SEC 13F Intelligence

Managers / Q4 2018 · view latest →

ROSENBLUM SILVERMAN SUTTON S F INC /CA

CIK 0000918893 · 1388 SUTTER STREET, SUITE 725, SAN FRANCISCO, CA, 94109 · 4157713618

Reported Value
$219M
Q4 2018
Positions
59
Filings on Record
31
2019–present window
Filed
Feb 6, 2019
original filing

Summary

Rosenblum Silverman Sutton S F Inc /Ca reported $219M in U.S.-listed holdings across 59 positions for Q4 2018.

Its largest position, AMZN, represents 6.4% of the portfolio.

Portfolio Metrics

Top-10 Concentration
+45.2%
share of reported value
Largest Position
+6.4%
Amazon Com

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $219MQ4 ’18Q1 ’19: $252MQ2 ’19: $264MQ3 ’19: $260MQ4 ’19: $274MQ4 ’19Q1 ’20: $250MQ2 ’20: $312MQ3 ’20: $356MQ4 ’20: $384MQ4 ’20Q1 ’21: $390MQ2 ’21: $444MQ3 ’21: $437MQ4 ’21: $444MQ4 ’21Q1 ’22: $391MQ2 ’22: $308MQ3 ’22: $277MQ2 ’23: $303MQ2 ’23Q3 ’23: $294MQ4 ’23: $314MQ1 ’24: $353MQ2 ’24: $373MQ2 ’24Q3 ’24: $391MQ4 ’24: $398MQ1 ’25: $363MQ2 ’25: $413MQ2 ’25Q3 ’25: $438MQ4 ’25: $432MQ1 ’26: $382Mfilingsflow.com

Portfolio Composition

By security type
Common Stock: 82.7%Other: 12.9%ADR: 2.9%REIT: 1.4%
  • Common Stock · 82.7% · $181M
  • Other · 12.9% · $28M
  • ADR · 2.9% · $6M
  • REIT · 1.4% · $3M

Quarter-over-Quarter Changes full breakdown →

IssuerMoveShare ΔShares nowValue ΔValue now
AMZNAmazon.Com, IncNEW+9.4K9.4K+$14M$14M
URIVisa Inc.NEW+101.4K101.4K+$13M$13M
ILMNIllumina Inc.NEW+40.1K40.1K+$12M$12M
ADBEAdobe SystemsNEW+48.0K48.0K+$11M$11M
Facebook Inc. Class ANEW+70.9K70.9K+$9M$9M
DWDNetflix Inc.NEW+31.7K31.7K+$8M$8M
Thermo Fisher ScientificNEW+37.4K37.4K+$8M$8M
MRKMicrosoftNEW+82.4K82.4K+$8M$8M

