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Funds / Jw Asset Management, LLC
Institutional Fund

Jw Asset Management, LLC

Miami Beach, FLCIK 15497385 filings on record

Portfolio Value
$243.51M
Q1 2026
Holdings
19
Reported positions
New Buys
2
Opened this quarter
QoQ Change
-20.7%
from $307.21M

Portfolio Value Trend

Reported 13F value by quarter

Portfolio value trend — upgrade to see history

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Top Allocations

Largest positions by weight

  • Establishment Labs Hldgs Inc71.4%
  • Vita Coco Co Inc4.3%
  • Catalyst Pharmaceuticals Inc3.9%
  • Alphabet Inc3.2%
  • Iren Limited2.3%
  • Meta Platforms Inc2.0%
  • Other12.8%

Portfolio Holdings

19 positions · Q1 2026

#SecuritySharesValue% Port.Δ SharesActivity
1Establishment Labs Hldgs Inc3.06M$173.84M71.4%0Held
2Vita Coco Co Inc218.6K$10.47M4.3%0Held
3Catalyst Pharmaceuticals Inc388.4K$9.62M3.9%0Held
4Alphabet Inc27.5K$7.90M3.2%0Held
5Iren Limited164.7K$5.64M2.3%0Held
6Meta Platforms Inc8.7K$4.98M2.0%0Held
7Idaho Strategic Resources143.2K$4.60M1.9%0Held
8Sandisk Corp6.5K$4.13M1.7%+6.5KNew
9Cava Group Inc50.0K$4.04M1.7%0Held
10Ralph Lauren Corp10.0K$3.44M1.4%0Held

9 more holdings on Premium

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