Portfolio (Quarterly)
Guide ↗
UDINE WEALTH MANAGEMENT, INC.
· CIK 0001907240| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | HIMS | HIMS & HERS HEALTH INC | Healthcare | 105,638.0 | $3.7M | 1.51% | NEW | — | $34.67 | -20.1% |
| 2 | IBM | INTERNATIONAL BUSINESS MACHS | Technology | 11,303.0 | $3.2M | 1.31% | NEW | — | $281.21 | -16.5% |
| 3 | UNH | UNITEDHEALTH GROUP INC | Healthcare | 7,530.0 | $3.1M | 1.29% | NEW | — | $415.63 | -4.4% |
| 4 | TOST | TOAST INC | Technology | 108,293.0 | $3.0M | 1.24% | NEW | — | $27.82 | +22.0% |
| 5 | RDDT | REDDIT INC | Communication Services | 16,714.0 | $2.9M | 1.19% | NEW | — | $173.58 | -11.0% |
| 6 | PSNL | PERSONALIS INC | Healthcare | 50,030.0 | $2.9M | 1.19% | NEW | — | $57.93 | -70.3% |
| 7 | — | SPACE EXPLORATION TECHN CORP | — | 16,743.0 | $2.9M | 1.18% | NEW | — | $170.86 | — |
| 8 | DECK | DECKERS OUTDOOR CORP | Consumer Cyclical | 25,880.0 | $2.6M | 1.06% | NEW | — | $99.29 | -13.6% |
| 9 | URA | GLOBAL X FDS | — | 52,176.0 | $2.3M | 0.94% | NEW | — | $43.70 | +5.4% |
| 10 | IREN | IREN LIMITED | Financial Services | 48,107.0 | $2.2M | 0.91% | NEW | — | $45.73 | -2.3% |
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%