UDINE WEALTH MANAGEMENT, INC.
CIK 1907240 · View on SEC EDGAR ↗
- Portfolio value
- $242.9M
- Positions
- 40
- As of
- June 30, 2026
#5,817 of 9,443 by 13F value · top 61.6%
Portfolio value QoQ: +18.7% 13F does not disclose cash
- Top 10 holdings weight
- 62.99%
- Top 25 holdings weight
- 85.05%
- Positions above 1%
- 34
- Effective number of positions
- 18.3
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 10.45% Est. buys $33,844,508 · sells $23,384,867
Median holding: 5.0 quarters Tracked Q4 2024–Q2 2026 · 62.5% still held
- New positions
- 10
- Increased
- 23
- Decreased
- 6
- Closed
- 5
On this page
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- High-conviction bets The holdings this manager is most concentrated in.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Sector breakdown
Technology
23.5%
Financials
12.1%
Communication Services
11.5%
Industrials
6.9%
Financial Services
5.3%
Consumer Discretionary
4.4%
Retail
4.0%
Health Care
4.0%
Energy
1.5%
Logistics & Transportation
1.4%
Other/Unmapped
25.6%
Full portfolio 40 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| BIL | $29,429,086 | 12.11% | 321,138 | $-606,932 | Down ×1 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $24,937,636 | 10.27% | 69,781 | $5,124,465 | Up ×6 | ||
| AAPL Apple Inc. - Common Stock | $22,369,264 | 9.21% | 77,306 | $3,071,326 | Up ×6 | ||
| MSFT Microsoft Corporation - Common Stock | $18,367,878 | 7.56% | 49,241 | $912,882 | Up ×6 | ||
| BAC Bank of America Corporation Common Stock | $13,221,354 | 5.44% | 232,035 | $2,084,514 | Up ×6 | ||
| SHV iShares 0-1 Year Treasury Bond ETF | $11,228,112 | 4.62% | 101,750 | $-942,386 | Down ×1 | ||
| JPM JP Morgan Chase & Co. Common Stock | $10,902,380 | 4.49% | 33,307 | $1,247,166 | Up ×4 | ||
| BRKB | $10,240,481 | 4.22% | 20,465 | $769,093 | Up ×6 | ||
| AMZN Amazon.com, Inc. - Common Stock | $6,642,059 | 2.73% | 27,868 | $1,261,195 | Up ×6 | ||
| BE Bloom Energy Corporation Class A Common Stock | $5,667,452 | 2.33% | 18,723 | $1,296,816 | Down ×3 | ||
| TSLA Tesla, Inc. - Common Stock | $4,907,140 | 2.02% | 11,667 | $615,658 | Up ×6 | ||
| NVDA NVIDIA Corporation - Common Stock | $4,842,378 | 1.99% | 24,201 | $100,616 | Down ×1 | ||
| RKLB Rocket Lab Corporation - Common Stock | $4,198,145 | 1.73% | 41,300 | $108,937 | Down ×1 | ||
| HOOD Robinhood Markets, Inc. - Class A Common Stock | $3,943,010 | 1.62% | 39,320 | $1,296,027 | Up ×2 | ||
| HIMS Hims & Hers Health, Inc. Class A Common Stock | $3,662,469 | 1.51% | 105,638 | Up ×1 | |||
| XOM Exxon Mobil Corporation Common Stock | $3,598,881 | 1.48% | 26,323 | $-787,000 | Up ×6 | ||
| INTC Intel Corporation - Common Stock | $3,391,333 | 1.40% | 24,288 | $920,759 | Down ×3 | ||
| UPS United Parcel Service, Inc. Common Stock | $3,354,752 | 1.38% | 31,207 | $321,795 | Up ×2 | ||
