Ocean Capital Management, LLC Diversified Active

CIK: 0001731260 · Show all filings

Period: Q3 2021 (← Previous) (Next →)

Filing Date: Nov 5, 2021

Total Value ($000): $228,878 (100.0% shares, 0.0% debt)

Holdings (52)

AMZN AMAZON COM INC 17.4%
Value ($000) $39,843 Shares 12,072 Est. Cost $91.36 Unrealized +88.8%
AAPL APPLE INC 14.8%
Value ($000) $33,872 Shares 237,532 Est. Cost $91.69 Unrealized +57.0%
GOOGL ALPHABET INC 11.1%
Value ($000) $25,413 Shares 9,452 Est. Cost $56.07 Unrealized +140.9%
COST COSTCO WHSL CORP NEW 9.7%
Value ($000) $22,256 Shares 49,313 Est. Cost $213.87 Unrealized +95.5%
NFLX NETFLIX INC 5.3%
Value ($000) $12,169 Shares 19,867 Est. Cost $30.48 Unrealized +80.5%
GOOG ALPHABET INC 5.1%
Value ($000) $11,658 Shares 4,343 Est. Cost $53.13 Unrealized +157.6%
DECK DECKERS OUTDOOR CORP 3.1%
Value ($000) $7,068 Shares 19,486 Est. Cost $25.48 Unrealized +168.9%
NVDA NVIDIA CORPORATION 2.9%
Value ($000) $6,610 Shares 31,721 Est. Cost $17.56 Unrealized +18.0%
CRM SALESFORCE COM INC 2.3%
Value ($000) $5,376 Shares 19,736 Est. Cost $149.82 Unrealized +67.5%
V VISA INC 2.1%
Value ($000) $4,762 Shares 21,273 Est. Cost $133.22 Unrealized +70.4%
LULU LULULEMON ATHLETICA INC 2.1%
Value ($000) $4,738 Shares 11,665 Est. Cost $190.03 Unrealized +110.8%
INTU INTUIT 1.9%
Value ($000) $4,349 Shares 8,009 Est. Cost $210.36 Unrealized +149.3%
UNH UNITEDHEALTH GROUP INC 1.8%
Value ($000) $4,234 Shares 10,789 Est. Cost $252.08 Unrealized +52.7%
HD HOME DEPOT INC 1.6%
Value ($000) $3,575 Shares 10,827 Est. Cost $188.54 Unrealized +56.2%
TWLO TWILIO INC 1.5%
Value ($000) $3,474 Shares 10,853 Est. Cost $147.68 Unrealized +146.6%
PROSHARES TR 1.5%
Value ($000) $3,373 Shares 222,835 Est. Cost $15.32 Unrealized
SYK STRYKER CORPORATION 1.5%
Value ($000) $3,350 Shares 12,618 Est. Cost $164.65 Unrealized +55.0%
MSFT MICROSOFT CORP 1.4%
Value ($000) $3,156 Shares 11,135 Est. Cost $142.39 Unrealized +97.2%
ROKU ROKU INC 1.1%
Value ($000) $2,487 Shares 7,901 Est. Cost $167.75 Unrealized +124.6%
SPLUNK INC 1.0%
Value ($000) $2,254 Shares 15,560 Est. Cost $108.95 Unrealized
LMT LOCKHEED MARTIN CORP 0.9%
Value ($000) $2,154 Shares 6,204 Est. Cost $261.01 Unrealized +22.9%
DOCU DOCUSIGN INC 0.9%
Value ($000) $2,136 Shares 8,260 Est. Cost $174.07 Unrealized +65.5%
NOC NORTHROP GRUMMAN CORP 0.8%
Value ($000) $1,905 Shares 5,272 Est. Cost $263.38 Unrealized +27.7%
LHX L3HARRIS TECHNOLOGIES INC 0.8%
Value ($000) $1,773 Shares 7,997 Est. Cost $180.55 Unrealized +15.1%
W WAYFAIR INC 0.7%
