Fund HoldingsPerforma Ltd (US), LLC

Total Portfolio Value
$243.29M
Total Bought
$18.18M
Total Sold
$1.32M
Net Transaction
+$16.86M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
DBX ETF Trust - Xtrackers USD High Yield Corporate Bond ETF497,451628,633+131,18217,76422,2919.16%+4,527
Vanguard Index Funds - Vanguard S&P 500 ETF120,766124,855+4,08958,05262,44425.67%+4,392
Vanguard Index Funds - Vanguard Small-Cap Growth ETF18,12027,805+9,6854,7246,9552.86%+2,231
Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF103,165134,012+30,8476,0517,8583.23%+1,808
Vanguard Index Funds - Vanguard Mid-Cap ETF95,289103,815+8,52623,80925,13410.33%+1,325
iShares, Inc. - iShares MSCI Japan ETF
MSCI JAPAN ETF
35,70154,632+18,9312,5473,7281.53%+1,181
Vanguard Index Funds - Vanguard Small-Cap Value ETF41,13646,859+5,7237,8938,5533.52%+660
SPDR Series Trust - SPDR S&P Regional Banking ETF
ST STR SP REGBNK
11,50024,000+12,5005781,1780.48%+600
Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Quality ETF
S&P500 QUALITY
88,21991,508+3,2895,3305,8142.39%+484
iShares Trust - iShares MSCI USA Quality Factor ETF
MSCI USA QLT FCT
32,21233,728+1,5165,2945,7592.37%+465
Clover Health Investments Cor(CLS)(Put)024,600+24,6000298+298
Clover Health Investments Cor(CLOV)87,500100,000+12,500691230.05%+54
UNITY SOFTWARE INC(U)2502,800+2,5507460.02%+39
Polestar Automotive Holding U(PSNY)29,00088,000+59,00045690.03%+25
UIPATH INC - CLASS A(PATH)6502,800+2,15015360.01%+21
Pediatrix Medical Group Inc(MD)3,8006,700+2,90038510.02%+12
WALGREENS BOOTS ALLIANCE INC(Call)01,000+1,000012+12
Intel Corp(INTC)281683+40212210.01%+9
ZoomInfo Technologies Inc(GTM)9501,800+85015230.01%+8
VAREX IMAGING CORP100600+500290.00%+7
OPENDOOR TECHNOLOGIES INC(OPEN)1,5005,000+3,500590.00%+5
JELD-WEN HOLDING INC0300+300040.00%+4
DENTSPLY SIRONA INC(XRAY)067+67020.00%+2
Leslie's Inc5131,000+487340.00%+1
Dropbox Inc(DBX)250300+50670.00%+1
TILRAY BRANDS INC0275+275000.00%0
Sally Beauty Holdings Inc100150+50120.00%0
SmartRent Inc425500+75110.00%0
CANADA JETLINES OPERATIONS L0312+312000.00%0
MEDMEN ENTERPRISES INC20,2000-20,200000
iShares Trust - iShares Russell Mid-Cap ETF110000.00%-0
Exxon Mobil Corp75750990.00%-0
Retractable Technologies Inc7507500110.00%-0
Ford Motor Co(F)421426+5650.00%-0
PELOTON INTERACTIVE INC-A(PTON)4004000210.00%-0
PayPal Holdings Inc(PYPL)51510330.00%-0
GOLDMAN SACHS GROUP INC/THE(GS)20-210-1
Celestica Inc(CLS)150100-50760.00%-1
Smartsheet Inc258200-581090.00%-1
Nutanix Inc(NTNX)10080-20650.00%-2
Sonos Inc(SONO)4594590970.00%-2
Teva Pharmaceutical Industrie(TEVA)585385-200860.00%-2
Allbirds Inc53,50070,000+16,50037350.01%-2
DocuSign Inc(DOCU)360360021190.01%-2
Blackbaud Inc(BLKB)7140-31530.00%-2
Asana Inc(ASAN)1,010933-7716130.01%-3
TRIVAGO NV9560-95630-3
BOX INC - CLASS A(BOX)1000-10030-3
Okta Inc(PBI)52615-511410.00%-3
FIDELITY NATIONAL INFO SERV(FIS)470-4730-3
Lumen Technologies Inc(LUMN)50,00067,500+17,50078740.03%-4
iShares Trust - iShares Russell Mid-Cap Growth ETF1,4501,451+11661600.07%-5
NEW YORK COMMUNITY BANCORP(Call)1,0000-1,00050-5
JetBlue Airways Corp(JBLU)4,4004,050-35033250.01%-8
PURE STORAGE INC(P)1750-17590-9
PAYSAFE LTD(Call)1,7000-1,700160-16
Oatly Group AB104,600101,000-3,600118950.04%-23
iShares Trust - iShares Select Dividend ETF16,89916,89902,0822,0440.84%-37
Maravai LifeSciences Holdings(MRVI)6,750250-6,5005920.00%-57
PAYSAFE LTD3,7000-3,700580-58
SPDR Series Trust - SPDR S&P Dividend ETF
ST STR SP DIV
14,76314,76301,9371,8780.77%-60
iShares Trust - iShares Core S&P Small-Cap ETF35,85135,85103,9623,8241.57%-138
VanEck ETF Trust - VanEck Fallen Angel High Yield Bond ETF
FALLEN ANGEL HG
282,546282,54608,1997,9963.29%-203
iShares Trust - iShares Russell 2000 Value ETF63,18463,184010,0349,6233.96%-411
SPDR S&P 500 ETF Trust(SPY)130,267123,141-7,12668,13967,01627.55%-1,123
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