WHITFORD MANAGEMENT LLC

PrivateCIK: 1957726
Location

NEW YORK, NY

22
Positions
$97.89M
Total AUM (reported)
566.27K
Total Shares

Allocation by class

TOTAL AUM$97.89M22 positions
TR UNIT$39.27M40.1%
COM$25.07M25.6%
0-5YR HI YL CP$8.55M8.7%
CL A$8.30M8.5%
S&P500 EQL WGT$5.09M5.2%
SPONSORED ADS$4.07M4.2%
COM NEW$3.73M3.8%

Portfolio Concentration

Top 354.0%4–1027.8%11–2518.2%TOP 1081.8%0%100%
Top 3$52.91M54.0%
4–10$27.20M27.8%
11–25$17.78M18.2%

Top 3 weight

54.0%

Top 10 weight

81.8%

Voting Authority Distribution

Total shares with voting rights: 566.27K

Sole

Full voting authority

566.27K

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)

Sole22
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings22
Rows:

STATE STR SPDR S&P 500 ETF T

SOLE
TR UNIT
Shares60.39K
TypeSH
Market value$39.27M
40.12%
Sole
60.39K
Shared
0.00
None
0.00

ISHARES TR

SOLE
0-5YR HI YL CP
Shares202K
TypeSH
Market value$8.55M
8.73%
Sole
202K
Shared
0.00
None
0.00

INVESCO EXCHANGE TRADED FD T

SOLE
S&P500 EQL WGT
Shares26.52K
TypeSH
Market value$5.09M
5.20%
Sole
26.52K
Shared
0.00
None
0.00

AMAZON COM INC

SOLE
COM
Shares23.89K
TypeSH
Market value$4.98M
5.08%
Sole
23.89K
Shared
0.00
None
0.00

TAIWAN SEMICONDUCTOR MANUFAC

SOLE
SPONSORED ADS
Shares12.05K
TypeSH
Market value$4.07M
4.16%
Sole
12.05K
Shared
0.00
None
0.00

NVIDIA CORPORATION

SOLE
COM
Shares23.08K
TypeSH
Market value$4.03M
4.11%
Sole
23.08K
Shared
0.00
None
0.00

GE AEROSPACE

SOLE
COM NEW
Shares13.16K
TypeSH
Market value$3.73M
3.82%
Sole
13.16K
Shared
0.00
None
0.00

GE VERNOVA INC

SOLE
COM
Shares4.25K
TypeSH
Market value$3.71M
3.79%
Sole
4.25K
Shared
0.00
None
0.00

MASTERCARD INCORPORATED

SOLE
CL A
Shares6.99K
TypeSH
Market value$3.49M
3.57%
Sole
6.99K
Shared
0.00
None
0.00

WOODWARD INC

SOLE
COM
Shares8.91K
TypeSH
Market value$3.19M
3.26%
Sole
8.91K
Shared
0.00
None
0.00

MICROSOFT CORP

SOLE
COM
Shares8.51K
TypeSH
Market value$3.15M
3.22%
Sole
8.51K
Shared
0.00
None
0.00

META PLATFORMS INC

SOLE
CL A
Shares4.78K
TypeSH
Market value$2.73M
2.79%
Sole
4.78K
Shared
0.00
None
0.00

BROADCOM INC

SOLE
COM
Shares7.29K
TypeSH
Market value$2.26M
2.30%
Sole
7.29K
Shared
0.00
None
0.00

COUPANG INC

SOLE
CL A
Shares109.85K
TypeSH
Market value$2.07M
2.12%
Sole
109.85K
Shared
0.00
None
0.00

UBER TECHNOLOGIES INC

SOLE
COM
Shares22.48K
TypeSH
Market value$1.62M
1.65%
Sole
22.48K
Shared
0.00
None
0.00

ISHARES TR

SOLE
ISHARES SEMICDTR
Shares3.65K
TypeSH
Market value$1.20M
1.22%
Sole
3.65K
Shared
0.00
None
0.00

ALPHABET INC

SOLE
CAP STK CL C
Shares3.98K
TypeSH
Market value$1.14M
1.17%
Sole
3.98K
Shared
0.00
None
0.00

ISHARES INC

SOLE
MSCI STH KOR ETF
Shares8.61K
TypeSH
Market value$1.06M
1.08%
Sole
8.61K
Shared
0.00
None
0.00

HOWMET AEROSPACE INC

SOLE
COM
Shares4.15K
TypeSH
Market value$956.5K
0.98%
Sole
4.15K
Shared
0.00
None
0.00

TRANSDIGM GROUP INC

SOLE
COM
Shares810.00
TypeSH
Market value$938.5K
0.96%
Sole
810.00
Shared
0.00
None
0.00

COREWEAVE INC

SOLE
COM CL A
Shares5.20K
TypeSH
Market value$402.8K
0.41%
Sole
5.20K
Shared
0.00
None
0.00

INTEL CORP

SOLE
COM
Shares5.75K
TypeSH
Market value$253.6K
0.26%
Sole
5.75K
Shared
0.00
None
0.00