Atticus-Wealth-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "PKST",
  "FLEX",
  "MTCH",
  "MEG",
  "TRU",
  null,
  "TROW",
  "BEP",
  "STRL",
  "HUM",
  "MP",
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  null,
  "ATR",
  "ARM",
  "SNOW",
  "ACN",
  "KBR",
  "MMM",
  "ABNB",
  "ABT",
  "ABBV",
  null,
  "ADBE",
  "APD",
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  "JEF",
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  "ALL",
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  "VDE",
  null,
  "RUSHA",
  null,
  "AXP",
  "JQC",
  null,
  "SCHH",
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  "ASML",
  "T",
  "BLK",
  null,
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  "AVGO",
  "LOW",
  "BRO",
  "BDJ",
  "ACLS",
  "ROCK",
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  "FLNC",
  "HTZ",
  "CCI",
  "LEN-B",
  "CMI",
  null,
  "MSGE",
  "DUK",
  "JRI",
  "D",
  "EFT",
  null,
  "PII",
  "ECG",
  null,
  "FRT",
  null,
  null,
  null,
  "GOGL",
  "CION",
  null,
  null,
  "TSHA",
  "GD",
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  "AOD",
  "AVK",
  "GIS",
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  "HON",
  "HD",
  "MCD",
  "INTU",
  null,
  null,
  "UNP",
  "TE",
  "QCOM",
  null,
  "ISRG",
  null,
  null,
  null,
  "EMXC",
  null,
  null,
  "LEN",
  "ITW",
  null,
  null,
  "AMAT",
  null,
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  "EMR",
  "BKNG",
  null,
  null,
  null,
  null,
  null,
  null,
  "ICE",
  null,
  null,
  null,
  "MUB",
  "META",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "HZO",
  "IVW",
  "IJH",
  null,
  null,
  null,
  null,
  "TNYA",
  null,
  null,
  "LAC.TO",
  null,
  "BOE",
  null,
  null,
  null,
  "LHX",
  "LRCX",
  "IWS",
  "LIN",
  null,
  "RKDA",
  null,
  null,
  "SLF",
  null,
  "PWR",
  "MRVL",
  "GDO",
  null,
  "MA",
  null,
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  "MSFT",
  "MDLZ",
  "MS",
  "TMUS",
  "DUOL",
  "ENPH",
  "EQT",
  "ETSY",
  "FTV",
  null,
  "GPC",
  "ORLY",
  "PCAR",
  "ZIM",
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  "DG",
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  "ANET",
  "KKR",
  "IWD",
  "ORCL",
  "NOC",
  "PAYX",
  "VHT",
  null,
  null,
  null,
  "EEM",
  "IWF",
  "PANW",
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  "PEP",
  null,
  "VGSH",
  null,
  "PGR",
  "IEMG",
  "IJK",
  null,
  null,
  "IVV",
  null,
  "UNH",
  "AAPL",
  "SPY",
  "ECL",
  "NVDA",
  "GS",
  "ENB",
  "INTC",
  "PLTR",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  null,
  null,
  "MKC",
  "MDB",
  "MPW",
  "AMGN",
  "KVUE",
  "ORA",
  "PPG",
  null,
  "IEFA",
  "SPGI",
  "SCHX",
  null,
  null,
  "NOW",
  "SHW",
  "SGML",
  "ROP",
  "O",
  "ROST",
  "RTX",
  "GLD",
  "STX",
  "SAP",
  null,
  null,
  null,
  "SPYG",
  null,
  "AMT",
  null,
  null,
  null,
  "IBM",
  "STLD",
  "SYK",
  "SBUX",
  "TKO",
  "TXN",
  "TGT",
  "TMO",
  "TJX",
  "TDG",
  "TFC",
  "UBER",
  "UL",
  "UPS",
  "VO",
  "AA",
  "LAZR",
  "DTM",
  "VXF",
  "VV",
  null,
  "VOE",
  "OGE",
  "HOMB",
  "SCHW",
  "HUT",
  "PCT",
  "MDU",
  "AB",
  null,
  "VWO",
  "PGNY",
  null,
  "NJR",
  null,
  null,
  null,
  null,
  "VIG",
  "OLPX",
  "RAVE",
  "MMT",
  "TSCO",
  "NXT",
  "IWO",
  "XLB",
  "IWN",
  null,
  "SNY",
  null,
  "TSM",
  null,
  null,
  "CHPT",
  null,
  "FSK",
  "VYM",
  "AHR",
  "VRTX",
  null,
  "VRT",
  "HASI",
  "ATO",
  "ALGN",
  "HAL",
  "AFL",
  "AXON",
  "APH",
  "AMD",
  "VFC",
  "SDY",
  "CPAY",
  "WAB",
  "DLTR",
  "WEC",
  "WM",
  "FSLR",
  "FTNT",
  "IWP",
  "IWR",
  "AEP",
  null,
  "ES",
  "FTRE",
  "KNF",
  null,
  "PEG",
  "FDS",
  "NVO",
  "VIGI",
  "AMZN",
  null,
  "CMS",
  "IVE",
  "SIRI",
  "LUV",
  null,
  null,
  "ESGD",
  "AMC",
  null,
  "KD",
  null,
  null,
  null,
  "VEU",
  "VPL",
  "VGT",
  null,
  "VUG",
  "VEA",
  "VYMI",
  null,
  "VBR",
  "VOT",
  "VB",
  "VOO",
  null,
  "VLTO",
  "VTV",
  "VTRS",
  "V",
  null,
  "WBD",
  "WMT",
  "WFC",
  null,
  null,
  "XEL",
  "WDAY",
  "XYL",
  "ZBRA",
  "SOLV",
  "ADC",
  null,
  "DTE",
  "NXST",
  "ET",
  null,
  "SCHA",
  "JKHY",
  "LVS",
  "EIX",
  "NSC",
  "INFY",
  "NXPI",
  "LH",
  "MGM",
  "EMBC",
  null,
  "TER",
  "SO",
  "TTD",
  "SJM",
  "OTIS",
  "ONL",
  "PSX",
  "CRM",
  "SNAP",
  null,
  "SYY",
  null,
  null,
  "GEV",
  "MELI",
  "ZM",
  "NVT",
  null,
  "SPCE",
  "SPYV",
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  "ESGU",
  "PSA",
  "ALLY",
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  "ADP",
  "AXTA",
  "BALL",
  "BAC",
  "BBWI",
  "BDX",
  "BNTX",
  "BILL",
  "BA",
  null,
  "BMY",
  "BF-B",
  "BR",
  "CHRW",
  "AI",
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  "CG",
  "CARR",
  "CBRE",
  "IGR",
  "CHGG",
  "CVX",
  "LNG",
  "CIEN",
  "CB",
  "CMG",
  "CHD",
  "CSCO",
  "CLH",
  "C",
  "CLX",
  "CLNE",
  "CHCO",
  "COKE",
  "KO",
  "CBSH",
  "CMCSA",
  "CTSH",
  "CL",
  "COP",
  "COST",
  "GLW",
  "CTVA",
  "CRWD",
  "DHR",
  "DDOG",
  "DAR",
  "DE",
  "DB",
  "DVN",
  "DFS",
  "DLR",
  "DPZ",
  "RSP",
  "EWJ",
  "IJT",
  null,
  "EFA",
  "ADI",
  "MCO",
  "TTEK",
  "USMV",
  "NEE",
  "NKE",
  "QQQ",
  "IWM",
  "DIS",
  "ELV",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "PM",
  "PH",
  "AWK",
  "MO",
  "XLK",
  "ITOT",
  "VTI",
  "JPM",
  "QUAL",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-22
Total Holdings: 513
Total Value: 306133858
Accession Number: 0001085146-25-002231
Form Type: 13F-HR
CIK: atticus-wealth-management
Manager Name: Atticus-Wealth-Management

