Jason Klarreich
@Jw Asset Management, Llc
Latest period2024 - Q3ReportedManaged Assets$221.485MTotal holdings13
Assets growth rate-8.74%Assets growth rate (2-Q avg)-10.04%Continuous growth in asset value0 quarters
Portfolio positions
This chart displays the top 10 holdings in Jw Asset Management, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 13 positions.
Assets under management
The assets under management (AUM) of Jw Asset Management, Llc 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 221.485M in assets, with a quarterly growth rate of -8.74% and a 2-quarter average growth rate of -10.04%. The portfolio is managed by Jason Klarreich, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
VKTXViking Therapeutics Inc
| 1.29% | $2.849M 45,000 shares@ $63.31 avg price | New Position |
BABAAlibaba Group Hldg Ltd
| 0.72% | $1.592M 15,000 shares@ $106.12 avg price | New Position |
FIVEFive Below Inc
| 0.2% | $441,750 5,000 shares@ $88.35 avg price | New Position |
BYONBeyond Inc
| 0.14% | $302,400 30,000 shares@ $10.08 avg price | New Position |