VIMA LLC

CIK 2012155 · Visualizza su SEC EDGAR ↗

Valore del portafoglio
$102.5M
#7.736 di 8.643 per valore 13F · top 89.5%
Posizioni
371
Aggiornato al
30 Giugno 2026
Peso dei primi 10 titoli
35,40%
Peso dei primi 25 titoli
60,00%
Posizioni superiori all'1%
32
Numero effettivo di posizioni
50,5

Basato solo su partecipazioni azionarie long 13F (liquidità, obbligazioni, short non divulgati)

Nuove posizioni
371
Aumentato
0
Diminuito
0
Chiuso
0
Su questa pagina

Suddivisione settoriale

Technology
21,0%
Retail
3,2%
Financial Services
2,1%
Consumer Discretionary
1,7%
Utilities
1,6%
Healthcare
1,6%
Communication Services
1,4%
Materials
1,2%
Industrials
1,2%
Consumer Staples
0,7%
Real Estate
0,6%
Energy
0,6%
Financials
0,4%
Communications
0,2%
Telecommunication
0,1%
Consumer products
0,0%
Paper & Forest
0,0%
Altro/Non mappato
62,4%

Portafoglio completo 371 posizioni

Tipo Sequenza Tendenza 8 trim.
IREN IREN Limited - Ordinary Shares $5.315.884 5,19% 116.245 Su ×1
MINT $5.000.022 4,88% 49.598 Su ×1
NVDA NVIDIA Corporation - Common Stock $4.669.969 4,56% 23.367 Su ×1
GDX GDX $3.604.276 3,52% 47.770 Su ×1
WULF TeraWulf Inc. - Common Stock $3.569.419 3,48% 144.511 Su ×1
JGRO $3.229.315 3,15% 32.755 Su ×1
QQQ Invesco QQQ Trust, Series 1 $2.962.914 2,89% 3.119 Su ×1
AAPL Apple Inc. - Common Stock $2.870.092 2,80% 9.919 Su ×1
RDVI $2.633.270 2,57% 89.567 Su ×1
AMZN Amazon.com, Inc. - Common Stock $2.428.208 2,37% 10.188 Su ×1
SPY SPY $2.342.277 2,29% 2.268 Su ×1
CAIE $2.217.724 2,16% 81.504 Su ×1
SPBU $1.970.559 1,92% 65.164 Su ×1
SDVD $1.924.736 1,88% 83.358 Su ×1
VCIT Vanguard Intermediate-Term Corporate Bond ETF $1.870.428 1,82% 22.631 Su ×1
BUFQ $1.763.851 1,72% 44.916 Su ×1
QQQI NEOS Nasdaq 100 High Income ETF $1.658.041 1,62% 29.196 Su ×1
BUFY $1.616.229 1,58% 69.046 Su ×1
BUFR $1.612.873 1,57% 44.152 Su ×1
BRKB $1.564.219 1,53% 3.126 Su ×1
BKLN $1.490.636 1,45% 73.178 Su ×1
CRWD CrowdStrike Holdings, Inc. - Class A Common Stock $1.380.520 1,35% 1.809 Su ×1
FLTR $1.280.346 1,25% 49.994 Su ×1
BUFD $1.278.911 1,25% 43.032 Su ×1
IAU $1.242.064 1,21% 16.449 Su ×1
NEE NextEra Energy, Inc. Common Stock $1.213.384 1,18% 13.825 Su ×1
BALT $1.204.556 1,18% 35.149 Su ×1
UNH UnitedHealth Group Incorporated Common Stock (DE) $1.170.692 1,14% 2.817 Su ×1
ECF $1.165.545 1,14% 88.232 Su ×1
NEM Newmont Corporation $1.158.085 1,13% 12.399 Su ×1
TSLA Tesla, Inc. - Common Stock $1.114.169 1,09% 2.649 Su ×1
FAAR First Trust Alternative Absolute Return Strategy ETF $1.042.638 1,02% 32.974 Su ×1
APRJ $1.000.911 0,98% 40.441 Su ×1
CLSK CleanSpark, Inc. - Common Stock $994.172 0,97% 68.328 Su ×1
SCHW Charles Schwab Corporation (The) Common Stock $955.130 0,93% 10.351 Su ×1
JPMPRK $909.238 0,89% 49.335 Su ×1
CLSE $881.400 0,86% 53.771 Su ×1
CIFR Cipher Mining Inc. - Common Stock $820.670 0,80% 33.497 Su ×1
OCTJ $806.676 0,79% 33.738 Su ×1
SCHWPRJ $802.058 0,78% 45.884 Su ×1
IWM $747.597 0,73% 2.488 Su ×1
NLY Annaly Capital Management Inc. Common Stock $662.344 0,65% 29.622 Su ×1
NOW ServiceNow, Inc. Common Stock $585.256 0,57% 5.895 Su ×1
SJM The J.M. Smucker Company Common Stock $580.610 0,57% 5.161 Su ×1
ROBO $547.710 0,53% 6.394 Su ×1
