Ground Swell Capital, LLC
Filing Date
Global Rank
#7,637
/ 8,622
▼ 480
· as of Mar 2026
Top Industry
Semiconductors
15.9%
3Y Alpha vs SPY
+12.7%
Period ended 4 months ago
Filed Apr 21, 2026 · 3mo
22 quarters · since Dec 2020
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Cloned portfolio
+97.1%
SPY
+67.9%
Annualised alpha
+6.5%
Max drawdown
−20.6%
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 89% of reported value on average across 13 quarters. Past performance does not predict future results.
Portfolio Concentration
90 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
7.4%
−64.7 pts
Top 5
28.6%
−50.1 pts
Top 10
44.7%
−38.9 pts
HHI
311
Diversified−4,923
Portfolio Trend
22 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 36.7% | $8,695,479 |
| Healthcare | 18.7% | $4,435,965 |
| Unclassified | 14.7% | $3,478,914 |
| Industrials | 8.7% | $2,056,304 |
| Communication Services | 7.9% | $1,871,164 |
| Utilities | 5.1% | $1,200,311 |
| Consumer Cyclical | 3.6% | $850,040 |
| Financial Services | 2.4% | $567,372 |
| Energy | 1.3% | $308,827 |
| Basic Materials | 0.4% | $96,260 |
| Consumer Defensive | 0.3% | $77,535 |
| Real Estate | 0.3% | $68,285 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
4 positions
New Positions
Positions the filer opened this quarter
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| NVDA | Nvidia Corp | 8,922 | $1,555,996 | |
| DUOL | Duolingo, Inc. | 10,000 | $985,700 | |
| DIA | Spdr Dow Jones Industrial Average ETF Trust | 2,049 | $949,076 | |
| EVRG | Evergy, Inc. | 9,741 | $797,982 | |
| CHTR | Charter Communications, Inc. /Mo/ | 3,646 | $787,098 | |
| MDY | Spdr S&P Midcap 400 ETF Trust | 1,241 | $765,399 | |
| META | Meta Platforms, Inc. | 1,283 | $734,042 | |
| SNDK | Sandisk Corp | 1,129 | $717,298 | |
| RYAAY | Ryanair Holdings PLC | 10,178 | $588,288 | |
| IONS | Ionis Pharmaceuticals Inc | 7,285 | $547,030 | |
| NVMI | Nova Ltd. | 1,226 | $532,427 | |
| NBIX | Neurocrine Biosciences Inc | 3,767 | $496,264 | |
| ENTG | Entegris Inc | 4,082 | $478,573 | |
| ALAB | Astera Labs, Inc. | 4,023 | $440,920 | |
| ANAB | Anaptysbio, Inc | 7,610 | $422,050 | |
| MAZE | Maze Therapeutics, Inc. | 13,609 | $406,228 | |
| CME | Cme Group Inc. | 1,104 | $326,066 | |
| ZBRA | Zebra Technologies Corp | 1,515 | $316,756 | |
| RMBS | Rambus Inc | 3,613 | $310,826 | |
| LSCC | Lattice Semiconductor Corp | 3,181 | $295,069 | |
| AGIO | Agios Pharmaceuticals, Inc. | 8,347 | $282,379 | |
| EXPD | Expeditors International Of Washington Inc | 1,841 | $263,686 | |
| RDNT | RadNet, Inc. | 4,704 | $262,906 | |
| MOG-A | Moog Inc. | 887 | $259,571 | |
| BNTX | BioNTech SE | 2,904 | $258,107 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| NXPI | NXP Semiconductors N.V. | 4,944 | $1,073,144 | |
| ROKU | Roku, Inc | 5,038 | $546,572 | |
| PEP | Pepsico Inc | 3,424 | $491,412 | |
