Portfolio (Quarterly)
Guide ↗
UDINE WEALTH MANAGEMENT, INC.
· CIK 0001907240| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | JOBY | JOBY AVIATION INC | Industrials | 252,951.0 | $2.1M | 1.02% | +157K | +162.3% | $8.26 | +39.0% |
| 22 | RH | RH | Consumer Cyclical | 14,300.0 | $2.0M | 0.98% | +491.0 | +3.6% | $139.82 | +2.7% |
| 23 | GRAB | GRAB HOLDINGS LIMITED | Technology | 442,914.0 | $1.6M | 0.79% | +39K | +9.7% | $3.66 | -0.5% |
| 24 | UBER | UBER TECHNOLOGIES INC | Technology | 19,684.0 | $1.4M | 0.69% | +2K | +13.6% | $71.93 | -1.7% |
| 25 | WRBY | WARBY PARKER INC | Healthcare | 65,723.0 | $1.4M | 0.68% | +7K | +11.5% | $21.07 | +21.9% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
34.0%
Financial Services
25.0%
Communication Services
13.4%
Consumer Cyclical
12.8%
Industrials
10.9%
Energy
3.0%
Healthcare
0.9%