Sw Investment Management LLC Portfolio Holdings

Sw Investment Management LLC

  • $412 Million
  • Q2 2025

Sw Investment Management LLC has filed its 13F form on July 25, 2025 for Q2 2025 where it was disclosed a total value porftolio of $412 Million distributed in 8 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ubiquiti Inc. with a value of $103M, Skywest Inc with a value of $92.7M, Amkor Technology, Inc. with a value of $55.6M, Garmin LTD with a value of $42.8M, and Parsons Corp with a value of $40.6M.

Examining the 13F form we can see an increase of $93.3M in the current position value, from $319M to 412M.

Sw Investment Management LLC is based out at Chicago, IL

Below you can find more details about Sw Investment Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $412 Million
Technology: $222 Million
Industrials: $133 Million
Consumer Cyclical: $35.1 Million
Healthcare: $21.7 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 8
  • Current Value $412 Million
  • Prior Value $319 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 25, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 1 stocks
  • Additional Purchases 4 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 2 stocks
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