| AMZN | Amazon Com Inc | 2,065 | $476,643 | |
| DOCU | Docusign, Inc. | 5,875 | $401,850 | |
| HON | Honeywell International Inc | 1,654 | $322,678 | |
| DASH | DoorDash, Inc. | 1,414 | $320,242 | |
| TXN | Texas Instruments Inc | 1,791 | $310,720 | |
| AMGN | Amgen Inc | 931 | $304,725 | |
| AEM | Agnico Eagle Mines Ltd | 1,714 | $290,574 | |
| ORCL | Oracle Corp | 1,411 | $275,018 | |
| FROG | JFrog Ltd | 4,277 | $267,141 | |
| MRK | Merck & Co., Inc. | 2,492 | $262,307 | |
| ADP | Automatic Data Processing Inc | 990 | $254,657 | |
| MMM | 3M Co | 1,589 | $254,398 | |
| NTAP | NetApp, Inc. | 2,267 | $242,773 | |
| CORT | Corcept Therapeutics Inc | 6,885 | $239,598 | |
| AGYS | Agilysys Inc | 1,963 | $233,282 | |
| TSEM | Tower Semiconductor Ltd | 1,980 | $232,491 | |
| LPLA | LPL Financial Holdings Inc. | 628 | $224,302 | |
| ROST | Ross Stores, Inc. | 1,235 | $222,472 | |
| QCOM | Qualcomm Inc/De | 1,296 | $221,680 | |
| FCNCA | First Citizens Bancshares Inc /De/ | 103 | $221,056 | |
| CRWD | CrowdStrike Holdings, Inc. | 453 | $212,348 | |
| WDAY | Workday, Inc. | 976 | $209,625 | |
| No positions match the current search. | ||||
90 tracked positions ·
$23,706,456 total
· filing declares
122 positions · $50,684,503
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 90 positions by value
· page 1 of 2
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| QQQ |
Invesco Qqq Trust, Series 1
|
Reduced | 3,057 | $1,764,439 | 7.44% | |
| NVDA |
Nvidia Corp
Technology
|
NEW | 8,922 | $1,555,996 | 6.56% | |
| AAPL |
Apple Inc.
Technology
|
Added | 6,010 | $1,525,277 | 6.43% | |
| DUOL |
Duolingo, Inc.
Technology
|
NEW | 10,000 | $985,700 | 4.16% | |
| DIA |
Spdr Dow Jones Industrial Average ETF Trust
|
NEW | 2,049 | $949,076 | 4.00% | |
| EVRG |
Evergy, Inc.
Utilities
|
NEW | 9,741 | $797,982 | 3.37% | |
| CHTR |
Charter Communications, Inc. /Mo/
Communication Services
|
NEW | 3,646 | $787,098 | 3.32% | |
| MDY |
Spdr S&P Midcap 400 ETF Trust
|
NEW | 1,241 | $765,399 | 3.23% | |
| META |
Meta Platforms, Inc.
Communication Services
|
NEW | 1,283 | $734,042 | 3.10% | |
| ISRG |
Intuitive Surgical Inc
Healthcare
|
Added | 1,588 | $732,052 | 3.09% | |
| SNDK |
Sandisk Corp
Technology
|
NEW | 1,129 | $717,298 | 3.03% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Added | 2,970 | $604,187 | 2.55% | |
| RYAAY |
Ryanair Holdings PLC
Industrials
|
NEW | 10,178 | $588,288 | 2.48% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 1,527 | $567,662 | 2.39% | |
| IONS |
Ionis Pharmaceuticals Inc
Healthcare
|
NEW | 7,285 | $547,030 | 2.31% | |
| NVMI |
Nova Ltd.
Technology
|
NEW | 1,226 | $532,427 | 2.25% | |
| NBIX |
Neurocrine Biosciences Inc
Healthcare
|
NEW | 3,767 | $496,264 | 2.09% | |
| ENTG |
Entegris Inc
Technology
|
NEW | 4,082 | $478,573 | 2.02% | |
| TER |
Teradyne, Inc
Technology
|
Reduced | 1,599 | $474,039 | 2.00% | |
| ALAB |
Astera Labs, Inc.
