Stacy Fleming
@Bluepath Capital Management, Llc
Latest period2024 - Q4ReportedManaged Assets$186.111MTotal holdings100
Assets growth rate14.91%Assets growth rate (2-Q avg)14.22%Continuous growth in asset value5 quarters
Portfolio positions
This chart displays the top 10 holdings in Bluepath Capital Management, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 100 positions.
Assets under management
The assets under management (AUM) of Bluepath Capital Management, 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 186.111M in assets, with a quarterly growth rate of 14.91% and a 2-quarter average growth rate of 14.22%. The portfolio is managed by Stacy Fleming, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
MUMicron Technology Inc
| 0.55% | $1.018M 10,710 shares@ $95.07 avg price | New Position |
SMCISuper Micro Computer Inc
| 0.47% | $866,355 27,875 shares@ $31.08 avg price | New Position |
APPApplovin Corp
| 0.21% | $384,814 1,219 shares@ $315.69 avg price | New Position |
UPSUnited Parcel Service Inc
| 0.19% | $340,124 2,721 shares@ $125.0 avg price | New Position |
GFLGfl Environmental Inc
| 0.14% | $248,332 5,617 shares@ $44.22 avg price | New Position |
FIXComfort Sys Usa Inc
| 0.12% | $219,580 500 shares@ $439.16 avg price | New Position |
FIFiserv Inc
| 0.12% | $218,257 1,083 shares@ $201.54 avg price | New Position |
CVXChevron Corp New
| 0.12% | $215,215 1,385 shares@ $155.39 avg price | New Position |
HPEHewlett Packard Enterprise C
| 0.12% | $208,480 9,485 shares@ $21.98 avg price | New Position |
AGNCAgnc Invt Corp
| 0.07% | $114,000 12,500 shares@ $9.12 avg price | New Position |