| RIVN Rivian Automotive, Inc. - Class A Common Stock | $3,219,084 | 1.33% | 185,538 | $855,587 | Up ×4 | ||
| IBM International Business Machines Corporation Common Stock | $3,178,517 | 1.31% | 11,303 | Up ×1 | |||
| UNH UnitedHealth Group Incorporated Common Stock (DE) | $3,129,694 | 1.29% | 7,530 | ||||
| IWM | $3,097,339 | 1.28% | 10,309 | $588,571 | Up ×1 | ||
| NU Nu Holdings Ltd. Class A Ordinary Shares | $3,049,473 | 1.26% | 228,254 | $-143,426 | Up ×5 | ||
| TOST Toast, Inc. Class A Common Stock | $3,012,711 | 1.24% | 108,293 | ||||
| APO Apollo Global Management, Inc. (New) Common Stock | $3,005,074 | 1.24% | 25,400 | $235,841 | Up ×1 | ||
| RH RH Common Stock | $2,960,857 | 1.22% | 17,974 | $961,431 | Up ×4 | ||
| RKT Rocket Companies, Inc. Class A Common Stock | $2,954,322 | 1.22% | 187,576 | $406,408 | Up ×4 | ||
| RDDT Reddit, Inc. Class A Common Stock | $2,901,216 | 1.19% | 16,714 | Up ×1 | |||
| PSNL Personalis, Inc. - Common Stock | $2,898,238 | 1.19% | 50,030 | Up ×1 | |||
| Unknown issuer (CUSIP: 84615Q103) | $2,860,709 | 1.18% | 16,743 | Up ×1 | |||
| BA Boeing Company (The) Common Stock | $2,824,501 | 1.16% | 13,048 | $345,980 | Up ×1 | ||
| PLTR Palantir Technologies Inc. - Class A Common Stock | $2,670,810 | 1.10% | 22,892 | $-639,068 | Up ×3 | ||
| IBIT iShares Bitcoin Trust ETF | $2,583,770 | 1.06% | 77,614 | $-162,146 | Up ×6 | ||
| DECK Deckers Outdoor Corporation Common Stock | $2,569,625 | 1.06% | 25,880 | Up ×1 | |||
| JOBY Joby Aviation, Inc. Common Stock | $2,357,288 | 0.97% | 264,270 | $267,913 | Up ×3 | ||
| URA | $2,280,091 | 0.94% | 52,176 | Up ×1 | |||
| IREN IREN Limited - Ordinary Shares | $2,199,933 | 0.91% | 48,107 | Up ×1 | |||
| LMND Lemonade, Inc. Common Stock | $2,176,638 | 0.90% | 33,461 | $206,104 | Up ×1 | ||
| UBER Uber Technologies, Inc. Common Stock | $1,606,931 | 0.66% | 22,269 | $191,061 | Up ×2 | ||
| QQQ Invesco QQQ Trust, Series 1 | $479,396 | 0.20% | 651 | $103,652 | |||
| No matches | |||||||
Conviction holdings
Positions increased for 3+ consecutive quarters.
Share counts are as reported in 13F filings (not split-adjusted)
| Security | Value | % of portfolio | Streak |
|---|---|---|---|
| GOOG | $24,937,636 | 10.27% | up ×6 |
| AAPL | $22,369,264 | 9.21% | up ×6 |
| MSFT | $18,367,878 | 7.56% | up ×6 |
| BAC | $13,221,354 | 5.44% | up ×6 |
| JPM | $10,902,380 | 4.49% | up ×4 |
| BRKB | $10,240,481 | 4.22% | up ×6 |
| AMZN | $6,642,059 | 2.73% | up ×6 |
| TSLA | $4,907,140 | 2.02% | up ×6 |
| XOM | $3,598,881 | 1.48% | up ×6 |
| RIVN | $3,219,084 | 1.33% | up ×4 |
| NU | $3,049,473 | 1.26% | up ×5 |
| RH | $2,960,857 | 1.22% | up ×4 |
| RKT | $2,954,322 | 1.22% | up ×4 |
| PLTR | $2,670,810 | 1.10% | up ×3 |
| IBIT | $2,583,770 | 1.06% | up ×6 |
Biggest new bets
New positions opened this quarter, largest first.
