Fund HoldingsAdvanced Portfolio Management, LLC

Total Portfolio Value
$114.56M
Total Bought
$81.59M
Total Sold
$69.89M
Net Transaction
+$11.70M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
ROYALTY PHARMA PLC(RPRX)0230,000+230,00006,2425.45%+6,242
VALE S A0400,000+400,00005,3604.68%+5,360
TRUIST FINL CORP(TFC)0185,000+185,00005,2934.62%+5,293
ICICI BANK LIMITED(IBN)0225,000+225,00005,2024.54%+5,202
VODAFONE GROUP PLC NEW(VOD)(Call)0450,000+450,00004,266+4,266
ROCKWELL AUTOMATION INC(ROK)014,450+14,45004,1313.61%+4,131
NU HLDGS LTD(NU)0475,000+475,00003,4443.01%+3,444
STELLANTIS N.V(STLA)0180,000+180,00003,4433.01%+3,443
ALPHABET INC(GOOG)021,639+21,63902,8322.47%+2,832
NEW FORTESS ENERGY INC080,000+80,00002,6222.29%+2,622
CHENIERE ENERGY INC(LNG)015,000+15,00002,4892.17%+2,489
GENERAL MTRS CO(GM)65,000150,000+85,0002,5064,9464.32%+2,439
AMERICAN EXPRESS CO(AXP)015,000+15,00002,2381.95%+2,238
HERTZ GLOBAL HLDGS INC0160,693+160,69301,9681.72%+1,968
BLOCK INC(XYZ)040,000+40,00001,7701.55%+1,770
NVIDIA CORPORATION(NVDA)03,723+3,72301,6191.41%+1,619
VISA INC(V)06,898+6,89801,5871.38%+1,587
NETFLIX INC(NFLX)03,711+3,71101,4011.22%+1,401
EQUINIX INC(EQIX)01,847+1,84701,3411.17%+1,341
ZEBRA TECHNOLOGIES CORPORATI(ZBRA)05,520+5,52001,3061.14%+1,306
BATH & BODY WORKS INC038,584+38,58401,3041.14%+1,304
LOWES COS INC(LOW)06,198+6,19801,2881.12%+1,288
QUANTA SVCS INC06,642+6,64201,2431.08%+1,243
MICROSOFT CORP(MSFT)15,62819,869+4,2415,3226,2745.48%+952
AMAZON COM INC(AMZN)32,12138,584+6,4634,1874,9054.28%+718
S&P GLOBAL INC(SPGI)2,2883,733+1,4459171,3641.19%+447
TESLA INC(TSLA)01,714+1,71404290.37%+429
KLA CORP(KLAC)0925+92504240.37%+424
EXPEDIA GROUP INC(EXPE)04,115+4,11504240.37%+424
INVESCO LTD(IVZ)029,194+29,19404240.37%+424
APPLIED MATLS INC03,053+3,05304230.37%+423
SERVICENOW INC(NOW)0756+75604230.37%+423
AUTODESK INC02,040+2,04004220.37%+422
AXON ENTERPRISE INC(AXON)02,113+2,11304200.37%+420
INTERCONTINENTAL EXCHANGE IN(ICE)03,813+3,81304200.37%+420
EQUIFAX INC(EFX)02,282+2,28204180.36%+418
NORDSON CORP(NDSN)01,870+1,87004170.36%+417
PALO ALTO NETWORKS INC(PANW)01,777+1,77704170.36%+417
CERIDIAN HCM HLDG INC06,138+6,13804160.36%+416
ANSYS INC01,398+1,39804160.36%+416
PAYCOM SOFTWARE INC(PAYC)01,604+1,60404160.36%+416
META PLATFORMS INC(META)01,383+1,38304150.36%+415
ALLEGION PLC(ALLE)03,984+3,98404150.36%+415
MOODYS CORP(MCO)01,313+1,31304150.36%+415
INGERSOLL RAND INC(IR)06,511+6,51104150.36%+415
ECOLAB INC(ECL)02,449+2,44904150.36%+415
