Kaushal Majmudar

@Ridgewood Investments Llc

Latest period2024 - Q4

Reported8d ago

Managed Assets$207.362M

Total holdings679

Assets growth rate3.53%

Assets growth rate (2-Q avg)1.87%

Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Ridgewood Investments Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 679 positions.

Assets under management

The assets under management (AUM) of Ridgewood Investments Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 207.362M in assets, with a quarterly growth rate of 3.53% and a 2-quarter average growth rate of 1.87%. The portfolio is managed by Kaushal Majmudar, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
EWYIshares Inc Recent Activity New Position	0.01%	$8,865↑ Call 1,500 shares@ $5.91 avg price	New Position
ULTAUlta Beauty Inc Recent Activity New Position	0.01%	$8,699 20 shares@ $434.95 avg price	New Position
ARGTGlobal X Fds Recent Activity New Position	0.01%	$8,267 100 shares@ $82.67 avg price	New Position
SOPHSophia Genetics Sa Recent Activity New Position	0.01%	$6,140 2,000 shares@ $3.07 avg price	New Position
COLLCollegium Pharmaceutical Inc Recent Activity New Position	0.01%	$5,730 200 shares@ $28.65 avg price	New Position
LOVELovesac Company Recent Activity New Position	0.01%	$4,732 200 shares@ $23.66 avg price	New Position
HOODRobinhood Mkts Inc Recent Activity New Position	0.01%	$3,726 100 shares@ $37.26 avg price	New Position
CATCaterpillar Inc Recent Activity New Position	0.01%	$3,628 10 shares@ $362.8 avg price	New Position
3899⤦Grayscale Bitcoin Mini Tr Bt Recent Activity New Position	0.01%	$837 20 shares@ $41.85 avg price	New Position