Latest UDINE WEALTH MANAGEMENT, INC. Stock Portfolio
UDINE WEALTH MANAGEMENT, INC. Performance:
2025 Q3: 0.83%YTD: 5.49%2024: 18.81%
Performance for 2025 Q3 is 0.83%, and YTD is 5.49%, and 2024 is 18.81%.
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 $208.4 Millions as of 30 Sep, 2025.
The top stock holdings of UDINE WEALTH MANAGEMENT, INC. are BIL, MSFT, AAPL. The fund has invested 13.8% of it's portfolio in SPDR SERIES TRUST and 10.2% of portfolio in MICROSOFT CORP.
The fund managers got completely rid off UNITEDHEALTH GROUP INC (UNH), UNITED PARCEL SERVICE INC (UPS) and TOAST INC (TOST) stocks. They significantly reduced their stock positions in ROBINHOOD MKTS INC (HOOD), PALANTIR TECHNOLOGIES INC (PLTR) and NVIDIA CORPORATION (NVDA). UDINE WEALTH MANAGEMENT, INC. opened new stock positions in MP MATERIALS CORP (MP), OCCIDENTAL PETE CORP (OXY) and EOS ENERGY ENTERPRISES INC (EOSE). The fund showed a lot of confidence in some stocks as they added substantially to OSCAR HEALTH INC (OSCR), ROCKET COS INC (RKT) and GRAB HOLDINGS LIMITED.
The top stock holdings of UDINE WEALTH MANAGEMENT, INC. are BIL, MSFT, AAPL. The fund has invested 13.8% of it's portfolio in SPDR SERIES TRUST and 10.2% of portfolio in MICROSOFT CORP.
The fund managers got completely rid off UNITEDHEALTH GROUP INC (UNH), UNITED PARCEL SERVICE INC (UPS) and TOAST INC (TOST) stocks. They significantly reduced their stock positions in ROBINHOOD MKTS INC (HOOD), PALANTIR TECHNOLOGIES INC (PLTR) and NVIDIA CORPORATION (NVDA). UDINE WEALTH MANAGEMENT, INC. opened new stock positions in MP MATERIALS CORP (MP), OCCIDENTAL PETE CORP (OXY) and EOS ENERGY ENTERPRISES INC (EOSE). The fund showed a lot of confidence in some stocks as they added substantially to OSCAR HEALTH INC (OSCR), ROCKET COS INC (RKT) and GRAB HOLDINGS LIMITED.
UDINE WEALTH MANAGEMENT, INC. Annual Return Estimates Vs S&P 500
Our best estimate is that UDINE WEALTH MANAGEMENT, INC. made a return of 0.83% in the last quarter. In trailing 12 months, it's portfolio return was 12.63%.
New Buys
| Ticker | $ Bought |
|---|---|
| mp materials corp | 2,596,280 |
| occidental pete corp | 2,499,340 |
| eos energy enterprises inc | 2,014,680 |
| joby aviation inc | 1,413,520 |
| crowdstrike hldgs inc | 320,709 |
New stocks bought by UDINE WEALTH MANAGEMENT, INC.
Additions
| Ticker | % Inc. |
|---|---|
| oscar health inc | 138 |
| rocket cos inc | 86.05 |
| grab holdings limited | 58.22 |
| boeing co | 31.74 |
| bloom energy corp | 27.77 |
| invesco qqq tr | 27.12 |
| rivian automotive inc | 27.02 |
| exxon mobil corp | 8.62 |
Additions to existing portfolio by UDINE WEALTH MANAGEMENT, INC.
Reductions
| Ticker | % Reduced |
|---|---|
| robinhood mkts inc | -29.41 |
| palantir technologies inc | -15.05 |
| nvidia corporation | -8.07 |
| alibaba group hldg ltd | -7.04 |
| ishares tr | -0.93 |
UDINE WEALTH MANAGEMENT, INC. reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| toast inc | -1,280,020 |
| united parcel service inc | -2,234,810 |
| unitedhealth group inc | -2,348,820 |
UDINE WEALTH MANAGEMENT, INC. got rid off the above stocks
Sector Distribution
UDINE WEALTH MANAGEMENT, INC. has about 31.3% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 31.3 |
| Technology | 29.1 |
| Financial Services | 13.9 |
| Consumer Cyclical | 8.9 |
| Communication Services | 7.4 |
| Industrials | 4.4 |
| Energy | 2.4 |
| Healthcare | 1.3 |
| Basic Materials | 1.2 |
Market Cap. Distribution
UDINE WEALTH MANAGEMENT, INC. has about 58.2% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| MEGA-CAP | 46.2 |
| UNALLOCATED | 31.3 |
| LARGE-CAP | 12 |
| MID-CAP | 7.4 |
| SMALL-CAP | 3.1 |
Stocks belong to which Index?
About 57.1% of the stocks held by UDINE WEALTH MANAGEMENT, INC. either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| S&P 500 | 50.7 |
| Others | 43 |
| RUSSELL 2000 | 6.4 |
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 37 stocks in it's portfolio. About 65.3% of the portfolio is in top 10 stocks. BX 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: 28 Oct, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 8.63 | 70,651 | 17,989,900 | added | 2.08 | ||
| AAXJ | ishares tr | 5.66 | 106,750 | 11,794,800 | reduced | -0.93 | ||
| AMZN | amazon com inc | 2.39 | 22,665 | 4,976,550 | added | 2.66 | ||
| BA | boeing co | 0.23 | 2,254 | 486,481 | added | 31.74 | ||
| BABA | alibaba group hldg ltd | 1.27 | 14,771 | 2,640,020 | reduced | -7.04 | ||
| BAC | bank america corp | 5.46 | 220,505 | 11,375,900 | added | 1.08 | ||
| BE | bloom energy corp | 2.56 | 62,967 | 5,325,120 | added | 27.77 | ||
| BIL | spdr series trust | 13.80 | 313,423 | 28,756,600 | added | 3.93 | ||
| BX | blackstone inc | 1.29 | 15,763 | 2,693,110 | added | 3.3 | ||
| CRWD | crowdstrike hldgs inc | 0.15 | 654 | 320,709 | new | |||
| DKNG | draftkings inc new | 1.08 | 60,447 | 2,260,720 | added | 2.94 | ||
| EOSE | eos energy enterprises inc | 0.97 | 176,881 | 2,014,680 | new | |||
| GOOG | alphabet inc | 7.43 | 63,715 | 15,489,100 | added | 4.79 | ||
| HD | home depot inc | 1.26 | 6,475 | 2,623,600 | added | 6.29 | ||
| HOOD | robinhood mkts inc | 2.62 | 38,148 | 5,462,030 | reduced | -29.41 | ||
| INTC | intel corp | 1.71 | 106,496 | 3,572,940 | added | 2.13 | ||
| JOBY | joby aviation inc | 0.68 | 87,579 | 1,413,520 | new | |||
| JPM | jpmorgan chase & co. | 4.70 | 31,074 | 9,801,670 | added | 1.05 | ||
| LMND | lemonade inc | 0.85 | 33,213 | 1,777,890 | added | 3.6 | ||
| MP | mp materials corp | 1.25 | 38,710 | 2,596,280 | new | |||