Fund HoldingsTwin Lakes Capital Management, LLC

Total Portfolio Value
$155.89M
Total Bought
$3.92M
Total Sold
$9.69M
Net Transaction
-$5.77M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
APPLE INC(AAPL)82,67582,306-36919,26320,61113.22%+1,348
SERVICENOW INC(NOW)5,3975,39704,8275,7213.67%+894
NORWEGIAN CRUISE LINE HLDG L
SHS
158,351153,530-4,8213,2483,9502.53%+703
GILEAD SCIENCES INC(GILD)74,87075,296+4266,2776,9554.46%+678
SCHWAB CHARLES CORP(SCHW)069,978+69,97805,1793.32%+5,179
AMAZON COM INC(AMZN)016,695+16,69503,6632.35%+3,663
JPMORGAN CHASE & CO.(JPM)13,89213,932+402,9293,3402.14%+410
SOUTHWEST AIRLS CO(LUV)127,485124,280-3,2053,7774,1782.68%+401
ALPHABET INC(GOOG)012,730+12,73002,4101.55%+2,410
SIX FLAGS ENTERTAINMENT CORP(FUN)41,78840,609-1,1791,6841,9571.26%+272
BOEING CO(BA)09,918+9,91801,7551.13%+1,755
VISA INC(V)5,7865,795+91,5911,8311.17%+241
PALANTIR TECHNOLOGIES INC(PLTR)5,1485,14801923890.25%+198
PLANET FITNESS INC(PLNT)9,8879,88708039780.63%+175
TESLA INC(TSLA)89789702353620.23%+128
VANGUARD INDEX FDS12,92113,001+803,6593,7682.42%+109
ALPHABET INC(GOOG)04,529+4,52908630.55%+863
DIMENSIONAL ETF TRUST
US COR EQU 2 ETF
03,055+3,05501060.07%+106
VANGUARD INDEX FDS3,6743,679+51,4111,5100.97%+99
DOCUSIGN INC(DOCU)3,2303,23002012910.19%+90
CISCO SYS INC(CSCO)14,82414,646-1787898670.56%+78
NVIDIA CORPORATION(NVDA)08,384+8,38401,1260.72%+1,126
FEDEX CORP(FDX)018,788+18,78805,2863.39%+5,286
UNITED AIRLS HLDGS INC(UAL)1,5501,5500881510.10%+62
HONEYWELL INTL INC(HON)03,139+3,13907090.45%+709
LULULEMON ATHLETICA INC(LULU)0551+55102110.14%+211
INCYTE CORP(INCY)20,00020,00001,3221,3810.89%+59
SPDR S&P 500 ETF TR(SPY)7,4677,404-634,2844,3402.78%+55
FORTINET INC(PG)8,3888,395+71,0411,0930.70%+52
DISNEY WALT CO(DIS)05,287+5,28705890.38%+589
META PLATFORMS INC(META)4,4394,413-262,5412,5841.66%+43
GOLDMAN SACHS GROUP INC(GS)525527+22603020.19%+42
AFFIRM HLDGS INC(AFRM)1,8111,8110741100.07%+36
WALMART INC(WMT)3,4983,49802823160.20%+34
SPOTIFY TECHNOLOGY S A(SPOT)39539501461770.11%+31
WORKDAY INC(WDAY)4,2394,133-1061,0361,0660.68%+30
TAIWAN SEMICONDUCTOR MFG LTD(TSM)01,127+1,12702230.14%+223
PNC FINL SVCS GROUP INC(PNC)2,4312,452+214494730.30%+23
COSTCO WHSL CORP NEW(COST)71871806376580.42%+21
INVESCO QQQ TR845848+34134330.28%+21
AMERICAN EXPRESS CO(AXP)2,9142,733-1817908110.52%+21
HONEST CO INC06,008+6,0080420.03%+42
CARNIVAL CORP03,000+3,0000750.05%+75
