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Syed Mehdi

Ssi Investment Management Llc

Assets Managed
$1.45B
Holdings
240
Last Quarter
2026 - Q1
Filed Date
3d ago
Growth Rate
-1.69%(2Q avg: -0.54%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Ssi Investment Management Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 240 positions.

Assets under management

The assets under management (AUM) of Ssi Investment Management 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 2026 - Q1, they manage 1.45B in assets, with a quarterly growth rate of -1.69% and a 2-quarter average growth rate of -0.54%. The portfolio is managed by Syed Mehdi, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 0.46%
4.45%
$64.373M
98,548 shares@ $653.21 avg price
ur-1⤦
Western Digital Corp
Recent Activity
Decreased -20.67%
3.87%
$56.027M
7.827M shares@ $7.16 avg price
ur-1⤦
Nextera Energy Cap Hldgs Inc
Recent Activity
Increased 0.48%
2.77%
$40.013M
28.838M shares@ $1.39 avg price
ur-9⤦
Boeing Co
Recent Activity
Decreased -14.98%
2.02%
$29.161M
449,250 shares@ $64.92 avg price
ur-8⤦
Albemarle Corp
Recent Activity
Decreased -10.72%
1.75%
$25.29M
353,465 shares@ $71.55 avg price
ur-9⤦
Uber Technologies Inc
Recent Activity
Decreased -14.01%
1.68%
$24.337M
20.239M shares@ $1.21 avg price
ur-1⤦
Live Nation Entertainment In
Recent Activity
Increased 21.3%
1.6%
$23.138M
21.474M shares@ $1.08 avg price
ur-1⤦
Oracle Corp
Recent Activity
New Position
1.53%
$22.063M
479,935 shares@ $45.98 avg price
ur-8⤦
Mks Inc0
Recent Activity
Decreased -31.36%
1.5%
$21.608M
13.08M shares@ $1.66 avg price
ur-1⤦
Wec Energy Group Inc
Recent Activity
Increased 1.58%
1.49%
$21.462M
17.811M shares@ $1.21 avg price

1-10 of 240