Latest ATOMVEST Ltd Stock Portfolio
ATOMVEST Ltd Performance:
2024 Q3: 5.21%YTD: 3.7%2023: 79.51%
Performance for 2024 Q3 is 5.21%, and YTD is 3.7%, and 2023 is 79.51%.
About ATOMVEST Ltd and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, ATOMVEST Ltd reported an equity portfolio of $70.5 Millions as of 30 Sep, 2024.
The top stock holdings of ATOMVEST Ltd are NOW, UPWK, UBER. The fund has invested 35.2% of it's portfolio in SERVICENOW INC and 27.1% of portfolio in UPWORK INC.
The fund showed a lot of confidence in some stocks as they added substantially to SALESFORCE INC (CRM).
The top stock holdings of ATOMVEST Ltd are NOW, UPWK, UBER. The fund has invested 35.2% of it's portfolio in SERVICENOW INC and 27.1% of portfolio in UPWORK INC.
The fund showed a lot of confidence in some stocks as they added substantially to SALESFORCE INC (CRM).
ATOMVEST Ltd Annual Return Estimates Vs S&P 500
Our best estimate is that ATOMVEST Ltd made a return of 5.21% in the last quarter. In trailing 12 months, it's portfolio return was 35.6%.
New Buys
Additions
| Ticker | % Inc. |
|---|---|
| salesforce inc | 76.8 |
Additions to existing portfolio by ATOMVEST Ltd
Reductions
Sold off
Sector Distribution
ATOMVEST Ltd has about 72.9% of it's holdings in Technology sector.
| Sector | % |
|---|---|
| Technology | 72.9 |
| Industrials | 27.1 |
Market Cap. Distribution
ATOMVEST Ltd has about 72.9% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| LARGE-CAP | 55.7 |
| SMALL-CAP | 27.1 |
| MEGA-CAP | 17.2 |
Stocks belong to which Index?
About 79.5% of the stocks held by ATOMVEST Ltd either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| S&P 500 | 52.4 |
| RUSSELL 2000 | 27.1 |
| Others | 20.5 |
ATOMVEST Ltd Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of ATOMVEST Ltd
ATOMVEST Ltd has 4 stocks in it's portfolio. UPWK proved to be the most loss making stock for the portfolio. NOW was the most profitable stock for ATOMVEST Ltd last quarter.
Last Reported on: 13 Nov, 2024