SEC 13F Intelligence

Managers / Q2 2022 · view latest →

Stewart Asset Management, LLC

CIK 0001803340 · 509 MADISON AVENUE, SUITE 1104, NEW YORK, NY, 10022 · 2127597551

Reported Value
$125M
Q2 2022
Positions
26
Filings on Record
14
2019–present window
Filed
Aug 3, 2022
original filing

Summary

Stewart Asset Management, Llc reported $125M in U.S.-listed holdings across 26 positions for Q2 2022.

Its largest position, UNH, represents 13.6% of the portfolio.

Compared with Q1 2022, the fund opened 0 new positions and exited 4.

Reported Value by Quarter

13F Reported Value
Q4 ’19: $99MQ4 ’19Q1 ’20: $93MQ2 ’20: $124MQ2 ’20Q3 ’20: $129MQ4 ’20: $165MQ4 ’20Q1 ’21: $156MQ2 ’21: $194MQ2 ’21Q3 ’21: $191MQ4 ’21: $188MQ4 ’21Q1 ’22: $188MQ2 ’22: $125MQ2 ’22Q3 ’22: $138MQ4 ’22: $130.5BQ4 ’22filingsflow.com

Portfolio Composition

By security type
Common Stock: 100.0%
  • Common Stock · 100.0% · $125M

Quarter-over-Quarter Changes full breakdown →

Holdings — Q2 2022

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q4 2022$130.5B28Feb 8, 202313F-HRchanges · EDGAR ↗
Q3 2022$138M27Nov 8, 202213F-HRchanges · EDGAR ↗
Q2 2022$125M26Aug 3, 202213F-HRchanges · EDGAR ↗
Q1 2022$188M30May 11, 202213F-HRchanges · EDGAR ↗
Q4 2021$188M30Feb 14, 202213F-HRchanges · EDGAR ↗
Q3 2021$191M30Nov 15, 202113F-HRchanges · EDGAR ↗
Q2 2021$194M28Aug 11, 202113F-HRchanges · EDGAR ↗
Q1 2021$156M26May 14, 202113F-HRchanges · EDGAR ↗
Q4 2020$165M27Feb 12, 202113F-HRchanges · EDGAR ↗
Q3 2020$129M28Nov 16, 202013F-HRchanges · EDGAR ↗
Q2 2020$124M28Aug 13, 202013F-HRchanges · EDGAR ↗
Q1 2020$93M34May 14, 202013F-HRchanges · EDGAR ↗
Q4 2019$99M44Feb 13, 202013F-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 ↗.