SI

SW Investment Management LLC

13F
SW Investment Management LLC
Last update 2025-05-13 8 Stocks (0 new)
Value $320.00 Mil Turnover 13 %
Countries:
Top Holdings: UI(28.12%)SKYW(23.22%)AMKR(14.97%)SGI(10.30%)PSN(9.26%)
Summary Stock Picks Current Portfolio
SW Investment Management LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
UI 		Ubiquiti Inc
290,000
89,940.6
+7.41%
28.120
+1.94%
0.480
+16.06%
+19.68%
23,955.7
Hardware
SKYW 		SkyWest Inc
850,000
74,264.5
0%
23.220
0%
2.100
+4.47%
+3.20%
4,181.5
Transportation
AMKR 		Amkor Technology Inc
2,650,000
47,859.0
+89.29%
14.970
+7.06%
1.070
-13.80%
-29.20%
4,474.2
Semiconductors
SGI 		Somnigroup International Inc
550,000
32,934.0
+10.00%
10.300
+0.94%
0.260
+0.63%
+13.40%
13,345.3
Furnishings, Fixtures & Appliances
PSN 		Parsons Corp
500,000
29,605.0
+38.89%
9.260
+2.59%
0.470
+8.74%
-31.37%
6,766.3
Software
GRMN 		Garmin Ltd
130,000
28,226.9
-23.53%
8.830
-1.94%
0.070
-11.03%
-1.25%
39,076.3
Hardware
AIRS 		AirSculpt Technologies Inc
4,700,000
10,974.5
0%
3.430
0%
8.000
-1.65%
-14.07%
262.2
Healthcare Providers & Services
MORN 		Morningstar Inc
20,000
5,997.4
0%
1.880
0%
0.050
-1.80%
-8.39%
12,995.9
Capital Markets
SNBR 		Sleep Number Corp
0
0
Sold Out
0.000
-1.34%
0.000
-31.77%
-37.01%
217.5
Furnishings, Fixtures & Appliances
CMP 		Compass Minerals International Inc
0
0
Sold Out
0.000
-2.64%
0.000
+82.38%
+69.24%
792.4
Metals & Mining

SW Investment Management LLC's Historical Top Holdings Breakdowns

SW Investment Management LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
NET 		Cloudflare Inc2025-03-31Sold Out
-10.10%
●
110.71 ($132.56) 176.5
$169.70
28.02%
Sold Out
0
-400,000
AMKR 		Amkor Technology Inc2025-03-31Add
+7.06%
●
18.06 ($22.58) 26.73
$18.11
-19.80%
Add 89.29%
2,650,000
1,250,000
SUI 		Sun Communities Inc2025-03-31Sold Out
-5.77%
●
120.53 ($127.85) 136.43
$123.82
-3.15%
Sold Out
0
-200,000
CMP 		Compass Minerals International Inc2025-03-31Sold Out
-2.64%
●
9.29 ($11.42) 14.21
$19.04
66.73%
Sold Out
0
-1,000,000
PSN 		Parsons Corp2025-03-31Add
+2.59%
●
55.35 ($72.41) 96.44
$63.31
-12.57%
Add 38.89%
500,000
140,000
GRMN 		Garmin Ltd2025-03-31Reduce
-1.94%
●
204.55 ($216.17) 241.93
$202.95
-6.12%
Reduce -23.53%
130,000
-40,000
UI 		Ubiquiti Inc2025-03-31Add
+1.94%
●
300.93 ($353.51) 431.11
$396.02
12.03%
Add 7.41%
290,000
20,000
SNBR 		Sleep Number Corp2025-03-31Sold Out
-1.34%
●
6.18 ($13.38) 18.82
$9.60
-28.25%
Sold Out
0
-375,000
SGI 		Somnigroup International Inc2025-03-31Add
+0.94%
●
54.94 ($60.52) 69.15
$63.98
5.72%
Add 10%
550,000
50,000
BTMD 		Biote Corp2025-03-31Sold Out
-0.40%
●
3.07 ($4.77) 6.2
$3.54
-25.79%
Sold Out
0
-300,000

SW Investment Management LLC Total Holding History ($B)

To

SW Investment Management LLC's Asset Allocation

To

SW Investment Management LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

SW Investment Management LLC's Hypothetical Growth since 2025-03-31

SW Investment Management LLC's Yearly Returns

Year Portfolio % % Excess Gain %

SW Investment Management LLC's Holdings Heat Map

Size field:

SW Investment Management LLC's Holdings Bubble Chart

SW Investment Management LLC News

  • 1

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