Portfolio Holdings & Fund Performance - ACCESS INDUSTRIES MANAGEMENT LLC

List of top 200 securities held by ACCESS INDUSTRIES MANAGEMENT LLC:

  1. Institutional investors with $100 million or more in holdings are required to report their portfolio holdings on a quarterly basis within 45 days of the end of a calendar quarter.
  2. The table below lists top 200 holdings for the reported quarter.
  3. Portfolio values with missing quarterly reports are assigned zero.
"Insiders might sell their shares for any number of reasons, but they buy them for only one: they think the price will rise"
- Peter Lynch
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#HoldingReport
Quarter
Shares
Held
Value
(Price)
Portfolio
(%)
Shares Vs.
Prev Report
Money
Flow
Holding
History
#
Holding
Report
Quarter
Shares
Held
Value
(Price)
Portfolio
(%)
Shares Vs.
Prev Report
Money
Flow
Holding
History
1WARNER MUSIC GROUP CORP
WMG
2024-12-23255,074,082$7.152B
($28.04)
45.31%Form4
2LYONDELLBASELL IND NV
LYB
2024-02-2965,350,066$3.799B
($58.14)
24.07%Form4
3VERONA PHARMA PLC SPONSORED AD
VRNA
2022-08-1755,911,648$3.467B
($62.01)
21.96%Form4
4DIGITALOCEAN HLDGS INC
DOCN
2024-08-1225,865,449$690.09M
($26.68)
4.37%13D/13G
5BLOCK,INC CLASS A
XYZ
2015-11-253,999,998$217.32M
($54.33)
1.38%Form4
6DISC MEDICINE INC
IRON
2024-06-203,558,426$156.606M
($44.01)
0.9920%Form4
7APOGEE THERAPEUTICS INC
APGE
2024-11-042,190,364$77.758M
($35.50)
0.4926%13D/13G
8ZHIHU INC SPONSORED ADR
ZH
2024-11-1317,865,410$68.067M
($3.81)
0.4312%13D/13G
9UPSTREAM BIO INC
UPB
2024-10-175,494,410$55.768M
($10.15)
0.3533%Form4
10OPENDOOR TECHNOLOGIES INC
OPEN
2024-05-0653,598,914$53.192M
($0.9924)
0.3369%13D/13G
Showing 1 to 10 of 16 entries
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