Element Capital Management

Top Portfolio
Top Buys
Top Sells
New Buys
Exits
Kratos Defense & Security Solutions, Inc.
KTOS
$11.2M0.41609,246New+$11.2M7.4
Matador Resources Company
MTDR
$28.57M0.34427,923New+$28.57M18.89
Clearwater Analytics Holdings, Inc.
CWAN
$3.61M0.08203,870New+$3.61M2.38
Grab Holdings Limited
GRAB
$7.61M0.062.42MNew+$7.61M5.03
JetBlue Airways Corporation
JBLU
$1.01M0.04136,129New+$1.01M0.67
United Airlines Holdings, Inc.
UAL
$5.4M0.03112,711New+$5.4M3.57
American Airlines Group Inc.
AAL
$3.09M0.03201,344New+$3.09M2.04
Alaska Air Group, Inc.
ALK
$1.16M0.0227,086New+$1.16M0.77
Air Lease Corporation
AL
$1.18M0.0222,891New+$1.18M0.78
GFL Environmental Inc.
GFL
$2.52M0.0272,919New+$2.52M1.66
AerCap Holdings N.V.
AER
$3.2M0.0236,801New+$3.2M2.11
Delta Air Lines, Inc.
DAL
$5.58M0.02116,523New+$5.58M3.69
Curtiss-Wright Corporation
CW
$1.06M0.014,145New+$1.06M0.7
Seagate Technology Holdings plc
STX
$1.89M0.0120,293New+$1.89M1.25
Southwest Airlines Co.
LUV
$1.68M0.0157,637New+$1.68M1.11
TPG Inc.
TPG
$1.36M0.0130,375New+$1.36M0.9
nVent Electric plc
NVT
$961,727.000.0112,755New+$961,727.000.64
Coherent, Inc.
COHR
$734,108.000.0112,110New+$734,108.000.49
CME Group Inc.
CME
$6.46M0.0130,0000%+$04.27
Vistra Corp.
VST
$1.59M0.0122,894New+$1.59M1.05
Howmet Aerospace Inc.
HWM
$1.99M0.0129,036New+$1.99M1.31
Western Digital Corporation
WDC
$1.28M0.0118,780New+$1.28M0.85
Hubbell Incorporated
HUBB
$1.42M0.013,421New+$1.42M0.94
Quanta Services, Inc.
PWR
$1.8M0.016,923New+$1.8M1.19
HEICO Corporation
HEI
$1.01M<0.015,293New+$1.01M0.67
MongoDB, Inc.
MDB
$809,450.00<0.012,257New+$809,450.000.54
Amphenol Corporation
APH
$2.35M<0.0120,346New+$2.35M1.55
TransDigm Group Incorporated
TDG
$2.1M<0.011,706New+$2.1M1.39
Constellation Energy Corporation
CEG
$968,984.00<0.015,242New+$968,984.000.64
Synopsys, Inc.
SNPS
$1.59M<0.012,774New+$1.59M1.05
Cadence Design Systems, Inc.
CDNS
$1.86M<0.015,976New+$1.86M1.23
General Electric Company
GE
$3.22M<0.0118,346New+$3.22M2.13
Snowflake Inc.
SNOW
$999,173.00<0.016,183New+$999,173.000.66
Eaton Corporation plc
ETN
$1.98M<0.016,341New+$1.98M1.31
Datadog, Inc.
DDOG
$992,879.00<0.018,033New+$992,879.000.66
TE Connectivity Ltd.
TEL
$1.03M<0.017,092New+$1.03M0.68
Atlassian Corporation
TEAM
$851,460.00<0.014,364New+$851,460.000.56
Micron Technology, Inc.
MU
$1.89M<0.0115,999New+$1.89M1.25
Alphabet Inc.
GOOG
$2.82M<0.0118,510New+$2.82M1.86
Meta Platforms, Inc.
META
$5.07M<0.0110,441New+$5.07M3.35
Broadcom Inc.
AVGO
$2.05M<0.011,545New+$2.05M1.35
Oracle Corporation
ORCL
$898,740.00<0.017,155New+$898,740.000.59
Amazon.com, Inc.
AMZN
$5.4M<0.0129,964New+$5.4M3.57
Advanced Micro Devices, Inc.
AMD
$1.14M<0.016,311New+$1.14M0.75
Taiwan Semiconductor Manufacturing Company Limited
TSM
$1.44M<0.0110,561New+$1.44M0.95
NVIDIA Corporation
NVDA
$2.05M<0.012,270New+$2.05M1.36
Salesforce, Inc.
CRM
$1.33M<0.014,416New+$1.33M0.88
Microsoft Corporation
MSFT
$5.57M<0.0113,244New+$5.57M3.68
Alphabet Inc.
GOOGL
$928,370.00<0.016,151New+$928,370.000.61
Marvell Technology, Inc.
MRVL
$1.08M<0.0115,307New+$1.08M0.72