Byron Donalds

FL19Member8 filings129 transactions

Total Purchases (max)

$855K

Total Sales (max)

$225K

Net Portfolio Value

$630K

21 active positions of 44 total · Using max values from amount ranges

#	Ticker↕	Asset↕	Purchases↕	Sales↕	Net Value↓	Txns↕	% of Portfolio
1	BRO	Brown & Brown, Inc. Common Stock	$75K	$30K	$45K	7	7.1%
2	PGR	Progressive Corporation	$75K	$30K	$45K	7	7.1%
3	V	Visa Inc.	$45K	—	$45K	3	7.1%
4	CCL	Carnival Corporation Common Stock	$30K	—	$30K	2	4.8%
5	FTNT	Fortinet, Inc. - Common Stock	$60K	$30K	$30K	6	4.8%
6	TTD	The Trade Desk, Inc. - Class A Common Stock	$45K	$15K	$30K	4	4.8%
7	TW	Tradeweb Markets Inc. - Class A Common Stock	$60K	$30K	$30K	6	4.8%
8	IDXX	IDEXX Laboratories, Inc. - Common Stock	$30K	—	$30K	2	4.8%
9	LRCX	Lam Research Corporation - Common Stock	$30K	—	$30K	2	4.8%
10	APH	Amphenol Corporation Common Stock	$30K	—	$30K	2	4.8%
11	ABT	Abbott Laboratories Common Stock	$30K	—	$30K	2	4.8%
12	AMZN	Amazon.com, Inc. - Common Stock	$30K	—	$30K	2	4.8%
13	ANET	Arista Networks, Inc. Common Stock	$30K	—	$30K	2	4.8%
14	ADSK	Autodesk, Inc. - Common Stock	$30K	—	$30K	2	4.8%
15	AVGO	Broadcom Inc. - Common Stock	$30K	—	$30K	2	4.8%
16	GDDY	GoDaddy Inc. Class A Common Stock	$60K	$30K	$30K	6	4.8%
17	PYPL	PayPal Holdings, Inc. - Common Stock	$30K	—	$30K	2	4.8%
18	MCK	McKesson Corporation Common Stock	$30K	—	$30K	2	4.8%
19	CMG	Chipotle Mexican Grill, Inc. Common Stock	$45K	$30K	$15K	5	2.4%
20	—	Chipotle Mexican Grill, Inc. Common	$15K	—	$15K	1	2.4%
21	FCNCA	First Citizens BancShares, Inc. - Class A Common Stock	$45K	$30K	$15K	5	2.4%
22	—	The Trade Desk, Inc. - Class A	$15K	$15K	$0	2	—
23	FI	Fiserv, Inc. Common Stock	$30K	$30K	$0	4	—
24	NU	Nu Holdings Ltd. Class A Ordinary Shares	$30K	$30K	$0	4	—
25	DASH	DoorDash, Inc. - Common Stock	$30K	$30K	$0	4	—
26	HOOD	Robinhood Markets, Inc. - Class A Common Stock	$30K	$30K	$0	4	—
27	MOH	Molina Healthcare Inc Common Stock	—	$30K	-$30K	2	—
28	DECK	Deckers Outdoor Corporation	—	$30K	-$30K	2	—
29	REGN	Regeneron Pharmaceuticals, Inc. - Common Stock	—	$30K	-$30K	2	—
30	CHE	Chemed Corp	—	$30K	-$30K	2	—
31	EFX	Equifax, Inc. Common Stock	—	$30K	-$30K	2	—
32	IT	Gartner, Inc. Common Stock	—	$30K	-$30K	2	—
33	JPM	JP Morgan Chase & Co. Common Stock	—	$30K	-$30K	2	—
34	MSCI	MSCI Inc. Common Stock	—	$30K	-$30K	2	—
35	NVO	Novo Nordisk A/S Common Stock	—	$30K	-$30K	2	—
36	VEEV	Veeva Systems Inc. Class A Common Stock	—	$30K	-$30K	2	—
37	VRTX	Vertex Pharmaceuticals Incorporated - Common Stock	—	$30K	-$30K	2	—
38	FDS	FactSet Research Systems Inc. Common Stock	—	$30K	-$30K	2	—
39	LMT	Lockheed Martin Corporation Common Stock	—	$30K	-$30K	2	—
40	MRK	Merck & Company, Inc. Common Stock	—	$30K	-$30K	2	—
41	APPF	AppFolio, Inc. - Class A Common Stock	—	$30K	-$30K	2	—
42	SNPS	Synopsys, Inc. - Common Stock	—	$30K	-$30K	2	—
43	HWM	Howmet Aerospace Inc. Common Stock	—	$45K	-$45K	3	—
44	RLI	RLI Corp. Common Stock	—	$60K	-$60K	4	—