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Latest UDINE WEALTH MANAGEMENT, INC. Stock Portfolio

$242Million | No. of Holdings #40

UDINE WEALTH MANAGEMENT, INC. Performance

2026 Q2+10.93%
YTD+2.42%
2025+10.04%

About UDINE WEALTH MANAGEMENT, INC. and 13F Hedge Fund Stock Holdings

On 2026-07-24, the fund reported it's updated stock portfolio. In the 13F Holdings report, UDINE WEALTH MANAGEMENT, INC. reported an equity portfolio of $242.9 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of UDINE WEALTH MANAGEMENT, INC. are BIL, GOOG, AAPL. The fund has invested 12.1% of it's portfolio in SPDR SERIES TRUST and 10.3% of portfolio in ALPHABET INC. <br><br> The fund managers got completely rid off HOME DEPOT INC (HD), ISHARES TR (IJR) and ALIBABA GROUP HLDG LTD (BABA) stocks. They significantly reduced their stock positions in INTEL CORP (INTC), BLOOM ENERGY CORP (BE) and ROCKET LAB CORP. UDINE WEALTH MANAGEMENT, INC. opened new stock positions in HIMS & HERS HEALTH INC (HIMS), INTERNATIONAL BUSINESS MACHS (IBM) and UNITEDHEALTH GROUP INC (UNH). The fund showed a lot of confidence in some stocks as they added substantially to RH (RH), RIVIAN AUTOMOTIVE INC (RIVN) and UBER TECHNOLOGIES INC (UBER).
UDINE WEALTH MANAGEMENT, INC. Equity Portfolio Value
Last Reported on: 24 Jul, 2026
$242Million
  as of Jul 24, 2026

UDINE WEALTH MANAGEMENT, INC. Annual Return Estimates Vs S&P 500

Our best estimate is that UDINE WEALTH MANAGEMENT, INC. made a return of 10.93% in the last quarter. In trailing 12 months, it's portfolio return was 9.54%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
hims & hers health inc3,662,470
international business machs3,178,520
unitedhealth group inc3,129,690
toast inc3,012,710
reddit inc2,901,220
personalis inc2,898,240
space exploration techn corp2,860,710
deckers outdoor corp2,569,620
New stocks bought by UDINE WEALTH MANAGEMENT, INC.

Additions

Ticker% Inc.
rh25.69
rivian automotive inc18.14
uber technologies inc13.13
ishares bitcoin trust etf8.6
amazon com inc7.86
lemonade inc6.43
rocket cos inc4.91
boeing co4.78
Additions to existing portfolio by UDINE WEALTH MANAGEMENT, INC.

Reductions

Ticker% Reduced
intel corp-56.62
bloom energy corp-41.96
rocket lab corp-35.14
nvidia corporation-10.99
ishares tr-7.71
spdr series trust-2.02
UDINE WEALTH MANAGEMENT, INC. reduced stake in above stock

Sold off

Ticker$ Sold
grab holdings limited-1,621,060
warby parker inc-1,384,780
ishares tr-2,591,680
alibaba group hldg ltd-2,074,840
home depot inc-2,772,540
UDINE WEALTH MANAGEMENT, INC. got rid off the above stocks

Sector Distribution

UDINE WEALTH MANAGEMENT, INC. has about 31.9% of it's holdings in Others sector.

  • Others
  • Technology
  • Financial Services
  • Communication Services
  • Consumer Cyclical
  • Industrials
  • Healthcare
  • Energy
  • Consumer Defensive
Sector%
Others31.9
Technology26.1
Financial Services12
Communication Services10.3
Consumer Cyclical8.4
Industrials5.8
Healthcare2.5
Energy1.5
Consumer Defensive1.5

Market Cap. Distribution

UDINE WEALTH MANAGEMENT, INC. has about 62.3% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • UNALLOCATED
  • LARGE-CAP
  • MID-CAP
  • SMALL-CAP
Category%
MEGA-CAP50.3
UNALLOCATED31.9
LARGE-CAP12
MID-CAP4.6
SMALL-CAP1.2

Stocks belong to which Index?

About 57.4% of the stocks held by UDINE WEALTH MANAGEMENT, INC. either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
  • RUSSELL 2000
Index%
S&P 50051.7
Others42.6
RUSSELL 20005.7
Top 5 Winners (%)%
INTC
intel corp
155.2 %
BE
bloom energy corp
97.5 %
rocket lab corp
48.0 %
HOOD
robinhood mkts inc
43.8 %
QQQ
invesco qqq tr
27.6 %
Top 5 Winners ($)$
GOOG
alphabet inc
4.8 M
BE
bloom energy corp
4.3 M
INTC
intel corp
3.8 M
AAPL
apple inc
2.7 M
rocket lab corp
2.0 M
Top 5 Losers (%)%
PLTR
palantir technologies inc
-20.1 %
XOM
exxon mobil corp
-19.3 %
ishares bitcoin trust etf
-12.9 %
NU
nu hldgs ltd
-6.9 %
AAXJ
ishares tr
-0.0 %
Top 5 Losers ($)$
XOM
exxon mobil corp
-0.9 M
PLTR
palantir technologies inc
-0.7 M
ishares bitcoin trust etf
-0.4 M
NU
nu hldgs ltd
-0.2 M
AAXJ
ishares tr
0.0 M

UDINE WEALTH MANAGEMENT, INC. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of UDINE WEALTH MANAGEMENT, INC.

UDINE WEALTH MANAGEMENT, INC. has 40 stocks in it's portfolio. About 63% of the portfolio is in top 10 stocks. XOM proved to be the most loss making stock for the portfolio. GOOG was the most profitable stock for UDINE WEALTH MANAGEMENT, INC. last quarter.

$242.92MTotal Value
45.00Positions
24 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of UDINE WEALTH MANAGEMENT, INC., last reported on 24 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
UDINE WEALTH MANAGEMENT, INC.'s holding in Ishares Tr over time
4.62%101,750
$11.23M
4.62%
decreased 7.71 percentreduced
AGNG
Global X Fds

Global X Fds

AGNG
UDINE WEALTH MANAGEMENT, INC.'s holding in Global X Fds over time
0.94%52,176
$2.28M
0.94%
new position
BABA
Alibaba Group Hldg Ltd

Alibaba Group Hldg Ltd

BABA
UDINE WEALTH MANAGEMENT, INC.'s holding in Alibaba Group Hldg Ltd over time
0%0.00
$0.00
0%
decreased 100 percentsold off
BIL
Spdr Series Trust

Spdr Series Trust

BIL
UDINE WEALTH MANAGEMENT, INC.'s holding in Spdr Series Trust over time
12.12%321,138
$29.43M
12.12%
decreased 2.02 percentreduced
GRAB
Grab Holdings Limited

Grab Holdings Limited

GRAB
UDINE WEALTH MANAGEMENT, INC.'s holding in Grab Holdings Limited over time
0%0.00
$0.00
0%
decreased 100 percentsold off
IJR
Ishares Tr

Ishares Tr

IJR
UDINE WEALTH MANAGEMENT, INC.'s holding in Ishares Tr over time
1.27%10,309
$3.10M
1.27%
increased 1.91 percentadded
IJR
Ishares Tr

Ishares Tr

IJR
UDINE WEALTH MANAGEMENT, INC.'s holding in Ishares Tr over time
0%0.00
$0.00
0%
decreased 100 percentsold off
IREN
Iren Limited

Iren Limited

IREN
UDINE WEALTH MANAGEMENT, INC.'s holding in Iren Limited over time
0.91%48,107
$2.20M
0.91%
new position