GOOGL Alphabet Inc. - Class A Common Stock $531.046 0,52% 1.486 Su ×1
DIA $528.419 0,52% 1.012 Su ×1
SLV $518.124 0,51% 9.690 Su ×1
XLK XLK $507.306 0,49% 2.663 Su ×1
VIG $456.027 0,44% 1.927 Su ×1
VCSH Vanguard Short-Term Corporate Bond ETF $448.292 0,44% 5.672 Su ×1
KBE KBE $442.088 0,43% 6.480 Su ×1
GOOG Alphabet Inc. - Class C Capital Stock $423.864 0,41% 1.200 Su ×1
MSFT Microsoft Corporation - Common Stock $412.307 0,40% 1.105 Su ×1
COST Costco Wholesale Corporation - Common Stock $407.988 0,40% 436 Su ×1
JPM JP Morgan Chase & Co. Common Stock $399.335 0,39% 1.220 Su ×1
SPYG $374.404 0,37% 3.147 Su ×1
PIO Invesco Global Water ETF $351.346 0,34% 7.813 Su ×1
DTE DTE Energy Company Common Stock $342.985 0,33% 2.251 Su ×1
GLD $342.593 0,33% 930 Su ×1
HACK $340.484 0,33% 3.245 Su ×1
ACYN $338.440 0,33% 16.279 Su ×1
GS Goldman Sachs Group, Inc. (The) Common Stock $321.659 0,31% 318 Su ×1
GE GE Aerospace Common Stock $317.709 0,31% 850 Su ×1
META Meta Platforms, Inc. - Class A Common Stock $276.322 0,27% 491 Su ×1
SPYI $274.422 0,27% 5.169 Su ×1
IYJ $252.307 0,25% 1.514 Su ×1
MCK McKesson Corporation Common Stock $240.281 0,23% 318 Su ×1
BE Bloom Energy Corporation Class A Common Stock $236.711 0,23% 782 Su ×1
SMH SMH $232.776 0,23% 355 Su ×1
XOM Exxon Mobil Corporation Common Stock $231.666 0,23% 1.694 Su ×1
ETHE $217.531 0,21% 17.048 Su ×1
USMV $212.637 0,21% 2.260 Su ×1
VTI $209.251 0,20% 565 Su ×1
GBTC $203.793 0,20% 4.477 Su ×1
RSP $202.622 0,20% 952 Su ×1
SCHD $196.906 0,19% 6.210 Su ×1
IWD $193.702 0,19% 799 Su ×1
SOXX SOXX $192.245 0,19% 300 Su ×1
ANET Arista Networks, Inc. Common Stock $192.134 0,19% 1.131 Su ×1
MELI MercadoLibre, Inc. - Common Stock $190.108 0,19% 112 Su ×1
UFO Procure Space ETF $187.023 0,18% 3.691 Su ×1
SFM Sprouts Farmers Market, Inc. - Common Stock $184.976 0,18% 2.187 Su ×1
SH $177.251 0,17% 5.402 Su ×1
HDGE $175.607 0,17% 10.649 Su ×1
IUSV iShares Core S&P U.S. Value ETF $174.037 0,17% 1.580 Su ×1
XLI XLI $172.152 0,17% 929 Su ×1
CAT Caterpillar, Inc. Common Stock $170.441 0,17% 160 Su ×1
DTM DT Midstream, Inc. Common Stock $167.430 0,16% 1.141 Su ×1
MA Mastercard Incorporated Common Stock $166.152 0,16% 324 Su ×1
CBXO $165.725 0,16% 7.521 Su ×1
XLF XLF $161.222 0,16% 3.007 Su ×1
IBIT iShares Bitcoin Trust ETF $160.677 0,16% 4.827 Su ×1
MS Morgan Stanley Common Stock $159.179 0,16% 761 Su ×1
DOG $157.437 0,15% 7.232 Su ×1
RWM $149.831 0,15% 11.199 Su ×1
NFLX Netflix, Inc. - Common Stock $147.798 0,14% 2.070 Su ×1
JANJ $147.044 0,14% 5.952 Su ×1
SPDN $146.436 0,14% 16.890 Su ×1
BTBT Bit Digital, Inc. - Ordinary Share $146.129 0,14% 81.183 Su ×1

Le maggiori nuove scommesse

Nuove posizioni aperte questo trimestre, dalla più grande.

Titolo Valore Azioni % del portafoglio
IREN $5.315.884 116.245 5,19%
MINT $5.000.022 49.598 4,88%
NVDA $4.669.969 23.367 4,56%
GDX $3.604.276 47.770 3,52%
WULF $3.569.419 144.511 3,48%
JGRO $3.229.315 32.755 3,15%
QQQ $2.962.914 3.119 2,89%
AAPL $2.870.092 9.919 2,80%
RDVI $2.633.270 89.567 2,57%
AMZN $2.428.208 10.188 2,37%
SPY $2.342.277 2.268 2,29%
CAIE $2.217.724 81.504 2,16%
SPBU $1.970.559 65.164 1,92%
SDVD $1.924.736 83.358 1,88%
VCIT $1.870.428 22.631 1,82%