
DU.S. House·NC-6
Kathy E. Manning
+$284kest. P&L
$1.02Mcurrent $ held
47trades
23buys
24sells
32/7win/loss
0late (>45d)
Position value over time
Tickers in book
Estimated $ value of each position Kathy Manning has held over time, marked to that day's close. Floored at zero when sells exceed prior buys in our window, since we only see the net trade flow they've disclosed, not their starting portfolio.
Positions
| Ticker | Name | Current $ held | P&L est. | Trades | B / S |
|---|---|---|---|---|---|
| NVDA | NVIDIA Corporation | $363k | +$162k | 5 | 2 / 3 |
| MSFT | Microsoft Corporation | $248k | +$11k | 9 | 9 / 0 |
| LRCX | Lam Research Corporation | $168k | +$67k | 5 | 2 / 3 |
| AVGO | Broadcom Inc. | $68k | $0 | 0 | 0 / 0 |
| AMZN | Amazon.com, Inc. | $63k | $0 | 0 | 0 / 0 |
| AMAT | Applied Materials, Inc. | $46k | $0 | 0 | 0 / 0 |
| TSLA | Tesla, Inc. | $32k | $0 | 0 | 0 / 0 |
| QCOM | QUALCOMM Incorporated | $25k | +$14k | 6 | 4 / 2 |
| AAPL | Apple Inc. | $10k | +$23k | 9 | 6 / 3 |
| ASML | ASML Holding N.V. | $0 | $0 | 0 | 0 / 0 |
| CSCO | Cisco Systems, Inc. | $0 | $0 | 0 | 0 / 0 |
| EQIX | Equinix, Inc. | $0 | $0 | 0 | 0 / 0 |
| GOOGL | Alphabet Inc. | $0 | +$6k | 13 | 0 / 13 |
| INTC | Intel Corporation | $0 | $0 | 0 | 0 / 0 |
| META | Meta Platforms, Inc. | $0 | $0 | 0 | 0 / 0 |
| ORCL | Oracle Corporation | $0 | $0 | 0 | 0 / 0 |
All transactions
| Date | Ticker | Side | Amount | P&L est. | Disclosed | Lag | PTR |
|---|---|---|---|---|---|---|---|
| Jul 2, 2024 | MSFT | buy | $1k–$15k | −$868 | Aug 16, 2024 | 45d | |
| Jul 2, 2024 | GOOGL | sell | $1k–$15k | $0 | Aug 16, 2024 | 45d | |
| Jul 2, 2024 | GOOGL | sell | $1k–$15k | $0 | Aug 16, 2024 | 45d | |
| Jul 2, 2024 | GOOGL | sell | $1k–$15k | $0 | Aug 16, 2024 | 45d | |
| Jul 2, 2024 | GOOGL | sell | $1k–$15k | $0 | Aug 16, 2024 | 45d | |
| Jul 2, 2024 | GOOGL | sell | $1k–$15k | $0 | Aug 16, 2024 | 45d | |
| Jul 2, 2024 | AAPL | buy | $1k–$15k | +$3k | Aug 16, 2024 | 45d | |
| Jul 2, 2024 | MSFT | buy | $15k–$50k | −$4k | Aug 16, 2024 | 45d | |
| Jul 2, 2024 | MSFT | buy | $1k–$15k | −$868 | Aug 16, 2024 | 45d | |
| Jul 2, 2024 | NVDA | sell | $1k–$15k | +$7k | Aug 16, 2024 | 45d | |
| Jul 2, 2024 | LRCX | buy | $1k–$15k | +$14k | Aug 16, 2024 | 45d | |
| Jul 2, 2024 | AAPL | buy | $1k–$15k | +$3k | Aug 16, 2024 | 45d | |
| Jul 2, 2024 | AAPL | buy | $1k–$15k | +$3k | Aug 16, 2024 | 45d | |