MORGAN STANLEY(MS)0720+7200910.06%+91
DROPBOX INC(DBX)2,9812,981076900.06%+14
NETFLIX INC(NFLX)074+740660.04%+66
BLOCK INC(XYZ)0679+6790580.04%+58
ALTERITY THERAPEUTICS LTD05,925+5,9250200.01%+20
REGIONS FINANCIAL CORP NEW(RF)26,69426,979+2856236350.41%+12
GE VERNOVA INC(GEV)135135034440.03%+10
MASTERCARD INCORPORATED(MA)27527501361450.09%+9
AT&T INC(T)9,4999,572+732092180.14%+9
BANK HAWAII CORP0948+9480680.04%+68
ESTABLISHMENT LABS HLDGS INC(ESTA)02,931+2,93101350.09%+135
ALLIANCEBERNSTEIN HLDG L P(AB)02,410+2,4100890.06%+89
HILTON WORLDWIDE HLDGS INC(HLT)0366+3660900.06%+90
WISDOMTREE TR(WT)01,200+1,20001320.08%+132
AMERIPRISE FINL INC(AMP)080+800430.03%+43
MATTERPORT INC020,235+20,2350960.06%+96
BANK AMERICA CORP01,066+1,0660470.03%+47
SMURFIT WESTROCK PLC(SW)981981048530.03%+4
SHOPIFY INC(SHOP)0150+1500160.01%+16
ALASKA AIR GROUP INC0200+2000130.01%+13
ZOOM COMMUNICATIONS INC(ZM)0298+2980240.02%+24
VANGUARD WORLD FD
INF TECH ETF
100100059620.04%+4
KYNDRYL HLDGS INC(KD)0296+2960100.01%+10
NASDAQ INC(NDAQ)750750055580.04%+3
DELTA AIR LINES INC DEL(DAL)0300+3000180.01%+18
VIATRIS INC(VTRS)02,476+2,4760310.02%+31
VANGUARD INDEX FDS335335088900.06%+2
ISHARES TR071+710290.02%+29
EATON VANCE TAX-MANAGED DIVE
COM
03,056+3,0560460.03%+46
MARRIOTT VACATIONS WORLDWIDE(VAC)0100+100090.01%+9
PACER FDS TR
TRENDP US LAR CP
01,269+1,2690680.04%+68
JOHNSON CTLS INTL PLC
SHS
847847066670.04%+1
FIRST TR EXCHANGE-TRADED FD
DORSEY WRT 5 ETF
01,293+1,2930760.05%+76
VANGUARD WORLD FD
FINANCIALS ETF
0102+1020120.01%+12
AZENTA INC(AZTA)0518+5180260.02%+26
EATON CORP PLC(ETN)1,5691,56905205210.33%+1
SALESFORCE INC(CRM)08+8030.00%+3
DEERE & CO(DE)068+680290.02%+29
SEAPORT ENTMT GROUP INC722720-220200.01%0
SEA LTD(SE)020+20020.00%+2
HDFC BANK LTD(HDB)0175+1750110.01%+11
ROSS STORES INC(ROST)0270+2700410.03%+41
CALAMOS CONV OPPORTUNITIES &(CHI)0292+292030.00%+3
DOLBY LABORATORIES INC(DLB)0100+100080.01%+8
ISHARES TR
RUSEL 2500 ETF
0334+3340230.01%+23
HAWAIIAN ELEC INDUSTRIES(HE)01,400+1,4000140.01%+14
HEWLETT PACKARD ENTERPRISE C(HPE)063+63010.00%+1
WABTEC(WAB)05+5010.00%+1
EURONET WORLDWIDE INC(EEFT)08+8010.00%+1
VEEVA SYS INC(VEEV)016+16030.00%+3
TONIX PHARMACEUTICALS HLDG C01+1000
DXC TECHNOLOGY CO(DXC)05+5000.00%0
COPA HOLDINGS SA(CPA)01+1000.00%0
BAUSCH HEALTH COS INC0300+300020.00%+2
CRH PLC
ORD
0152+1520140.01%+14
CENCORA INC0100+1000220.01%+22
ENERGY FUELS INC(UUUU)0110+110010.00%+1
Page 1 of 1