JW ASSET MANAGEMENT, LLC

PrivateCIK: 1549738
Location

MIAMI BEACH, FL

📋 What this filing means

JW ASSET MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 21 equity positions with a total reported market value of $319.87M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

21
Positions
$319.87M
Total AUM (reported)
7.90M
Total Shares

Allocation by class

TOTAL AUM$319.87M21 positions
COM$296.61M92.7%
COM NEW$6.92M2.2%
ORDINARY SHARES$6.61M2.1%
CL A$4.01M1.3%
NAMEN AKT A$2.58M0.8%
CL C$1.51M0.5%
SUB VTG SHS$824.4K0.3%

Portfolio Concentration

Top 382.3%4–1013.3%11–254.4%TOP 1095.6%0%100%
Top 3$263.29M82.3%
4–10$42.52M13.3%
11–25$14.06M4.4%

Top 3 weight

82.3%

Top 10 weight

95.6%

Voting Authority Distribution

Total shares with voting rights: 7.90M

Sole

Full voting authority

7.90M

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)

Sole21
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings21
Rows:

ESTABLISHMENT LABS HLDGS INC

SOLE
COM
Shares2.69M
TypeSH
Market value$231.07M
72.24%
Sole
2.69M
Shared
0.00
None
0.00

SANDISK CORP

SOLE
COM
Shares7.81K
TypeSH
Market value$17.76M
5.55%
Sole
7.81K
Shared
0.00
None
0.00

VITA COCO CO INC

SOLE
COM
Shares218.62K
TypeSH
Market value$14.46M
4.52%
Sole
218.62K
Shared
0.00
None
0.00

CATALYST PHARMACEUTICALS INC

SOLE
COM
Shares388.39K
TypeSH
Market value$12.21M
3.82%
Sole
388.39K
Shared
0.00
None
0.00

MICRON TECHNOLOGY INC

SOLE
COM
Shares7K
TypeSH
Market value$8.08M
2.53%
Sole
7K
Shared
0.00
None
0.00

IREN LIMITED

SOLE
ORDINARY SHARES
Shares144.65K
TypeSH
Market value$6.61M
2.07%
Sole
144.65K
Shared
0.00
None
0.00

IDAHO STRATEGIC RESOURCES

SOLE
COM NEW
Shares141.20K
TypeSH
Market value$4.62M
1.45%
Sole
141.20K
Shared
0.00
None
0.00

RALPH LAUREN CORP

SOLE
CL A
Shares10K
TypeSH
Market value$4.01M
1.25%
Sole
10K
Shared
0.00
None
0.00

CAVA GROUP INC

SOLE
COM
Shares50K
TypeSH
Market value$3.92M
1.23%
Sole
50K
Shared
0.00
None
0.00

NVIDIA CORPORATION

SOLE
COM
Shares15.25K
TypeSH
Market value$3.05M
0.95%
Sole
15.25K
Shared
0.00
None
0.00

ON HLDG AG

SOLE
NAMEN AKT A
Shares72.95K
TypeSH
Market value$2.58M
0.81%
Sole
72.95K
Shared
0.00
None
0.00

FIVE BELOW INC

SOLE
COM
Shares10K
TypeSH
Market value$1.80M
0.56%
Sole
10K
Shared
0.00
None
0.00

TRAVERE THERAPEUTICS INC

SOLE
COM
Shares30K
TypeSH
Market value$1.70M
0.53%
Sole
30K
Shared
0.00
None
0.00

HERON THERAPEUTICS INC

SOLE
COM
Shares3.75M
TypeSH
Market value$1.60M
0.50%
Sole
3.75M
Shared
0.00
None
0.00

DELL TECHNOLOGIES INC

SOLE
CL C
Shares3.50K
TypeSH
Market value$1.51M
0.47%
Sole
3.50K
Shared
0.00
None
0.00

LIGAND PHARMACEUTICALS INC

SOLE
COM NEW
Shares4K
TypeSH
Market value$1.26M
0.40%
Sole
4K
Shared
0.00
None
0.00

MARVELL TECHNOLOGY INC

SOLE
COM
Shares3.20K
TypeSH
Market value$953.2K
0.30%
Sole
3.20K
Shared
0.00
None
0.00

TRULIEVE CANNABIS CORP

SOLE
SUB VTG SHS
Shares83.87K
TypeSH
Market value$824.4K
0.26%
Sole
83.87K
Shared
0.00
None
0.00

LIQUIDIA CORPORATION

SOLE
COM NEW
Shares10.18K
TypeSH
Market value$811.3K
0.25%
Sole
10.18K
Shared
0.00
None
0.00

ADVISORSHARES TR

SOLE
PURE US CANN ETF
Shares155K
TypeSH
Market value$787.4K
0.25%
Sole
155K
Shared
0.00
None
0.00

HIGH TIDE INC

SOLE
COM NEW
Shares96.64K
TypeSH
Market value$220.3K
0.07%
Sole
96.64K
Shared
0.00
None
0.00