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SW Investment Management LLC13F | |
| SW Investment Management LLC | |
| Last update 2026-05-08 | 8 Stocks (1 new) |
| Value $451.00 Mil | Turnover 15 % |
SW Investment Management LLC Top Holdings of 2026-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UI | Ubiquiti Inc | 142,500 | 112,616.3 | +1.79% | 24.980 | +0.44% | 0.240 | -35.43% | -1.98% | 32,748.5 | Hardware | |
SKYW | SkyWest Inc | 900,000 | 82,647.0 | 0% | 18.340 | 0% | 2.270 | +4.36% | -2.17% | 3,895.8 | Transportation | |
GRMN | Garmin Ltd | 275,000 | 63,802.8 | +5.77% | 14.150 | +0.77% | 0.140 | -3.40% | +17.01% | 45,400.3 | Hardware | |
EXPD |
Expeditors International of Washington Inc
Expeditors International of Washington Inc
| 400,000 | 57,292.0 | New Holding | 12.710 | +12.71% | 0.300 | +13.50% | +9.06% | 21,145.0 | Transportation | |
SGI | Somnigroup International Inc | 600,000 | 44,352.0 | +4.35% | 9.840 | +0.41% | 0.290 | +5.47% | -11.57% | 16,532.6 | Furnishings, Fixtures & Appliances | |
AMKR | Amkor Technology Inc | 900,000 | 40,527.0 | -35.71% | 8.990 | -5.25% | 0.360 | +71.67% | +117.53% | 21,222.8 | Semiconductors | |
PLTR | Palantir Technologies Inc | 170,000 | 24,867.6 | +4.29% | 5.520 | +0.23% | 0.010 | -30.78% | -39.65% | 257,159.7 | Software | |
PSN | Parsons Corp | 455,000 | 24,647.3 | 0% | 5.470 | 0% | 0.430 | -12.61% | -23.87% | 5,033.3 | Software |
SW Investment Management LLC's Historical Top Holdings Breakdowns
SW Investment Management LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
EXPD |
Expeditors International of Washington Inc
Expeditors International of Washington Inc
| 2026-03-31 | New Buy New Buy | +12.71% | 138.83 ($151.99) 165.04 | $161.67 | 6.37% | New holding | 400,000 | 400,000 | |
AMKR | Amkor Technology Inc | 2026-03-31 | Reduce Reduce | -5.25% | 41.25 ($47.91) 56.17 | $85.62 | 78.71% | Reduce -35.71% | 900,000 | -500,000 | |
GRMN | Garmin Ltd | 2026-03-31 | Add Add | +0.77% | 198.69 ($223.86) 255.16 | $235.41 | 5.16% | Add 5.77% | 275,000 | 15,000 | |
UI | Ubiquiti Inc | 2026-03-31 | Add Add | +0.44% | 544.84 ($678.96) 839.05 | $541.10 | -20.30% | Add 1.79% | 142,500 | 2,500 | |
SGI | Somnigroup International Inc | 2026-03-31 | Add Add | +0.41% | 69.37 ($86.75) 97.99 | $78.59 | -9.41% | Add 4.35% | 600,000 | 25,000 | |
PLTR | Palantir Technologies Inc | 2026-03-31 | Add Add | +0.23% | 128.84 ($152.9) 181.68 | $107.27 | -29.84% | Add 4.29% | 170,000 | 7,000 | |
AIRS | AirSculpt Technologies Inc | 2025-12-31 | Sold Out Sold Out | -7.73% | 1.97 ($6.04) 11.65 | $4.42 | -26.82% | Sold Out | 0 | -4,500,000 | |
AMKR | Amkor Technology Inc | 2025-12-31 | Reduce Reduce | -7.60% | 28.26 ($35.68) 47.04 | $85.62 | 139.97% | Reduce -47.17% | 1,400,000 | -1,250,000 | |
GRMN | Garmin Ltd | 2025-12-31 | Add Add | +6.94% | 187.1 ($216.84) 259.77 | $235.41 | 8.56% | Add 160% | 260,000 | 160,000 | |
UI | Ubiquiti Inc | 2025-12-31 | Reduce Reduce | -4.95% | 515.44 ($631.93) 787.18 | $541.10 | -14.37% | Reduce -20% | 140,000 | -35,000 |
SW Investment Management LLC Total Holding History ($B)
SW Investment Management LLC's Asset Allocation
SW Investment Management LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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SW Investment Management LLC's Hypothetical Growth since 2026-03-31
SW Investment Management LLC's Yearly Returns
This information is only displayed for Gurus who publicly disclose audited performance records; most hedge funds and private investment firms do not publish such data or only provide limited historical performance information.
| Year | Portfolio % | % | Excess Gain % |
|---|
SW Investment Management LLC's Holdings Heat Map
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SW Investment Management LLC's Holdings Bubble Chart
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