| Security | Value | Shares | % of portfolio |
|---|---|---|---|
| HIMS | $3,662,469 | 105,638 | 1.51% |
| IBM | $3,178,517 | 11,303 | 1.31% |
| UNH | $3,129,694 | 7,530 | 1.29% |
| TOST | $3,012,711 | 108,293 | 1.24% |
| RDDT | $2,901,216 | 16,714 | 1.19% |
| PSNL | $2,898,238 | 50,030 | 1.19% |
| Unknown issuer (CUSIP: 84615Q103) | $2,860,709 | 16,743 | 1.18% |
| DECK | $2,569,625 | 25,880 | 1.06% |
| URA | $2,280,091 | 52,176 | 0.94% |
| IREN | $2,199,933 | 48,107 | 0.91% |
Top movers (QoQ)
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| OSCR | Dec. 31, 2025 | 146,555 | $2,774,286 | 114.5% |
| HD | June 30, 2026 | 8,430 | $2,772,543 | -4.8% |
| HD | Dec. 31, 2025 | 6,475 | $2,623,605 | -2.5% |
| MP | Dec. 31, 2025 | 38,710 | $2,596,280 | 13.8% |
| TLT | June 30, 2026 | 29,896 | $2,591,684 | |
| OXY | Dec. 31, 2025 | 52,896 | $2,499,336 | 49.4% |
| UNH | Sept. 30, 2025 | 7,529 | $2,348,822 | 12.2% |
| CRM | March 31, 2025 | 6,838 | $2,286,148 | -23.4% |
| BMY | June 30, 2025 | 37,328 | $2,276,635 | 42.7% |
| DKNG | Dec. 31, 2025 | 60,447 | $2,260,718 | -27.5% |
| ENVX | March 31, 2025 | 207,040 | $2,250,525 | -53.8% |
| UPS | Sept. 30, 2025 | 22,140 | $2,234,812 | 23.7% |
| BABA | June 30, 2026 | 14,155 | $2,074,840 | 27.3% |
| BA | March 31, 2025 | 11,315 | $2,002,755 | 25.8% |
| GM | June 30, 2025 | 41,634 | $1,958,047 | 78.2% |
| IWM | March 31, 2025 | 8,639 | $1,908,873 | No longer tracked |
| DELL | March 31, 2025 | 14,629 | $1,685,846 | 381.9% |
| PYPL | June 30, 2025 | 25,013 | $1,632,098 | -16.3% |
| GRAB | June 30, 2026 | 442,914 | $1,621,065 | -5.7% |
| WRBY | June 30, 2026 | 65,723 | $1,384,784 | -9.9% |
| TOST | Sept. 30, 2025 | 28,901 | $1,280,025 | -2.4% |
| RKLBXXXX | June 30, 2025 | 64,080 | $1,145,750 | No longer tracked |
| DIS | March 31, 2025 | 9,889 | $1,101,140 | 8.5% |
| RIVN | March 31, 2025 | 77,499 | $1,030,737 | 31.2% |
| XYZ | March 31, 2025 | 11,208 | $952,568 | 47.4% |
| BA | Dec. 31, 2025 | 2,254 | $486,481 | -1.2% |
| QQQ | Dec. 31, 2025 | 600 | $360,222 | |
| CRWD | Dec. 31, 2025 | 654 | $320,709 | -60.1% |
| NKE | March 31, 2026 | 41,923 | $2,671 | -23.2% |
| CRM | March 31, 2026 | 10,042 | $2,660 | 10.1% |
| ZETA | March 31, 2026 | 127,104 | $2,587 | 72.2% |
| BX | March 31, 2026 | 16,393 | $2,527 | 24.6% |
| EOSE | March 31, 2026 | 151,006 | $1,731 | -27.9% |
| PATH | March 31, 2026 | 96,462 | $1,581 | 41.7% |