SW Investment Management LLC 13F Holdings

CIK 0001824821 · Telluride, CO

As of Sep 30, 2025, SW Investment Management LLC reported 8 positions worth $466.8M in its SEC Form 13F filing.

Top 8 holdings

SecurityTickerSectorSharesValue% of portfolio
UBIQUITI INCUITechnology175,000 15.6M24.76%
SKYWEST INCSKYWIndustrials900,000$90.6M19.40%
AMKOR TECHNOLOGY INCAMKRTechnology2,650,000$75.3M16.12%
PARSONS CORPPSNTechnology565,000$48.8M10.46%
SOMNIGROUP INTERNATIONAL INCSGIConsumer Cyclical575,000$48.5M10.39%
AIRSCULPT TECHNOLOGIES INCAIRSHealthcare4,500,000$36.1M7.73%
PALANTIR TECHNOLOGIES INCPLTRTechnology150,000$27.4M5.86%
GARMIN LTDGRMNTechnology100,000$24.6M5.27%