account_balance
Investment manager · 13F filer · SEC CIK 2070463
365 WMG Private Fund I: Primus Fund LLC
Reported value$169Mas of Sep 30, 2026
Positions77
Top 10 weight35.3%AAPL alone is 5%
FiledOct 2020 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
AAPLApple Inc.
5.2%
CRWDCrowdStrike Holdings, Inc.
4.1%
PANWPalo Alto Networks Inc
3.6%
BNYBank of New York Mellon Corp
3.4%
FTNTFortinet, Inc.
3.3%
TRGPTarga Resources Corp.
3.2%
LLYELI Lilly & Co
3.2%
UNHUnitedHealth Group Inc
3.1%
LRCXLam Research Corp
3.1%
FFIVF5, Inc.
3.1%
GOOGAlphabet Inc.
3.1%
KLACKLA Corp
2.9%
AAPLApple Inc.
5.2%
CRWDCrowdStrike Holdings, Inc.
4.1%
PANWPalo Alto Networks Inc
3.6%
BNYBank of New York Mellon Corp
3.4%
FTNTFortinet, Inc.
3.3%
TRGPTarga Resources Corp.
3.2%
LLYELI Lilly & Co
3.2%
UNHUnitedHealth Group Inc
3.1%
LRCXLam Research Corp
3.1%
FFIVF5, Inc.
3.1%
GOOGAlphabet Inc.
3.1%
KLACKLA Corp
2.9%
Boxes 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
AAPL Apple Inc. 5.2% CRWD CrowdStrike Holdings, Inc. 4.1% PANW Palo Alto Networks Inc 3.6% BNY Bank of New York Mellon Corp 3.4% FTNT Fortinet, Inc. 3.3% TRGP Targa Resources Corp. 3.2% LLY ELI Lilly & Co 3.2% UNH UnitedHealth Group Inc 3.1% LRCX Lam Research Corp 3.1% FFIV F5, Inc. 3.1% GOOG Alphabet Inc. 3.1% KLAC KLA Corp 2.9%
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