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Home > Institutional Investor > Whalerock Point Partners, Llc > Profile

Instuitional Investor - Whalerock Point Partners, Llc

Fund Profile
Filing Period:
Fund Name: Whalerock Point Partners, Llc
Portfolio Value $323,462,379
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 145,308 $27,976,193 8.64%
2.
Microsoft Corp
 MSFT 52,592 $19,776,762 6.11%
3.
Nvidia Corp
 NVDA 335,600 $16,619,807 5.13%
4.
Alphabet Inc.
 GOOG 111,048 $15,512,334 4.79%
5.
Visa Inc.
 V 47,712 $12,421,932 3.84%
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)