LSOFX Holdings — LS Opportunity Fund

All 156 reported holdings of LS Opportunity Fund (LSOFX) by percentage of net assets, from the fund's latest SEC N-PORT filing.

Holding% of net assetsValue (USD)
Short-Term Investments Trust11.77%$10.51M
Microsoft Corp.7.11%$6.35M
Alphabet, Inc.5.58%$4.99M
Taiwan Semiconductor Manufacturing Company Ltd.5.54%$4.95M
Apple, Inc.5.06%$4.52M
Lam Research Corp.4.89%$4.37M
Meta Platforms, Inc.4.43%$3.96M
Amazon.com, Inc.3.88%$3.47M
Johnson & Johnson3.82%$3.41M
Texas Instruments, Inc.3.64%$3.25M
Broadcom, Inc.3.39%$3.03M
Thermo Fisher Scientific, Inc.3.00%$2.68M
Unitedhealth Group, Inc.2.82%$2.52M
Visa, Inc.2.62%$2.34M
US Bancorp2.43%$2.17M
London Stock Exchange Group PLC2.21%$1.97M
Salesforce, Inc.1.97%$1.76M
Eli Lilly & Company1.95%$1.74M
Kla Corp.1.88%$1.68M
Merck & Company, Inc.1.83%$1.63M
Abbott Laboratories1.79%$1.60M
Elevance Health, Inc.1.75%$1.56M
Mastercard, Inc.1.75%$1.56M
Accenture PLC1.66%$1.48M
Cigna Group (the)1.63%$1.46M
Netflix, Inc.1.57%$1.40M
Coca-Cola Company (the)1.54%$1.37M
Tjx Companies, Inc. (the)1.38%$1.23M
Constellation Brands, Inc.1.34%$1.20M
Intuitive Surgical, Inc.1.26%$1.13M
Uber Technologies, Inc.1.26%$1.13M
Synopsys, Inc.1.05%$936.50K
Hilton Worldwide Holdings, Inc.0.96%$861.42K
Quest Diagnostics, Inc.0.89%$792.07K
Tradeweb Markets, Inc.0.63%$559.19K
Cboe Global Markets, Inc.0.56%$500.34K
Upstart Holdings, Inc.-0.01%$-10.14K
Legend Biotech Corp.-0.01%$-10.86K
Wix.com Ltd.-0.02%$-16.82K
Starwood Property Trust, Inc.-0.02%$-17.08K
Ati, Inc.-0.02%$-17.52K
Bxp, Inc.-0.02%$-18.00K
Flutter Entertainment PLC-0.02%$-19.40K
Varonis Systems, Inc.-0.03%$-23.91K
Baker Hughes Company-0.03%$-25.55K
Vaxcyte, Inc.-0.03%$-30.84K
Chewy, Inc.-0.04%$-33.81K
Fiserv, Inc.-0.04%$-33.94K
Alexandria Real Estate Equities, Inc.-0.04%$-34.78K
Cleveland-Cliffs, Inc.-0.04%$-36.72K
Public Service Enterprise Group, Inc.-0.04%$-39.33K
Bright Horizons Family Solutions LLC-0.05%$-43.83K
Healthequity, Inc.-0.05%$-43.99K
Tempus Ai, Inc.-0.05%$-45.42K
Semtech Corp.-0.05%$-45.76K
Planet Labs Pbc-0.05%$-46.03K
Arrowhead Pharmaceuticals, Inc.-0.05%$-46.75K
Applied Optoelectronics, Inc.-0.05%$-47.52K
Technipfmc PLC-0.05%$-47.89K
Snap, Inc.-0.06%$-49.68K
Aurora Innovation, Inc.-0.06%$-52.11K
Terawulf, Inc.-0.06%$-53.68K
Annaly Capital Management, Inc.-0.06%$-56.81K
Casella Waste Systems, Inc.-0.06%$-57.52K
Nextera Energy, Inc.-0.07%$-60.91K
Planet Fitness, Inc.-0.07%$-64.21K
Vornado Realty Trust-0.08%$-67.50K
Ionis Pharmaceuticals, Inc.-0.08%$-68.85K
Praxis Precision Medicines, Inc.-0.08%$-69.99K
Riot Platforms, Inc.-0.08%$-70.49K
Rtx Corp.-0.08%$-71.86K
Hut 8 Corp.-0.08%$-74.90K
Ryan Specialty Holdings, Inc.-0.09%$-76.44K
Madrigal Pharmaceuticals, Inc.-0.09%$-79.56K
Royal Caribbean Cruises Ltd.-0.09%$-79.70K
Cava Group, Inc.-0.10%$-85.43K
Carlyle Group, Inc. (the)-0.10%$-86.32K
Zillow Group, Inc.-0.11%$-98.00K
