1248 Management, LLC Purchases and Sells in Q3 2025

1248 Management, LLC

$177 Billion
Q3 2025

Top Buys

Incresed Positions

13 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BSX	7.88K + 2276.88%	$97.03 - $108.14 $764K - $852K	8.22K $803M
CDNS	2.04K + 258.3%	$309.46 - $373.37 $631K - $761K	2.83K $993M
TSM	1.94K + 733.21%	$224.68 - $282.71 $437K - $549K	2.21K $619M
BX	2.93K + 1219.17%	$152.77 - $188.68 $447K - $552K	3.17K $541M
EXPE	273 + 56.88%	$171.01 - $228.24 $46.7K - $62.3K	753 $161M
GSK PLC Spon Ads	799 + 314.57%	N/A	1.05K $45.6M

New Holdings

7 operations

Stock	Shares change	Price Range	Shares Held	Trade History
Tidal Trust I (fundstrat Granny)	219K New	N/A	219K $5.48B
TDY	1.74K New	$509.51 - $586.04 $889K - $1.02M	1.74K $1.02B
Te Connectivity PLC F	3.31K New	N/A	3.31K $727M
C	6.98K New	$85.57 - $103.49 $597K - $722K	6.98K $708M
SAP	1.49K New	$252.42 - $311.93 $377K - $466K	1.49K $399M
UNH	83 New	$237.77 - $353.61 $19.7K - $29.3K	83 $28.7M

Top Sells

Reduced Positions

61 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AMZN	-38.8K - 45.46%	$211.65 - $238.24 $8.22M - $9.25M	46.6K $10.2B
MSFT	-14.2K - 43.23%	$491.09 - $535.64 $6.98M - $7.61M	18.7K $9.67B
AAPL	-30.8K - 63.44%	$202.38 - $256.87 $6.23M - $7.91M	17.7K $4.52B
TSLA	-16.9K - 90.1%	$293.94 - $444.72 $4.97M - $7.51M	1.86K $826M
GOOGL	-43.6K - 45.72%	$174.36 - $254.72 $7.61M - $11.1M	51.8K $12.6B
JPM	-10.9K - 24.69%	$282.78 - $316.06 $3.08M - $3.45M	33.3K $10.5B

Activity Summary All Purchases 20 New Holdings 7 Increased Positions 13 All Sells 61 Reductions 61 Sold out 0 Calls 0 Puts 0

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