Jack Alexander Earp
@Donoghue Forlines Llc
Latest period2024 - Q4ReportedManaged Assets$298.995MTotal holdings99
Assets growth rate-14.76%Assets growth rate (2-Q avg)-7.54%Continuous growth in asset value0 quarters
Portfolio positions
This chart displays the top 10 holdings in Donoghue Forlines Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 99 positions.
Assets under management
The assets under management (AUM) of Donoghue Forlines 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 - Q4, they manage 298.995M in assets, with a quarterly growth rate of -14.76% and a 2-quarter average growth rate of -7.54%. The portfolio is managed by Jack Alexander Earp, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
DASHDoordash Inc
| 0.68% | $2.031M 12,110 shares@ $167.76 avg price | Increased 167.98% |
NFLXNetflix Inc
| 0.68% | $2.031M 2,279 shares@ $891.32 avg price | Increased 6.5% |
CRMSalesforce Inc
| 0.68% | $2.013M 6,021 shares@ $334.34 avg price | Increased 35.19% |
TMUST-mobile Us Inc
| 0.68% | $2.013M 9,119 shares@ $220.74 avg price | Increased 20.56% |
DDOGDatadog Inc
| 0.66% | $1.951M 13,653 shares@ $142.89 avg price | Increased 196.29% |
SNOWSnowflake Inc
| 0.65% | $1.918M 12,424 shares@ $154.42 avg price | Increased 168.11% |
TEAMAtlassian Corporation
| 0.64% | $1.893M 7,779 shares@ $243.38 avg price | Increased 176.05% |
TTDThe Trade Desk Inc
| 0.63% | $1.872M 15,932 shares@ $117.54 avg price | Increased 214.87% |
ABBVAbbvie Inc
| 0.54% | $1.603M 9,022 shares@ $177.7 avg price | Increased 14.34% |
BMYBristol-myers Squibb Co
| 0.53% | $1.572M 27,801 shares@ $56.57 avg price | Increased 57.12% |