Fund HoldingsOSTRUM ASSET MANAGEMENT

Total Portfolio Value
$1.15B
Total Bought
$148.10M
Total Sold
$204.49M
Net Transaction
-$56.38M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
TESLA INC(TSLA)020,751+20,75108,3800.73%+8,380
AMAZON COM INC(AMZN)0103,741+103,741022,7601.97%+22,760
ARISTA NETWORKS INC(ANET)036,970+36,97004,0860.35%+4,086
LAM RESEARCH CORP(LRCX)048,970+48,97003,5370.31%+3,537
BROADCOM INC(AVGO)50,61452,605+1,9918,73112,1961.06%+3,465
JPMORGAN CHASE & CO.(JPM)020,921+20,92105,0150.43%+5,015
ISHARES TR074,900+74,90003,1480.27%+3,148
MASTERCARD INCORPORATED(MA)016,232+16,23208,5470.74%+8,547
VISA INC(V)38,09242,474+4,38210,47313,4231.16%+2,950
NVIDIA CORPORATION(NVDA)0223,247+223,247029,9802.60%+29,980
APPLE INC(AAPL)141,512141,800+28832,97235,5103.08%+2,537
NETFLIX INC(NFLX)06,665+6,66505,9410.51%+5,941
BANK AMERICA CORP077,001+77,00103,3840.29%+3,384
ALPHABET INC(GOOG)072,340+72,340013,6941.19%+13,694
SALESFORCE INC(CRM)017,867+17,86705,9730.52%+5,973
EMERSON ELEC CO(EMR)017,727+17,72702,1970.19%+2,197
TWILIO INC(TWLO)017,859+17,85901,9300.17%+1,930
ALPHABET INC(GOOG)066,419+66,419012,6491.10%+12,649
WALMART INC(WMT)75,28287,179+11,8976,0797,8770.68%+1,798
BLACKROCK INC(BLK)01,735+1,73501,7790.15%+1,779
THE CAMPBELLS COMPANY(CPB)096,892+96,89204,0580.35%+4,058
ENTEGRIS INC(ENTG)017,228+17,22801,7070.15%+1,707
MCKESSON CORP(MCK)08,809+8,80905,0200.43%+5,020
BOOKING HOLDINGS INC(BKNG)0963+96304,7850.41%+4,785
HOME DEPOT INC(HD)017,055+17,05506,6340.57%+6,634
AUTOMATIC DATA PROCESSING IN014,351+14,35104,2010.36%+4,201
CHIPOTLE MEXICAN GRILL INC(CMG)060,961+60,96103,6760.32%+3,676
ASPEN TECHNOLOGY INC3,3088,745+5,4377902,1830.19%+1,393
HONEYWELL INTL INC(HON)06,954+6,95401,5710.14%+1,571
FORTINET INC(FTNT)017,306+17,30601,6350.14%+1,635
FORTIVE CORP(FTV)020,490+20,49001,5370.13%+1,537
CHURCH & DWIGHT CO INC(CHD)032,503+32,50303,4030.29%+3,403
COSTAR GROUP INC(CSGP)024,800+24,80001,7750.15%+1,775
SCHWAB CHARLES CORP(SCHW)030,936+30,93602,2900.20%+2,290
VERISK ANALYTICS INC(VRSK)013,318+13,31803,6680.32%+3,668
DOCUSIGN INC(DOCU)017,927+17,92701,6120.14%+1,612
MICROSOFT CORP(MSFT)079,215+79,215033,3892.89%+33,389
SERVICENOW INC(NOW)04,302+4,30204,5610.39%+4,561
LINDE PLC(LIN)011,091+11,09104,6430.40%+4,643
QUALCOMM INC(QCOM)023,661+23,66103,6350.31%+3,635
INTERNATIONAL FLAVORS&FRAGRA(IFF)018,939+18,93901,6010.14%+1,601
ECOLAB INC(ECL)010,367+10,36702,4290.21%+2,429
GE AEROSPACE(GE)012,679+12,67902,1150.18%+2,115
EPAM SYS INC(EPAM)04,967+4,96701,1610.10%+1,161
EQUITY LIFESTYLE PPTYS INC(ELS)033,945+33,94502,2610.20%+2,261
EATON CORP PLC(ETN)04,772+4,77201,5840.14%+1,584
UNION PAC CORP(UNP)09,464+9,46402,1580.19%+2,158
SPOTIFY TECHNOLOGY S A(SPOT)02,171+2,17109710.08%+971
KIMBERLY-CLARK CORP(KMB)022,197+22,19702,9090.25%+2,909
