Udine-Wealth-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  "HOOD",
  "GRAB",
  "BABA",
  "LMND",
  "HD",
  "MSFT",
  "NU",
  "PYPL",
  null,
  "AAPL",
  "NVDA",
  "INTC",
  "PLTR",
  null,
  "UBER",
  "RKLB",
  "GM",
  "AMZN",
  null,
  "DKNG",
  "BAC",
  "BRK-B",
  "BE",
  "BMY",
  "GOOG",
  "XOM",
  "TSLA",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-11
Total Holdings: 28
Total Value: 149489894
Accession Number: 0001951757-25-000337
Form Type: 13F-HR
CIK: udine-wealth-management
Manager Name: Udine-Wealth-Management

Data Enrichment

89% identified

25 identified3 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

28 positions • $149.5M total value

SEC FilingSEC DataHachi Filing

Manager:

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Alibaba Group Holding Ltd

BABA|01609W102

Shares:15.8K

Value:$2.1M

% of Portfolio:1.4% ($2.1M/$149.5M)

General Motors Co

GM|37045V100

Shares:41.6K

Value:$2.0M

% of Portfolio:1.3% ($2.0M/$149.5M)

Lemonade, Inc.

LMND|52567D107

Shares:57.5K

Value:$1.8M

% of Portfolio:1.2% ($1.8M/$149.5M)

PayPal Holdings, Inc.

PYPL|70450Y103

Shares:25.0K

Value:$1.6M

% of Portfolio:1.1% ($1.6M/$149.5M)

DraftKings Inc.

DKNG|26142V105

Shares:42.5K

Value:$1.4M

% of Portfolio:0.9% ($1.4M/$149.5M)

Rocket Lab USA, Inc.

RKLB|773122106

Shares:64.1K

Value:$1.1M

% of Portfolio:0.8% ($1.1M/$149.5M)

Grab Holdings Ltd

GRAB|G4124C109

Shares:235.5K

Value:$1.1M

% of Portfolio:0.7% ($1.1M/$149.5M)

Bloom Energy Corp

BE|093712107

Shares:40.4K

Value:$794.2K

% of Portfolio:0.5% ($794.2K/$149.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Alibaba Group Holding Ltd(BABAcusip01609W102)	15.8K	QoQ -34.70% (-8.4K) YoY NEW(+15.8K)	All Managers (Combined)	$2.1M	1.4% ($2.1M/$149.5M)	QoQ +1.82% (-$37.4K) YoY NEW(+$2.1M)
General Motors Co(GMcusip37045V100)	41.6K	QoQ NEW(+41.6K) YoY NEW(+41.6K)	All Managers (Combined)	$2.0M	1.3% ($2.0M/$149.5M)	QoQ NEW(+$2.0M) YoY NEW(+$2.0M)
Lemonade, Inc.(LMNDcusip52567D107)	57.5K	QoQ NEW(+57.5K) YoY NEW(+57.5K)	All Managers (Combined)	$1.8M	1.2% ($1.8M/$149.5M)	QoQ NEW(+$1.8M) YoY NEW(+$1.8M)
PayPal Holdings, Inc.(PYPLcusip70450Y103)	25.0K	QoQ +5.39% (-1.3K) YoY -4.21% (-1.1K)	All Managers (Combined)	$1.6M	1.1% ($1.6M/$149.5M)	QoQ -19.42% (-$393.5K) YoY -6.70% (-$117.3K)
DraftKings Inc.(DKNGcusip26142V105)	42.5K	QoQ -21.79% (-11.8K) YoY -12.87% (-6.3K)	All Managers (Combined)	$1.4M	0.9% ($1.4M/$149.5M)	QoQ -30.18% (-$609.5K) YoY -36.28% (-$802.7K)
Rocket Lab USA, Inc.(RKLBcusip773122106)	64.1K	QoQ +21.58% (-11.4K) YoY NEW(+64.1K)	All Managers (Combined)	$1.1M	0.8% ($1.1M/$149.5M)	QoQ -14.64% (-$196.6K) YoY NEW(+$1.1M)
Grab Holdings Ltd(GRABcusipG4124C109)	235.5K	QoQ NEW(+235.5K) YoY NEW(+235.5K)	All Managers (Combined)	$1.1M	0.7% ($1.1M/$149.5M)	QoQ NEW(+$1.1M) YoY NEW(+$1.1M)
Bloom Energy Corp(BEcusip093712107)	40.4K	QoQ NEW(+40.4K) YoY NEW(+40.4K)	All Managers (Combined)	$794.2K	0.5% ($794.2K/$149.5M)	QoQ NEW(+$794.2K) YoY NEW(+$794.2K)