WILLIAMSON LEGACY GROUP, LLC 13F Portfolio
WILLIAMSON LEGACY GROUP, LLC runs WILLIAMSON LEGACY GROUP, LLC and currently holds 75 stock positions, which is fewer than the average of 231 among the investors we track. The portfolio is valued at approximately $201.42M. Their top holdings are SNDK, WDC, STX, MU, CIEN. The top five represent 24.1% of reported portfolio weight. WILLIAMSON LEGACY GROUP, LLC ranks #73 out of 1000 investors tracked by Alpha Score. In the most recent quarter, WILLIAMSON LEGACY GROUP, LLC initiated 24 new positions. They added to 33 existing positions. They trimmed 14 positions. Their current best-performing preview position is SNDK with returns of +257.88%.
Portfolio Value
$201.42M
Alpha Score
160.2
#73 of 1000
Holdings
75
WILLIAMSON LEGACY GROUP, LLC Current 13F Holdings
Reported holdings from WILLIAMSON LEGACY GROUP, LLC's latest SEC 13F filing, ranked by portfolio weight.
75 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 SNDK SANDISK CORP | 6.38% | $253.97 | $1,581.82 | +522.84% | Trimmed -39.78% |
 WDC WESTERN DIGITAL CORP | 4.65% | $173.63 | $397.28 | +128.81% | Trimmed -26.45% |
 STX SEAGATE TECHNOLOGY HOLDINGS PUB LTD CO ORDINARY SHARES | 4.55% | $251.57 | $783.00 | +211.25% | Trimmed -19.77% |
 MU MICRON TECHNOLOGY INC | 4.34% | $393.47 | $1,029.00 | +161.52% | Added +13.51% |
 CIEN CIENA CORP | 4.14% | $157.80 | $449.76 | +185.02% | Added +0.46% |
 LITE LUMENTUM HOLDINGS INC INC | 3.98% | $169.75 | $1,103.36 | +549.99% | Trimmed -17.14% |
 BE BLOOM ENERGY CORP CLASS A | 3.09% | $109.28 | $280.18 | +156.39% | Added +8.55% |
 GLW CORNING INC | 2.68% | $134.58 | $156.69 | +16.43% | Added +28.53% |
 LRCX LAM RESH CORP NEW | 2.65% | $247.83 | $318.84 | +28.65% | Added +38.94% |
 DOCN DIGITALOCEAN HOLDINGS INC | 2.53% | $157.03 | $134.86 | -14.12% | New Buy |
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