Latest UDINE WEALTH MANAGEMENT, INC. Stock Portfolio

UDINE WEALTH MANAGEMENT, INC. Performance:

2025 Q4: 2.07%YTD: 10.04%2024: 41.68%

Performance for 2025 Q4 is 2.07%, and YTD is 10.04%, and 2024 is 41.68%.

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

In it's latest 13F Holdings report, UDINE WEALTH MANAGEMENT, INC. reported an equity portfolio of $211.6 Millions as of 31 Dec, 2025.

The top stock holdings of UDINE WEALTH MANAGEMENT, INC. are BIL, GOOG, MSFT. The fund has invested 13.7% of it's portfolio in SPDR SERIES TRUST and 9.9% of portfolio in ALPHABET INC.

The fund managers got completely rid off OSCAR HEALTH INC (OSCR), HOME DEPOT INC (HD) and MP MATERIALS CORP (MP) stocks. They significantly reduced their stock positions in BLOOM ENERGY CORP (BE), UBER TECHNOLOGIES INC (UBER) and INTEL CORP (INTC). UDINE WEALTH MANAGEMENT, INC. opened new stock positions in UNITED PARCEL SERVICE INC (UPS), NIKE INC (NKE) and SALESFORCE INC (CRM). The fund showed a lot of confidence in some stocks as they added substantially to EXXON MOBIL CORP (XOM), JOBY AVIATION INC (JOBY) and RIVIAN AUTOMOTIVE INC (RIVN).

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

Our best estimate is that UDINE WEALTH MANAGEMENT, INC. made a return of 2.07% in the last quarter. In trailing 12 months, it's portfolio return was 10.04%.

Performance
S&P 500

New Buys

Ticker	$ Bought
united parcel service inc	2,953,000
nike inc	2,671,000
salesforce inc	2,660,000
zeta global holdings corp	2,587,000
uipath inc	1,581,000
warby parker inc	1,284,000

New stocks bought by UDINE WEALTH MANAGEMENT, INC.

Additions

Ticker	% Inc.
exxon mobil corp	13.96
joby aviation inc	10.11
rivian automotive inc	6.19
ishares bitcoin trust etf	5.87
rh	5.31
alphabet inc	4.78
grab holdings limited	4.23
blackstone inc	4.00

Additions to existing portfolio by UDINE WEALTH MANAGEMENT, INC.

Reductions

Ticker	% Reduced
bloom energy corp	-40.56
uber technologies inc	-37.5
intel corp	-34.13
eos energy enterprises inc	-14.63
nvidia corporation	-9.74
rocket lab corp	-8.03
robinhood mkts inc	-4.55
alibaba group hldg ltd	-4.17

UDINE WEALTH MANAGEMENT, INC. reduced stake in above stock

Sold off

Ticker	$ Sold
oscar health inc	-2,774,290
draftkings inc new	-2,260,720
occidental pete corp	-2,499,340
mp materials corp	-2,596,280
home depot inc	-2,623,600
boeing co	-486,481
crowdstrike hldgs inc	-320,709
invesco qqq tr	-360,222

UDINE WEALTH MANAGEMENT, INC. got rid off the above stocks

Sector Distribution

UDINE WEALTH MANAGEMENT, INC. has about 30.7% of it's holdings in Others sector.

Sector	%
Others	30.7
Technology	30.3
Financial Services	14.6
Communication Services	9.9
Consumer Cyclical	8.2
Industrials	4.4
Energy	1.4

Market Cap. Distribution

UDINE WEALTH MANAGEMENT, INC. has about 59.9% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
MEGA-CAP	49.6
UNALLOCATED	30.7
LARGE-CAP	10.3
MID-CAP	6.9
SMALL-CAP	2.6

Stocks belong to which Index?

About 60.5% of the stocks held by UDINE WEALTH MANAGEMENT, INC. either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	54.6
Others	39.4
RUSSELL 2000	5.9

Top 5 Winners (%)		%
	rocket lab corp	43.8 %
RIVN	rivian automotive inc	32.9 %
LMND	lemonade inc	32.5 %
GOOG	alphabet inc	27.9 %
INTC	intel corp	8.3 %

Top 5 Winners ($)		$
GOOG	alphabet inc	4.6 M
	rocket lab corp	1.4 M
AAPL	apple inc	1.2 M
BAC	bank america corp	0.8 M
LMND	lemonade inc	0.6 M

Top 5 Losers (%)		%
	ishares bitcoin trust etf	-23.1 %
HOOD	robinhood mkts inc	-20.5 %
BABA	alibaba group hldg ltd	-17.6 %
JOBY	joby aviation inc	-17.5 %
	grab holdings limited	-16.8 %

Top 5 Losers ($)		$
MSFT	microsoft corp	-1.4 M
HOOD	robinhood mkts inc	-1.1 M
	ishares bitcoin trust etf	-1.0 M
BABA	alibaba group hldg ltd	-0.5 M
	grab holdings limited	-0.4 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 35 stocks in it's portfolio. About 68% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. GOOG was the most profitable stock for UDINE WEALTH MANAGEMENT, INC. last quarter.

Last Reported on: 16 Jan, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	9.32	72,503	19,711,000	added	2.62

AAXJ	ishares tr	5.56	106,750	11,759,000	unchanged	0.00

AMZN	amazon com inc	2.56	23,513	5,427,000	added	3.74

BA	boeing co	0.00	0.00	0.00	sold off	-100

BABA	alibaba group hldg ltd	0.98	14,155	2,075,000	reduced	-4.17

BAC	bank america corp	5.82	223,750	12,306,000	added	1.47

BE	bloom energy corp	1.54	37,426	3,252,000	reduced	-40.56

BIL	spdr series trust	13.70	317,197	28,985,000	added	1.2

BX	blackstone inc	1.19	16,393	2,527,000	added	4.00

CRM	salesforce inc	1.26	10,042	2,660,000	new

CRWD	crowdstrike hldgs inc	0.00	0.00	0.00	sold off	-100

DKNG	draftkings inc new	0.00	0.00	0.00	sold off	-100

EOSE	eos energy enterprises inc	0.82	151,006	1,731,000	reduced	-14.63

GOOG	alphabet inc	9.88	66,760	20,896,000	added	4.78

HD	home depot inc	0.00	0.00	0.00	sold off	-100

HOOD	robinhood mkts inc	1.95	36,411	4,118,000	reduced	-4.55

INTC	intel corp	1.22	70,147	2,588,000	reduced	-34.13

JOBY	joby aviation inc	0.60	96,432	1,273,000	added	10.11

JPM	jpmorgan chase & co.	4.87	31,989	10,307,000	added	2.94

LMND	lemonade inc	1.14	33,930	2,415,000	added	2.16