Sw Investment Management LLC - Q12026 Holdings

Sw Investment Management LLC holds 8 stocks with a total portfolio value of $ 450.75M as of Q12026. In Q12026, Sw Investment Management LLC added 1 new position, increased stakes in 4 stocks, reduced 1 holding, and fully exited 0 positions. The largest holding is Ubiquiti Inc (UI), representing 24.98% of the total portfolio.