test

Phualin Young

@Tandem Capital Management Corp Adv

Latest period2024 - Q3ReportedManaged Assets$189.898MTotal holdings115
Assets growth rate4.03%Assets growth rate (2-Q avg)3.8%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Tandem Capital Management Corp Adv's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 115 positions.

Assets under management

The assets under management (AUM) of Tandem Capital Management Corp Adv over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 189.898M in assets, with a quarterly growth rate of 4.03% and a 2-quarter average growth rate of 3.8%. The portfolio is managed by Phualin Young, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
MRVLMarvell Technology Inc
Recent Activity
Decreased -2.45%
1.45%
$2.743M
38,040 shares@ $72.13 avg price
BABAAlibaba Group Hldg Ltd
Recent Activity
Increased 38.71%
1.42%
$2.681M
25,268 shares@ $106.12 avg price
GEHCGe Healthcare Technologies I
Recent Activity
Decreased -1.16%
1.39%
$2.636M
28,092 shares@ $93.85 avg price
UBERUber Technologies Inc
Recent Activity
Increased 12.72%
1.37%
$2.601M
34,609 shares@ $75.16 avg price
IACIac Inc
Recent Activity
Decreased -4.61%
1.28%
$2.424M
45,042 shares@ $53.82 avg price
UNPUnion Pac Corp
Recent Activity
Decreased -4.82%
1.25%
$2.359M
9,571 shares@ $246.48 avg price
PEPPepsico Inc
Recent Activity
Increased 0.19%
1.24%
$2.355M
13,847 shares@ $170.05 avg price
VIGVanguard Specialized Funds
Recent Activity
Increased 1.74%
1.23%
$2.317M
11,698 shares@ $198.06 avg price
PLDPrologis Inc.
Recent Activity
Decreased -4.08%
1.22%
$2.316M
18,337 shares@ $126.28 avg price
BNBrookfield Corp
Recent Activity
Decreased -5.87%
1.19%
$2.253M
42,386 shares@ $53.16 avg price