Latest ATOMVEST Ltd Stock Portfolio
$62.07Million– No. of Holdings #4
ATOMVEST Ltd Performance:
2024 Q2: -6.01%YTD: -1.43%2023: 79.51%
Performance for 2024 Q2 is -6.01%, and YTD is -1.43%, 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 $62.1 Millions as of 30 Jun, 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 31.7% of portfolio in UPWORK INC.
They significantly reduced their stock positions in UBER TECHNOLOGIES INC (UBER). ATOMVEST Ltd opened new stock positions in 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 31.7% of portfolio in UPWORK INC.
They significantly reduced their stock positions in UBER TECHNOLOGIES INC (UBER). ATOMVEST Ltd opened new stock positions in SALESFORCE INC (CRM).
ATOMVEST Ltd Equity Portfolio Value
Last Reported on: 12 Aug, 2024
ATOMVEST Ltd Annual Return Estimates Vs S&P 500
Our best estimate is that ATOMVEST Ltd made a return of -6.01% in the last quarter. In trailing 12 months, it's portfolio return was 40.09%.
New Buys
| Ticker | $ Bought |
|---|---|
| salesforce inc | 6,556,050 |
New stocks bought by ATOMVEST Ltd
Additions
Reductions
| Ticker | % Reduced |
|---|---|
| uber technologies inc | -51.64 |
ATOMVEST Ltd reduced stake in above stock
Sold off
Sector Distribution
ATOMVEST Ltd has about 68.3% of it's holdings in Technology sector.
| Sector | % |
|---|---|
| Technology | 68.3 |
| Industrials | 31.7 |
Market Cap. Distribution
ATOMVEST Ltd has about 68.3% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| LARGE-CAP | 57.7 |
| SMALL-CAP | 31.7 |
| MEGA-CAP | 10.6 |
Stocks belong to which Index?
About 77.5% of the stocks held by ATOMVEST Ltd either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| S&P 500 | 45.8 |
| RUSSELL 2000 | 31.7 |
| Others | 22.5 |
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: 12 Aug, 2024