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 | 264,270.0 | $2.4M | 0.97% | +11K | +4.5% | $8.92 | -24.4% |
| 22 | LMND | LEMONADE INC | Financial Services | 33,461.0 | $2.2M | 0.90% | +2K | +6.4% | $65.05 | -17.9% |
| 23 | UBER | UBER TECHNOLOGIES INC | Technology | 22,269.0 | $1.6M | 0.66% | +3K | +13.1% | $72.16 | +5.0% |
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
38.1%
Financial Services
26.6%
Consumer Cyclical
13.0%
Industrials
11.8%
Healthcare
6.2%
Energy
2.3%
Communication Services
1.9%