NANO CAP NEW MILLENNIUM GROWTH FUND L P 13F Portfolio
NANO CAP NEW MILLENNIUM GROWTH FUND L P runs NANO CAP NEW MILLENNIUM GROWTH FUND L P and currently holds 135 stock positions, which is fewer than the average of 231 among the investors we track. The portfolio is valued at approximately $130.04M. Their top holdings are SPT, KWEB, THRM, OOMA, U. The top five represent 13.1% of reported portfolio weight. NANO CAP NEW MILLENNIUM GROWTH FUND L P ranks #N/A out of 1000 investors tracked by Alpha Score. In the most recent quarter, NANO CAP NEW MILLENNIUM GROWTH FUND L P initiated 8 new positions. They added to 42 existing positions. They trimmed 20 positions. Their current best-performing preview position is BAND with returns of +255.22%.
Portfolio Value
$130.04M
Alpha Score
23.5
#0 of 1000
Holdings
135
NANO CAP NEW MILLENNIUM GROWTH FUND L P Current 13F Holdings
Reported holdings from NANO CAP NEW MILLENNIUM GROWTH FUND L P's latest SEC 13F filing, ranked by portfolio weight.
135 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 SPT Sprout Social, Inc. | 3.57% | $8.00 | $11.00 | +37.50% | Added +14.95% |
 KWEB KraneShares CSI China Internet Fund | 2.55% | $31.86 | $24.95 | -21.69% | Added +20.44% |
 THRM Gentherm Inc. | 2.49% | $35.94 | $29.68 | -17.42% | Trimmed -5.00% |
 OOMA Ooma, Inc. | 2.29% | $11.86 | $20.04 | +68.97% | Trimmed -7.74% |
 U Unity Software Inc. | 2.20% | $38.04 | $46.89 | +23.25% | Trimmed -13.79% |
 TOST Toast, Inc. | 1.80% | $31.96 | $31.31 | -2.03% | Added +23.53% |
 BAND Bandwidth Inc. | 1.58% | $15.94 | $53.27 | +234.19% | Trimmed -75.47% |
 DSP Viant Technology Inc. | 1.46% | $12.17 | $13.13 | +7.89% | Added +62.16% |
 ZS Zscaler Inc | 1.33% | $172.92 | $233.73 | +35.17% | Added +22.50% |
 TTWO Take-Two Interactive Software Inc. | 1.30% | $239.31 | $213.44 | -10.81% | Trimmed -3.57% |
Showing 1-10 of 135