SW Investment Management LLC
8 holdingsFiling period: 2026-03-31Current AUM: $431.7Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | UI | UBIQUITI INC | 142.5K | $112.6M | $79.3M | 18.37% | +2.5K | 2026-03-31 |
| 2 | SKYW | SKYWEST INC | 900.0K | $82.6M | $96.3M | 22.30% | -- | 2026-03-31 |
| 3 | — | GARMIN LTD | 275.0K | $63.8M | $63.8M | 14.78% | +15.0K | 2026-03-31 |
| 4 | EXPD | EXPEDITORS INTL WASH INC | 400.0K | $57.3M | $67.2M | 15.56% | -- | 2026-03-31 |
| 5 | SGI | SOMNIGROUP INTERNATIONAL INC | 600.0K | $44.4M | $39.2M | 9.08% | +25.0K | 2026-03-31 |
| 6 | AMKR | AMKOR TECHNOLOGY INC | 900.0K | $40.5M | $44.9M | 10.40% | -500,000 | 2026-03-31 |
| 7 | PLTR | PALANTIR TECHNOLOGIES INC | 170.0K | $24.9M | $20.9M | 4.85% | +7.0K | 2026-03-31 |
| 8 | PSN | PARSONS CORP DEL | 455.0K | $24.6M | $20.1M | 4.66% | -- | 2026-03-31 |
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