Sw Investment Management
Sw Investment Management
Period
Q1 2026
Portfolio Date
Mar 31, 2026
Stocks Held
8
Market Value
$450.8M
Holdings Value Trend
Q2 2024
Q3 2024
Q4 2024
Q1 2025
Q2 2025
Q3 2025
Q4 2025
Q1 2026
Top 5 Holdings
Historical Positions
| Symbol | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|
| UI | 25.0% | 20.6% | 24.8% | 24.6% |
| SKYW | 18.3% | 24.0% | 19.4% | 22.2% |
| GRMN | 14.2% | 11.3% | 5.3% | 10.2% |
| EXPD | 12.7% | - | - | - |
| SGI | 9.8% | 14.2% | 10.4% | 9.9% |
| AMKR | 9.0% | 14.7% | 16.1% | 13.3% |
| PLTR | 5.5% | 7.7% | 5.9% | 4.9% |
| PSN | 5.5% | 7.5% | 10.5% | 9.7% |
Post-Filing Contributors
Price change since reported price, ranked by portfolio contribution
AMKR+91.94%
EXPD+12.13%
GRMN-0.05%
SGI+0.20%
SKYW-0.12%
Post-Filing Detractors
Price change since reported price, ranked by portfolio contribution
UI-28.78%
Sector Analysis
Technology59.1%
Industrials31.1%
Consumer Discretionary9.8%