Fund HoldingsTimelo Investment Management Inc.

Total Portfolio Value
$22.81M
Total Bought
$4.11M
Total Sold
$110.34M
Net Transaction
-$106.23M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
UBER TECHNOLOGIES INC(UBER)25,00037,000+12,0001,5082,69611.82%+1,188
INTEL CORP(INTC)050,000+50,00001,1364.98%+1,136
ROKU INC(ROKU)010,000+10,00007043.09%+704
ATS CORPORATION(ATS)8,0000-8,0004260-426
CROCS INC(CROX)6,0000-6,0006570-657
ISHARES TR105,00090,000-15,0009,1708,19335.92%-977
PROFOUND MED CORP911,761990,995+79,2346,8475,76825.29%-1,080
CRONOS GROUP INC(CRON)641,8030-641,8031,2960-1,296
PEPSICO INC(PEP)15,0000-15,0002,2810-2,281
NUTRIEN LTD(NTR)63,0000-63,0002,8190-2,819
ROGERS COMMUNICATIONS INC(RCI)110,0000-110,0003,3800-3,380
PALANTIR TECHNOLOGIES INC(PLTR)(Put)50,0000-50,0003,7820-3,781
TRANSALTA CORP(TAC)333,9000-333,9004,7250-4,725
BANK AMERICA CORP(Put)110,0000-110,0004,8350-4,834
ISHARES TR138,80052,100-86,70011,3794,31018.90%-7,069
WALMART INC(WMT)(Put)90,0000-90,0008,1320-8,131
APPLE INC(AAPL)(Put)90,0000-90,00022,5380-22,538
SPDR S&P 500 ETF TR(SPY)(Put)100,00020,000-80,00058,60811,188-47,420
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