EdgeMarket › What Ws Management Lllp reported owning
What Ws Management Lllp reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
1.1BPositions
56Quarter
2026-03-31Shown below
35largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| MU MICRON TECHNOLOGY INC | 121.6M | 10.7% | 360.0K | 966.78 | +724.8% |
| unmapped CUSIP 084670108 | 89.8M | 7.9% | 125 | — | — |
| GDX VanEck Gold Miners ETF | 54.3M | 4.8% | 591.4K | 102.83 | +76.3% |
| TLT iShares 20 Year Treasury Bond ETF | 53.1M | 4.7% | 612.3K | 82.05 | -5.5% |
| GLD SPDR GOLD TRUST | 51.9M | 4.6% | 120.7K | 423.36 | +37.3% |
| AMZN AMAZON COM INC | 31.6M | 2.8% | 151.8K | 258.63 | +15.6% |
| LH LABCORP HOLDINGS INC. | 30.3M | 2.7% | 113.5K | 336.34 | +20.9% |
| NVDA NVIDIA CORP | 27.4M | 2.4% | 156.9K | 214.72 | +22.4% |
| GOOGL Alphabet Inc. | 27.4M | 2.4% | 95.1K | 344.82 | +73.0% |
| COP CONOCOPHILLIPS | 24.1M | 2.1% | 182.5K | 134.87 | +42.1% |
| LUV SOUTHWEST AIRLINES CO | 20.5M | 1.8% | 546.5K | 40.38 | +29.5% |
| TJX TJX COMPANIES INC /DE/ | 19.6M | 1.7% | 122.4K | 140.53 | +1.6% |
| XBI State Street SPDR S&P Biotech ETF | 19.2M | 1.7% | 150.0K | 165.73 | +85.8% |
| unmapped CUSIP 084670702 | 18.7M | 1.7% | 39.1K | — | — |
| IWM iShares Russell 2000 ETF | 18.6M | 1.6% | 75.0K | 299.96 | +33.1% |
| WMT Walmart Inc. | 15.3M | 1.4% | 123.1K | 103.70 | +1.1% |
| RHP Ryman Hospitality Properties, Inc. | 14.7M | 1.3% | 159.2K | 128.50 | +35.1% |
| INTU INTUIT INC. | 14.1M | 1.2% | 32.7K | 367.00 | -47.5% |
| LAMR LAMAR ADVERTISING CO/NEW | 12.9M | 1.1% | 101.7K | 150.77 | +23.0% |
| CROX Crocs, Inc. | 12.5M | 1.1% | 150.0K | 122.11 | +45.9% |
| KNX Knight-Swift Transportation Holdings Inc. | 11.9M | 1.0% | 206.1K | 71.60 | +70.1% |
| SN SharkNinja, Inc. | 9.5M | 0.8% | 90.0K | 180.76 | +51.1% |
| MPC Marathon Petroleum Corp | 9.1M | 0.8% | 37.4K | 360.72 | +117.5% |
| TXN TEXAS INSTRUMENTS INC | 7.8M | 0.7% | 40.0K | 264.36 | +31.7% |
| COST COSTCO WHOLESALE CORP /NEW | 7.5M | 0.7% | 7.6K | 947.74 | -4.7% |
| GEHC GE HealthCare Technologies Inc. | 6.9M | 0.6% | 96.7K | 74.82 | +1.3% |
| KMX CARMAX INC | 6.3M | 0.6% | 150.5K | 62.13 | +7.5% |
| CELH Celsius Holdings, Inc. | 5.3M | 0.5% | 150.0K | 33.36 | -46.2% |
| STUB StubHub Holdings, Inc. | 5.0M | 0.4% | 800.0K | 6.68 | — |
| ASA ASA Gold & Precious Metals Ltd | 4.3M | 0.4% | 70.0K | 63.27 | +84.9% |
| VTRS Viatris Inc | 4.3M | 0.4% | 316.2K | 16.32 | +53.2% |
| ASTS AST SpaceMobile, Inc. | 4.1M | 0.4% | 50.0K | 68.65 | +52.3% |
| HOOD Robinhood Markets, Inc. | 2.3M | 0.2% | 33.4K | 108.13 | +2.6% |
| TEM Tempus AI, Inc. | 1.4M | 0.1% | 30.0K | 72.69 | -0.8% |
| QQQ INVESCO QQQ TRUST, SERIES 1 | 1.3M | 0.1% | 2.3K | 713.44 | +26.1% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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