Ocean Capital Management, LLC Diversified Active

CIK: 0001731260 · Show all filings

Period: Q1 2021 (← Previous) (Next →)

Filing Date: May 6, 2021

Total Value ($000): $209,261 (100.0% shares, 0.0% debt)

Holdings (58)

AMZN AMAZON COM INC 17.7%
Value ($000) $37,031 Shares 11,943 Est. Cost $90.47 Unrealized +75.2%
AAPL APPLE INC 14.9%
Value ($000) $31,092 Shares 253,454 Est. Cost $91.69 Unrealized +36.4%
GOOGL ALPHABET INC 10.4%
Value ($000) $21,837 Shares 10,496 Est. Cost $55.15 Unrealized +77.6%
COST COSTCO WHSL CORP NEW 9.4%
Value ($000) $19,607 Shares 55,808 Est. Cost $213.87 Unrealized +54.2%
GOOG ALPHABET INC 5.1%
Value ($000) $10,602 Shares 5,046 Est. Cost $53.13 Unrealized +85.3%
NFLX NETFLIX INC 5.0%
Value ($000) $10,545 Shares 20,185 Est. Cost $30.48 Unrealized +74.0%
DECK DECKERS OUTDOOR CORP 3.2%
Value ($000) $6,673 Shares 20,190 Est. Cost $24.82 Unrealized +115.0%
V VISA INC 2.3%
Value ($000) $4,733 Shares 22,279 Est. Cost $133.22 Unrealized +52.5%
NVDA NVIDIA CORPORATION 2.2%
Value ($000) $4,519 Shares 8,436 Est. Cost $8.56 Unrealized +56.7%
UNH UNITEDHEALTH GROUP INC 2.1%
Value ($000) $4,302 Shares 11,519 Est. Cost $242.78 Unrealized +31.7%
TWLO TWILIO INC 1.8%
Value ($000) $3,736 Shares 10,880 Est. Cost $144.04 Unrealized +160.0%
CRM SALESFORCE COM INC 1.8%
Value ($000) $3,673 Shares 17,263 Est. Cost $137.93 Unrealized +59.5%
LULU LULULEMON ATHLETICA INC 1.7%
Value ($000) $3,512 Shares 11,417 Est. Cost $188.09 Unrealized +74.5%
SYK STRYKER CORPORATION 1.6%
Value ($000) $3,400 Shares 13,930 Est. Cost $164.65 Unrealized +38.3%
INTU INTUIT 1.5%
Value ($000) $3,157 Shares 8,238 Est. Cost $210.36 Unrealized +77.7%
MSFT MICROSOFT CORP 1.4%
Value ($000) $3,024 Shares 10,534 Est. Cost $137.39 Unrealized +62.2%
ROKU ROKU INC 1.4%
Value ($000) $3,020 Shares 9,181 Est. Cost $159.50 Unrealized +145.7%
HD HOME DEPOT INC 1.4%
Value ($000) $2,905 Shares 9,488 Est. Cost $174.27 Unrealized +40.3%
SPLUNK INC 1.1%
Value ($000) $2,359 Shares 17,339 Est. Cost $108.95 Unrealized
W WAYFAIR INC 1.1%
Value ($000) $2,231 Shares 7,045 Est. Cost $132.54 Unrealized +122.6%
LMT LOCKHEED MARTIN CORP 1.1%
Value ($000) $2,199 Shares 5,948 Est. Cost $257.14 Unrealized +16.7%
NOC NORTHROP GRUMMAN CORP 0.8%
Value ($000) $1,754 Shares 5,423 Est. Cost $260.92 Unrealized +6.6%
DOCU DOCUSIGN INC 0.8%
Value ($000) $1,753 Shares 8,597 Est. Cost $170.72 Unrealized +35.8%
LHX L3HARRIS TECHNOLOGIES INC 0.8%
Value ($000) $1,747 Shares 8,621 Est. Cost $180.55 Unrealized -6.0%
SBUX STARBUCKS CORP 0.7%
Value ($000) $1,516 Shares 13,848 Est. Cost $54.87 Unrealized +71.3%
DRAFTKINGS INC 0.7%
Value ($000) $1,488 Shares 24,176 Est. Cost $56.85 Unrealized
PENN PENN NATL GAMING INC 0.6%
Value ($000) $1,164 Shares 11,022 Est. Cost $84.32 Unrealized +31.4%
NEE NEXTERA ENERGY INC 0.5%
