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 |
---|---|---|---|
ESTAEstablishment Labs Hldgs Inc
| 62.37% | $138.139M 3.192M shares@ $43.28 avg price | |
NVDANvidia Corporation
| 16.03% | $35.491M 292,250 shares@ $121.44 avg price | Increased 3.92% |
ANFAbercrombie & Fitch Co
| 4.12% | $9.106M 65,090 shares@ $139.9 avg price | |
COCOVita Coco Co Inc
| 3.78% | $8.369M 295,621 shares@ $28.32 avg price | Decreased -6.33% |
CPRXCatalyst Pharmaceuticals Inc
| 3.72% | $8.218M 413,392 shares@ $19.89 avg price | |
MSOSAdvisorshares Tr
| 3.54% | $7.839M 1.093M shares@ $7.18 avg price | Increased 31.37% |
HRTXHeron Therapeutics Inc
| 2.06% | $4.562M 2.292M shares@ $2.0 avg price | |
IDRIdaho Strategic Resources
| 1.98% | $4.366M 271,697 shares@ $16.08 avg price | |
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 |