Stephen White

Sw Investment Management Llc

Assets Managed

$450.752M

Holdings

Last Quarter

2026 - Q1

Filed Date

16d ago

Growth Rate

19.9%(2Q avg: 0.22%)

Sustained Growth

1 quarters

Portfolio positions

This chart displays the top 10 holdings in Sw Investment Management Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 8 positions.

Assets under management

The assets under management (AUM) of Sw Investment Management 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 2026 - Q1, they manage 450.752M in assets, with a quarterly growth rate of 19.9% and a 2-quarter average growth rate of 0.22%. The portfolio is managed by Stephen White, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
UI Ubiquiti Inc Recent Activity Increased 1.79%	24.99%	$112.616M 142,500 shares@ $790.29 avg price	Increased 1.79%
SKYW Skywest Inc Recent Activity	18.34%	$82.647M 900,000 shares@ $91.83 avg price
GRMN Garmin Ltd Recent Activity Increased 5.77%	14.16%	$63.803M 275,000 shares@ $232.01 avg price	Increased 5.77%
EXPD Expeditors Intl Wash Inc Recent Activity New Position	12.72%	$57.292M 400,000 shares@ $143.23 avg price	New Position
TPX Tempur Sealy International I Recent Activity Increased 4.35%	9.84%	$44.352M 600,000 shares@ $73.92 avg price	Increased 4.35%
AMKR Amkor Technology Inc Recent Activity Decreased -35.71%	9%	$40.527M 900,000 shares@ $45.03 avg price	Decreased -35.71%
PLTR Palantir Technologies Inc-a Recent Activity Increased 4.3%	5.52%	$24.868M 170,000 shares@ $146.28 avg price	Increased 4.3%
PSN Parsons Corp Recent Activity	5.47%	$24.647M 455,000 shares@ $54.17 avg price

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