Point Break Capital Management, LLC

data from 30/09/2024

Capitalization

$ 85.267 M -7.42 %

Average holding period

5 ans

Performance

$ 225.163 M 146.38 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Point Break Capital Management, LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2024/09/30 CZR CAESARS ENTERTAINMENT INC NE 50.53% 43.083 M $ 1032178 2020/09/30 4.872 M $ 10.04 %
2024/09/30 FOUR SHIFT4 PMTS INC 6.42% 5.475 M $ 61790 2024/06/30 574.016 K $ 20.12 %
2024/09/30 MSFT MICROSOFT CORP 6.26% 5.336 M $ 12400 2024/06/30 -340.947 K $ -5.91 %
2024/09/30 AMZN AMAZON COM INC 5.66% 4.829 M $ 25917 2023/12/31 -293.674 K $ -5.62 %
2024/09/30 FXI ISHARES TR 4.70% 4.004 M $ 126000 2024/09/30 0.000 $ 0.00 %
2024/09/30 META META PLATFORMS INC 4.40% 3.749 M $ 6550 2024/03/31 462.800 K $ 13.44 %
2024/09/30 LLY ELI LILLY & CO 4.39% 3.740 M $ 4221 2023/12/31 -125.120 K $ -3.14 %
2024/09/30 UBS UBS GROUP AG 3.59% 3.058 M $ 98927 2023/03/31 99.839 K $ 3.28 %
2024/09/30 GOOGL ALPHABET INC 3.43% 2.927 M $ 17650 2024/03/31 -585.331 K $ -9.41 %
2024/09/30 ASML ASML HOLDING N V 3.36% 2.866 M $ 3440 2024/06/30 -554.664 K $ -19.58 %
2024/09/30 NKE NIKE INC 3.08% 2.625 M $ 29700 2024/09/30 0.000 $ 0.00 %
2024/09/30 PINS PINTEREST INC 1.90% 1.619 M $ 50000 2019/12/31 -535.500 K $ -24.30 %
2024/09/30 BABA ALIBABA GROUP HLDG LTD 1.48% 1.259 M $ 11860 2022/03/31 402.528 K $ 47.14 %
2024/09/30 PAGS PAGSEGURO DIGITAL LTD 0.82% 697.410 K $ 81000 2024/09/30 0.000 $ 0.00 %
2024/09/30 EWJ ISHARES INC 0.00% 0.000 $ 0 2024/03/31 0.000 $ 0.00 %
2024/09/30 V VISA INC 0.00% 0.000 $ 0 2024/06/30 0.000 $ 0.00 %
2024/09/30 SPGI S&P GLOBAL INC 0.00% 0.000 $ 0 2023/12/31 0.000 $ 0.00 %
2024/09/30 GS GOLDMAN SACHS GROUP INC 0.00% 0.000 $ 0 2023/12/31 0.000 $ 0.00 %