Up Capital Management, Inc.

Institutional manager·CIK 2117787

Annual return

—

SPY

—

Alpha

—

Invested

$89.1M

Holdings

Trades YTD

Performance · Fund vs SPY

Cumulative return · quarterly snapshots

In development

Quarterly performance not yet computed for this fund.

The metrics pipeline computes return / SPY benchmark / alpha per quarter from this fund's 13F holdings and the SPY adj-close. It hasn't produced enough quarters here yet — the chart fills in automatically once at least two are on record.

Top holdings · current snapshot

Source: 13F-HR

$NVDA

NVIDIA CORPORATION

Q4 2025: New position (148.7k shares)

28.3%

$VOO

VANGUARD INDEX FDS

Q4 2025: New position (24.6k shares)

14.2%

$NDQ

INVESCO QQQ TR

Q4 2025: New position (15.7k shares)

8.8%

$WDC

WESTERN DIGITAL CORP

Held since at least Q1 2024

8.6%

$XLK

SELECT SECTOR SPDR TR

Q4 2025: New position (64.3k shares)

7.7%

$JNK

SPDR SERIES TRUST

Q4 2025: New position (80.6k shares)

7.2%

$IEFA

ISHARES TR

Held since at least Q1 2024

6.0%

$ANET

ARISTA NETWORKS INC

Q4 2025: New position (39.2k shares)

5.2%

$SPMD

SPDR SERIES TRUST

Q4 2025: New position (11.5k shares)

4.9%

$SPSM

SPDR SERIES TRUST

Held since at least Q1 2024

4.0%

See all 18 holdings · Pro →

Recent trades · Last 90 days

No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.

Source data: SEC EDGAR · 13F-HR filings · Last refreshed 14:34 UTC.