Ground-Swell-Capital

AI_NATIVE detailed information: This accession holds the following tickers:[
  "NWE",
  "APPF",
  "LTH",
  "QRVO",
  null,
  "ENTG",
  "NXE",
  "SABR",
  "MU",
  null,
  "ASML",
  "ASX",
  "RXRX",
  null,
  "TPIC",
  "QFIN",
  null,
  "FERG",
  "FCX",
  "OPTT",
  "ACET",
  null,
  null,
  "APO-PA",
  "AREC",
  null,
  null,
  "EVV",
  null,
  null,
  "AMAT",
  "IVVD",
  "LXEO",
  "MESA",
  null,
  null,
  "PAGS",
  "MYPS",
  "RLX",
  null,
  "VGZ",
  null,
  null,
  "AZTR",
  "CNSP",
  null,
  null,
  null,
  null,
  null,
  "PWR",
  "MRVL",
  "MA",
  "MDLZ",
  "ENPH",
  null,
  "FND",
  null,
  null,
  "HES",
  "PCAR",
  "BX",
  "IJR",
  "KKR",
  "PHM",
  "DOW",
  "UNH",
  "NVDA",
  "INTC",
  "MYND",
  "PSTG",
  "KEYS",
  "MSTR",
  "DGX",
  "PLRZ",
  "AMT",
  "RSG",
  "TXN",
  "PSTV",
  "SLDB",
  "MOB",
  null,
  null,
  "GREE",
  null,
  "PEV",
  "SPRB",
  "ONCY",
  "IWN",
  "GSK",
  "RDN",
  "GHC",
  null,
  "EA",
  "AMD",
  "DECK",
  null,
  "CUBI",
  "IMAB",
  "NSP",
  "CLF",
  null,
  "AMC",
  null,
  "KD",
  "PDD",
  "VEA",
  "VBK",
  "VB",
  "WWD",
  "WW",
  null,
  "XPO",
  "ZBRA",
  "DNN",
  null,
  "LVS",
  "NXPI",
  "LH",
  "KDP",
  "MGM",
  "ON",
  "PSX",
  "TCOM",
  "SNAP",
  "DIA",
  "SHAK",
  "SPOT",
  "ZION",
  "MELI",
  "ZBH",
  "SPYV",
  "UDR",
  "MKTX",
  "AZO",
  "BRK-B",
  null,
  "BG",
  "BWXT",
  "CASY",
  "CHD",
  "COIN",
  "FIX",
  "COO",
  "FANG",
  "DHC",
  "DOCU",
  "EWJ",
  "MCO",
  "NKE",
  "TSLA",
  "AWK",
  "APO",
  "MCHP",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-13
Total Holdings: 155
Total Value: 46478194
Accession Number: 0001420506-25-000998
Form Type: 13F-HR
CIK: ground-swell-capital
Manager Name: Ground-Swell-Capital

Data Enrichment

79% identified

122 identified33 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

155 positions • $46.5M total value

SEC FilingSEC DataHachi Filing

Manager:

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UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:545

Value:$285.4K

% of Portfolio:0.6% ($285.4K/$46.5M)

46138E354

Shares:3.7K

Value:$279.9K

% of Portfolio:0.6% ($279.9K/$46.5M)

922908751

VB|922908751

Shares:1.3K

Value:$277.4K

% of Portfolio:0.6% ($277.4K/$46.5M)

Marvell Technology, Inc.

MRVL|573874104

Shares:4.4K

Value:$273.2K

% of Portfolio:0.6% ($273.2K/$46.5M)

46641Q159

Shares:5.9K

Value:$273.1K

% of Portfolio:0.6% ($273.1K/$46.5M)

ZIMMER BIOMET HOLDINGS, INC.

ZBH|98956P102

Shares:2.4K

Value:$270.8K

% of Portfolio:0.6% ($270.8K/$46.5M)

GSK plc

GSK|37733W204

Shares:7.0K

Value:$270.3K

% of Portfolio:0.6% ($270.3K/$46.5M)

Woodward, Inc.

