Taika Capital, LP

CIK 1886506 · View on SEC EDGAR ↗

Portfolio value
$131.2M
#7,794 of 9,443 by 13F value · top 82.5%
Positions
80
As of
Dec. 31, 2024 Data as of Q4 2024
Top 10 holdings weight
41.37%
Top 25 holdings weight
73.61%
Positions above 1%
28
Effective number of positions
38.1

Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)

New positions
80
Increased
0
Decreased
0
Closed
0
On this page

Sector breakdown

Technology
26.9%
Industrials
18.4%
Financial Services
13.4%
Retail
8.8%
Health Care
7.7%
Financials
6.5%
Communication Services
4.7%
Communications
3.4%
Consumer Discretionary
2.8%
Consumer Staples
2.3%
Diversified Consumer Services
2.1%
Energy
0.6%
Other/Unmapped
2.6%

Full portfolio 80 positions

Type Streak 8Q trend
NVDA NVIDIA Corporation - Common Stock $6,759,487 5.15% 50,335 Up ×1
TSM Taiwan Semiconductor Manufacturing Company Ltd. $6,300,918 4.80% 31,905 Up ×1
GOOGL Alphabet Inc. - Class A Common Stock $6,179,888 4.71% 32,646 Up ×1
ETN Eaton Corporation, PLC Ordinary Shares $6,039,038 4.60% 18,197 Up ×1
SNPS Synopsys, Inc. - Common Stock $5,454,961 4.16% 11,239 Up ×1
AMZN Amazon.com, Inc. - Common Stock $5,138,553 3.92% 23,422 Up ×1
VRT Vertiv Holdings, LLC Class A Common Stock $4,751,965 3.62% 41,827 Up ×1
ISRG Intuitive Surgical, Inc. - Common Stock $4,684,591 3.57% 8,975 Up ×1
EPAM EPAM Systems, Inc. Common Stock $4,523,248 3.45% 19,345 Up ×1
CSCO Cisco Systems, Inc. - Common Stock $4,434,554 3.38% 74,908 Up ×1
PANW Palo Alto Networks, Inc. - Common Stock $3,799,689 2.90% 20,882 Up ×1
FLS Flowserve Corporation Common Stock $3,697,616 2.82% 64,284 Up ×1
MCO Moody's Corporation Common Stock $3,240,691 2.47% 6,846 Up ×1
TROW T. Rowe Price Group, Inc. - Common Stock $3,046,871 2.32% 26,942 Up ×1
BMY Bristol-Myers Squibb Company Common Stock $3,042,645 2.32% 53,795 Up ×1
AVGO Broadcom Inc. - Common Stock $2,851,400 2.17% 12,299 Up ×1
BAH Booz Allen Hamilton Holding Corporation Common Stock $2,721,104 2.07% 21,143 Up ×1
DUOL Duolingo, Inc. - Class A Common Stock $2,696,945 2.06% 8,318 Up ×1
MKTX MarketAxess Holdings, Inc. - Common Stock $2,688,520 2.05% 11,894 Up ×1
CVNA Carvana Co. Class A Common Stock $2,667,880 2.03% 13,119 Up ×1
UBER Uber Technologies, Inc. Common Stock $2,455,929 1.87% 40,715 Up ×1
ALL Allstate Corporation (The) Common Stock $2,385,005 1.82% 12,371 Up ×1
MNDY monday.com Ltd. - Ordinary Shares $2,350,633 1.79% 9,984 Up ×1
TRV The Travelers Companies, Inc. Common Stock $2,345,787 1.79% 9,738 Up ×1
SOXL $2,299,529 1.75% 84,201 Up ×1
MSFT Microsoft Corporation - Common Stock $1,986,108 1.51% 4,712 Up ×1
PNR Pentair plc. Ordinary Share $1,648,383 1.26% 16,379 Up ×1
TT Trane Technologies plc $1,511,750 1.15% 4,093 Up ×1
FN Fabrinet Ordinary Shares $1,246,720 0.95% 5,670 Up ×1
MDB MongoDB, Inc. - Class A Common Stock $1,236,687 0.94% 5,312 Up ×1
HBI $1,054,000 0.80% 129,484 Up ×1
JPM JP Morgan Chase & Co. Common Stock $935,588 0.71% 3,903 Up ×1
GS Goldman Sachs Group, Inc. (The) Common Stock $912,184 0.70% 1,593 Up ×1
DECK Deckers Outdoor Corporation Common Stock $799,565 0.61% 3,937 Up ×1
FTI TechnipFMC plc Ordinary Share $772,987 0.59% 26,710 Up ×1
TEVA Teva Pharmaceutical Industries Limited American Depositary Shares $771,400 0.59% 35,000 Up ×1
ANF Abercrombie & Fitch Company Common Stock $752,133 0.57% 5,032 Up ×1
PRMB Primo Brands Corporation Class A Common Stock $752,111 0.57% 24,443 Up ×1
