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Showing Q3 2024 data
Rosenbaum Jay D.'s Q4 2025 filing not yet available. Expected by Feb 14, 2026.
Rosenbaum Jay D.
•CIK: 1622820•Filing: Q3 2024
**Rosenbaum Jay D.** manages a $7M portfolio with a concentrated, six-position strategy. The fund exhibits significant conviction in renewable energy infrastructure, evidenced by the largest holding in NPWR at $3.5M. Further allocations target key technology sectors, with CRK representing the second largest position at $2.2M. The remaining capital is diversified across semiconductor and software leaders, including NVDA, AVGO, and MSFT, suggesting a blend of thematic and large-cap growth exposure.
Total AUM
$6.7M
QoQ Performance
-62.1%
Positions
6
Top 10 Concentration
100.0%
Latest Filing
Q3 2024
Top Holdings Allocation
NPWR
CRK
NPWR52.4%
CRK33.3%
NVDA4.4%
AVGO3.9%
MSFT3.8%
NPWR/WS2.2%
📈 Biggest Buys
AVGO
Broadcom Inc
+375.2%
3.9% of portfolio
Sector Breakdown
Other87.8%
Technology12.2%
🚪 Exited Positionssold since Q2 2024
+19 more exited positions
Changes from Q2 2024
↑1 increased
↓2 decreased
Historical Filings
Q3 2024Q2 2024Q1 2024Q4 2023