Wim-Investment-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  "HON",
  "QCOM",
  "META",
  "NVDA",
  "ROK",
  "UBER",
  "LSCC",
  "GRAL",
  "R",
  "EPAM",
  "PDD",
  "TCOM",
  "NET",
  "TSLA",
  "PH"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-08
Total Holdings: 15
Total Value: 239654716
Accession Number: 0002042565-25-000002
Form Type: 13F-HR
CIK: wim-investment-management
Manager Name: Wim-Investment-Management

Data Enrichment

100% identified

15 identified0 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

15 positions • $239.7M total value

SEC FilingSEC DataHachi Filing

Manager:

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Tesla, Inc.

TSLA|88160R101

Shares:277.4K

Value:$71.9M

% of Portfolio:30.0% ($71.9M/$239.7M)

Meta Platforms, Inc.

META|30303M102

Shares:54.4K

Value:$31.4M

% of Portfolio:13.1% ($31.4M/$239.7M)

PDD Holdings Inc.

PDD|722304102

Shares:264.5K

Value:$31.3M

% of Portfolio:13.1% ($31.3M/$239.7M)

Cloudflare, Inc.

NET|18915M107

Shares:237.2K

Value:$26.7M

% of Portfolio:11.2% ($26.7M/$239.7M)

Uber Technologies, Inc

UBER|90353T100

Shares:227.6K

Value:$16.6M

% of Portfolio:6.9% ($16.6M/$239.7M)

ROCKWELL AUTOMATION, INC

ROK|773903109

Shares:51.5K

Value:$13.3M

% of Portfolio:5.6% ($13.3M/$239.7M)

Trip.com Group Ltd

TCOM|89677Q107

Shares:201.1K

Value:$12.8M

% of Portfolio:5.3% ($12.8M/$239.7M)

NVIDIA CORP

NVDA|67066G104

Shares:111.0K

Value:$12.0M

% of Portfolio:5.0% ($12.0M/$239.7M)

HONEYWELL INTERNATIONAL INC

HON|438516106

Shares:28.8K

Value:$6.1M

% of Portfolio:2.5% ($6.1M/$239.7M)

RYDER SYSTEM INC

R|783549108

Shares:35.1K

Value:$5.0M

% of Portfolio:2.1% ($5.0M/$239.7M)

Parker-Hannifin Corp

PH|701094104

Shares:8.3K

Value:$5.0M

% of Portfolio:2.1% ($5.0M/$239.7M)

QUALCOMM INC/DE

QCOM|747525103

Shares:23.3K

Value:$3.6M

% of Portfolio:1.5% ($3.6M/$239.7M)

EPAM Systems, Inc.

EPAM|29414B104

Shares:16.2K

Value:$2.7M

% of Portfolio:1.1% ($2.7M/$239.7M)

LATTICE SEMICONDUCTOR CORP

LSCC|518415104

Shares:11.8K

Value:$618.9K

% of Portfolio:0.3% ($618.9K/$239.7M)

GRAIL, Inc.

GRAL|384747101

Shares:21.0K

Value:$536.3K

% of Portfolio:0.2% ($536.3K/$239.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Tesla, Inc.(TSLAcusip88160R101)	277.4K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$71.9M	30.0% ($71.9M/$239.7M)	QoQ -35.82% (-$40.1M) YoY-
Meta Platforms, Inc.(METAcusip30303M102)	54.4K	QoQ +11.24% (+5.5K) YoY-	All Managers (Combined)	$31.4M	13.1% ($31.4M/$239.7M)	QoQ +9.50% (+$2.7M) YoY-
PDD Holdings Inc.(PDDcusip722304102)	264.5K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$31.3M	13.1% ($31.3M/$239.7M)	QoQ +22.02% (+$5.6M) YoY-
Cloudflare, Inc.(NETcusip18915M107)	237.2K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$26.7M	11.2% ($26.7M/$239.7M)	QoQ +4.65% (+$1.2M) YoY-
Uber Technologies, Inc(UBERcusip90353T100)	227.6K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$16.6M	6.9% ($16.6M/$239.7M)	QoQ +20.78% (+$2.9M) YoY-
ROCKWELL AUTOMATION, INC(ROKcusip773903109)	51.5K	QoQ +28.91% (+11.6K) YoY-	All Managers (Combined)	$13.3M	5.6% ($13.3M/$239.7M)	QoQ +16.54% (+$1.9M) YoY-
Trip.com Group Ltd(TCOMcusip89677Q107)	201.1K	QoQ NEW(+201.1K) YoY-	All Managers (Combined)	$12.8M	5.3% ($12.8M/$239.7M)	QoQ NEW(+$12.8M) YoY-
NVIDIA CORP(NVDAcusip67066G104)	111.0K	QoQ +48.00% (+36.0K) YoY-	All Managers (Combined)	$12.0M	5.0% ($12.0M/$239.7M)	QoQ +19.44% (+$2.0M) YoY-
HONEYWELL INTERNATIONAL INC(HONcusip438516106)	28.8K	QoQ +40.48% (+8.3K) YoY-	All Managers (Combined)	$6.1M	2.5% ($6.1M/$239.7M)	QoQ +31.69% (+$1.5M) YoY-
RYDER SYSTEM INC(Rcusip783549108)	35.1K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$5.0M	2.1% ($5.0M/$239.7M)	QoQ -8.31% (-$458.1K) YoY-
Parker-Hannifin Corp(PHcusip701094104)	8.3K	QoQ +44.17% (+2.5K) YoY-	All Managers (Combined)	$5.0M	2.1% ($5.0M/$239.7M)	QoQ +37.78% (+$1.4M) YoY-
QUALCOMM INC/DE(QCOMcusip747525103)	23.3K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$3.6M	1.5% ($3.6M/$239.7M)	QoQ 0.00% (-$234) YoY-
EPAM Systems, Inc.(EPAMcusip29414B104)	16.2K	QoQ NEW(+16.2K) YoY-	All Managers (Combined)	$2.7M	1.1% ($2.7M/$239.7M)	QoQ NEW(+$2.7M) YoY-
LATTICE SEMICONDUCTOR CORP(LSCCcusip518415104)	11.8K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$618.9K	0.3% ($618.9K/$239.7M)	QoQ -7.41% (-$49.6K) YoY-
GRAIL, Inc.(GRALcusip384747101)	21.0K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$536.3K	0.2% ($536.3K/$239.7M)	QoQ +43.08% (+$161.5K) YoY-