account_balance
Investment manager · 13F filer · SEC CIK 1103887
Nwi Management LP
Reported value$1.78Bas of Sep 30, 2026
Positions55 13 new, 7 sold out
Top 10 weight65.8%NTRA alone is 18%
FiledNov 1344 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
NTRANatera, Inc.
17.7%
GOOGAlphabet Inc.
12.4%Added +124%
MUMicron Technology Inc
8.6%Added +7%
AAPLApple Inc.
7.0%
TSMTaiwan Semiconductor Manufacturing Co Ltd
4.8%
NUNu Holdings Ltd.
3.4%Trimmed −31%
IFSIntercorp Financial Services Inc.
3.1%
HDBHDFC Bank Ltd
2.9%New
METAMeta Platforms, Inc.
2.9%Trimmed −64%
XLVSelect Sector SPDR Tr
2.8%Trimmed −48%
BDXBecton Dickinson & Co
2.3%
RVMDRevolution Medicines, Inc.
2.1%
NTRANatera, Inc.
17.7%
GOOGAlphabet Inc.
12.4%Added +124%
MUMicron Technology Inc
8.6%+7%
AAPLApple Inc.
7.0%
TSMTaiwan Semiconductor Manufacturing Co Ltd
4.8%
NUNu Holdings Ltd.
3.4%
IFS3.1%HDB2.9%METAXLV2.8%
BDX2.3%RVMDBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
NTRA Natera, Inc. 17.7% HeldGOOG Alphabet Inc. 12.4% Added +124%MU Micron Technology Inc 8.6% Added +7%AAPL Apple Inc. 7.0% HeldTSM Taiwan Semiconductor Manufacturing Co Ltd 4.8% HeldNU Nu Holdings Ltd. 3.4% Trimmed −31%IFS Intercorp Financial Services Inc. 3.1% HeldHDB HDFC Bank Ltd 2.9% NewMETA Meta Platforms, Inc. 2.9% Trimmed −64%
XLV Select Sector SPDR Tr 2.8% Trimmed −48%
BDX Becton Dickinson & Co 2.3% HeldRVMD Revolution Medicines, Inc. 2.1% HeldWhat changed
Biggest moves since Jun 30, 2026
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