Aerovironment, Inc.-0.12%$-103.62K
Cytokinetics, Inc.-0.12%$-107.46K
Hyatt Hotels Corp.-0.12%$-108.82K
Keycorp-0.12%$-110.92K
Live Nation Entertainment, Inc.-0.13%$-117.89K
Uranium Energy Corp.-0.13%$-118.42K
Bridgebio Pharma, Inc.-0.13%$-119.27K
Healthpeak Properties, Inc.-0.15%$-130.22K
Camden Property Trust-0.16%$-138.53K
Dt Midstream, Inc.-0.16%$-139.98K
Carpenter Technology Corp.-0.17%$-150.07K
Gamestop Corp.-0.17%$-154.61K
Dutch Bros, Inc.-0.18%$-162.40K
Kimco Realty Corp.-0.18%$-163.74K
Goldman Sachs Group, Inc. (the)-0.18%$-164.09K
Unity Software, Inc.-0.18%$-164.54K
Qxo, Inc.-0.19%$-165.60K
Sea Ltd.-0.19%$-172.01K
Draftkings, Inc.-0.19%$-173.88K
Alnylam Pharmaceuticals, Inc.-0.20%$-181.19K
Roku, Inc.-0.20%$-182.25K
International Flavors & Fragrances, Inc.-0.21%$-190.12K
Insmed, Inc.-0.22%$-192.44K
Natera, Inc.-0.23%$-201.03K
Coherent Corp.-0.23%$-202.42K
Revolution Medicines, Inc.-0.23%$-204.72K
Kratos Defense & Security Solutions, Inc.-0.23%$-205.22K
Fidelity National Information Services, Inc.-0.24%$-214.95K
Udr, Inc.-0.26%$-228.78K
Ftai Aviation Ltd.-0.26%$-229.10K
Blue Owl Capital, Inc.-0.26%$-231.30K
Applied Digital Corp.-0.27%$-241.13K
Constellation Energy Corp.-0.27%$-241.71K
Hecla Mining Company-0.27%$-245.23K
Echostar Corp.-0.27%$-245.46K
Rigetti Computing, Inc.-0.28%$-247.74K
Rivian Automotive, Inc.-0.30%$-264.06K
Guardant Health, Inc.-0.30%$-272.35K
Dupont De Nemours, Inc.-0.31%$-280.84K
Sitime Corp.-0.32%$-284.08K
Bank Of New York Mellon Corp. (the)-0.36%$-320.69K
Liberty Media Corp.-0.37%$-326.84K
Realty Income Corp.-0.37%$-330.91K
Reinsurance Group Of America, Inc.-0.38%$-341.26K
Twilio, Inc.-0.38%$-343.15K
Coeur Mining, Inc.-0.39%$-343.90K
Apollo Global Management, Inc.-0.39%$-347.52K
Roblox Corp.-0.40%$-358.34K
Rocket Lab Corp.-0.40%$-358.70K
D-Wave Quantum, Inc.-0.40%$-361.68K
Sun Communities, Inc.-0.44%$-395.71K
Lumentum Holdings, Inc.-0.46%$-410.38K
Sofi Technologies, Inc.-0.47%$-419.06K
Nutanix, Inc.-0.50%$-442.60K
Take-Two Interactive Software, Inc.-0.50%$-448.32K
Ast Spacemobile, Inc.-0.51%$-453.64K
Bloom Energy Corp.-0.51%$-456.00K
Okta, Inc.-0.52%$-468.43K
Mp Materials Corp.-0.53%$-472.31K
Carvana Company-0.54%$-484.72K
Affirm Holdings, Inc.-0.56%$-500.82K
Targa Resources Corp.-0.60%$-535.65K
Ventas, Inc.-0.64%$-574.06K
Guidewire Software, Inc.-0.68%$-610.68K
Coinbase Global, Inc.-0.70%$-623.80K
Kkr & Co., Inc.-0.71%$-633.20K
Rubrik, Inc.-0.72%$-644.77K
Digital Realty Trust, Inc.-0.72%$-646.00K
Welltower, Inc.-0.74%$-657.06K
Strategy, Inc.-0.75%$-668.18K
Boeing Company (the)-0.80%$-716.57K
Cloudflare, Inc.-0.92%$-822.19K
Intel Corp.-0.92%$-825.70K
Marvell Technology, Inc.-0.96%$-861.00K
Robinhood Markets, Inc.-1.00%$-895.85K
Ionq, Inc.-1.24%$-1.11M
Snowflake, Inc.-1.46%$-1.30M
Mcdonald's Corp.-1.84%$-1.65M

LSOFX overview: performance, fees, allocation and SEC filings