Latest UDINE WEALTH MANAGEMENT, INC. Stock Portfolio

UDINE WEALTH MANAGEMENT, INC. Performance:

2026 Q1: -7.67%YTD: -7.67%2025: 10.04%

Performance for 2026 Q1 is -7.67%, and YTD is -7.67%, and 2025 is 10.04%.

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

On 2026-04-14, the fund reported it's updated stock portfolio. In the 13F Holdings report, UDINE WEALTH MANAGEMENT, INC. reported an equity portfolio of $204.7 Millions as of 31 Mar, 2026.

The top stock holdings of UDINE WEALTH MANAGEMENT, INC. are BIL, GOOG, AAPL. The fund has invested 14.7% of it's portfolio in SPDR SERIES TRUST and 9.7% of portfolio in ALPHABET INC.

The fund managers got completely rid off NIKE INC (NKE), SALESFORCE INC (CRM) and ZETA GLOBAL HOLDINGS CORP (ZETA) stocks. They significantly reduced their stock positions in INTEL CORP (INTC), BLOOM ENERGY CORP (BE) and LEMONADE INC (LMND). UDINE WEALTH MANAGEMENT, INC. opened new stock positions in HOME DEPOT INC (HD), APOLLO GLOBAL MGMT INC and ISHARES TR (IJR). The fund showed a lot of confidence in some stocks as they added substantially to JOBY AVIATION INC (JOBY), RIVIAN AUTOMOTIVE INC (RIVN) and UBER TECHNOLOGIES INC (UBER).

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

Our best estimate is that UDINE WEALTH MANAGEMENT, INC. made a return of -7.67% in the last quarter. In trailing 12 months, it's portfolio return was 5.77%.

Performance
S&P 500

New Buys

Ticker	$ Bought
home depot inc	2,772,540
apollo global mgmt inc	2,769,230
ishares tr	2,591,680
ishares tr	2,508,770
boeing co	2,478,520
invesco qqq tr	375,744

New stocks bought by UDINE WEALTH MANAGEMENT, INC.

Additions

Ticker	% Inc.
joby aviation inc	162
rivian automotive inc	70.78
uber technologies inc	13.62
warby parker inc	11.5
berkshire hathaway inc del	11.11
microsoft corp	10.95
ishares bitcoin trust etf	10.37
amazon com inc	9.88

Additions to existing portfolio by UDINE WEALTH MANAGEMENT, INC.

Reductions

Ticker	% Reduced
intel corp	-20.19
bloom energy corp	-13.81
lemonade inc	-7.34

UDINE WEALTH MANAGEMENT, INC. reduced stake in above stock

Sold off

Ticker	$ Sold
eos energy enterprises inc	-1,731,000
zeta global holdings corp	-2,587,000
uipath inc	-1,581,000
nike inc	-2,671,000
blackstone inc	-2,527,000
salesforce inc	-2,660,000

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

Sector Distribution

UDINE WEALTH MANAGEMENT, INC. has about 36% of it's holdings in Others sector.

Sector	%
Others	36
Technology	25.1
Financial Services	12.4
Communication Services	9.7
Consumer Cyclical	8.2
Industrials	5.8
Energy	2.1

Market Cap. Distribution

UDINE WEALTH MANAGEMENT, INC. has about 60.4% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
MEGA-CAP	51.2
UNALLOCATED	36
LARGE-CAP	9.2
MID-CAP	3.6

Stocks belong to which Index?

About 57% of the stocks held by UDINE WEALTH MANAGEMENT, INC. either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	52.2
Others	43
RUSSELL 2000	4.8

Top 5 Winners (%)		%
BE	bloom energy corp	52.1 %
XOM	exxon mobil corp	40.2 %
INTC	intel corp	17.6 %
BIL	spdr series trust	0.3 %
AAXJ	ishares tr	0.2 %

Top 5 Winners ($)		$
BE	bloom energy corp	1.7 M
XOM	exxon mobil corp	1.3 M
INTC	intel corp	0.5 M
BIL	spdr series trust	0.1 M
AAXJ	ishares tr	0.0 M

Top 5 Losers (%)		%
HOOD	robinhood mkts inc	-38.2 %
JOBY	joby aviation inc	-29.2 %
RKT	rocket cos inc	-26.1 %
GRAB	grab holdings limited	-25.8 %
MSFT	microsoft corp	-22.6 %

Top 5 Losers ($)		$
MSFT	microsoft corp	-5.1 M
GOOG	alphabet inc	-1.7 M
HOOD	robinhood mkts inc	-1.6 M
BAC	bank america corp	-1.4 M
AAPL	apple inc	-1.3 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. BE was the most profitable stock for UDINE WEALTH MANAGEMENT, INC. last quarter.

Last Reported on: 14 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	9.43	76,039	19,297,900	added	4.88

AAXJ	ishares tr	5.95	110,250	12,170,500	added	3.28

AMZN	amazon com inc	2.63	25,836	5,380,860	added	9.88

BA	boeing co	1.21	12,453	2,478,520	new

BABA	alibaba group hldg ltd	1.01	14,155	2,074,840	unchanged	0.00

BAC	bank america corp	5.44	228,448	11,136,800	added	2.1

BE	bloom energy corp	2.14	32,258	4,370,640	reduced	-13.81

BIL	spdr series trust	14.68	327,761	30,036,000	added	3.33

BX	blackstone inc	0.00	0.00	0.00	sold off	-100

CRM	salesforce inc	0.00	0.00	0.00	sold off	-100

EOSE	eos energy enterprises inc	0.00	0.00	0.00	sold off	-100

GOOG	alphabet inc	9.68	68,901	19,813,200	added	3.21

GRAB	grab holdings limited	0.79	442,914	1,621,060	added	9.7

HD	home depot inc	1.35	8,430	2,772,540	new

HOOD	robinhood mkts inc	1.29	38,196	2,646,980	added	4.9

IJR	ishares tr	1.27	29,896	2,591,680	new

IJR	ishares tr	1.23	10,116	2,508,770	new

INTC	intel corp	1.21	55,984	2,470,570	reduced	-20.19

JOBY	joby aviation inc	1.02	252,951	2,089,380	added	162

JPM	jpmorgan chase & co	4.72	32,823	9,655,210	added	2.61