CORIENT IA LLC

PrivateCIK: 2058426
Location

MIAMI, FL

279
Positions
$106.37M
Total AUM (reported)
1.12M
Total Shares

Allocation by class

TOTAL AUM$106.37M279 positions
COM$106.37M100.0%

Portfolio Concentration

Top 36.5%4–1010.0%11–2512.8%Rest70.7%TOP 1016.6%0%100%
Top 3$6.95M6.5%
4–10$10.67M10.0%
11–25$13.60M12.8%
Rest$75.15M70.7%

Top 3 weight

6.5%

Top 10 weight

16.6%

Voting Authority Distribution

Total shares with voting rights: 1.12M

Sole

Full voting authority

1.12M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole279
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings279
Rows:

Howmet Aerospace Inc

SOLE
COM
Shares11.29K
TypeSH
Market value$2.60M
2.45%
Sole
11.29K
Shared
0.00
None
0.00

Palo Alto Networks Inc

SOLE
COM
Shares15.13K
TypeSH
Market value$2.43M
2.28%
Sole
15.13K
Shared
0.00
None
0.00

ASML Hldg NV NY Reg Shs

SOLE
COM
Shares1.45K
TypeSH
Market value$1.92M
1.80%
Sole
1.45K
Shared
0.00
None
0.00

Nvidia Corp

SOLE
COM
Shares10.78K
TypeSH
Market value$1.88M
1.77%
Sole
10.78K
Shared
0.00
None
0.00

State Street SPDR S&P 500 ETF

SOLE
COM
Shares2.75K
TypeSH
Market value$1.79M
1.68%
Sole
2.75K
Shared
0.00
None
0.00

New York Times Cl A

SOLE
COM
Shares20.65K
TypeSH
Market value$1.73M
1.63%
Sole
20.65K
Shared
0.00
None
0.00

Walmart Inc

SOLE
COM
Shares12K
TypeSH
Market value$1.49M
1.40%
Sole
12K
Shared
0.00
None
0.00

Casey's General Stores Inc

SOLE
COM
Shares1.87K
TypeSH
Market value$1.36M
1.28%
Sole
1.87K
Shared
0.00
None
0.00

Netflix Inc

SOLE
COM
Shares12.90K
TypeSH
Market value$1.24M
1.17%
Sole
12.90K
Shared
0.00
None
0.00

Palantir Technologies Inc Cl A

SOLE
COM
Shares8.07K
TypeSH
Market value$1.18M
1.11%
Sole
8.07K
Shared
0.00
None
0.00

Intuitive Surgical Inc

SOLE
COM
Shares2.45K
TypeSH
Market value$1.13M
1.06%
Sole
2.45K
Shared
0.00
None
0.00

Curtiss-Wright Corp

SOLE
COM
Shares1.62K
TypeSH
Market value$1.10M
1.04%
Sole
1.62K
Shared
0.00
None
0.00

Embraer SA Sp ADR

SOLE
COM
Shares17.99K
TypeSH
Market value$1.07M
1.00%
Sole
17.99K
Shared
0.00
None
0.00

Broadcom Inc

SOLE
COM
Shares3.22K
TypeSH
Market value$996.6K
0.94%
Sole
3.22K
Shared
0.00
None
0.00

Trane Technologies PLC

SOLE
COM
Shares2.19K
TypeSH
Market value$912.7K
0.86%
Sole
2.19K
Shared
0.00
None
0.00

Tesla Inc

SOLE
COM
Shares2.42K
TypeSH
Market value$899.6K
0.85%
Sole
2.42K
Shared
0.00
None
0.00

Quanta Services Inc

SOLE
COM
Shares1.62K
TypeSH
Market value$889.4K
0.84%
Sole
1.62K
Shared
0.00
None
0.00

Ferrari NV

SOLE
COM
Shares2.54K
TypeSH
Market value$859.7K
0.81%
Sole
2.54K
Shared
0.00
None
0.00

Lumentum Hldgs Inc

SOLE
COM
Shares1.22K
TypeSH
Market value$857.4K
0.81%
Sole
1.22K
Shared
0.00
None
0.00

Jabil Inc

SOLE
COM
Shares3.22K
TypeSH
Market value$855.3K
0.80%
Sole
3.22K
Shared
0.00
None
0.00

AbbVie Inc

SOLE
COM
Shares3.88K
TypeSH
Market value$843.2K
0.79%
Sole
3.88K
Shared
0.00
None
0.00

Microsoft Corp

SOLE
COM
Shares2.23K
TypeSH
Market value$825.5K
0.78%
Sole
2.23K
Shared
0.00
None
0.00

Advanced Micro Devices

SOLE
COM
Shares4.04K
TypeSH
Market value$822.9K
0.77%
Sole
4.04K
Shared
0.00
None
0.00

Shopify Inc Cl A

SOLE
COM
Shares6.54K
TypeSH
Market value$775.8K
0.73%
Sole
6.54K
Shared
0.00
None
0.00

Alphabet Inc Cl C

SOLE
COM
Shares2.64K
TypeSH
Market value$757.3K
0.71%
Sole
2.64K
Shared
0.00
None
0.00
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