Sara-Bay Financial

Q4 2024 13F Holdings

  • Location
    sarasota, FL
  • Num holdings

    84

  • Value ($000)

    $269,791

  • Date Filed
    01/15/2025
  • Form type
    13F-HR
  • CIK
    0001816444
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
HLIO
HLIO

HELIOS TECHNOLOGIES INC

COM
42328H109
$54.08M
20 %

1,217,467

NVDA
NVDA

NVIDIA CORP

COM
67066G104
$48.64M
18 %

353,747

LEU
LEU

CENTRUS ENERGY CORP CLASS A

CL A
15643U104
$21.98M
8 %

323,953

META
META

META PLATFORMS INC CLASS A

CL A
30303M102
$16.70M
6 %

28,250

JPM
JPM

JPMORGAN CHASE & CO

COM
46625H100
$15.02M
6 %

62,764

PSTG
PSTG

PURE STORAGE INC CLASS A

CL A
74624M102
$13.35M
5 %

213,676

INTU
INTU

INTUIT

COM
461202103
$11.81M
4 %

18,743

AMZN
AMZN

AMAZON.COM INC

COM
023135106
$9.75M
4 %

44,051

---

GLOBANT S A F

COM
L44385109
$9.24M
3 %

42,502

IOT
IOT

SAMSARA INC CLASS A

CL A
79589L106
$8.86M
3 %

201,771

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