Value ($000) $1,076 Shares 14,203 Est. Cost $60.16 Unrealized +14.4%
DOG PROSHARES TR 0.5%
Value ($000) $1,043 Shares 29,100 Est. Cost $35.84 Unrealized
UBER UBER TECHNOLOGIES INC 0.5%
Value ($000) $982 Shares 17,883 Est. Cost $48.21 Unrealized +15.7%
FMC FMC CORP 0.4%
Value ($000) $939 Shares 8,462 Est. Cost $57.79 Unrealized +64.0%
ITW ILLINOIS TOOL WKS INC 0.4%
Value ($000) $834 Shares 3,764 Est. Cost $110.50 Unrealized +67.4%
SHOP SHOPIFY INC 0.4%
Value ($000) $766 Shares 689 Est. Cost $85.28 Unrealized +41.7%
PLTR PALANTIR TECHNOLOGIES INC 0.3%
Value ($000) $705 Shares 30,144 Est. Cost $27.43 Unrealized 0.0%
CAT CATERPILLAR INC 0.3%
Value ($000) $673 Shares 2,500 Est. Cost $128.49 Unrealized +47.2%
JNJ JOHNSON & JOHNSON 0.3%
Value ($000) $632 Shares 3,842 Est. Cost $114.71 Unrealized +22.7%
PYPL PAYPAL HLDGS INC 0.3%
Value ($000) $624 Shares 2,562 Est. Cost $251.93 Unrealized 0.0%
META FACEBOOK INC 0.3%
Value ($000) $589 Shares 2,000 Est. Cost $148.98 Unrealized +79.5%
JPM JPMORGAN CHASE & CO 0.2%
Value ($000) $510 Shares 3,350 Est. Cost $87.94 Unrealized +44.7%
ADP AUTOMATIC DATA PROCESSING IN 0.2%
Value ($000) $508 Shares 2,694 Est. Cost $127.28 Unrealized +23.1%
PLUG PLUG POWER INC 0.2%
Value ($000) $454 Shares 12,660 Est. Cost $12.17 Unrealized +323.5%
ABT ABBOTT LABS 0.2%
Value ($000) $446 Shares 3,725 Est. Cost $63.98 Unrealized +69.8%
AMGN AMGEN INC 0.2%
Value ($000) $409 Shares 1,640 Est. Cost $156.83 Unrealized +30.5%
AMD ADVANCED MICRO DEVICES INC 0.2%
Value ($000) $394 Shares 5,013 Est. Cost $86.10 Unrealized 0.0%
CVX CHEVRON CORP NEW 0.2%
Value ($000) $382 Shares 3,450 Est. Cost $66.50 Unrealized +19.7%
BA BOEING CO 0.2%
Value ($000) $359 Shares 1,410 Est. Cost $222.27 Unrealized 0.0%
SONO SONOS INC 0.2%
Value ($000) $350 Shares 9,304 Est. Cost $33.75 Unrealized 0.0%
PODD INSULET CORP 0.2%
Value ($000) $346 Shares 1,322 Est. Cost $202.16 Unrealized +32.5%
BAC BK OF AMERICA CORP 0.2%
Value ($000) $335 Shares 8,640 Est. Cost $20.57 Unrealized +48.9%
FDX FEDEX CORP 0.2%
Value ($000) $321 Shares 1,125 Est. Cost $234.19 Unrealized 0.0%
GM GENERAL MTRS CO 0.2%
Value ($000) $320 Shares 5,560 Est. Cost $37.51 Unrealized +36.6%
STWD STARWOOD PPTY TR INC 0.2%
Value ($000) $319 Shares 12,889 Est. Cost $18.45 Unrealized
TSLA TESLA INC 0.1%
Value ($000) $278 Shares 416 Est. Cost $251.06 Unrealized 0.0%
MDT MEDTRONIC PLC 0.1%
Value ($000) $266 Shares 2,250 Est. Cost $86.23 Unrealized +17.9%
CSCO CISCO SYS INC 0.1%
Value ($000) $225 Shares 4,035 Est. Cost $35.27 Unrealized +15.1%
VEEV VEEVA SYS INC 0.1%
Value ($000) $210 Shares 800 Est. Cost $263.54 Unrealized +5.7%
RXT RACKSPACE TECHNOLOGY INC 0.1%
Value ($000) $207 Shares 8,702 Est. Cost $21.55 Unrealized 0.0%
PROSHARES TR 0.1%
Value ($000) $180 Shares 10,800 Est. Cost $16.67 Unrealized