Lhm
AI_NATIVE detailed information: This accession holds the following tickers:[ "MU", null, "MCFT", null, "IPGP", null, "OMI", "SNFCA", "WGO", "TSM", "SONY", "KRNT", "NVO", "TTWO", "WAL", "WHR", "XPEL", null, null, "CIEN", "CMA", "COHR", "VTI" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-13
- Total Holdings
- 23
- Total Value
- 301679429
- Accession Number
- 0001213900-25-042188
- Form Type
- 13F-HR
- CIK
- lhm
- Manager Name
- Lhm
Data Enrichment
78% identified18 identified5 unidentified
Holdings
23 positions • $301.7M total value
Manager:
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092528603
Shares:1.2M
Value:$62.7M
% of Portfolio:20.8% ($62.7M/$301.7M)
78464A870
Shares:143.8K
Value:$11.7M
% of Portfolio:3.9% ($11.7M/$301.7M)
Shares:781.2K
Value:$9.5M
% of Portfolio:3.1% ($9.5M/$301.7M)
500767306
Shares:225.7K
Value:$7.9M
% of Portfolio:2.6% ($7.9M/$301.7M)
Shares:98.8K
Value:$7.6M
% of Portfolio:2.5% ($7.6M/$301.7M)
82889N525
Shares:151.3K
Value:$7.6M
% of Portfolio:2.5% ($7.6M/$301.7M)
Shares:28.0K
Value:$5.8M
% of Portfolio:1.9% ($5.8M/$301.7M)
Shares:177.4K
Value:$3.1M
% of Portfolio:1.0% ($3.1M/$301.7M)
72201R585
Shares:112.5K
Value:$3.0M
% of Portfolio:1.0% ($3.0M/$301.7M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
| 414.6K | YoY NEW(+414.6K) | All Managers (Combined) | $113.9M | 37.8% ($113.9M/$301.7M) | YoY NEW(+$113.9M) | |
(cusip092528603)✕ | 1.2M | YoY NEW(+1.2M) | All Managers (Combined) | $62.7M | 20.8% ($62.7M/$301.7M) | YoY NEW(+$62.7M) |
(cusip78464A870)✕ | 143.8K | YoY NEW(+143.8K) | All Managers (Combined) | $11.7M | 3.9% ($11.7M/$301.7M) | YoY NEW(+$11.7M) |
| 532.5K | YoY NEW(+532.5K) | All Managers (Combined) | $10.2M | 3.4% ($10.2M/$301.7M) | YoY NEW(+$10.2M) | |
NOVO NORDISK A S(NVOcusip670100205) | 138.5K | QoQ NEW(+138.5K) YoY NEW(+138.5K) | All Managers (Combined) | $9.7M | 3.2% ($9.7M/$301.7M) | QoQ NEW(+$9.7M) YoY NEW(+$9.7M) |
| 781.2K | All Managers (Combined) | $9.5M | 3.1% ($9.5M/$301.7M) | |||
| 91.3K | YoY NEW(+91.3K) | All Managers (Combined) | $7.9M | 2.6% ($7.9M/$301.7M) | YoY NEW(+$7.9M) | |
(cusip500767306)✕ | 225.7K | YoY NEW(+225.7K) | All Managers (Combined) | $7.9M | 2.6% ($7.9M/$301.7M) | YoY NEW(+$7.9M) |
| 129.9K | YoY NEW(+129.9K) | All Managers (Combined) | $7.8M | 2.6% ($7.8M/$301.7M) | YoY NEW(+$7.8M) | |
| 98.8K | QoQ 0.00% (-0)YoY NEW(+98.8K) | All Managers (Combined) | $7.6M | 2.5% ($7.6M/$301.7M) | YoY NEW(+$7.6M) | |
(cusip82889N525)✕ | 151.3K | YoY NEW(+151.3K) | All Managers (Combined) | $7.6M | 2.5% ($7.6M/$301.7M) | YoY NEW(+$7.6M) |
COHERENT CORP.(COHRcusip19247G107) | 100.3K | YoY NEW(+100.3K) | All Managers (Combined) | $6.5M | 2.2% ($6.5M/$301.7M) | YoY NEW(+$6.5M) |
| 28.0K | QoQ NEW(+28.0K) YoY NEW(+28.0K) | All Managers (Combined) | $5.8M | 1.9% ($5.8M/$301.7M) | QoQ NEW(+$5.8M) YoY NEW(+$5.8M) | |
| 81.0K | YoY NEW(+81.0K) | All Managers (Combined) | $5.1M | 1.7% ($5.1M/$301.7M) | YoY NEW(+$5.1M) | |
XPEL, Inc.(XPELcusip98379L100) | 165.5K | YoY NEW(+165.5K) | All Managers (Combined) | $4.9M | 1.6% ($4.9M/$301.7M) | YoY NEW(+$4.9M) |
| 127.2K | QoQ 0.00% (-0)YoY NEW(+127.2K) | All Managers (Combined) | $4.4M | 1.5% ($4.4M/$301.7M) | YoY NEW(+$4.4M) | |
| 42.6K | QoQ 0.00% (-0)YoY NEW(+42.6K) | All Managers (Combined) | $3.8M | 1.3% ($3.8M/$301.7M) | YoY NEW(+$3.8M) | |
| 177.4K | YoY NEW(+177.4K) | All Managers (Combined) | $3.1M | 1.0% ($3.1M/$301.7M) | YoY NEW(+$3.1M) | |
(cusip72201R585)✕ | 112.5K | QoQ 0.00% (+0)YoY NEW(+112.5K) | All Managers (Combined) | $3.0M | 1.0% ($3.0M/$301.7M) | YoY NEW(+$3.0M) |
Sony Group Corp(SONYcusip835699307) | 106.9K | QoQ NEW(+106.9K) YoY NEW(+106.9K) | All Managers (Combined) | $2.7M | 0.9% ($2.7M/$301.7M) | QoQ NEW(+$2.7M) YoY NEW(+$2.7M) |