Lpwm LLC
Annual return '25
+36.7%
SPY '25
+17.7%
Alpha
+19.0ptsvs SPY
Invested
$876.6M
Holdings
60
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$TSLA
TESLA INC
Held since at least Q1 2024
17.2%
02
$SHOP
SHOPIFY INC
Held since at least Q1 2024
10.1%
03
$SPOT
SPOTIFY TECHNOLOGY S A
Held since at least Q1 2024
6.8%
04
$PLTR
PALANTIR TECHNOLOGIES INC
Held since at least Q1 2024
6.1%
05
$AMZN
AMAZON COM INC
Held since at least Q1 2024
5.4%
06
$ARWR
ARROWHEAD PHARMACEUTICALS IN
Held since at least Q1 2024
4.8%
07
$IONS
IONIS PHARMACEUTICALS INC
Held since at least Q1 2024
4.5%
08
$LMND
LEMONADE INC
Held since at least Q1 2024
3.3%
09
$NVDA
NVIDIA CORPORATION
Q1 2026: New position (290.0k shares)
2.9%
10
$COIN
COINBASE GLOBAL INC
Held since at least Q1 2024
2.9%
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 windowIn 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 08:05 UTC.