CART Maplebear Inc. - Common Stock $747,258 0.57% 18,041 Up ×1
BROS Dutch Bros Inc. Class A Common Stock $746,048 0.57% 14,243 Up ×1
MO Altria Group, Inc. $745,394 0.57% 14,255 Up ×1
PM Philip Morris International Inc Common Stock $744,485 0.57% 6,186 Up ×1
WMT Walmart Inc. - Common Stock $742,496 0.57% 8,218 Up ×1
GAP Gap, Inc. (The) Common Stock $741,746 0.57% 31,390 Up ×1
JHG Janus Henderson Group plc Ordinary Shares $740,447 0.56% 17,410 Up ×1
CCL Carnival Corporation Common Stock $734,143 0.56% 29,460 Up ×1
INGR Ingredion Incorporated Common Stock $728,793 0.56% 5,298 Up ×1
COST Costco Wholesale Corporation - Common Stock $719,272 0.55% 785 Up ×1
LULU lululemon athletica inc. - Common Stock $712,812 0.54% 1,864 Up ×1
KTB Kontoor Brands, Inc. Common Stock $705,230 0.54% 8,257 Up ×1
PYPL PayPal Holdings, Inc. - Common Stock $664,279 0.51% 7,783 Up ×1
THC Tenet Healthcare Corporation Common Stock $497,851 0.38% 3,944 Up ×1
SEIC SEI Investments Company - Common Stock $387,656 0.30% 4,700 Up ×1
V Visa Inc. $387,149 0.30% 1,225 Up ×1
STT State Street Corporation Common Stock $385,239 0.29% 3,925 Up ×1
MA Mastercard Incorporated Common Stock $384,396 0.29% 730 Up ×1
BLK BlackRock, Inc. Common Stock $379,291 0.29% 370 Up ×1
AXP American Express Company Common Stock $376,923 0.29% 1,270 Up ×1
SYF Synchrony Financial Common Stock $371,800 0.28% 5,720 Up ×1
CME CME Group Inc. - Class A Common Stock $370,407 0.28% 1,595 Up ×1
MS Morgan Stanley Common Stock $370,245 0.28% 2,945 Up ×1
CB Chubb Limited Common Stock $370,242 0.28% 1,340 Up ×1
MEDP Medpace Holdings, Inc. - Common Stock $369,440 0.28% 1,112 Up ×1
UNM Unum Group Common Stock $368,802 0.28% 5,050 Up ×1
APO Apollo Global Management, Inc. (New) Common Stock $366,655 0.28% 2,220 Up ×1
COF Capital One Financial Corporation Common Stock $366,448 0.28% 2,055 Up ×1
BK The Bank of New York Mellon Corporation Common Stock $364,943 0.28% 4,750 Up ×1
FIS Fidelity National Information Services, Inc. Common Stock $363,869 0.28% 4,505 Up ×1
WFC Wells Fargo & Company Common Stock $363,843 0.28% 5,180 Up ×1
PODD Insulet Corporation - Common Stock $361,321 0.28% 1,384 Up ×1
SMFG Sumitomo Mitsui Financial Group Inc Unsponsored American Depositary Shares (Japan) $361,018 0.28% 24,915 Up ×1
RJF Raymond James Financial, Inc. Common Stock $360,366 0.27% 2,320 Up ×1
AIZ Assurant, Inc. Common Stock $360,342 0.27% 1,690 Up ×1
NTRS Northern Trust Corporation - Common Stock $359,775 0.27% 3,510 Up ×1
KKR KKR & Co. Inc. Common Stock $359,421 0.27% 2,430 Up ×1
KNSL Kinsale Capital Group, Inc. Common Stock $358,150 0.27% 770 Up ×1
EHC Encompass Health Corporation Common Stock $350,745 0.27% 3,798 Up ×1
PGR Progressive Corporation (The) Common Stock $349,831 0.27% 1,460 Up ×1
PRI Primerica, Inc. Common Stock $348,775 0.27% 1,285 Up ×1
CPAY Corpay, Inc. Common Stock $346,881 0.26% 1,025 Up ×1

Biggest new bets

New positions opened this quarter, largest first.

Security Value Shares % of portfolio
NVDA $6,759,487 50,335 5.15%
TSM $6,300,918 31,905 4.80%
GOOGL $6,179,888 32,646 4.71%
ETN $6,039,038 18,197 4.60%
SNPS $5,454,961 11,239 4.16%
AMZN $5,138,553 23,422 3.92%
VRT $4,751,965 41,827 3.62%
ISRG $4,684,591 8,975 3.57%
EPAM $4,523,248 19,345 3.45%
CSCO $4,434,554 74,908 3.38%
PANW $3,799,689 20,882 2.90%
FLS $3,697,616 64,284 2.82%
MCO $3,240,691 6,846 2.47%
TROW $3,046,871 26,942 2.32%
BMY $3,042,645 53,795 2.32%