Serge Todorovich
@Shenkman Capital Management Inc
Latest period2024 - Q3ReportedManaged Assets$1.29BTotal holdings110
Assets growth rate-99.88%Assets growth rate (2-Q avg)-58.83%Continuous growth in asset value0 quarters
Portfolio positions
This chart displays the top 10 holdings in Shenkman Capital Management Inc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 110 positions.
Assets under management
The assets under management (AUM) of Shenkman Capital Management Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 1.29B in assets, with a quarterly growth rate of -99.88% and a 2-quarter average growth rate of -58.83%. The portfolio is managed by Serge Todorovich, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
9895⤦Zillow Group Inc
| 1.08% | $13.85M 9.216M shares@ $1.51 avg price | Decreased -50.32% |
6288⤦Ncl Corp Ltd
| 1.04% | $13.403M 13.538M shares@ $1.0 avg price | Decreased -57.45% |
2074⤦Conmed Corp
| 0.96% | $12.251M 12.904M shares@ $0.95 avg price | Decreased -6.72% |
0546⤦Axon Enterprise Inc
| 0.92% | $11.762M 6.417M shares@ $1.84 avg price | Decreased -32.03% |
3006⤦Exact Sciences Corp
| 0.82% | $10.506M 10.647M shares@ $0.99 avg price | Decreased -37.6% |
7137⤦Perficient Inc
| 0.81% | $10.438M 10.587M shares@ $0.99 avg price | Decreased -4.83% |
9441⤦Wayfair Inc
| 0.78% | $9.981M 8.126M shares@ $1.23 avg price | Decreased -17.48% |
7374⤦Post Hldgs Inc
| 0.76% | $9.756M 8.055M shares@ $1.22 avg price | Decreased -24.58% |
5716⤦Marriott Vacations Worldwide
| 0.65% | $8.268M 8.862M shares@ $0.94 avg price | Decreased -27.7% |
5502⤦Lumentum Hldgs Inc
| 0.62% | $7.887M 8M shares@ $0.99 avg price | Decreased -33.87% |