David Gulkowitz

@Dsc Meridian Capital Lp

Latest period2024 - Q3

Reported2mo 6d ago

Managed Assets$192.749M

Total holdings17

Assets growth rate-39.3%

Assets growth rate (2-Q avg)11.89%

Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Dsc Meridian Capital Lp's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 17 positions.

Assets under management

The assets under management (AUM) of Dsc Meridian Capital Lp 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 192.749M in assets, with a quarterly growth rate of -39.3% and a 2-quarter average growth rate of 11.89%. The portfolio is managed by David Gulkowitz, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
9168⤦Upstart Holdings Inc Recent Activity New Position	7.35%	$14.151M 15.9M shares@ $0.89 avg price	New Position
AZULAzul Investments Llp Recent Activity New Position	5.36%	$10.32M↓ Put 3M shares@ $3.44 avg price	New Position
VSTVistra Corp Recent Activity New Position	5.28%	$10.172M 85,809 shares@ $118.55 avg price	New Position
9441⤦Wayfair Inc Recent Activity New Position	3.84%	$7.388M 5M shares@ $1.48 avg price	New Position
CORZWCore Scientific Inc Recent Activity New Position	2.1%	$4.032M 600,000 shares@ $6.72 avg price	New Position
CEGConstellation Energy Corp Recent Activity New Position	0.24%	$458,000 1,760 shares@ $260.23 avg price	New Position
NRGNrg Energy Inc Recent Activity New Position	0.24%	$456,000 5,006 shares@ $91.1 avg price	New Position
GEVGe Vernova Inc Recent Activity New Position	0.24%	$446,000 1,748 shares@ $255.15 avg price	New Position
GLWCorning Inc Recent Activity New Position	0.23%	$436,000 9,656 shares@ $45.16 avg price	New Position
TLNTalen Energy Supply Llc Recent Activity New Position	0.22%	$421,000 2,364 shares@ $178.09 avg price	New Position