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Rosenbaum Jay D.

SEC CIK
0001622820
Latest filing
Nov 7, 2024

Holdings in Q3 2024

Holdings as of Sep 30, 2024, filed Nov 7, 2024. Long positions only; changes compare share counts with Q2 2024.

Institution overview
Positions
6
−24 vs. Q2 2024
Portfolio value
$6.69M
−$11.0M (−62.1%) vs. Q2 2024
Filed
Nov 7, 2024
SEC
Holdings of Rosenbaum Jay D. in Q3 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
NPWRNet Power Inc.COM CL A500,000$3.50M52.4%00.0%UnchangedHistory
CRKComstock Resources IncCOM200,000$2.23M33.3%00.0%UnchangedHistory
NVDANVIDIA CorpStock2,420$293.9K4.4%−2,080−46.2%ReducedHistory
AVGOBroadcom Inc.Stock1,530$263.9K3.9%−1,690−52.5%ReducedConverted for a 10-for-1 splitHistory
MSFTMicrosoft CorpStock596$256.5K3.8%−1,611−73.0%ReducedHistory
Net Power Inc.64107A113*W EXP 06/08/202125,000$146.3K2.2%00.0%Unchanged–

Sold out since Q2 2024 (24)

Positions held at the end of Q2 2024 that are gone from this filing.

Positions of Rosenbaum Jay D. sold out since Q2 2024
SecurityClassShares in Q2 2024Value in Q2 2024% of portfolio in Q2 2024History
AMZNAmazon Com IncStock4,052$783.0K4.4%History
AAPLApple Inc.Stock3,191$672.1K3.8%History
GOOGLAlphabet Inc.Stock3,362$612.4K3.5%History
METAMeta Platforms, Inc.Stock1,079$544.1K3.1%History
VVisa Inc.Stock1,943$510.0K2.9%History
UNHUnitedHealth Group IncStock736$374.8K2.1%History
ADBEAdobe Inc.Stock614$341.1K1.9%History
SCHWSchwab Charles CorpStock4,567$336.5K1.9%History
BKNGBooking Holdings Inc.Stock82$324.8K1.8%History
TMOThermo Fisher Scientific Inc.Stock578$319.6K1.8%History
CRMSalesforce, Inc.Stock1,178$302.9K1.7%History
SPGIS&P Global Inc.Stock653$291.2K1.6%History
NEENextera Energy IncStock4,074$288.5K1.6%History
HQYHealthequity, Inc.COM3,336$287.6K1.6%History
BXBlackstone Inc.COM2,238$277.1K1.6%History
Vanguard Morningstar Small-Cap ETF922908751ETF1,179$257.1K1.5%–
WABWestinghouse Air Brake Technologies CorpStock1,570$248.1K1.4%History
AXPAmerican Express CoStock1,063$246.1K1.4%History
Vanguard Morningstar Mid-Cap ETF922908629ETF960$232.4K1.3%–
WCNWaste Connections, Inc.COM1,318$231.1K1.3%History
CHTRCharter Communications, Inc.CL A750$224.2K1.3%History
FTVFortive CorpStock2,818$208.8K1.2%History
BAHBooz Allen Hamilton Holding CorpCL A1,354$208.4K1.2%History
AMTAmerican Tower CorpREIT1,060$206.0K1.2%History