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David Sven Floren

@Dcf Advisers, Llc

Latest period2024 - Q3ReportedManaged Assets$250.177MTotal holdings82
Assets growth rate28.87%Assets growth rate (2-Q avg)12.25%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Dcf Advisers, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 82 positions.

Assets under management

The assets under management (AUM) of Dcf Advisers, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 250.177M in assets, with a quarterly growth rate of 28.87% and a 2-quarter average growth rate of 12.25%. The portfolio is managed by David Sven Floren, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
SHOPShopify Inc
Recent Activity
Exited
0%
$528,400
8,000 shares@ $66.05 avg price
SNOWSnowflake Inc
Recent Activity
Exited
0%
$439,043
3,250 shares@ $135.1 avg price
JNJJohnson & Johnson
Recent Activity
Exited
0%
$438,480
3,000 shares@ $146.16 avg price
7613⤦Revance Therapeutics Inc
Recent Activity
Exited
0%
$386,952
600,000 shares@ $0.65 avg price
IOTSamsara Inc
Recent Activity
Exited
0%
$337,000
10,000 shares@ $33.7 avg price
JFRNuveen Floating Rate Income
Recent Activity
Exited
0%
$255,175
29,500 shares@ $8.65 avg price
BIIBBiogen Inc
Recent Activity
Exited
0%
$231,820
1,000 shares@ $231.82 avg price
ESPREsperion Therapeutics Inc Ne
Recent Activity
Exited
0%
$555↑ Call
250 shares@ $2.22 avg price