Institutions / SW Investment Management LLC
SW Investment Management LLC
CIK 1824821 · Institution · as of Dec 31, 2025
Portfolio value
$375.94M
Positions
7
As of
Dec 31, 2025
Top holdings
Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Skywest Inc | $90.37M | 24.0% |
| Ubiquiti Inc | $77.47M | 20.6% |
| Amkor Technology Inc | $55.27M | 14.7% |
| Somnigroup International Inc | $53.34M | 14.2% |
| Garmin Ltd | $42.40M | 11.3% |
| Palantir Technologies Inc | $28.97M | 7.7% |
| Parsons CorpPSN | $28.12M | 7.5% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.