SW Investment Management LLC

Institutional manager·CIK 0001824821

Annual return '25

+15.9%

SPY '25

+17.7%

Alpha

-1.8ptsvs SPY

Invested

$450.8M

Holdings

8

Trades YTD

0

Performance · Fund vs SPY

Cumulative return · quarterly snapshots

Coverage 97%. 4 quarters of 2025 measured against SPY adj-close benchmark.

Top holdings · current snapshot

Source: 13F-HR

Q3 2025: Sold 30.0% (250.0k → 175.0k shares)

Q2 2025: Increased +5.9% (850.0k → 900.0k shares)

Q3 2025: Sold 51.2% (205.0k → 100.0k shares)

EXPEDITORS INTL WASH INC

Held since at least Q1 2024

SOMNIGROUP INTERNATIONAL INC

Q3 2025: Sold 5.7% (610.0k → 575.0k shares)

AMKOR TECHNOLOGY INC

Q1 2025: Increased +89.3% (1.40M → 2.65M shares)

PALANTIR TECHNOLOGIES INC

Q2 2025: New position (150.0k shares)

PARSONS CORP DEL

Q2 2025: Increased +13.0% (500.0k → 565.0k shares)

See all 8 holdings · Pro →

Recent trades · Last 90 days

No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.

Convergence · Pattern Engine ships in v1.1

30-day window

In development

Convergence participation lands with the Pattern Engine.

Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.

Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 13:44 UTC.