Fund HoldingsJW Asset Management, LLC

Total Portfolio Value
$176.63M
Total Bought
$15.01M
Total Sold
$32.38M
Net Transaction
-$17.37M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
META PLATFORMS INC(META)3,20013,700+10,5001,8747,8964.47%+6,023
CAVA GROUP INC(CAVA)050,000+50,00004,3212.45%+4,321
PHILIP MORRIS INTL INC(PM)010,350+10,35001,6430.93%+1,643
HERON THERAPEUTICS INC2,292,4182,337,743+45,3253,5075,1432.91%+1,636
CATALYST PHARMACEUTICALS INC413,392413,39208,62710,0255.68%+1,397
ROBINHOOD MKTS INC(HOOD)10,00041,000+31,0003731,7060.97%+1,334
ALIBABA GROUP HLDG LTD(BABA)15,00015,00001,2721,9831.12%+712
IDAHO STRATEGIC RESOURCES161,697161,69701,6482,3141.31%+666
AURORA CANNABIS INC013,280+13,2800580.03%+58
OKLO INC(OKLO)15,00015,00003183240.18%+6
GAP INC(GAP)10,00010,00002362060.12%-30
HIGH TIDE INC102,144102,14403161930.11%-123
FIVE BELOW INC(FIVE)5,0005,00005253750.21%-150
VIKING THERAPEUTICS INC(VKTX)45,00045,00001,8111,0870.62%-724
VITA COCO CO INC(COCO)295,621295,621010,9119,0615.13%-1,851
AMAZON COM INC(AMZN)14,5000-14,5003,1810-3,181
GRAYSCALE BITCOIN MINI TR ET(BTC)107,0000-107,0004,4800-4,480
ABERCROMBIE & FITCH CO65,09025,090-40,0009,7291,9161.08%-7,813
ESTABLISHMENT LABS HLDGS INC(ESTA)3,092,4853,092,4850142,471126,18971.44%-16,282
NVIDIA CORPORATION(NVDA)142,25020,250-122,00019,1032,1951.24%-16,908
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