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Latest UDINE WEALTH MANAGEMENT, INC. Stock Portfolio

$253Million | No. of Holdings #38

UDINE WEALTH MANAGEMENT, INC. Performance

2026 Q3+1.97%
YTD+4.44%
2025+10.04%

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

On 2026-10-23, the fund reported it's updated stock portfolio. In the 13F Holdings report, UDINE WEALTH MANAGEMENT, INC. reported an equity portfolio of $253.5 Millions as of 30 Sep, 2026. <br><br> The top stock holdings of UDINE WEALTH MANAGEMENT, INC. are BIL, MSFT, AAPL. The fund has invested 11.2% of it's portfolio in SPDR SERIES TRUST and 10.2% of portfolio in MICROSOFT CORP. <br><br> The fund managers got completely rid off EXXON MOBIL CORP (XOM), RH (RH) and REDDIT INC stocks. They significantly reduced their stock positions in ISHARES TR (AAXJ), SPDR SERIES TRUST (BIL) and BANK OF AMER CORP (BAC). UDINE WEALTH MANAGEMENT, INC. opened new stock positions in ISHARES TR (IJR), EXXONMOBIL HOLDINGS CORP and HEWLETT PACKARD ENTERPRISE C (HPE). The fund showed a lot of confidence in some stocks as they added substantially to SPACE EXPLORATION TECHN CORP, UBER TECHNOLOGIES INC (UBER) and INTERNATIONAL BUSINESS MACHS (IBM).
UDINE WEALTH MANAGEMENT, INC. Equity Portfolio Value
Last Reported on: 23 Oct, 2026
$253Million
  as of Oct 23, 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 1.97% in the last quarter. In trailing 12 months, it's portfolio return was 6.6%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
ishares tr7,235,330
exxonmobil holdings corp4,322,640
hewlett packard enterprise c3,674,440
roundhill etf trust3,234,030
vistra corp2,896,630
walmart inc2,871,520
state str spdr s&p 500 etf t477,406
New stocks bought by UDINE WEALTH MANAGEMENT, INC.

Additions

Ticker% Inc.
space exploration techn corp129
uber technologies inc72.49
ishares bitcoin trust etf6.13
international business machs5.02
tesla inc4.77
intel corp4.29
joby aviation inc4.25
rocket lab corp3.94
Additions to existing portfolio by UDINE WEALTH MANAGEMENT, INC.

Reductions

Ticker% Reduced
ishares tr-13.27
spdr series trust-3.89
bank of amer corp-0.75
UDINE WEALTH MANAGEMENT, INC. reduced stake in above stock

Sold off

Ticker$ Sold
global x fds-2,280,090
personalis inc-2,898,240
iren limited-2,199,930
lemonade inc-2,176,640
exxon mobil corp-3,598,880
deckers outdoor corp-2,569,620
rh-2,960,860
reddit inc-2,901,220
UDINE WEALTH MANAGEMENT, INC. got rid off the above stocks

Sector Distribution

UDINE WEALTH MANAGEMENT, INC. has about 33.8% of it's holdings in Others sector.

  • Others
  • Technology
  • Financial Services
  • Communication Services
  • Consumer Cyclical
  • Industrials
  • Consumer Defensive
  • Utilities
  • Healthcare
Sector%
Others33.8
Technology32
Financial Services10.2
Communication Services9.7
Consumer Cyclical5.6
Industrials3.9
Consumer Defensive2.4
Utilities1.1
Healthcare1.1

Market Cap. Distribution

UDINE WEALTH MANAGEMENT, INC. has about 64.3% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • UNALLOCATED
  • LARGE-CAP
  • MID-CAP
Category%
MEGA-CAP52.4
UNALLOCATED33.8
LARGE-CAP11.9
MID-CAP1.9

Stocks belong to which Index?

About 57.3% 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 50053.3
Others42.7
RUSSELL 20004
Top 5 Winners (%)%
PLTR
palantir technologies inc
59.5 %
ishares bitcoin trust etf
40.5 %
MSFT
microsoft corp
36.8 %
AAPL
apple inc
15.1 %
NVDA
nvidia corporation
14.1 %
Top 5 Winners ($)$
MSFT
microsoft corp
7.0 M
AAPL
apple inc
3.4 M
PLTR
palantir technologies inc
1.6 M
ishares bitcoin trust etf
1.1 M
NVDA
nvidia corporation
0.7 M
Top 5 Losers (%)%
JOBY
joby aviation inc
-31.7 %
rocket lab corp
-31.0 %
RKT
rocket cos inc
-26.7 %
IBM
international business machs
-21.4 %
TSLA
tesla inc
-15.3 %
Top 5 Losers ($)$
rocket lab corp
-1.3 M
GOOG
alphabet inc
-0.9 M
RKT
rocket cos inc
-0.8 M
TSLA
tesla inc
-0.8 M
JOBY
joby aviation inc
-0.8 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 38 stocks in it's portfolio. About 64.3% of the portfolio is in top 10 stocks. proved to be the most loss making stock for the portfolio. MSFT was the most profitable stock for UDINE WEALTH MANAGEMENT, INC. last quarter.

$253.48MTotal Value
47.00Positions
23 Oct, 2026Last Reported
Current holdings of Current Stock Holdings of UDINE WEALTH MANAGEMENT, INC., last reported on 23 Oct, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
UDINE WEALTH MANAGEMENT, INC.'s holding in Ishares Tr over time
3.84%88,250
$9.74M
3.84%
decreased 13.27 percentreduced
AGNG
Global X Fds

Global X Fds

AGNG
UDINE WEALTH MANAGEMENT, INC.'s holding in Global X Fds 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
11.16%308,653
$28.29M
11.16%
decreased 3.89 percentreduced
IJR
Ishares Tr

Ishares Tr

IJR
UDINE WEALTH MANAGEMENT, INC.'s holding in Ishares Tr over time
2.85%93,023
$7.24M
2.85%
new position
IJR
Ishares Tr

Ishares Tr

IJR
UDINE WEALTH MANAGEMENT, INC.'s holding in Ishares Tr over time
1.15%10,496
$2.92M
1.15%
increased 1.81 percentadded
IREN
Iren Limited

Iren Limited

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