AlphaYouJana Partners LLC
New Leidos position and exited Blacksky Technology in Q2 2023.
$1.3B in this filing9 positionstop 10 = 100%
9 stock and fund positions worth $1.3B
Holdings are from Jun 30, 2023, not today. Filed Aug 14, 2023.
- 1FRPTFreshpet Inc21.09%$282.3M - 4.3M shares+275K
- 2THSTreehouse Foods Inc17.90%$239.5M - 4.8M shares+6K
- 3New Relic Inc15.71%$210.2M - 3.2M shares-
6 more on a paid plan
Free shows three. Paid plans unlock the full portfolio, every quarter, and what changed.
Unlock all 6 holdingsWhat is missing
This filing does not include cash, short positions, private investments, bonds, or many overseas holdings.