WWD|980745103

Shares:1.4K

Value:$262.6K

% of Portfolio:0.6% ($262.6K/$46.5M)

PDD Holdings Inc.

PDD|722304102

Shares:2.2K

Value:$259.3K

% of Portfolio:0.6% ($259.3K/$46.5M)

Life Time Group Holdings, Inc.

LTH|53190C102

Shares:8.5K

Value:$257.9K

% of Portfolio:0.6% ($257.9K/$46.5M)

Bunge Global SA

BG|H11356104

Shares:3.4K

Value:$257.8K

% of Portfolio:0.6% ($257.8K/$46.5M)

BWX Technologies, Inc.

BWXT|05605H100

Shares:2.6K

Value:$257.7K

% of Portfolio:0.6% ($257.7K/$46.5M)

Keurig Dr Pepper Inc.

KDP|49271V100

Shares:7.5K

Value:$257.1K

% of Portfolio:0.6% ($257.1K/$46.5M)

MOODYS CORP /DE/

MCO|615369105

Shares:539

Value:$251.0K

% of Portfolio:0.5% ($251.0K/$46.5M)

FREEPORT-MCMORAN INC

FCX|35671D857

Shares:6.6K

Value:$249.6K

% of Portfolio:0.5% ($249.6K/$46.5M)

74347R206

Shares:2.8K

Value:$248.7K

% of Portfolio:0.5% ($248.7K/$46.5M)

DECKERS OUTDOOR CORP

DECK|243537107

Shares:2.2K

Value:$248.6K

% of Portfolio:0.5% ($248.6K/$46.5M)

Shake Shack Inc.

SHAK|819047101

Shares:2.8K

Value:$248.6K

% of Portfolio:0.5% ($248.6K/$46.5M)

MGM Resorts International

MGM|552953101

Shares:8.4K

Value:$248.2K

% of Portfolio:0.5% ($248.2K/$46.5M)

NorthWestern Energy Group, Inc.