INTUIT(INTU)0811+81104140.36%+414
MASTERCARD INCORPORATED(MA)01,043+1,04304130.36%+413
IDEXX LABS INC(IDXX)0943+94304120.36%+412
3M CO(MMM)04,400+4,40004120.36%+412
GENERAL MLS INC(GIS)06,431+6,43104120.36%+412
INVITATION HOMES INC(INVH)012,940+12,94004100.36%+410
SIMON PPTY GROUP INC NEW(SPG)03,793+3,79304100.36%+410
EATON CORP PLC(ETN)01,920+1,92004090.36%+409
ATMOS ENERGY CORP(ATO)03,859+3,85904090.36%+409
ILLINOIS TOOL WKS INC(ITW)01,774+1,77404090.36%+409
PROCTER AND GAMBLE CO(PG)02,798+2,79804080.36%+408
EDISON INTL(EIX)06,311+6,31103990.35%+399
SOUTHWEST AIRLS CO(Call)02,500+2,5000157+157
AMAZON COM INC(AMZN)(Call)0600+600000
VICI PPTYS INC(VICI)000000
TEXTRON INC(TXT)000000
COCA COLA CO(KO)000000
PHILIP MORRIS INTL INC(PM)000000
CONOCOPHILLIPS(COP)000000
CITIZENS FINL GROUP INC(Call)3500-35000-0
TEVA PHARMACEUTICAL INDS LTD(Call)3,2510-3,251160-16
GENERAL MTRS CO(Call)
CALL
5001,000+500280-28
TRUIST FINL CORP(Call)
CALL
4510-451500-50
UBS GROUP AG(UBS)(Call)6000-600520-52
RIO TINTO PLC(RIO)(Call)1,2500-1,250600-60
TAIWAN SEMICONDUCTOR MFG LTD(TSM)20,00022,500+2,5002,0181,9551.71%-63
DISNEY WALT CO(DIS)70,00075,000+5,0006,2506,0795.31%-171
TARGET CORP(Call)5250-5252740-274
PAYPAL HLDGS INC(PYPL)90,00097,170+7,1706,0065,6814.96%-325
GEN DIGITAL INC(GEN)23,1770-23,1774300-430
SALESFORCE INC(CRM)2,1430-2,1434530-453
INCYTE CORP(INCY)7,7670-7,7674830-483
CONSTELLATION ENERGY CORP(CEG)5,3020-5,3024850-485
ALIBABA GROUP HLDG LTD(BABA)47,50040,000-7,5003,9593,4703.03%-490
CHARTER COMMUNICATIONS INC N(CHTR)1,3350-1,3354900-490
BIO RAD LABS INC1,3230-1,3235020-502
LIVE NATION ENTERTAINMENT IN(LYV)5,5740-5,5745080-508
IQVIA HLDGS INC(IQV)4,0672,032-2,0359144000.35%-514
SBA COMMUNICATIONS CORP NEW(SBAC)2,4490-2,4495680-568
KRAFT HEINZ CO(KHC)16,5150-16,5155860-586
ENPHASE ENERGY INC(ENPH)23,31527,500+4,1853,9053,3042.88%-601
CAESARS ENTERTAINMENT INC NE(CZR)12,0020-12,0026120-612
HALLIBURTON CO(HAL)18,9130-18,9136240-624
AMERICAN TOWER CORP NEW(AMT)3,4340-3,4346660-666
NEWS CORP COM(NWS)34,4440-34,4446720-672
JACOBS SOLUTIONS INC(J)5,8690-5,8696980-698
CONSTELLATION BRANDS INC(STZ)2,8660-2,8667050-705
L3HARRIS TECHNOLOGIES INC(LHX)3,6170-3,6177080-708
WILLIAMS COS INC(WMB)21,9200-21,9207150-715
FISERV INC(FISV)5,8710-5,8717410-741
PULTE GROUP INC(PHM)11,1400-11,1408650-865
ALASKA AIR GROUP INC16,3060-16,3068670-867
DTE ENERGY CO(DTB)8,0160-8,0168820-882
BUNGE LIMITED9,4450-9,4458910-891
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