WIM INVESTMENT MANAGEMENT Ltd
Filing Date
Global Rank
#2,961
/ 8,232
▼ 61
Top Industry
Auto Manufacturers
28.2%
3Y Alpha vs SPY
-3.9%
Period ended 2 months ago
Filed May 12, 2026 · 33d
7 quarters · since Sep 2024
Clone Performance
Nov 2024–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+20.6%
SPY
+27.3%
Annualised alpha
-3.9%
Max drawdown
−31.2%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
19 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
27.3%
−5.8 pts
Top 5
67.3%
−3.8 pts
Top 10
89.9%
−1.7 pts
HHI
1,329
Diversified−253
Portfolio Trend
7 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Consumer Cyclical | 31.9% | $105,514,834 |
| Technology | 26.3% | $86,873,986 |
| Financial Services | 21.5% | $71,141,138 |
| Communication Services | 16.1% | $53,237,468 |
| Healthcare | 1.7% | $5,498,752 |
| Energy | 1.3% | $4,140,121 |
| Basic Materials | 0.8% | $2,658,188 |
| Unclassified | 0.5% | $1,751,710 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
6 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| ITUB | Itau Unibanco Holding S.A. | +661,610 | 2,398,610 | $20,100,351 | |
| INTR | Inter & Co, Inc. | +210,000 | 1,596,400 | $12,707,344 | |
| SATS | EchoStar CORP | +66,500 | 71,700 | $8,393,919 | |
| XPEV | Xpeng Inc. | +42,300 | 129,800 | $2,220,878 | |
| META | Meta Platforms, Inc. | +11,900 | 78,380 | $44,843,549 | |
| LEU | Centrus Energy Corp | +3,450 | 23,850 | $4,140,121 | |
| No positions match the current search. | |||||
19 positions ·
$330,816,197 total
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Energy
Financial Services
Healthcare
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Reduced | 243,230 | $90,420,752 | 27.33% | |
| NET |
Cloudflare, Inc.
Technology
|
Held | 227,749 | $46,993,728 | 14.21% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 78,380 | $44,843,549 | 13.56% | |
| FIGR |
Figure Technology Solutions, Inc.
Financial Services
|
Reduced | 593,116 | $20,136,288 | 6.09% | |
| ITUB |
Itau Unibanco Holding S.A.
Financial Services
|
Added | 2,398,610 | $20,100,351 | 6.08% | |
| UBER |
Uber Technologies, Inc
Technology
|
Held | 273,688 | $19,686,377 | 5.95% | |
| COIN |
Coinbase Global, Inc.
Financial Services
|
Held | 104,216 | $18,197,155 | 5.50% | |
| TCOM |
Trip.com Group Ltd
Consumer Cyclical
|
Held | 258,550 | $12,873,204 | 3.89% | |
| INTR |
Inter & Co, Inc.
Financial Services
|
Added | 1,596,400 | $12,707,344 | 3.84% | |
| NVDA |
Nvidia Corp
Technology
|
Held | 66,450 | $11,588,880 | 3.50% | |
| SATS |
EchoStar CORP
Communication Services
|
Added | 71,700 | $8,393,919 | 2.54% | |
| GRAL |
GRAIL, Inc.
Healthcare
|
Held | 106,400 | $5,498,752 | 1.66% | |
| LEU |
Centrus Energy Corp
Energy
|
Added | 23,850 | $4,140,121 | 1.25% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Held | 25,030 | $3,661,388 | 1.11% | |
| ASPI |
ASP Isotopes Inc.
Basic Materials
|
Held | 601,400 | $2,658,188 | 0.80% | |
| IONQ |
IonQ, Inc.
Technology
|
Held | 87,700 | $2,528,391 | 0.76% | |
| INFQ |
Infleqtion, Inc.
Technology
|
NEW | 246,200 | $2,415,222 | 0.73% | |
| XPEV |
Xpeng Inc.
Consumer Cyclical
|
Added | 129,800 | $2,220,878 | 0.67% | |
| GLD |
Spdr Gold Trust
|
NEW | 4,071 | $1,751,710 | 0.53% |