NWE|668074305

Shares:4.3K

Value:$247.6K

% of Portfolio:0.5% ($247.6K/$46.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	545	QoQ -11.23% (-69) YoY NEW(+545)	All Managers (Combined)	$285.4K	0.6% ($285.4K/$46.5M)	QoQ -8.09% (-$25.2K) YoY NEW(+$285.4K)
(cusip46138E354)✕	3.7K	QoQ NEW(+3.7K) YoY NEW(+3.7K)	All Managers (Combined)	$279.9K	0.6% ($279.9K/$46.5M)	QoQ NEW(+$279.9K) YoY NEW(+$279.9K)
(VBcusip922908751)	1.3K	QoQ NEW(+1.3K) YoY NEW(+1.3K)	All Managers (Combined)	$277.4K	0.6% ($277.4K/$46.5M)	QoQ NEW(+$277.4K) YoY NEW(+$277.4K)
Marvell Technology, Inc.(MRVLcusip573874104)	4.4K	QoQ NEW(+4.4K) YoY NEW(+4.4K)	All Managers (Combined)	$273.2K	0.6% ($273.2K/$46.5M)	QoQ NEW(+$273.2K) YoY NEW(+$273.2K)
(cusip46641Q159)✕	5.9K	QoQ NEW(+5.9K) YoY NEW(+5.9K)	All Managers (Combined)	$273.1K	0.6% ($273.1K/$46.5M)	QoQ NEW(+$273.1K) YoY NEW(+$273.1K)
ZIMMER BIOMET HOLDINGS, INC.(ZBHcusip98956P102)	2.4K	QoQ NEW(+2.4K) YoY NEW(+2.4K)	All Managers (Combined)	$270.8K	0.6% ($270.8K/$46.5M)	QoQ NEW(+$270.8K) YoY NEW(+$270.8K)
GSK plc(GSKcusip37733W204)	7.0K	QoQ NEW(+7.0K) YoY NEW(+7.0K)	All Managers (Combined)	$270.3K	0.6% ($270.3K/$46.5M)	QoQ NEW(+$270.3K) YoY NEW(+$270.3K)
Woodward, Inc.(WWDcusip980745103)	1.4K	QoQ NEW(+1.4K) YoY NEW(+1.4K)	All Managers (Combined)	$262.6K	0.6% ($262.6K/$46.5M)	QoQ NEW(+$262.6K) YoY NEW(+$262.6K)
PDD Holdings Inc.(PDDcusip722304102)	2.2K	QoQ -20.73% (-573) YoY -73.10% (-6.0K)	All Managers (Combined)	$259.3K	0.6% ($259.3K/$46.5M)	QoQ -3.27% (-$8.8K) YoY -72.61% (-$687.7K)
Life Time Group Holdings, Inc.(LTHcusip53190C102)	8.5K	QoQ NEW(+8.5K) YoY NEW(+8.5K)	All Managers (Combined)	$257.9K	0.6% ($257.9K/$46.5M)	QoQ NEW(+$257.9K) YoY NEW(+$257.9K)
Bunge Global SA(BGcusipH11356104)	3.4K	QoQ NEW(+3.4K) YoY NEW(+3.4K)	All Managers (Combined)	$257.8K	0.6% ($257.8K/$46.5M)	QoQ NEW(+$257.8K) YoY NEW(+$257.8K)
BWX Technologies, Inc.(BWXTcusip05605H100)	2.6K	QoQ NEW(+2.6K) YoY NEW(+2.6K)	All Managers (Combined)	$257.7K	0.6% ($257.7K/$46.5M)	QoQ NEW(+$257.7K) YoY NEW(+$257.7K)
Keurig Dr Pepper Inc.(KDPcusip49271V100)	7.5K	QoQ NEW(+7.5K) YoY NEW(+7.5K)	All Managers (Combined)	$257.1K	0.6% ($257.1K/$46.5M)	QoQ NEW(+$257.1K) YoY NEW(+$257.1K)
MOODYS CORP /DE/(MCOcusip615369105)	539	QoQ NEW(+539) YoY NEW(+539)	All Managers (Combined)	$251.0K	0.5% ($251.0K/$46.5M)	QoQ NEW(+$251.0K) YoY NEW(+$251.0K)
FREEPORT-MCMORAN INC(FCXcusip35671D857)	6.6K	QoQ NEW(+6.6K) YoY NEW(+6.6K)	All Managers (Combined)	$249.6K	0.5% ($249.6K/$46.5M)	QoQ NEW(+$249.6K) YoY NEW(+$249.6K)
(cusip74347R206)✕	2.8K	QoQ -60.31% (-4.3K) YoY NEW(+2.8K)	All Managers (Combined)	$248.7K	0.5% ($248.7K/$46.5M)	QoQ -67.41% (-$514.5K) YoY NEW(+$248.7K)
DECKERS OUTDOOR CORP(DECKcusip243537107)	2.2K	QoQ NEW(+2.2K) YoY NEW(+2.2K)	All Managers (Combined)	$248.6K	0.5% ($248.6K/$46.5M)	QoQ NEW(+$248.6K) YoY NEW(+$248.6K)
Shake Shack Inc.(SHAKcusip819047101)	2.8K	QoQ NEW(+2.8K) YoY NEW(+2.8K)	All Managers (Combined)	$248.6K	0.5% ($248.6K/$46.5M)	QoQ NEW(+$248.6K) YoY NEW(+$248.6K)
MGM Resorts International(MGMcusip552953101)	8.4K	QoQ NEW(+8.4K) YoY NEW(+8.4K)	All Managers (Combined)	$248.2K	0.5% ($248.2K/$46.5M)	QoQ NEW(+$248.2K) YoY NEW(+$248.2K)
NorthWestern Energy Group, Inc.(NWEcusip668074305)	4.3K	QoQ NEW(+4.3K) YoY NEW(+4.3K)	All Managers (Combined)	$247.6K	0.5% ($247.6K/$46.5M)	QoQ NEW(+$247.6K) YoY NEW(+$247.6K)