SWS Partners
Top Portfolio Positions
73 positions ·
$245,364,105 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| ABBV |
AbbVie Inc.
Healthcare
|
123,002 | $26,751,704 | 10.90% | |
| NVDA |
Nvidia Corp
Technology
|
73,550 | $12,827,120 | 5.23% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
35,660 | $10,254,389 | 4.18% | |
| GH |
Guardant Health, Inc.
Healthcare
|
79,481 | $7,341,659 | 2.99% | |
| NTRA |
Natera, Inc.
Healthcare
|
29,420 | $5,883,705 | 2.40% | |
| CIEN |
Ciena Corp
Technology
|
14,966 | $5,810,250 | 2.37% | |
| GLW |
Corning Inc /Ny
Technology
|
42,553 | $5,785,931 | 2.36% | |
| OKTA |
Okta, Inc.
Technology
|
72,189 | $5,681,996 | 2.32% | |
| MRVL |
Marvell Technology, Inc.
Technology
|
55,788 | $5,525,801 | 2.25% | |
| PCT |
PureCycle Technologies, Inc.
Industrials
|
1,029,879 | $5,345,072 | 2.18% |
Portfolio Trend
25 quarters · across all stocks
Holdings in AMBA
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,707,176 | 91,437 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $6,318,290 | 89,191 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $6,305,930 | 76,417 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $4,965,556 | 75,156 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $3,821,355 | 75,926 | Shares | Sole | 2025-05-27 | |
| 2024-12-31 | $4,903,257 | 67,408 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $3,788,552 | 67,161 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $4,290,211 | 79,522 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $3,222,524 | 63,473 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $3,938,188 | 64,255 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $3,462,010 | 65,284 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $4,642,680 | 55,488 | Shares | Sole | 2023-08-17 | |
| 2023-03-31 | $3,735,592 | 48,251 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $3,666,964 | 44,594 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $2,192,087 | 39,019 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $2,371,550 | 36,229 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $3,792,753 | 36,149 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $5,943,053 | 29,292 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $5,843,209 | 37,519 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $3,147,504 | 29,518 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $2,925,766 | 29,144 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $2,416,886 | 26,322 | Shares | Sole | 2021-03-31 | |
| 2020-09-30 | $1,206,819 | 23,128 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $454,244 | 9,918 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $427,716 | 8,808 | Shares | Sole | 2020-05-14 | |
| No 13F history on record for this holder in this stock. | ||||||