Seven Eight Capital, Lp
Basic Stats
Market Value
1.11B
Top 10 (%)
6.9%
Portfolio Size (Change from Prev.)
683 (-79)
Avg. Holding Period
3 years
Turnover
0.8%
Industry Breakdown
Pharmaceutical Preparations
6.2%
Services-prepackaged Software
6.1%
Semiconductors & Related Devices
3.5%
Services-business Services, Nec
3.4%
Petroleum Refining
2.6%
Crude Petroleum & Natural Gas
2.1%
National Commercial Banks
2.1%
Services-computer Processing & Data Preparation
2.0%
Services-computer Programming, Data Processing, Etc.
1.9%
Electric Services
1.8%
Ticker | Company | Market Value | % Portfolio | Shares | Chg. Shares % | Chg. Shares | Quarter End Price | % Owned |
|---|---|---|---|---|---|---|---|---|
 TSM | Taiwan Semiconductor Mfg Ltd | 8.64M | 0.8% | 49.7K | 100.0% | 49.7K | 174.00 | 0.0% |
 MCK | Mckesson Corp | 8.11M | 0.7% | 16.4K | 2,026.6% | 15.6K | 494.00 | 0.0% |
 MSFT | Microsoft Corp | 7.98M | 0.7% | 18.5K | 172.7% | 11.7K | 430.00 | 0.0% |
 DXCM | Dexcom Inc | 7.86M | 0.7% | 117.3K | 148.3% | 70.0K | 67.00 | 0.0% |
 PLTR | Palantir Technologies Inc | 7.79M | 0.7% | 209.5K | 1,412.7% | 195.7K | 37.00 | 0.0% |
 RDDT | Reddit Inc | 7.62M | 0.7% | 115.5K | New Buy | 115.5K | 66.00 | 0.1% |
 NBIX | Neurocrine Biosciences Inc | 7.48M | 0.7% | 64.9K | 725.3% | 57.0K | 115.00 | 0.1% |
 GPN | Global Pmts Inc | 7.35M | 0.7% | 71.8K | New Buy | 71.8K | 102.00 | 0.0% |
 NCLH | Norwegian Cruise Line Hldg L | 7.34M | 0.7% | 357.9K | 79.9% | 159.0K | 21.00 | 0.1% |
 EXC | Exelon Corp | 7.19M | 0.6% | 177.2K | New Buy | 177.2K | 41.00 | 0.0% |
 MMC | Marsh & Mclennan Cos Inc | 6.93M | 0.6% | 31.1K | 62.1% | 11.9K | 223.00 | 0.0% |
 HES | Hess Corp | 6.78M | 0.6% | 49.9K | 21.9% | 9.0K | 136.00 | 0.0% |
 WCN | Waste Connections Inc | 6.70M | 0.6% | 37.4K | 680.2% | 32.6K | 179.00 | 0.0% |
 APH | Amphenol Corp New | 6.23M | 0.6% | 95.6K | 141.9% | 56.1K | 65.00 | 0.0% |
 BA | Boeing Co | 6.19M | 0.6% | 40.7K | 328.0% | 31.2K | 152.00 | 0.0% |