本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR
SW Investment Management LLC (CIK 1824821) reported $351.6M across 5 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SKYW ($99.3M, 28.25%), UI ($74.8M, 21.26%), GRMN ($65.3M, 18.58%), EXPD ($65.2M, 18.54%), SGI ($47.0M, 13.38%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SKYW | SKYWEST INC | $99.3M | 28.25% | 1.0M | Added |
| 2 | UI | UBIQUITI INC | $74.8M | 21.26% | 140,000 | Trimmed |
| 3 | GRMN | GARMIN LTD | $65.3M | 18.58% | 275,000 | Hold |
| 4 | EXPD | EXPEDITORS INTL WASH INC | $65.2M | 18.54% | 400,000 | Hold |
| 5 | SGI | SOMNIGROUP INTERNATIONAL INC | $47.0M | 13.38% | 600,000 | Hold |
| 6 | AMKR | AMKOR TECHNOLOGY INC | $0 | 0.00% | 0 | Exited |
| 7 | PLTR | PALANTIR TECHNOLOGIES INC | $0 | 0.00% | 0 | Exited |
| 8 | PSN | PARSONS CORP DEL | $0 | 0.00% | 0 | Exited |
来源：SEC 13F 申报文件 · 截至 2026-06-30