WIM Investment Management portfolio
Concentrated managerType not verifiedPortfolio as of Jun 30, 2026 (Q2 2026) · filed with the SEC on Aug 6, 2026 · data updated on Nov 5, 2026 · Q2 2026 13F (filing) ↗ · all its 13F filings ↗
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
WIM Investment Management reported a $305M portfolio of 26 positions to the SEC as of the end of Q2 2026. Its largest positions are TSLA, META, UBER. During the quarter it opened Corning and Lyft and exited EchoStar and Alphabet.
Sections with a free account
What changed this quarter
20 positions with a change (8 new, 4 added to, 5 trimmed, 3 sold); also, 1 entered through an IPO. 7 are listed here: those of 0.5 points of the portfolio or more (up to 12).
- Newly listedQuantinuumQNT0.5% of the portfolio
It started trading this quarter: it appears in a 13F for the first time. The filing does not say whether the manager already held it before the listing, so it is not counted as a purchase.
- Cloudflare−71%fewer sharesReduced13.9% → 5.3%
- EchoStar−2.5 ppof portfolioSold out2.5% → —
- Alphabet−1.9 ppof portfolioSold out1.9% → —
- NVIDIA−25%fewer sharesReduced3.4% → 3.3%
- Corning+0.7 ppof portfolioNew— → 0.8%
- Lyft+0.6 ppof portfolioNew— → 0.6%
- SPDR Gold Shares ETF−0.5 ppof portfolioSold out0.5% → —
The figure on the right: for positions added to or trimmed, the change in the number of shares (%); for new and sold ones, the points of the portfolio moved (pp). Below, the portfolio weight before → after. Traded weight: what it bought or sold, excluding price effects.
Top holdings
- TeslaTSLA33.5%
- Meta PlatformsMETA14.5%
- UBER TechnologiesUBER6.8%
- Itau Unibanco HoldingITUB6.4%
- Figure Technology SolutionsFIGR5.6%
- CloudflareNET5.3%
- Coinbase GlobalCOIN5.0%
- Trip.com GroupTCOM3.4%
- InterINTR3.3%
- NVIDIANVDA3.3%
- GrailGRAL2.4%
- IonQIONQ1.8%
- Palantir TechnologiesPLTR1.4%
- Centrus EnergyLEU1.3%
- ASP IsotopesASPI1.1%
Portfolio by sector
- ● Consumer Discretionary 38%
- ● Financials 20%
- ● Information Technology 15%
- ● Communication Services 14%
- ● Industrials 7%
- ● Health Care 2%
- ● Materials 1%
- ● Energy 1%
Stakes above 5% (13D/13G)
Companies where this filer reported holding 5% or more of the shares. It is the figure from its latest filing on each one; history since December 2024.
How we classify it
Type not verified. It meets the portfolio criteria of a concentrated manager, but its type is not verified: we found no official document that is enough to say what kind of entity it is. It may be an investment firm, but also an adviser adding up client accounts, a bank or a family vehicle. It counts in the tallies like the rest; keep that in mind when reading it. How the type is assigned
Managers of a similar size
A 13F portfolio value between a third and three times this one, whatever the type of filer. It is not a comparison of what they hold.
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