.6% | 2.0 | 133,700 | +133,700 | 1 | — |
| ☆XPEV funds › | XPENG INC | HOLD | — | 0.6% | -0.1% | 1.7 | 129,800 | +0 | 3 | — |
| ☆QNT funds › | QUANTINUUM INC | NEW | — | 0.5% | +0.5% | 1.6 | 20,000 | +20,000 | 1 | — |
| ☆VPG funds › | VISHAY PRECISION GROUP INC | NEW | — | 0.4% | +0.4% | 1.3 | 8,760 | +8,760 | 1 | — |
| ☆BKNG funds › | BOOKING HOLDINGS INC | NEW | — | 0.3% | +0.3% | 1.0 | 5,750 | +5,750 | 1 | — |
| ☆LITE funds › | LUMENTUM HLDGS INC | NEW | — | 0.3% | +0.3% | 0.9 | 1,075 | +1,075 | 1 | — |
| ☆TMC funds › | TMC THE METALS COMPANY INC | NEW | — | 0.3% | +0.3% | 0.8 | 178,800 | +178,800 | 1 | — |
| ☆LAES funds › | SEALSQ CORP | NEW | — | 0.2% | +0.2% | 0.7 | 229,600 | +229,600 | 1 | — |
| ☆COHR funds › | COHERENT CORP | NEW | — | 0.1% | +0.1% | 0.3 | 880 | +880 | 1 | — |
| ☆GLD funds › | SPDR GOLD TR | EXIT | — | 0.0% | -0.5% | 0.0 | 0 | -4,071 | 0 | — |
| ☆GOOG funds › | ALPHABET INC | EXIT | — | 0.0% | -1.9% | 0.0 | 0 | -22,720 | 0 | — |
| ☆ECHO funds › | ECHOSTAR CORP | EXIT | — | 0.0% | -2.5% | 0.0 | 0 | -71,700 | 0 | — |
Point-in-time history
| Period | AUM ($M) | Positions | Turnover | Top-10 wt | Herfindahl | Quality Q | Skill | Universe |
|---|---|---|---|---|---|---|---|---|
| 2026Q2 | 305 | 26 | 0.16 | 87% | 0.155 | 0.661 | — | in |
| 2026Q1 | 337 | 20 | 0.12 | 88% | 0.128 | 0.756 | — | in |
| 2025Q4 | 387 | 22 | 0.15 | 89% | 0.150 | 0.696 | — | in |
| 2025Q3 | 393 | 18 | 0.21 | 93% | 0.150 | 0.616 | — | in |
| 2025Q2 | 301 | 18 | 0.12 | 94% | 0.153 | 0.777 | — | entered |
| 2025Q1 | 240 | 15 | 0.00 | 95% | 0.152 | 0.000 | — | out |
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short.
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