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Real-time 13F holding analysis for the industry's most influential institutional investors. Track conviction shifts, new entries, and structural exits.

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Jon Proudfoot — Institutional Investor Profile | Buyside Digest

Jon Proudfoot

Institutional Investor • Capital International

Value

—

Stocks

54 Stocks (54 new)

Turnover

N/A

CIK

SEC FilingsEDGAR ↗

Top Holdings

NET(65.13%) BLDR(18.60%) LRCX(13.91%) NVDA(0.27%) TSM(0.17%)

Investor Philosophy

Investment philosophy details pending verification.

Jon Proudfoot Top Holdings

Ticker	P/C	Company Name	Sector	Market Value	Weight	% Chg
NET	None	Cloudflare, Inc.	Information Technology	$755565.3M	65.1%	No Change
BLDR	None	Builders FirstSource, Inc	Industrials	$215793.9M	18.6%	No Change
LRCX	None	Lam Research Corp	Information Technology	$161360.7M	13.9%	No Change
NVDA	None	NVIDIA Corporation	Information Technology	$3154.2M	0.3%	No Change
TSM	None	Taiwan Semiconductor Manufacturing Company Limited	Information Technology	$1981.3M	0.2%	No Change
2330	None	Taiwan Semiconductor Manufacturing Company Limited	General	$1981.3M	0.2%	No Change
GOOGL	None	Alphabet Inc.	Information Technology	$1473.6M	0.1%	No Change
AMZN	None	Amazon.com, Inc.	Consumer Discretionary	$1399.4M	0.1%	No Change
SHOP	None	Shopify Inc.	Information Technology	$1059.9M	0.1%	No Change
NFLX	None	Netflix, Inc.	Communication Services	$905.2M	0.1%	No Change

Recent Buys (13F)

Ticker	Amount	% Chg	Weight	Status
No recent buys.

Recent Sells (13F)

Ticker	Amount	% Chg	Weight	Status
No recent sells.

13F Sector Breakdown

Information Technology80.0%

Industrials18.8%

Consumer Discretionary0.4%

Communication Services0.3%

General0.2%

Sector	Stocks	Value	Exposure
Information Technology	16	$928173.1M	80.0%
Industrials	10	$218474.3M	18.8%
Consumer Discretionary	9	$4561.3M	0.4%
Communication Services	6	$3180.6M	0.3%
General	5	$2582.9M	0.2%
Financials	3	$2020.4M	0.2%
Health Care	5	$1108.2M	0.1%