Hedge Fund - Engine No. 1 LLC
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Last updated on based on SEC 13F filings Last update:
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| No. | Security | Ticker | Shares | Value | Activity | % Port | History |
|---|---|---|---|---|---|---|---|
| 1. | VRT | 209,325 | $18,121,265 | -3% | 19.01% | ||
| 2. | AMAT | 51,231 | $12,090,004 | 12.68% | |||
| 3. | ASML | 10,242 | $10,474,801 | +57% | 10.99% | ||
| 4. | HUBB | 25,863 | $9,452,409 | 9.91% | |||
| 5. | POWL | 61,374 | $8,801,032 | +92% | 9.23% |