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q4 2018

50 positions
#IssuerClass% PortfolioValueShares
1AMZNAmazon.Com, Inchistory →COM6.40%$14M9.4K
2URIVisa Inc.history →COM6.10%$13M101.4K
3ILMNIllumina Inc.history →COM5.49%$12M40.1K
4ADBEAdobe Systemshistory →COM4.95%$11M48.0K
5Facebook Inc. Class ACOM4.24%$9M70.9K
6DWDNetflix Inc.history →COM3.87%$8M31.7K
7Thermo Fisher ScientificCOM3.82%$8M37.4K
8MRKMicrosofthistory →COM3.82%$8M82.4K
9SPGISalesforce.comhistory →COM3.57%$8M57.1K
10FDXFidelity National Information Services Ihistory →COM2.91%$6M62.3K
11ATVIEURActivision Blizzardhistory →COM2.91%$6M137.1K
12ONPayPal Holdingshistory →COM2.89%$6M75.4K
13NKENvidia Corp.history →COM2.77%$6M45.5K
14GOOGLAlphabet Inc. Cl-Ahistory →COM2.47%$5M5.2K
15GOOGAlphabet Inc. Cl-Chistory →COM2.30%$5M4.9K
16BABAAlibaba Group Holdings ADRhistory →COM2.28%$5M36.6K
17CIGIEURConstellation Brands Ahistory →COM2.27%$5M31.0K
18HDHome Depothistory →COM2.19%$5M28.0K
19NVDAOkta Inc.history →COM1.96%$4M67.4K
20PODDInsulet Corp.history →COM1.92%$4M53.0K
21SNPSTeladochistory →COM1.91%$4M84.7K
22CATCelanese Corp.history →COM1.80%$4M44.0K
23ADIAnalog Devices Inchistory →COM1.74%$4M44.5K
24GTT1USDHeron Therapeuticshistory →COM1.70%$4M143.5K
25CECelgene Corp.history →COM1.63%$4M55.6K
26OKTAOllie's Bargain Outlethistory →COM1.58%$3M52.1K
27CoStar GroupCOM1.53%$3M10.0K
28Nike Inc. Class BCOM1.51%$3M44.5K
29Stryker Corp.COM1.50%$3M21.0K
30AMTAmerican Tower Corp Cl Ahistory →COM1.45%$3M20.1K
31BACBankamerica Corp. Newhistory →COM1.19%$3M105.7K
32POOLPool Corp.history →COM1.17%$3M17.2K
33SYKSynopsys Inc.history →COM1.11%$2M28.8K
34JPMJP Morgan Chase & Co.COM0.90%$2M20.2K
35CWHCactus Inc.COM0.84%$2M66.9K
36CHVCitigroupCOM0.83%$2M34.9K
37Tesla Motors IncCOM0.66%$1M4.3K
38METAFedex Corp.COM0.61%$1M8.3K
39PTLAEURSaia Inc.COM0.60%$1M23.7K
40OLLION SemiconductorCOM0.59%$1M78.2K
41SAIAServiceNow Inc.COM0.55%$1M6.8K
42TDOCThe TJX CompaniesCOM0.51%$1M25.0K
43CFGColliers Int'l GroupCOM0.50%$1M19.8K
44BXUSDBlackstone GroupCOM0.46%$1M33.6K
45TJXUnited RentalsCOM0.44%$970,0009.5K
46TMOUnited TechnologiesCOM0.44%$962,0009.0K
47LIETalend SACOM0.41%$900,00024.3K
48MSFTMorgan StanleyCOM0.40%$875,00022.1K
49FISGTT CommunicationsCOM0.35%$758,00032.1K
50CRMStitch Fix, Inc.COM0.33%$728,00042.6K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$382M76May 13, 202613F-HRchanges · EDGAR ↗
Q4 2025$432M80Feb 13, 202613F-HRchanges · EDGAR ↗
Q3 2025$438M78Nov 13, 202513F-HRchanges · EDGAR ↗
Q2 2025$413M77Aug 13, 202513F-HRchanges · EDGAR ↗
Q1 2025$363M75May 12, 202513F-HRchanges · EDGAR ↗
Q4 2024$398M74Feb 13, 202513F-HRchanges · EDGAR ↗
Q3 2024$391M77Nov 14, 202413F-HRchanges · EDGAR ↗
Q2 2024$373M75Aug 14, 202413F-HRchanges · EDGAR ↗
Q1 2024$353M74May 14, 202413F-HRchanges · EDGAR ↗
Q4 2023$314M73Feb 14, 202413F-HRchanges · EDGAR ↗
Q3 2023$294M71Nov 13, 202313F-HRchanges · EDGAR ↗
Q2 2023$303M69Aug 14, 202313F-HRchanges · EDGAR ↗
Q1 2023Under review62May 15, 202313F-HRchanges · EDGAR ↗
Q4 2022Under review64Feb 15, 202313F-HRchanges · EDGAR ↗
Q3 2022$277M73Nov 15, 2022RESTATEMENTchanges · EDGAR ↗
Q2 2022$308M73Aug 10, 202213F-HRchanges · EDGAR ↗
Q1 2022$391M71May 13, 202213F-HRchanges · EDGAR ↗
Q4 2021$444M70Feb 14, 202213F-HRchanges · EDGAR ↗
Q3 2021$437M70Nov 12, 202113F-HRchanges · EDGAR ↗
Q2 2021$444M70Aug 12, 202113F-HRchanges · EDGAR ↗
Q1 2021$390M70May 17, 202113F-HRchanges · EDGAR ↗
Q4 2020$384M69Feb 12, 202113F-HRchanges · EDGAR ↗
Q3 2020$356M64Nov 9, 202013F-HRchanges · EDGAR ↗
Q2 2020$312M60Aug 14, 202013F-HRchanges · EDGAR ↗
Q1 2020$250M68May 15, 202013F-HRchanges · EDGAR ↗
Q4 2019$274M55Jan 24, 202013F-HRchanges · EDGAR ↗
Q3 2019$260M57Nov 1, 201913F-HRchanges · EDGAR ↗
Q2 2019$264M57Jul 31, 201913F-HRchanges · EDGAR ↗
Q1 2019$252M55Apr 25, 201913F-HRchanges · EDGAR ↗
Q4 2018$219M59Feb 6, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.