Universe · entity
SW Investment Management LLC
Institutional manager (13F) · CIK 1824821
13F holdings · as of 2026-03-31 · top 8 · reported portfolio $451M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | UBIQUITI INC | $113M | 142,500 |
| 2 | SKYWEST INC | $83M | 900,000 |
| 3 | GARMIN LTD | $64M | 275,000 |
| 4 | EXPEDITORS INTL WASH INC | $57M | 400,000 |
| 5 | SOMNIGROUP INTERNATIONAL INC | $44M | 600,000 |
| 6 | AMKOR TECHNOLOGY INC | $41M | 900,000 |
| 7 | PALANTIR TECHNOLOGIES INC | $25M | 170,000 |
| 8 | PARSONS CORP DEL | $25M | 455,000 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.