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Home > Institutional Investor > Icapital Wealth Llc > Profile

Instuitional Investor - Icapital Wealth Llc

Fund Profile
Filing Period:
Fund Name: Icapital Wealth Llc
Portfolio Value $154,709,931
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 27,957 $10,512,935 6.79%
2.
Mongodb Inc.
 MDB 19,869 $8,123,441 5.25%
3.
Goldman Sachs Bdc Inc.
 GSBD 548,630 $8,037,430 5.19%
4.
Crowdstrike Holdings Inc.
 CRWD 28,821 $7,358,578 4.75%
5.
Snowflake Inc.
 SNOW 36,633 $7,289,967 4.71%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)