Data Enrichment

77% identified

395 identified118 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

513 positions • $306.1M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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464287341

Shares:12

Value:$505

% of Portfolio:0.0% ($505/$306.1M)

Datadog, Inc.

DDOG|23804L103

Shares:5

Value:$497

% of Portfolio:0.0% ($497/$306.1M)

LENNAR CORP /NEW/

LEN-B|526057302

Shares:4

Value:$437

% of Portfolio:0.0% ($437/$306.1M)

852234103

Shares:7

Value:$381

% of Portfolio:0.0% ($381/$306.1M)

Kyndryl Holdings, Inc.

KD|50155Q100

Shares:12

Value:$377

% of Portfolio:0.0% ($377/$306.1M)

38964R203

Shares:20

Value:$345

% of Portfolio:0.0% ($345/$306.1M)

Duolingo, Inc.

DUOL|26603R106

Shares:1

Value:$311

% of Portfolio:0.0% ($311/$306.1M)

78464A664

Shares:11

Value:$300

% of Portfolio:0.0% ($300/$306.1M)

Madison Square Garden Entertainment Corp.

MSGE|55826T102

Shares:8

Value:$262

% of Portfolio:0.0% ($262/$306.1M)

Madison Square Garden Entertainment Corp.

MSGE|558256103

Shares:8

Value:$262

% of Portfolio:0.0% ($262/$306.1M)

OLAPLEX HOLDINGS, INC.

OLPX|679369108

Shares:191

Value:$243

% of Portfolio:0.0% ($243/$306.1M)

Workday, Inc.

WDAY|98138H101

Shares:1

Value:$234

% of Portfolio:0.0% ($234/$306.1M)

Embecta Corp.

EMBC|29082K105

Shares:18

Value:$230

% of Portfolio:0.0% ($230/$306.1M)

Zoom Communications, Inc.

ZM|98980L101

Shares:3

Value:$222

% of Portfolio:0.0% ($222/$306.1M)

78464A862

Shares:1

Value:$201

% of Portfolio:0.0% ($201/$306.1M)

BioNTech SE

BNTX|09075V102

Shares:2

Value:$183

% of Portfolio:0.0% ($183/$306.1M)

QUALCOMM INC/DE

QCOM|747525103

Shares:1

Value:$154

% of Portfolio:0.0% ($154/$306.1M)

Warner Bros. Discovery, Inc.

