13F HOLDINGS REPORT
SW Investment Management LLC
Quarter ended Q3 2025 · Filed November 12, 2025 · Accession 0001420506-25-003090
Total Value
$466.8M
Positions
8
Other Managers
0
Confidential Omitted
No
Holdings (8)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | UBIQUITI INC | UI | 175,000 | $115.6M | 24.76% |
| 2 | SKYWEST INC | SKYW | 900,000 | $90.6M | 19.40% |
| 3 | AMKOR TECHNOLOGY INC | AMKR | 2,650,000 | $75.3M | 16.12% |
| 4 | PARSONS CORP DEL | PSN | 565,000 | $48.8M | 10.46% |
| 5 | SOMNIGROUP INTERNATIONAL INC | SGI | 575,000 | $48.5M | 10.39% |
| 6 | AIRSCULPT TECHNOLOGIES INC | AIRS | 4,500,000 | $36.1M | 7.73% |
| 7 | PALANTIR TECHNOLOGIES INC | PLTR | 150,000 | $27.4M | 5.86% |
| 8 | GARMIN LTD | GRMN | 100,000 | $24.6M | 5.27% |