Latest Innovius Capital Management, LLC Stock Portfolio

$77.94Million | No. of Holdings #2

About Innovius Capital Management, LLC and 13F Hedge Fund Stock Holdings

On 2024-11-14, the fund reported it's updated stock portfolio. In the 13F Holdings report, Innovius Capital Management, LLC reported an equity portfolio of $77.9 Millions as of 30 Sep, 2024. <br><br> The top stock holdings of Innovius Capital Management, LLC are NRDS, HIPO. The fund has invested 85% of it's portfolio in NERDWALLET INC and 15.1% of portfolio in HIPPO HLDGS INC. <br><br>

Innovius Capital Management, LLC Equity Portfolio Value

Last Reported on: 14 Nov, 2024

$77.94Million

as of Nov 14, 2024

Innovius Capital Management, LLC Annual Return Estimates Vs S&P 500

Performance

New Buys

No new stocks were added by Innovius Capital Management, LLC

Additions

No additions were made to existing positions by Innovius Capital Management, LLC

Reductions

None of the existing positions were reduced by Innovius Capital Management, LLC

Sold off

None of the stocks were completely sold off by Innovius Capital Management, LLC

Sector Distribution

Communication Services
Financial Services

Sector	%
Communication Services	85
Financial Services	15

Market Cap. Distribution

SMALL-CAP

Category	%
SMALL-CAP	100

Stocks belong to which Index?

RUSSELL 2000

Index	%
RUSSELL 2000	100

Top 5 Winners (%)		%

Top 5 Winners ($)		$

Top 5 Losers (%)		%
NRDS	nerdwallet inc	-12.9 %
HIPO	hippo hldgs inc	-1.8 %

Top 5 Losers ($)		$
NRDS	nerdwallet inc	-9.8 M
HIPO	hippo hldgs inc	-0.2 M

Innovius Capital Management, LLC Holdings Map

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

Current Stock Holdings of Innovius Capital Management, LLC

$77.94MTotal Value

2.00Positions

14 Nov, 2024Last Reported

Current holdings of Current Stock Holdings of Innovius Capital Management, LLC, last reported on 14 Nov, 2024. Select a row with a linked ticker to view its historical trend.
Holdingsorted ascending	% Portfolio	Shares Held	$ Value	% Change
HIPO Hippo Hldgs Inc Hippo Hldgs IncHIPO Innovius Capital Management, LLC's holding in Hippo Hldgs Inc over time	15.05%	694,769	$11.73M 15.05%	unchanged 0 percentunchanged

NRDS Nerdwallet Inc Nerdwallet IncNRDS Innovius Capital Management, LLC's holding in Nerdwallet Inc over time	84.95%	5,209,370	$66.21M 84.95%	unchanged 0 percentunchanged