Jw Asset Management, Llc Portfolio Stock Holdings

Jw Asset Management, Llc disclosed 19 stock positions valued at approximately $243.5 million in its latest SEC 13F filing. The largest holdings include ESTABLISHMENT LABS HLDGS INC, VITA COCO CO INC, and CATALYST PHARMACEUTICALS INC. The filing reflects positions held as of March 31, 2026 and was filed on May 8, 2026.

Report Period
March 31, 2026
No. of Stocks
19
Portfolio Value
$243.5M
Holdings by Sector
Jw Asset Management, Llc Portfolio Holdings in Q1 2026

18 holdings in the latest reporting period.

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CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
ESTABLISHMENT LABS HLDGS INCESTAOther71.39%3,061,694--$173,842,985
VITA COCO CO INCCOCOConsumer Defensive4.30%218,621--$10,474,132
CATALYST PHARMACEUTICALS INCCPRXHealthcare3.95%388,392--$9,616,586
ALPHABET INCGOOGCommunication Services3.24%27,539--$7,899,838
META PLATFORMS INCMETACommunication Services2.04%8,700--$4,977,531
IDAHO STRATEGIC RESOURCESIDRBasic Materials1.89%143,197--$4,599,488
SANDISK CORPSNDKOther1.70%6,500+6,500+100.00%$4,129,710
CAVA GROUP INCCAVAConsumer Cyclical1.66%50,000--$4,045,000
RALPH LAUREN CORPRLConsumer Cyclical1.41%10,000--$3,439,900
HERON THERAPEUTICS INCHRTXHealthcare1.23%3,751,073+80,000+2.18%$3,001,234
ON HLDG AGONONOther1.16%82,950-53,000-38.98%$2,821,959
NVIDIA CORPORATIONNVDATechnology1.09%15,250--$2,659,600
MICRON TECHNOLOGY INCMUTechnology0.97%7,000+7,000+100.00%$2,364,880
FIVE BELOW INCFIVEConsumer Cyclical0.94%10,000+3,000+42.86%$2,284,800
LIQUIDIA CORPORATIONLQDAHealthcare0.25%16,176-83,600-83.79%$610,482
INVESCO QQQ TRQQQOther0.24%1,000--$577,180
ADVISORSHARES TRMSOSOther0.12%80,000+50,000+166.67%$284,000
HIGH TIDE INCHITIHealthcare0.10%102,144--$233,910
Jw Asset Management, Llc Portfolio Stock Holdings | InsiderSet