Fund HoldingsPerforma Ltd (US), LLC

Total Portfolio Value
$269.27M
Total Bought
$24.62M
Total Sold
$6.57M
Net Transaction
+$18.05M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
VANGUARD MD-CP I ETF103,815119,905+16,09025,13431,63511.75%+6,501
XTRACKERS USD HY CORP BD628,633750,880+122,24722,29127,72210.30%+5,431
VANGUARD 500 IDX ETF124,855126,333+1,47862,44466,66224.76%+4,218
SPDR S&P 500(SPY)123,141122,792-34967,01670,45326.16%+3,437
VANGUARD SC V I ETF46,85957,663+10,8048,55311,5784.30%+3,025
VANGUARD FTSE XUS ETF134,012165,295+31,2837,85810,4143.87%+2,555
VANECK:FA HIGH YLD BOND
FALLEN ANGEL HG
282,546342,441+59,8957,99610,0713.74%+2,075
VANGUARD SC G ID ETF27,80527,851+466,9557,4472.77%+492
ISHARES:MSCI JAPAN
MSCI JAPAN ETF
54,63255,482+8503,7283,9691.47%+241
ISHARES:SEL DIV16,89916,89902,0442,2830.85%+238
SPDR S&P DIVIDEND
ST STR SP DIV
14,76314,76301,8782,0970.78%+219
ISHARES:CORE S&P SM-CP35,85134,409-1,4423,8244,0241.49%+201
POLESTAR AUTOMOTIVE HOLDING U(PSNY)88,00066,768-21,232691150.04%+46
CLOVER HEALTH INVESTMENTS COR(CLOV)100,00054,000-46,0001231520.06%+29
ALLBIRDS INC70,0005,000-65,00035590.02%+24
VAREX IMAGING CORP6002,400+1,8009290.01%+20
ZOOMINFO TECHNOLOGIES INC(GTM)1,8004,000+2,20023410.02%+18
WALGREENS BOOTS ALLIANCE INC(Call)1,0002,500+1,5001222+10
ISHARES:RUSS MC GR1,4511,45101601700.06%+10
LUMEN TECHNOLOGIES INC(LUMN)(Put)01,000+1,00007+7
OKTA INC(PBI)1585+70160.00%+5
MARAVAI LIFESCIENCES HOLDINGS(MRVI)250700+450260.00%+4
PURE STORAGE INC - CLASS A(P)075+75040.00%+4
DOCUSIGN INC(DOCU)360360019220.01%+3
HERTZ GLOBAL HLDGS INC0850+850030.00%+3
SALLY BEAUTY HOLDINGS INC150200+50230.00%+1
SMARTRENT INC5001,250+750120.00%+1
TRIVAGO NV - ADR0500+500010.00%+1
RETRACTABLE TECHNOLOGIES INC7501,750+1,000110.00%+1
NUTANIX INC(NTNX)80800550.00%0
EXXON MOBIL CORP75750990.00%0
DENTSPLY SIRONA INC(XRAY)67670220.00%0
PELOTON INTERACTIVE INC-A(PTON)400300-100110.00%0
FORD MOTOR CO(F)426509+83550.00%0
ISHARES:RUSS MID-CAP110000.00%0
CANADA JETLINES OPERATIONS L3120-31200-0
JELD-WEN HOLDING INC300250-50440.00%-0
LESLIE'S INC1,0001,250+250440.00%-0
ASANA INC(ASAN)9331,104+17113130.00%-0
TILRAY BRANDS INC2750-27500-0
SONOS INC(SONO)4594590760.00%-1
UIPATH INC - CLASS A(PATH)2,8002,650-15036340.01%-2
PayPal Holdings Inc(PYPL)510-5130-3
Blackbaud Inc(BLKB)400-4030-3
CELESTICA INC(CLS)10050-50630.00%-3
LUMEN TECHNOLOGIES INC(LUMN)67,50010,000-57,50074710.03%-3
DROPBOX INC(DBX)300100-200730.00%-4
OATLY GROUP AB101,000106,000+5,00095910.03%-4
OPENDOOR TECHNOLOGIES INC(OPEN)5,0001,800-3,200940.00%-6
Teva Pharmaceutical Industrie(TEVA)3850-38560-6
Smartsheet Inc2000-20090-9
INTEL CORP(INTC)683423-26021100.00%-11
JETBLUE AIRWAYS CORP(JBLU)4,050520-3,5302530.00%-21
UNITY SOFTWARE INC(U)2,800650-2,15046150.01%-31
PEDIATRIX MEDICAL GROUP INC(MD)6,700467-6,2335150.00%-45
INVESCO S&P 500 QUAL
S&P500 QUALITY
91,50885,351-6,1575,8145,7422.13%-73
ISHARES:MSCI USA QF
MSCI USA QLT FCT
33,72831,640-2,0885,7595,6732.11%-86
Clover Health Investments Cor(CLS)(Put)24,6000-24,6002980-298
SPDR S&P REG BANKING ETF
ST STR SP REGBNK
24,00013,000-11,0001,1787360.27%-443
ISHARES:RUSS 2000 VL ETF63,18446,984-16,2009,6237,8382.91%-1,785
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