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Wyrmwood Management 13F Portfolio

Portfolio Manager
Wyrmwood Management Llc
Performance
0% (N/A)
AUM (13F)
$104.50K
# of Holdings
4
Performance Rank
N/A
Allocation (Top 20)
N/A
Latest filing
Q4 2023

Wyrmwood Management Llc Holdings Map

Top 4 Wyrmwood Management Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
AAPL
APPLE INC
31.14%169$33K
+69.00%(+69)
2023-Q3: 100 shares2023-Q4: 169 shares2023-12-31
PG
PROCTER AND GAMBLE CO
28.06%200$29Knew2023-Q4: 200 shares2023-12-31
TSLA
TESLA INC
23.73%100$25Knew2023-Q4: 100 shares2023-12-31
BRKB
BERKSHIRE HATHAWAY INC DEL
17.07%50$18Knew2023-Q4: 50 shares2023-12-31

About Wyrmwood Management Llc’s portfolio

Wyrmwood Management Llc reports $104.50K in US-listed equity holdings across 4 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (31.1%), PG (28.1%) and TSLA (23.7%). Figures reflect the Q4 2023 filing.

Portfolio concentration

Portfolio concentration
AAPL — 31.1% ($32.5K)PG — 28.1% ($29.3K)TSLA — 23.7% ($24.8K)BRKB — 17.1% ($17.8K)
100%in top 4
  • AAPL31.1%
  • PG28.1%
  • TSLA23.7%
  • BRKB17.1%

Portfolio changes

What the fund actually did

Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.

New buys
3
PGPROCTER AND GAMBLE CO28.1%
TSLATESLA INC23.7%
BRKBBERKSHIRE HATHAWAY INC DEL17.1%
Added to
1
AAPLAPPLE INC+69.0%

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Source filings

Holdings on this page are parsed from Wyrmwood Management Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2004581). View Wyrmwood Management Llc’s 13F filings on SEC

More 13F analyses

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