SWS PARTNERS
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | PCT | 750K | $9.86M |
 | CFLT | 165K | $3.26M |
 | CPRI | 126K | $2.52M |
 | PINS | 125K | $4.01M |
 | GH | 95K | $5.91M |
 | MP | 89K | $6.00M |
 | AMT | 87K | $1.68M |
 | PFE | 79K | $2.02M |
 | AMBA | 76K | $6.31M |
 | MRVL | 72K | $6.02M |
 | SW | 67K | $2.85M |
 | GLW | 56K | $4.57M |
 | NVDA | 54K | $9.99M |
 | FNF | 48K | $2.93M |
 | NTRA | 47K | $7.57M |
 | UBER | 45K | $4.45M |
 | WFC | 45K | $3.78M |
 | XYZ | 44K | $3.16M |
 | DXCM | 38K | $2.56M |
 | LYB | 38K | $1.84M |
PureCycle Technologies, Inc.
PCT
Shares Held
750K
Value
$9.86M
Confluent, Inc.
CFLT
Shares Held
165K
Value
$3.26M
Capri Holdings Limited
CPRI
Shares Held
126K
Value
$2.52M
Pinterest, Inc.
PINS
Shares Held
125K
Value
$4.01M
Guardant Health, Inc.
GH
Shares Held
95K
Value
$5.91M
MP Materials Corp.
MP
Shares Held
89K
Value
$6.00M
American Tower Corporation
AMT
Shares Held
87K
Value
$1.68M
Pfizer Inc.
PFE
Shares Held
79K
Value
$2.02M
Ambarella, Inc.
AMBA
Shares Held
76K
Value
$6.31M
Marvell Technology, Inc.
MRVL
Shares Held
72K
Value
$6.02M
Smurfit Westrock Plc
SW
Shares Held
67K
Value
$2.85M
Corning Incorporated
GLW
Shares Held
56K
Value
$4.57M
NVIDIA Corporation
NVDA
Shares Held
54K
Value
$9.99M
Fidelity National Financial, Inc.
FNF
Shares Held
48K
Value
$2.93M
Natera, Inc.
NTRA
Shares Held
47K
Value
$7.57M
Uber Technologies, Inc.
UBER
Shares Held
45K
Value
$4.45M
Wells Fargo & Company
WFC
Shares Held
45K
Value
$3.78M
Block, Inc.
XYZ
Shares Held
44K
Value
$3.16M
DexCom, Inc.
DXCM
Shares Held
38K
Value
$2.56M
LyondellBasell Industries N.V.
LYB
Shares Held
38K
Value
$1.84M