JW ASSET MANAGEMENT, LLC

PrivateCIK: 1549738
Location

MIAMI BEACH, FL

19
Positions
$243.51M
Total AUM (reported)
8.14M
Total Shares

Allocation by class

TOTAL AUM$243.51M19 positions
COM$212.42M87.2%
CL A$8.42M3.5%
CAP STK CL C$7.90M3.2%
ORDINARY SHARES$5.64M2.3%
COM NEW$5.44M2.2%
NAMEN AKT A$2.82M1.2%
UNIT SER 1$577.2K0.2%

Portfolio Concentration

Top 379.6%4–1014.3%11–256.1%TOP 1093.9%0%100%
Top 3$193.93M79.6%
4–10$34.74M14.3%
11–25$14.84M6.1%

Top 3 weight

79.6%

Top 10 weight

93.9%

Voting Authority Distribution

Total shares with voting rights: 8.14M

Sole

Full voting authority

8.14M

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)

Sole19
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings19
Rows:

ESTABLISHMENT LABS HLDGS INC

SOLE
COM
Shares3.06M
TypeSH
Market value$173.84M
71.39%
Sole
3.06M
Shared
0.00
None
0.00

VITA COCO CO INC

SOLE
COM
Shares218.62K
TypeSH
Market value$10.47M
4.30%
Sole
218.62K
Shared
0.00
None
0.00

CATALYST PHARMACEUTICALS INC

SOLE
COM
Shares388.39K
TypeSH
Market value$9.62M
3.95%
Sole
388.39K
Shared
0.00
None
0.00

ALPHABET INC

SOLE
CAP STK CL C
Shares27.54K
TypeSH
Market value$7.90M
3.24%
Sole
27.54K
Shared
0.00
None
0.00

IREN LIMITED

SOLE
ORDINARY SHARES
Shares164.65K
TypeSH
Market value$5.64M
2.32%
Sole
164.65K
Shared
0.00
None
0.00

META PLATFORMS INC

SOLE
CL A
Shares8.70K
TypeSH
Market value$4.98M
2.04%
Sole
8.70K
Shared
0.00
None
0.00

IDAHO STRATEGIC RESOURCES

SOLE
COM NEW
Shares143.20K
TypeSH
Market value$4.60M
1.89%
Sole
143.20K
Shared
0.00
None
0.00

SANDISK CORP

SOLE
COM
Shares6.50K
TypeSH
Market value$4.13M
1.70%
Sole
6.50K
Shared
0.00
None
0.00

CAVA GROUP INC

SOLE
COM
Shares50K
TypeSH
Market value$4.04M
1.66%
Sole
50K
Shared
0.00
None
0.00

RALPH LAUREN CORP

SOLE
CL A
Shares10K
TypeSH
Market value$3.44M
1.41%
Sole
10K
Shared
0.00
None
0.00

HERON THERAPEUTICS INC

SOLE
COM
Shares3.75M
TypeSH
Market value$3.00M
1.23%
Sole
3.75M
Shared
0.00
None
0.00

ON HLDG AG

SOLE
NAMEN AKT A
Shares82.95K
TypeSH
Market value$2.82M
1.16%
Sole
82.95K
Shared
0.00
None
0.00

NVIDIA CORPORATION

SOLE
COM
Shares15.25K
TypeSH
Market value$2.66M
1.09%
Sole
15.25K
Shared
0.00
None
0.00

MICRON TECHNOLOGY INC

SOLE
COM
Shares7K
TypeSH
Market value$2.36M
0.97%
Sole
7K
Shared
0.00
None
0.00

FIVE BELOW INC

SOLE
COM
Shares10K
TypeSH
Market value$2.28M
0.94%
Sole
10K
Shared
0.00
None
0.00

LIQUIDIA CORPORATION

SOLE
COM NEW
Shares16.18K
TypeSH
Market value$610.5K
0.25%
Sole
16.18K
Shared
0.00
None
0.00

INVESCO QQQ TR

SOLE
UNIT SER 1
Shares1K
TypeSH
Market value$577.2K
0.24%
Sole
1K
Shared
0.00
None
0.00

ADVISORSHARES TR

SOLE
PURE US CANNABIS
Shares80K
TypeSH
Market value$284.0K
0.12%
Sole
80K
Shared
0.00
None
0.00

HIGH TIDE INC

SOLE
COM NEW
Shares102.14K
TypeSH
Market value$233.9K
0.10%
Sole
102.14K
Shared
0.00
None
0.00