Portfolio (Quarterly)
Guide ↗
Sand Hill Global Advisors, LLC
· CIK 0001009209| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | VEEV | VEEVA SYS INC | Healthcare | 52,869 | $11.8M | 0.41% | SOLD |
| 2 | DOCS | DOXIMITY INC | Healthcare | 240,301 | $10.6M | 0.37% | SOLD |
| 3 | ZM | ZOOM COMMUNICATIONS INC | Technology | 117,864 | $10.2M | 0.35% | SOLD |
| 4 | FIG | FIGMA INC | Technology | 26,922 | $1.0M | 0.04% | SOLD |
| 5 | BILL | BILL HOLDINGS INC | Technology | 12,684 | $692K | 0.02% | SOLD |
| 6 | PACS | PACS GROUP INC | Financial Services | 16,724 | $642K | 0.02% | SOLD |
| 7 | ABNB | AIRBNB INC | Consumer Cyclical | 1,867 | $253K | 0.01% | SOLD |
| 8 | UAL | UNITED AIRLS HLDGS INC | Industrials | 2,019 | $226K | 0.01% | SOLD |
| 9 | IVW | ISHARES TR | — | 1,755 | $216K | 0.01% | SOLD |
Sector Allocation
Financial Services
44.6%
Technology
19.7%
Communication Services
8.8%
Consumer Cyclical
7.9%
Industrials
6.0%
Healthcare
4.2%
Energy
2.7%
Consumer Defensive
2.2%
Basic Materials
1.8%
Real Estate
1.2%