SOUTH STREET ADVISORS LLC 13F Portfolio
SOUTH STREET ADVISORS LLC runs SOUTH STREET ADVISORS LLC and currently holds 84 stock positions, which is fewer than the average of 231 among the investors we track. The portfolio is valued at approximately $768.69M. Their top holdings are NVDA, APH, GOOGL, PWR, AAPL. The top five represent 29.3% of reported portfolio weight. SOUTH STREET ADVISORS LLC ranks #N/A out of 1000 investors tracked by Alpha Score. In the most recent quarter, SOUTH STREET ADVISORS LLC initiated 9 new positions. They added to 22 existing positions. They trimmed 24 positions. Their current best-performing preview position is FTNT with returns of +87.98%.
Portfolio Value
$768.69M
Alpha Score
72.1
#0 of 1000
Holdings
84
SOUTH STREET ADVISORS LLC Current 13F Holdings
Reported holdings from SOUTH STREET ADVISORS LLC's latest SEC 13F filing, ranked by portfolio weight.
84 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 NVDA NVIDIA CORPORATION | 8.69% | $7.82 | $229.28 | +2,831.97% | Trimmed -1.20% |
 APH AMPHENOL CORP | 6.03% | $10.38 | $87.23 | +740.37% | Trimmed -1.69% |
 GOOGL ALPHABET INC | 5.22% | $54.79 | $351.66 | +541.83% | Trimmed -1.89% |
 PWR QUANTA SVCS INC | 4.86% | $105.59 | $705.99 | +568.61% | Trimmed -12.49% |
 AAPL APPLE INC | 4.50% | $32.26 | $336.68 | +943.65% | Trimmed -4.02% |
 ONTO ONTO INNOVATION INC | 4.38% | $96.15 | $294.33 | +206.12% | Trimmed -2.65% |
 LLY ELI LILLY & CO | 4.24% | $267.64 | $1,178.52 | +340.34% | Trimmed -2.77% |
 MU MICRON TECHNOLOGY INC | 4.22% | $1,154.29 | $1,029.00 | -10.85% | New Buy |
 HWM HOWMET AEROSPACE INC | 3.89% | $31.81 | $225.22 | +608.02% | Trimmed -6.19% |
 USFD US FOODS HLDG CORP | 3.55% | $40.00 | $97.42 | +143.55% | Trimmed -0.87% |
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