Shearwater-Capital
AI_NATIVE detailed information: This accession holds the following tickers:[ "HUM", null, "ADBE", "AFRM", null, null, null, null, null, null, "IVW", "ORCL", null, "IVV", "AAPL", "NVDA", null, "GLD", "STLD", null, null, null, "AMZN", null, null, null, "SCHF", "STE", "BRK-B", "AI", "DE", null, null, null, null, "DFAX", "DFAC", "DOCU", "MCO", "MAR", "QQQ", "GOOG", "TSLA" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-04-08
- Total Holdings
- 43
- Total Value
- 130317165
- Accession Number
- 0001905665-25-000003
- Form Type
- 13F-HR
- Manager Name
- Shearwater-Capital
Data Enrichment
56% identified24 identified19 unidentified
Holdings
43 positions • $130.3M total value
Manager:
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Shares:1.1K
Value:$236.5K
% of Portfolio:0.2% ($236.5K/$130.3M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
| 1.1K | QoQ 0.00% (-0) | All Managers (Combined) | $236.5K | 0.2% ($236.5K/$130.3M) | ||
| 438 | QoQ NEW(+438) YoY NEW(+438) | All Managers (Combined) | $216.2K | 0.2% ($216.2K/$130.3M) | QoQ NEW(+$216.2K) YoY NEW(+$216.2K) | |
| 505 | All Managers (Combined) | $213.4K | 0.2% ($213.4K/$130.3M) |