POINT BREAK CAPITAL MANAGEMENT, LLC

PrivateCIK: 1631943
Location

MIAMI, FL

13
Positions
$88.03M
Total AUM (reported)
1.35M
Total Shares

Allocation by class

TOTAL AUM$88.03M13 positions
COM$63.47M72.1%
SPONSORED ADS$8.68M9.9%
CL A$8.22M9.3%
TR UNIT$7.15M8.1%
COM CL A$507.0K0.6%

Portfolio Concentration

Top 355.5%4–1040.3%11–254.2%TOP 1095.8%0%100%
Top 3$48.86M55.5%
4–10$35.44M40.3%
11–25$3.73M4.2%

Top 3 weight

55.5%

Top 10 weight

95.8%

Voting Authority Distribution

Total shares with voting rights: 1.35M

Sole

Full voting authority

1.35M

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)

Sole13
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings13
Rows:

CAESARS ENTERTAINMENT INC NE

SOLE
COM
Shares1.03M
TypeSH
Market value$27.31M
31.03%
Sole
1.03M
Shared
0.00
None
0.00

CAPITAL ONE FINL CORP

SOLE
COM
Shares61.40K
TypeSH
Market value$11.20M
12.72%
Sole
61.40K
Shared
0.00
None
0.00

NVIDIA CORPORATION

SOLE
COM
Shares59.29K
TypeSH
Market value$10.34M
11.75%
Sole
59.29K
Shared
0.00
None
0.00

META PLATFORMS INC

SOLE
CL A
Shares14.36K
TypeSH
Market value$8.22M
9.33%
Sole
14.36K
Shared
0.00
None
0.00

TAIWAN SEMICONDUCTOR MANUFAC

SOLE
SPONSORED ADS
Shares21.29K
TypeSH
Market value$7.19M
8.17%
Sole
21.29K
Shared
0.00
None
0.00

STATE STR SPDR S&P 500 ETF T

SOLE
TR UNIT
Shares11K
TypeSH
Market value$7.15M
8.13%
Sole
11K
Shared
0.00
None
0.00

AMAZON COM INC

SOLE
COM
Shares22.07K
TypeSH
Market value$4.60M
5.22%
Sole
22.07K
Shared
0.00
None
0.00

MICROSOFT CORP

SOLE
COM
Shares10.03K
TypeSH
Market value$3.71M
4.22%
Sole
10.03K
Shared
0.00
None
0.00

ELI LILLY & CO

SOLE
COM
Shares2.92K
TypeSH
Market value$2.68M
3.05%
Sole
2.92K
Shared
0.00
None
0.00

ADVANCED MICRO DEVICES INC

SOLE
COM
Shares9.24K
TypeSH
Market value$1.88M
2.14%
Sole
9.24K
Shared
0.00
None
0.00

INTEL CORP

SOLE
COM
Shares39.40K
TypeSH
Market value$1.74M
1.98%
Sole
39.40K
Shared
0.00
None
0.00

ALIBABA GROUP HLDG LTD

SOLE
SPONSORED ADS
Shares11.86K
TypeSH
Market value$1.49M
1.69%
Sole
11.86K
Shared
0.00
None
0.00

PAGSEGURO DIGITAL LTD

SOLE
COM CL A
Shares50.60K
TypeSH
Market value$507.0K
0.58%
Sole
50.60K
Shared
0.00
None
0.00