Acorn Advisory Capital L.P.

data from 30/09/2019

Capitalization

$ 80.780 M 5.81 %

Average holding period

3 ans

Performance

$ 2.097 M 9.24 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Acorn Advisory Capital L.P.

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2019/09/30 ET ENERGY TRANSFER LP 14.97% 12.093 M $ 924518 2017/12/31 -866.712 K $ -7.24 %
2019/09/30 TWO TWO HBRS INVT CORP 12.14% 9.810 M $ 747119 2019/03/31 328.732 K $ 3.47 %
2019/09/30 GOOGL ALPHABET INC 12.06% 9.740 M $ 7976 2017/12/31 1.052 M $ 11.19 %
2019/09/30 MPLX MPLX LP 9.90% 7.997 M $ 285500 2019/06/30 -925.649 K $ -13.20 %
2019/09/30 AMZN AMAZON COM INC 9.56% 7.725 M $ 4450 2019/06/30 -828.590 K $ -9.83 %
2019/09/30 ITB ISHARES TR 6.22% 5.024 M $ 116000 2019/09/30 0.000 $ 0.00 %
2019/09/30 BABA ALIBABA GROUP HLDG LTD 6.17% 4.983 M $ 29800 2017/12/31 -233.036 K $ -4.61 %
2019/09/30 IWM ISHARES TR 3.60% 2.906 M $ 19200 2019/09/30 0.000 $ 0.00 %
2019/09/30 INTEQ INTELSAT S A 2.73% 2.202 M $ 96600 2019/03/31 0.000 $ 0.00 %
2019/09/30 XLF SELECT SECTOR SPDR TR 2.44% 1.968 M $ 70300 2019/09/30 0.000 $ 0.00 %
2019/09/30 IYT ISHARES TR 2.42% 1.954 M $ 10500 2019/09/30 0.000 $ 0.00 %
2019/09/30 TDG TRANSDIGM GROUP INC 2.13% 1.718 M $ 3300 2018/12/31 104.950 K $ 7.48 %
2019/09/30 NVDA NVIDIA CORP 1.81% 1.462 M $ 8400 2019/09/30 0.000 $ 0.00 %
2019/09/30 MDC M D C HLDGS INC 1.70% 1.375 M $ 31900 2019/09/30 0.000 $ 0.00 %
2019/09/30 LNG CHENIERE ENERGY INC 1.66% 1.343 M $ 21300 2019/06/30 -116.490 K $ -10.32 %
2019/09/30 LULU LULULEMON ATHLETICA INC 1.22% 982.000 K $ 5100 2019/09/30 0.000 $ 0.00 %
2019/09/30 ULTA ULTA BEAUTY INC 1.21% 978.000 K $ 3900 2018/12/31 -143.567 K $ -25.87 %
2019/09/30 SMH VANECK VECTORS ETF TR 1.21% 977.000 K $ 8200 2019/09/30 0.000 $ 0.00 %
2019/09/30 GLOBAL X FDS 1.21% 977.000 K $ 104700 2019/09/30 0.000 $ 0.00 %
2019/09/30 MRVL MARVELL TECHNOLOGY GROUP LTD 1.18% 956.000 K $ 38300 2019/06/30 26.809 K $ 2.93 %
2019/09/30 DIS DISNEY WALT CO 1.18% 951.000 K $ 7300 2018/09/30 -82.709 K $ -8.12 %
2019/09/30 ZTS ZOETIS INC 1.17% 947.000 K $ 7600 2018/12/31 61.712 K $ 9.70 %
2019/09/30 UAL UNITED AIRLINES HLDGS INC 1.17% 946.000 K $ 10700 2018/09/30 -428.000 $ -0.05 %
2019/09/30 PVH PVH CORP 0.49% 397.000 K $ 4500 2019/09/30 0.000 $ 0.00 %
2019/09/30 ROAN RES INC 0.46% 369.000 K $ 300040 2018/12/31 -174.087 K $ -29.31 %
2019/09/30 URI UNITED RENTALS INC 0.00% 0.000 $ 0 2018/12/31 0.000 $ 0.00 %
2019/09/30 QD QUDIAN INC 0.00% 0.000 $ 0 2019/06/30 0.000 $ 0.00 %
2019/09/30 PXD PIONEER NAT RES CO 0.00% 0.000 $ 0 2017/12/31 0.000 $ 0.00 %
2019/09/30 ILMN ILLUMINA INC 0.00% 0.000 $ 0 2019/06/30 0.000 $ 0.00 %
2019/09/30 CXO CONCHO RES INC 0.00% 0.000 $ 0 2019/06/30 0.000 $ 0.00 %
2019/09/30 PCG PG&E CORP 0.00% 0.000 $ 0 2019/06/30 0.000 $ 0.00 %
2019/09/30 EA ELECTRONIC ARTS INC 0.00% 0.000 $ 0 2019/03/31 0.000 $ 0.00 %
2019/09/30 ROYAL DUTCH SHELL PLC 0.00% 0.000 $ 0 2018/06/30 0.000 $ 0.00 %
2019/09/30 TTWO TAKE-TWO INTERACTIVE SOFTWAR 0.00% 0.000 $ 0 2019/03/31 0.000 $ 0.00 %
2019/09/30 T AT&T INC 0.00% 0.000 $ 0 2019/06/30 0.000 $ 0.00 %
2019/09/30 ATVI ACTIVISION BLIZZARD INC 0.00% 0.000 $ 0 2019/03/31 0.000 $ 0.00 %
2019/09/30 FANG DIAMONDBACK ENERGY INC 0.00% 0.000 $ 0 2019/06/30 0.000 $ 0.00 %
2019/09/30 PYPL PAYPAL HLDGS INC 0.00% 0.000 $ 0 2019/03/31 0.000 $ 0.00 %
2019/09/30 TPIC TPI COMPOSITES INC 0.00% 0.000 $ 0 2019/06/30 0.000 $ 0.00 %
2019/09/30 BP BP PLC 0.00% 0.000 $ 0 2019/03/31 0.000 $ 0.00 %
2019/09/30 VIAC CBS CORP NEW 0.00% 0.000 $ 0 2019/06/30 0.000 $ 0.00 %
2019/09/30 AES AES CORP 0.00% 0.000 $ 0 2019/03/31 0.000 $ 0.00 %
2019/09/30 UNH UNITEDHEALTH GROUP INC 0.00% 0.000 $ 0 2018/12/31 0.000 $ 0.00 %