Mass Ave Global Inc. Portfolio Holdings by Sector
Mass Ave Global Inc.
- $331 Million
- Q4 2022
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Internet Retail | Consumer Cyclical
BABA JD AMZN SE 4 stocks |
$140,535
42.41% of portfolio
|
2
|
2
|
- | - |
0
Calls
0
Puts
|
|
ETFs | ETFs
SPY XOP QQQ 3 stocks |
$47,551
14.35% of portfolio
|
3
|
- |
1
|
- |
0
Calls
3
Puts
|
|
Communication Equipment | Technology
CRDO 1 stocks |
$36,806
11.11% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
DIS NFLX EDR 3 stocks |
$22,269
6.72% of portfolio
|
3
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Electronic Gaming & Multimedia | Communication Services
NTES 1 stocks |
$16,995
5.13% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
DPZ YUMC 2 stocks |
$14,160
4.27% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Software—Application | Technology
ESTC AYX 2 stocks |
$11,696
3.53% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
GDS 1 stocks |
$6,509
1.96% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Semiconductors | Technology
MRVL NVDA 2 stocks |
$5,672
1.71% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
DASH TWLO 2 stocks |
$5,563
1.68% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
PYPL 1 stocks |
$5,185
1.56% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Staffing & Employment Services | Industrials
BZ 1 stocks |
$3,720
1.12% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Resorts & Casinos | Consumer Cyclical
LVS 1 stocks |
$3,684
1.11% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
OKTA SQ 2 stocks |
$2,710
0.82% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Lodging | Consumer Cyclical
HTHT 1 stocks |
$2,231
0.67% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
PFE 1 stocks |
$1,914
0.58% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
EW 1 stocks |
$1,382
0.42% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
WST 1 stocks |
$1,372
0.41% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Drug Manufacturers—Specialty & Generic | Healthcare
ZTS 1 stocks |
$737
0.22% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
CVS 1 stocks |
$666
0.2% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|