Worm Capital, LLC 13F Portfolio

EntityCategoryQoQ AUM ChangeAUM (13F)# of HoldingsPerformance RankEquities Trend
WC
Worm Capital, LLC
Institutional Filer 42.14%$130.6M15

Current Portfolio Holdings

Showing all 15 reported positions by value

#StockCompany NameSectorShares HeldMarket Value% of Portfolio
1TSLATesla, Inc.Consumer Cyclical99K$36.9M28.23%
2AMZNAmazon.com, Inc.Consumer Cyclical47K$9.9M7.55%
3NVDANVIDIA CorporationTechnology53K$9.2M7.07%
4MSMorgan StanleyFinancial Services49K$8.1M6.17%
5GSThe Goldman Sachs Group, Inc.Financial Services9K$7.9M6.04%
6ADSKAutodesk, Inc.Technology31K$7.3M5.60%
7SATSEchoStar CorporationTechnology62K$7.3M5.56%
8AXONAxon Enterprise, Inc.Industrials16K$6.8M5.18%
9NFLXNetflix, Inc.Communication Services68K$6.5M5.01%
10ORCLOracle CorporationTechnology42K$6.2M4.75%
11BEPBrookfield Renewable Partners L.P.Utilities172K$5.6M4.30%
12ISRGIntuitive Surgical, Inc.Healthcare11K$4.9M3.75%
13CRMSalesforce, Inc.Technology25K$4.7M3.63%
14SHOPShopify Inc.Technology40K$4.7M3.60%
15NOWServiceNow, Inc.Technology45K$4.7M3.57%
Showing 1 to 15 of 15 holdings