EFG ASSET MANAGEMENT (NORTH AMERICA) CORP.

PrivateCIK: 1911412
Location

PORTLAND, OR

168
Positions
$773.40M
Total AUM (reported)
8M
Total Shares

Allocation by class

TOTAL AUM$773.40M168 positions
COM$480.26M62.1%
CL A$86.99M11.2%
COM CL A$55.34M7.2%
COM NEW$31.18M4.0%
CL A COM$19.89M2.6%
CAP STK CL A$19.45M2.5%
SHS$19.16M2.5%

Portfolio Concentration

Top 38.4%4–1011.6%11–2514.3%Rest65.7%TOP 1020.0%0%100%
Top 3$65.00M8.4%
4–10$89.86M11.6%
11–25$110.62M14.3%
Rest$507.92M65.7%

Top 3 weight

8.4%

Top 10 weight

20.0%

Voting Authority Distribution

Total shares with voting rights: 8M

Sole

Full voting authority

8M

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)

Sole168
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings168
Rows:

NVIDIA CORPORATION

SOLE
COM
Shares139.01K
TypeSH
Market value$25.94M
3.35%
Sole
139.01K
Shared
0.00
None
0.00

AMAZON COM INC

SOLE
COM
Shares89.32K
TypeSH
Market value$19.61M
2.54%
Sole
89.32K
Shared
0.00
None
0.00

ALPHABET INC

SOLE
CAP STK CL A
Shares80.01K
TypeSH
Market value$19.45M
2.51%
Sole
80.01K
Shared
0.00
None
0.00

BROADCOM INC

SOLE
COM
Shares54.88K
TypeSH
Market value$18.10M
2.34%
Sole
54.88K
Shared
0.00
None
0.00

META PLATFORMS INC

SOLE
CL A
Shares24.27K
TypeSH
Market value$17.82M
2.30%
Sole
24.27K
Shared
0.00
None
0.00

ELI LILLY & CO

SOLE
COM
Shares18.05K
TypeSH
Market value$13.76M
1.78%
Sole
18.05K
Shared
0.00
None
0.00

NETFLIX INC

SOLE
COM
Shares8.86K
TypeSH
Market value$10.62M
1.37%
Sole
8.86K
Shared
0.00
None
0.00

VERTIV HOLDINGS CO

SOLE
COM CL A
Shares68.62K
TypeSH
Market value$10.35M
1.34%
Sole
68.62K
Shared
0.00
None
0.00

APPLOVIN CORP

SOLE
COM CL A
Shares13.67K
TypeSH
Market value$9.82M
1.27%
Sole
13.67K
Shared
0.00
None
0.00

MARVELL TECHNOLOGY INC

SOLE
COM
Shares111.66K
TypeSH
Market value$9.38M
1.21%
Sole
111.66K
Shared
0.00
None
0.00

ARISTA NETWORKS INC

SOLE
COM SHS
Shares61.97K
TypeSH
Market value$9.03M
1.17%
Sole
61.97K
Shared
0.00
None
0.00

AXON ENTERPRISE INC

SOLE
COM
Shares11.50K
TypeSH
Market value$8.25M
1.07%
Sole
11.50K
Shared
0.00
None
0.00

LAM RESEARCH CORP

SOLE
COM NEW
Shares61.27K
TypeSH
Market value$8.20M
1.06%
Sole
61.27K
Shared
0.00
None
0.00

SEMTECH CORP

SOLE
COM
Shares109.61K
TypeSH
Market value$7.83M
1.01%
Sole
109.61K
Shared
0.00
None
0.00

VERACYTE INC

SOLE
COM
Shares219.98K
TypeSH
Market value$7.56M
0.98%
Sole
219.98K
Shared
0.00
None
0.00

BLACKSTONE INC

SOLE
COM
Shares44.09K
TypeSH
Market value$7.53M
0.97%
Sole
44.09K
Shared
0.00
None
0.00

ALNYLAM PHARMACEUTICALS INC

SOLE
COM
Shares16.34K
TypeSH
Market value$7.44M
0.96%
Sole
16.34K
Shared
0.00
None
0.00

ARGENX SE

SOLE
SPONSORED ADR
Shares9.74K
TypeSH
Market value$7.19M
0.93%
Sole
9.74K
Shared
0.00
None
0.00

TJX COS INC NEW

SOLE
COM
Shares49.20K
TypeSH
Market value$7.11M
0.92%
Sole
49.20K
Shared
0.00
None
0.00

HILTON WORLDWIDE HLDGS INC

SOLE
COM
Shares26.90K
TypeSH
Market value$6.98M
0.90%
Sole
26.90K
Shared
0.00
None
0.00

KRATOS DEFENSE & SEC SOLUTIO

SOLE
COM NEW
Shares75.41K
TypeSH
Market value$6.89M
0.89%
Sole
75.41K
Shared
0.00
None
0.00

ARES MANAGEMENT CORPORATION

SOLE
CL A COM STK
Shares42.58K
TypeSH
Market value$6.81M
0.88%
Sole
42.58K
Shared
0.00
None
0.00

STERLING INFRASTRUCTURE INC

SOLE
COM
Shares19.85K
TypeSH
Market value$6.74M
0.87%
Sole
19.85K
Shared
0.00
None
0.00

INTUITIVE SURGICAL INC

SOLE
COM NEW
Shares14.65K
TypeSH
Market value$6.55M
0.85%
Sole
14.65K
Shared
0.00
None
0.00

VEEVA SYS INC

SOLE
CL A COM
Shares21.85K
TypeSH
Market value$6.51M
0.84%
Sole
21.85K
Shared
0.00
None
0.00
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