WBD|934423104

Shares:12

Value:$129

% of Portfolio:0.0% ($129/$306.1M)

Virgin Galactic Holdings, Inc

SPCE|92766K403

Shares:37

Value:$113

% of Portfolio:0.0% ($113/$306.1M)

808524607

SCHA|808524607

Shares:4

Value:$97

% of Portfolio:0.0% ($97/$306.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip464287341)✕	12	QoQ 0.00% (+0) YoY -94.73% (-216)	All Managers (Combined)	$505	0.0% ($505/$306.1M)	QoQ +10.02% (+$46) YoY -94.84% (-$9.3K)
Datadog, Inc.(DDOGcusip23804L103)	5	QoQ 0.00% (-0) YoY -93.82% (-76)	All Managers (Combined)	$497	0.0% ($497/$306.1M)	QoQ -30.48% (-$218) YoY -95.03% (-$9.5K)
LENNAR CORP /NEW/(LEN-Bcusip526057302)	4	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$437	0.0% ($437/$306.1M)	QoQ -17.39% (-$92) YoY -29.17% (-$180)
(cusip852234103)✕	7	QoQ 0.00% (-0) YoY -83.33% (-35)	All Managers (Combined)	$381	0.0% ($381/$306.1M)	QoQ -35.96% (-$214) YoY -89.27% (-$3.2K)
Kyndryl Holdings, Inc.(KDcusip50155Q100)	12	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$377	0.0% ($377/$306.1M)	QoQ -9.37% (-$39) YoY +43.89% (+$115)
(cusip38964R203)✕	20	QoQ -59.18% (-29) YoY NEW(+20)	All Managers (Combined)	$345	0.0% ($345/$306.1M)	QoQ -77.65% (-$1.2K) YoY NEW(+$345)
Duolingo, Inc.(DUOLcusip26603R106)	1	QoQ 0.00% (-0) YoY -50.00% (-1)	All Managers (Combined)	$311	0.0% ($311/$306.1M)	QoQ -4.30% (-$14) YoY -29.63% (-$131)
(cusip78464A664)✕	11	QoQ 0.00% (+0) YoY -45.00% (-9)	All Managers (Combined)	$300	0.0% ($300/$306.1M)	QoQ +3.80% (+$11) YoY -46.33% (-$259)
Madison Square Garden Entertainment Corp.(MSGEcusip55826T102)	8	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$262	0.0% ($262/$306.1M)	QoQ -18.88% (-$61) YoY -33.33% (-$131)
Madison Square Garden Entertainment Corp.(MSGEcusip558256103)	8	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$262	0.0% ($262/$306.1M)	QoQ -8.07% (-$23) YoY -16.56% (-$52)
OLAPLEX HOLDINGS, INC.(OLPXcusip679369108)	191	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$243	0.0% ($243/$306.1M)	QoQ -26.58% (-$88) YoY -33.78% (-$124)
Workday, Inc.(WDAYcusip98138H101)	1	QoQ 0.00% (-0) YoY -98.66% (-74)	All Managers (Combined)	$234	0.0% ($234/$306.1M)	QoQ -9.65% (-$25) YoY -98.85% (-$20.2K)
Embecta Corp.(EMBCcusip29082K105)	18	QoQ -52.63% (-20) YoY -52.63% (-20)	All Managers (Combined)	$230	0.0% ($230/$306.1M)	QoQ -70.70% (-$555) YoY -54.45% (-$275)
Zoom Communications, Inc.(ZMcusip98980L101)	3	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$222	0.0% ($222/$306.1M)	QoQ -9.38% (-$23) YoY +12.69% (+$25)
(cusip78464A862)✕	1	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$201	0.0% ($201/$306.1M)	QoQ -19.27% (-$48) YoY -13.73% (-$32)
BioNTech SE(BNTXcusip09075V102)	2	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$183	0.0% ($183/$306.1M)	QoQ -19.73% (-$45) YoY -1.08% (-$2)
QUALCOMM INC/DE(QCOMcusip747525103)	1	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$154	0.0% ($154/$306.1M)	QoQ 0.00% (+$0) YoY -9.41% (-$16)
Warner Bros. Discovery, Inc.(WBDcusip934423104)	12	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$129	0.0% ($129/$306.1M)	QoQ +1.57% (+$2) YoY +22.85% (+$24)
Virgin Galactic Holdings, Inc(SPCEcusip92766K403)	37	QoQ 0.00% (-0) YoY NEW(+37)	All Managers (Combined)	$113	0.0% ($113/$306.1M)	QoQ -48.16% (-$105) YoY NEW(+$113)
(SCHAcusip808524607)	4	QoQ 0.00% (-0) YoY -95.29% (-81)	All Managers (Combined)	$97	0.0% ($97/$306.1M)	QoQ -9.34% (-$10) YoY -97.68% (-$4.1K)