Crew Capital Management, Ltd

The portfolio demonstrates a high level of turnover, with a complete restructuring of approximately half the positions. The firm executed 24 new buys and 24 complete exits, while simultaneously increasing stakes in 24 existing positions. This level of churn suggests a dynamic, actively managed strategy rather than a passive buy-and-hold approach. Despite the large number of holdings, the portfolio is moderately concentrated, with the top 10 positions accounting for roughly 38% of total assets.

Key Holdings

The most striking feature of the current portfolio is the dominance of the Invesco QQQ Trust (QQQ), which occupies the top position with a value of $18.68 million, representing 11.76% of the portfolio. This is a massive new addition, signaling a strong conviction in large-cap growth technology, specifically the Nasdaq-100.