| Jul 2, 2024 | NVDA | sell | $1k–$15k | +$7k | Aug 16, 2024 | 45d | |
| Jul 2, 2024 | QCOM | buy | $1k–$15k | −$3 | Aug 16, 2024 | 45d | |
| Jul 2, 2024 | NVDA | sell | $15k–$50k | +$28k | Aug 16, 2024 | 45d | |
| Jan 23, 2024 | MSFT | buy | $1k–$15k | +$211 | Feb 6, 2024 | 14d | |
| Jan 23, 2024 | AAPL | sell | $1k–$15k | +$2k | Feb 6, 2024 | 14d | |
| Jan 23, 2024 | AAPL | sell | $15k–$50k | +$5k | Feb 6, 2024 | 14d | |
| Jan 23, 2024 | GOOGL | sell | $1k–$15k | +$2k | Feb 6, 2024 | 14d | |
| Jan 23, 2024 | GOOGL | sell | $1k–$15k | +$2k | Feb 6, 2024 | 14d | |
| Jan 23, 2024 | GOOGL | sell | $1k–$15k | +$2k | Feb 6, 2024 | 14d | |
| Jan 23, 2024 | QCOM | sell | $1k–$15k | +$671 | Feb 6, 2024 | 14d | |
| Jan 23, 2024 | QCOM | sell | $1k–$15k | +$2k | Feb 6, 2024 | 14d | |
| Jan 23, 2024 | GOOGL | sell | $1k–$15k | +$2k | Feb 6, 2024 | 14d | |
| Jan 23, 2024 | GOOGL | sell | $1k–$15k | $0 | Feb 6, 2024 | 14d | |
| Jan 23, 2024 | LRCX | sell | $1k–$15k | +$2k | Feb 6, 2024 | 14d | |
| Jan 23, 2024 | LRCX | sell | $15k–$50k | +$9k | Feb 6, 2024 | 14d | |
| Jan 23, 2024 | LRCX | sell | $1k–$15k | +$3k | Feb 6, 2024 | 14d | |
| Jan 23, 2024 | AAPL | sell | $1k–$15k | +$2k | Feb 6, 2024 | 14d | |
| Jan 23, 2024 | MSFT | buy | $1k–$15k | +$211 | Feb 6, 2024 | 14d | |
| Jan 23, 2024 | MSFT | buy | $1k–$15k | +$211 | Feb 6, 2024 | 14d | |
| Apr 28, 2023 | QCOM | buy | $1k–$15k | $0 | May 19, 2023 | 21d | |
| Apr 28, 2023 | AAPL | buy | $1k–$15k | +$226 | May 19, 2023 | 21d | |
| Apr 28, 2023 | AAPL | buy | $1k–$15k | +$6k | May 19, 2023 | 21d | |
| Apr 28, 2023 | GOOGL | sell | $1k–$15k | −$424 | May 19, 2023 | 21d | |
| Apr 28, 2023 | GOOGL | sell | $1k–$15k | −$426 | May 19, 2023 | 21d | |
| Apr 28, 2023 | GOOGL | sell | $1k–$15k | −$469 | May 19, 2023 | 21d | |
| Apr 28, 2023 | LRCX | buy | $1k–$15k | +$38k | May 19, 2023 | 21d | |
| Apr 28, 2023 | MSFT | buy | $1k–$15k | +$3k | May 19, 2023 | 21d | |
| Apr 28, 2023 | MSFT | buy | $1k–$15k | +$3k | May 19, 2023 | 21d | |
| Apr 28, 2023 | MSFT | buy | $15k–$50k | +$11k | May 19, 2023 | 21d | |
| Apr 28, 2023 | NVDA | buy | $1k–$15k | +$60k | May 19, 2023 | 21d | |
| Apr 28, 2023 | NVDA | buy | $1k–$15k | +$60k | May 19, 2023 | 21d | |
| Apr 28, 2023 | AAPL | buy | $1k–$15k | $0 | May 19, 2023 | 21d | |
| Apr 28, 2023 | QCOM | buy | $1k–$15k | +$6k | May 19, 2023 | 21d | |
| Apr 28, 2023 | QCOM | buy | $1k–$15k | +$6k | May 19, 2023 | 21d |