Value ($000) $1,497 Shares 5,797 Est. Cost $132.54 Unrealized +112.8%
SBUX STARBUCKS CORP 0.6%
Value ($000) $1,441 Shares 12,995 Est. Cost $54.87 Unrealized +92.6%
SHOP SHOPIFY INC 0.5%
Value ($000) $1,030 Shares 757 Est. Cost $89.49 Unrealized +67.4%
PYPL PAYPAL HLDGS INC 0.4%
Value ($000) $1,023 Shares 3,915 Est. Cost $256.36 Unrealized +10.4%
NEE NEXTERA ENERGY INC 0.4%
Value ($000) $915 Shares 11,588 Est. Cost $60.16 Unrealized +19.4%
DRAFTKINGS INC 0.4%
Value ($000) $802 Shares 16,547 Est. Cost $56.79 Unrealized
ITW ILLINOIS TOOL WKS INC 0.3%
Value ($000) $766 Shares 3,678 Est. Cost $110.50 Unrealized +83.6%
PLTR PALANTIR TECHNOLOGIES INC 0.3%
Value ($000) $734 Shares 30,295 Est. Cost $26.16 Unrealized -6.8%
META FACEBOOK INC 0.3%
Value ($000) $682 Shares 2,000 Est. Cost $148.98 Unrealized +140.1%
CRWD CROWDSTRIKE HLDGS INC 0.3%
Value ($000) $642 Shares 2,598 Est. Cost $232.28 Unrealized +11.1%
JNJ JOHNSON & JOHNSON 0.2%
Value ($000) $566 Shares 3,484 Est. Cost $114.71 Unrealized +31.0%
PENN PENN NATL GAMING INC 0.2%
Value ($000) $564 Shares 7,740 Est. Cost $84.32 Unrealized -12.8%
FMC FMC CORP 0.2%
Value ($000) $517 Shares 5,599 Est. Cost $57.79 Unrealized +47.3%
JPM JPMORGAN CHASE & CO 0.2%
Value ($000) $502 Shares 3,050 Est. Cost $87.94 Unrealized +59.5%
GM GENERAL MTRS CO 0.2%
Value ($000) $500 Shares 9,430 Est. Cost $43.96 Unrealized +16.6%
ADP AUTOMATIC DATA PROCESSING IN 0.2%
Value ($000) $473 Shares 2,347 Est. Cost $127.28 Unrealized +47.5%
CAT CATERPILLAR INC 0.2%
Value ($000) $465 Shares 2,400 Est. Cost $128.49 Unrealized +49.5%
AMD ADVANCED MICRO DEVICES INC 0.2%
Value ($000) $456 Shares 4,413 Est. Cost $86.10 Unrealized +18.7%
STWD STARWOOD PPTY TR INC 0.2%
Value ($000) $456 Shares 18,533 Est. Cost $20.89 Unrealized
PODD INSULET CORP 0.2%
Value ($000) $418 Shares 1,466 Est. Cost $209.38 Unrealized +36.2%
ABT ABBOTT LABS 0.2%
Value ($000) $397 Shares 3,335 Est. Cost $64.44 Unrealized +76.1%
BAC BK OF AMERICA CORP 0.2%
Value ($000) $352 Shares 8,240 Est. Cost $20.57 Unrealized +75.4%
CVX CHEVRON CORP NEW 0.1%
Value ($000) $343 Shares 3,350 Est. Cost $66.50 Unrealized +25.3%
AMGN AMGEN INC 0.1%
Value ($000) $308 Shares 1,440 Est. Cost $156.83 Unrealized +27.7%
SONO SONOS INC 0.1%
Value ($000) $284 Shares 8,667 Est. Cost $35.14 Unrealized +2.5%
MDT MEDTRONIC PLC 0.1%
Value ($000) $271 Shares 2,150 Est. Cost $86.23 Unrealized +31.6%
PLUG PLUG POWER INC 0.1%
Value ($000) $257 Shares 10,000 Est. Cost $12.17 Unrealized +120.1%
CSCO CISCO SYS INC 0.1%
Value ($000) $232 Shares 4,235 Est. Cost $35.77 Unrealized +37.6%