Optima Fund Management LLC

data from 30/06/2019

Capitalization

$ 58.564 M -19.25 %

Average holding period

2 ans

Performance

$ 13.936 M 21.84 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Optima Fund Management LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2019/06/30 MSFT MICROSOFT CORP 8.13% 4.762 M $ 35550 2018/12/31 869.318 K $ 14.13 %
2019/06/30 AMZN AMAZON COM INC 7.77% 4.548 M $ 2402 2018/12/31 375.084 K $ 6.06 %
2019/06/30 META FACEBOOK INC 6.06% 3.549 M $ 18388 2018/12/31 420.730 K $ 14.58 %
2019/06/30 BABA ALIBABA GROUP HLDG LTD 5.64% 3.303 M $ 19490 2018/12/31 -145.556 K $ -3.20 %
2019/06/30 IQV IQVIA HLDGS INC 4.66% 2.729 M $ 16961 2018/12/31 325.718 K $ 11.39 %
2019/06/30 NFLX NETFLIX INC 4.00% 2.341 M $ 6374 2018/12/31 59.523 K $ 2.14 %
2019/06/30 UNITED TECHNOLOGIES CORP 3.77% 2.208 M $ 16961 2019/03/31 14.251 K $ 1.00 %
2019/06/30 COUP COUPA SOFTWARE INC 2.22% 1.303 M $ 10294 2019/03/31 606.054 K $ 45.09 %
2019/06/30 FMC F M C CORP 2.14% 1.253 M $ 15103 2018/12/31 101.197 K $ 7.92 %
2019/06/30 TECK TECK RESOURCES LTD 2.13% 1.249 M $ 54144 2018/12/31 -38.568 K $ -2.59 %
2019/06/30 RPM RPM INTL INC 2.09% 1.226 M $ 20069 2019/03/31 61.650 K $ 4.38 %
2019/06/30 MCK MCKESSON CORP 2.09% 1.226 M $ 9125 2018/12/31 159.667 K $ 13.15 %
2019/06/30 ELV ANTHEM INC 2.09% 1.226 M $ 4345 2018/12/31 -25.407 K $ -1.95 %
2019/06/30 DLTR DOLLAR TREE INC 2.08% 1.220 M $ 11356 2018/12/31 91.345 K $ 6.07 %
2019/06/30 INXN INTERXION HOLDING N.V 2.07% 1.215 M $ 15973 2019/06/30 0.000 $ 0.00 %
2019/06/30 CE CELANESE CORP DEL 2.07% 1.213 M $ 11248 2018/12/31 118.311 K $ 8.53 %
2019/06/30 MAR MARRIOTT INTL INC NEW 2.07% 1.211 M $ 8634 2019/06/30 0.000 $ 0.00 %
2019/06/30 ADBE ADOBE INC 2.03% 1.191 M $ 4042 2018/12/31 157.190 K $ 10.80 %
2019/06/30 LBRDK LIBERTY BROADBAND CORP 2.03% 1.189 M $ 11411 2018/12/31 206.154 K $ 14.17 %
2019/06/30 MDB MONGODB INC 2.02% 1.185 M $ 7792 2018/12/31 -3.912 K $ -0.19 %
2019/06/30 UNH UNITEDHEALTH GROUP INC 2.02% 1.184 M $ 4852 2019/03/31 -15.114 K $ -1.17 %
2019/06/30 CI CIGNA CORP NEW 2.01% 1.175 M $ 7456 2018/12/31 -22.351 K $ -1.94 %
2019/06/30 EQIX EQUINIX INC 2.01% 1.175 M $ 2330 2018/12/31 161.679 K $ 10.74 %
2019/06/30 SEE SEALED AIR CORP NEW 1.99% 1.163 M $ 27181 2019/03/31 -82.434 K $ -5.34 %
2019/06/30 ATUS ALTICE USA INC 1.96% 1.147 M $ 47105 2019/06/30 0.000 $ 0.00 %
2019/06/30 CCK CROWN HOLDINGS INC 1.95% 1.143 M $ 18710 2018/12/31 170.253 K $ 11.78 %
2019/06/30 NXPI NXP SEMICONDUCTORS N V 1.95% 1.141 M $ 11690 2018/12/31 0.000 $ 0.00 %
2019/06/30 JD JD COM INC 1.94% 1.136 M $ 37492 2018/12/31 -4.059 K $ -0.23 %
2019/06/30 ATH ATHENE HLDG LTD 1.94% 1.134 M $ 26341 2019/06/30 0.000 $ 0.00 %
2019/06/30 NOW SERVICENOW INC 1.93% 1.131 M $ 4118 2019/06/30 0.000 $ 0.00 %
2019/06/30 ENTG ENTEGRIS INC 1.93% 1.129 M $ 30247 2018/12/31 61.953 K $ 4.20 %
2019/06/30 CARG CARGURUS INC 1.92% 1.124 M $ 31138 2018/12/31 -137.631 K $ -9.69 %
2019/06/30 SPR SPIRIT AEROSYSTEMS HLDGS INC 1.92% 1.122 M $ 13789 2018/12/31 -188.620 K $ -14.00 %
2019/06/30 CDAY CERIDIAN HCM HLDG INC 1.89% 1.106 M $ 22025 2019/06/30 0.000 $ 0.00 %
2019/06/30 DXC DXC TECHNOLOGY CO 1.87% 1.095 M $ 19849 2019/06/30 0.000 $ 0.00 %
2019/06/30 FCAU FIAT CHRYSLER AUTOMOBILES N 1.81% 1.062 M $ 76832 2019/03/31 -127.388 K $ -8.96 %
2019/06/30 GOOG ALPHABET INC 1.79% 1.050 M $ 971 2018/12/31 -121.656 K $ -8.21 %
2019/06/30 CRM SALESFORCE COM INC 0.00% 0.000 $ 0 2019/03/31 0.000 $ 0.00 %
2019/06/30 HLT HILTON WORLDWIDE HLDGS INC 0.00% 0.000 $ 0 2018/12/31 0.000 $ 0.00 %
2019/06/30 UNP UNION PACIFIC CORP 0.00% 0.000 $ 0 2018/12/31 0.000 $ 0.00 %
2019/06/30 CVS CVS HEALTH CORP 0.00% 0.000 $ 0 2018/12/31 0.000 $ 0.00 %
2019/06/30 APOLLO GLOBAL MGMT LLC 0.00% 0.000 $ 0 2018/12/31 0.000 $ 0.00 %
2019/06/30 BALL BALL CORP 0.00% 0.000 $ 0 2018/12/31 0.000 $ 0.00 %
2019/06/30 SAP SAP SE 0.00% 0.000 $ 0 2018/12/31 0.000 $ 0.00 %
2019/06/30 NSC NORFOLK SOUTHERN CORP 0.00% 0.000 $ 0 2018/12/31 0.000 $ 0.00 %
2019/06/30 BIIB BIOGEN INC 0.00% 0.000 $ 0 2019/03/31 0.000 $ 0.00 %
2019/06/30 TWLO TWILIO INC 0.00% 0.000 $ 0 2019/03/31 0.000 $ 0.00 %
2019/06/30 LTHM LIVENT CORP 0.00% 0.000 $ 0 2019/03/31 0.000 $ 0.00 %