Technology
|
NEW | 4,023 | $440,920 | 1.86% | |
| ANAB |
Anaptysbio, Inc
Healthcare
|
NEW | 7,610 | $422,050 | 1.78% | |
| MAZE |
Maze Therapeutics, Inc.
Healthcare
|
NEW | 13,609 | $406,228 | 1.71% | |
| CME |
Cme Group Inc.
Financial Services
|
NEW | 1,104 | $326,066 | 1.38% | |
| ZBRA |
Zebra Technologies Corp
Technology
|
NEW | 1,515 | $316,756 | 1.34% | |
| RMBS |
Rambus Inc
Technology
|
NEW | 3,613 | $310,826 | 1.31% | |
| LSCC |
Lattice Semiconductor Corp
Technology
|
NEW | 3,181 | $295,069 | 1.24% | |
| AGIO |
Agios Pharmaceuticals, Inc.
Healthcare
|
NEW | 8,347 | $282,379 | 1.19% | |
| EXPD |
Expeditors International Of Washington Inc
Industrials
|
NEW | 1,841 | $263,686 | 1.11% | |
| RDNT |
RadNet, Inc.
Healthcare
|
NEW | 4,704 | $262,906 | 1.11% | |
| MOG-A |
Moog Inc.
Industrials
|
NEW | 887 | $259,571 | 1.09% | |
| BNTX |
BioNTech SE
Healthcare
|
NEW | 2,904 | $258,107 | 1.09% | |
| GD |
General Dynamics Corp
Industrials
|
NEW | 703 | $241,283 | 1.02% | |
| MASI |
Masimo Corp
Healthcare
|
NEW | 1,319 | $234,610 | 0.99% | |
| GSAT |
Globalstar, Inc.
Communication Services
|
NEW | 3,489 | $231,739 | 0.98% | |
| BWXT |
BWX Technologies, Inc.
Industrials
|
NEW | 1,119 | $228,824 | 0.97% | |
| VST |
Vistra Corp.
Utilities
|
NEW | 1,522 | $228,802 | 0.97% | |
| TW |
Tradeweb Markets Inc.
Financial Services
|
NEW | 1,908 | $224,495 | 0.95% | |
| TMO |
Thermo Fisher Scientific Inc.
Healthcare
|
NEW | 456 | $224,137 | 0.95% | |
| AROC |
Archrock, Inc.
Energy
|
NEW | 6,258 | $217,778 | 0.92% | |
| ICLR |
Icon PLC
Healthcare
|
NEW | 1,885 | $208,594 | 0.88% | |
| YUMC |
Yum China Holdings, Inc.
Consumer Cyclical
|
NEW | 4,220 | $205,851 | 0.87% | |
| MTD |
Mettler Toledo International Inc/
Healthcare
|
NEW | 162 | $204,314 | 0.86% | |
| ONDS |
Ondas Inc.
Technology
|
Reduced | 20,207 | $182,671 | 0.77% | |
| FLNC |
Fluence Energy, Inc.
Utilities
|
NEW | 12,611 | $173,527 | 0.73% | |
| CIFR |
Cipher Digital Inc.
Technology
|
NEW | 11,472 | $147,644 | 0.62% | |
| JOBY |
Joby Aviation, Inc.
Industrials
|
NEW | 16,864 | $139,296 | 0.59% | |
| UPWK |
Upwork, Inc
Communication Services
|
NEW | 10,618 | $116,373 | 0.49% | |
| PLUG |
Plug Power Inc
Industrials
|
NEW | 42,235 | $95,451 | 0.40% | |
| RIG |
Transocean Ltd.
Energy
|
NEW | 12,057 | $79,937 | 0.34% | |
| ACHR |
Archer Aviation Inc.
Industrials
|
NEW | 14,113 | $72,964 | 0.31% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.