Nwi Management LP
Nwi Management LP reported 55 holdings worth US$2.16M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Nwi Management LP reported 55 holdings worth US$2.16M as of Jun 30, 2026. Largest: Natera, Inc., Micron Technology, Inc. and Meta Platforms, Inc. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 55
- Value as reported
- US$2.16M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Natera, Inc. | 763K | US$207M | 9580.4% |
| Micron Technology, Inc. | 134K | US$155M | 7179.7% |
| Meta Platforms, Inc. | 198K | US$112M | 5161.7% |
| Apple Inc | 376K | US$109M | 5036.6% |
| Insmed Incorporated | 1.01M | US$108M | 5003.5% |
| Alphabet Inc (google) Class C | 287K | US$102M | 4742.1% |
| Nu Holdings Ltd. | 7.04M | US$94M | 4352.2% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 189K | US$90.3M | 4177.3% |
| Nvidia Corporation | 184K | US$36.8M | 1703.9% |
| Becton, Dickinson And Company | 225K | US$34M | 1575.8% |
| Revolution Medicines, Inc. | 180K | US$33.7M | 1560.1% |
| Palo Alto Networks, Inc. | 90,000 | US$30.7M | 1420.4% |
| Rtx Corporation | 126K | US$23.9M | 1106.4% |
| Microsoft Corp. | 62,500 | US$23.3M | 1079.0% |
| Amazon.com, Inc. | 87,000 | US$20.7M | 959.7% |
| Tesla, Inc. | 49,000 | US$20.6M | 953.8% |
| Jp Morgan Chase & Co. | 55,000 | US$18M | 833.2% |
| Figure Technology Solutions, Inc. | 585K | US$18M | 831.4% |
| Northrop Grumman Corporation | 31,100 | US$15.8M | 733.1% |
| Oracle Corporation | 100K | US$14.7M | 678.2% |
| Lockheed Martin Corporation | 27,000 | US$13.8M | 636.6% |
| Walmart Inc. | 120K | US$13.6M | 629.0% |
| Crowdstrike Holdings, Inc. | 15,000 | US$11.4M | 529.8% |
| Abivax Sa | 72,000 | US$9.6M | 444.1% |
| Cogent Biosciences, Inc. | 242K | US$9.35M | 432.9% |
| Waters Corporation | 19,489 | US$7.31M | 338.3% |
| Newmont Corporation | 22,500 | US$2.1M | 97.3% |
| Vistra Corp. | 12,600 | US$2M | 92.5% |
| Jones Lang Lasalle Incorporated | 6,300 | US$1.95M | 90.4% |
| Mcdonald's Corporation | 7,200 | US$1.95M | 90.1% |
| Eli Lilly And Company | 1,500 | US$1.8M | 83.3% |
| Teva Pharmaceutical Industries Limited | 40,000 | US$1.35M | 62.7% |
| T-mobile Us, Inc. | 8,000 | US$1.34M | 62.1% |
| Banco Bbva Argentina Sa | 63,000 | US$1.24M | 57.2% |
| Allogene Therapeutics, Inc. | 100K | US$208K | 9.6% |
| Astrazeneca Plc | 0 | US$0 | 0.00% |
| Stubhub Holdings, Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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