helmer-13f

13F disclosure

helmer 13f

reported through filed loaded disclosed holdings 11

Reported allocations

Quarter-end holdings from the manager’s 13F. Weight is calculated from the disclosed equity book; it is not our simulated mirror allocation and it is not a live portfolio.

NET CLOUDFLARE INC 20.23%
SHOP SHOPIFY INC 16.85%
AXON AXON ENTERPRISE INC 14.55%
AMZN AMAZON COM INC 12.43%
TSM TAIWAN SEMICONDUCTOR MFG LTD 9.93%
DDOG DATADOG INC 7.43%
META META PLATFORMS INC 7.37%
Unmapped NU HLDGS LTD 5.03%
CRWD CROWDSTRIKE HLDGS INC 4.79%
ALAB ASTERA LABS INC 3.32%
TSLA TESLA INC 3.09%

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No playbook on file for this reported portfolio. The disclosure dates and reported allocations above are the source record.