Loading BSD 13F portfolios...
Elite Manager Tracking
The Top 150 BSDs
Real-time 13F holding analysis for the industry's most influential institutional investors. Track conviction shifts, new entries, and structural exits.
Real-time 13F holding analysis for the industry's most influential institutional investors. Track conviction shifts, new entries, and structural exits.
Institutional Investor • Cable Car Capital / Funicular Funds
Value
$255M
Stocks
28 Stocks
Turnover
0.0%
Top Holdings
MU(16.72%) NVDA(14.47%) MSFT(10.39%) TSLA(9.53%) SNDK(9.42%)
Investment philosophy details pending verification.
| Ticker | P/C | Company Name | Sector | Market Value | Shares | Weight | Chg Shares | % Chg |
|---|---|---|---|---|---|---|---|---|
| MU | None | Micron Technology, Inc. | Information Technology | $383.5M | 0 | 16.7% | 0 | No Change |
| NVDA | None | NVIDIA Corporation | Information Technology | $331.8M | 0 | 14.5% | 0 | No Change |
| MSFT | None | Microsoft Corporation | Information Technology | $238.4M | 0 | 10.4% | 0 | No Change |
| TSLA | None | Tesla, Inc. | Information Technology | $218.5M | 0 | 9.5% | 0 | No Change |
| SNDK | None | Sandisk Corp | Information Technology | $216.0M | 0 | 9.4% | 0 | No Change |
| 2330 | None | Taiwan Semiconductor Manufacturing Company Limited | General | $108.7M | 0 | 4.7% | 0 | No Change |
| AMZN | None | Amazon.com, Inc. | Consumer Discretionary | $107.3M | 0 | 4.7% | 0 | No Change |
| NKE | None | Nike | Consumer Discretionary | $95.0M | 0 | 4.1% | 0 | No Change |
| AVGO | None | Broadcom Inc. | Information Technology | $64.4M | 0 | 2.8% | 0 | No Change |
| PLTR | None | Palantir Technologies Inc. | Information Technology | $58.3M | 0 | 2.5% | 0 | No Change |
| Ticker | Amount | % Chg | Weight | Status |
|---|---|---|---|---|
| No recent buys. | ||||
| Ticker | Amount | % Chg | Weight | Status |
|---|---|---|---|---|
| No recent sells. | ||||
| Sector | Stocks | Value | Exposure |
|---|---|---|---|
| Information Technology | 11 | $1592.9M | 69.5% |
| General | 7 | $284.4M | 12.4% |
| Consumer Discretionary | 2 | $202.3M | 8.8% |
| Industrials | 4 | $75.2M | 3.3% |
| Materials | 1 | $52.0M | 2.3% |
| Communication Services | 1 | $44.7M | 1.9% |
| Consumer Staples | 1 | $23.7M | 1.0% |
| Health Care | 1 | $18.6M | 0.8% |