UNITED THERAPEUTICS CORP DEL(UTHR)05,577+5,57701,9680.17%+1,968
FISERV INC(FISV)018,038+18,03803,7050.32%+3,705
GOLDMAN SACHS GROUP INC(GS)02,351+2,35101,3460.12%+1,346
BERKSHIRE HATHAWAY INC DEL7,7439,871+2,1283,5644,4740.39%+911
CITIGROUP INC(C)023,166+23,16601,6310.14%+1,631
CATERPILLAR INC(CAT)05,248+5,24801,9040.16%+1,904
ZSCALER INC(ZS)05,683+5,68301,0250.09%+1,025
APTIV PLC(APTV)013,762+13,76208320.07%+832
ELI LILLY & CO(LLY)9,73712,251+2,5148,6269,4580.82%+831
CADENCE DESIGN SYSTEM INC(CDNS)010,878+10,87803,2680.28%+3,268
CSX CORP(CSX)036,498+36,49801,1780.10%+1,178
CONSOLIDATED EDISON INC(ED)041,497+41,49703,7030.32%+3,703
DIGITAL RLTY TR INC(DLR)010,336+10,33601,8330.16%+1,833
VENTAS INC(VTR)046,611+46,61102,7450.24%+2,745
VERTIV HOLDINGS CO(VRT)09,911+9,91101,1260.10%+1,126
CROWDSTRIKE HLDGS INC(CRWD)02,843+2,84309730.08%+973
LKQ CORP(LKQ)057,771+57,77102,1230.18%+2,123
INTERNATIONAL PAPER CO(IP)015,933+15,93308580.07%+858
DOMINOS PIZZA INC(DPZ)06,176+6,17602,5920.22%+2,592
JABIL INC(JBL)08,840+8,84001,2720.11%+1,272
BROADRIDGE FINL SOLUTIONS IN(BR)07,747+7,74701,7520.15%+1,752
SNOWFLAKE INC(SNOW)05,683+5,68308780.08%+878
GRAINGER W W INC(GWW)03,924+3,92404,1360.36%+4,136
THE CIGNA GROUP(CI)11,19816,470+5,2723,8794,5480.39%+669
MERCADOLIBRE INC(MELI)0535+53509100.08%+910
SYNCHRONY FINANCIAL(SYF)024,535+24,53501,5950.14%+1,595
GE VERNOVA INC(GEV)03,061+3,06101,0070.09%+1,007
RTX CORPORATION(RTX)023,882+23,88202,7640.24%+2,764
PAYCHEX INC(PAYX)06,033+6,03308460.07%+846
RPM INTL INC(RPM)09,114+9,11401,1220.10%+1,122
FIRST SOLAR INC(FSLR)05,180+5,18009130.08%+913
DEERE & CO(DE)08,714+8,71403,6920.32%+3,692
AMERICAN HOMES 4 RENT(AMH)040,751+40,75101,5250.13%+1,525
AVALONBAY CMNTYS INC16,03118,933+2,9023,6114,1650.36%+554
NETAPP INC(NTAP)011,044+11,04401,2820.11%+1,282
MEDTRONIC PLC(MDT)045,099+45,09903,6030.31%+3,603
ROSS STORES INC(ROST)013,502+13,50202,0420.18%+2,042
FASTENAL CO(FAST)019,678+19,67801,4150.12%+1,415
MARSH & MCLENNAN COS INC(MRSH)06,028+6,02801,2800.11%+1,280
PFIZER INC(PFE)0201,388+201,38805,3430.46%+5,343
TRUIST FINL CORP(TFC)046,038+46,03801,9970.17%+1,997
CENTERPOINT ENERGY INC(CNP)036,502+36,50201,1580.10%+1,158
CUMMINS INC(CMI)06,720+6,72002,3430.20%+2,343
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
013,125+13,12501,1330.10%+1,133
FLUTTER ENTMT PLC(FLUT)03,224+3,22408330.07%+833
PACKAGING CORP AMER(PKG)5,8957,685+1,7901,2701,7300.15%+460
GODADDY INC(GDDY)011,333+11,33302,2370.19%+2,237
COGNIZANT TECHNOLOGY SOLUTIO(CTSH)037,802+37,80202,9070.25%+2,907
WYNN RESORTS LTD(WYNN)016,336+16,33601,4080.12%+1,408
PALANTIR TECHNOLOGIES INC(PLTR)011,654+11,65408810.08%+881
AMCOR PLC(AMCR)096,590+96,59009090.08%+909
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