~13–14% since 1983
Latest 13F on file is May 2026 — Steve Wymer hasn't filed a more recent one (current quarter: Jun 2026). Managers who fall below the $100M threshold or deregister stop filing.
Portfolio value
$93.8B
Positions
382
Top 5 concentration
41%
New buys this quarter
4
$FDGRX · total return since 2003
$10k grew to
$280k
CAGR
15.6%
vs S&P 500
+4.9%/yr
What Steve Wymer bought and sold each quarter.
Bought (25)
Sold (25)
Bought (25)
Sold (25)
Bought (25)
Sold (25)
Bought (25)
Sold (25)
Bought (25)
Sold (25)
Bought (25)
Sold (25)
Bought (25)
Sold (25)
Bought (25)
Sold (25)
Quarter-over-quarter change in disclosed positions. Diversified book — only the larger sell-outs are shown.
| Stock | Move | % of portfolio | Quarter-end px | Now | Since quarter-end |
|---|---|---|---|---|---|
NVIDIA CORP | Held | 16.6% | $211.14 | $230.36 | +9.1% |
APPLE INC | Held | 8% | $312.06 | $319.97 | +2.5% |
MICROSOFT CORP | Held | 6.3% | $450.24 | $499.70 | +11% |
AMAZON.COM INC | Held | 5.6% | $270.64 | $258.51 | -4.5% |
ALPHABET INC | Held | 4.7% | $380.34 | $338.46 | -11% |
SANDISK CORP/DE | New buy | 4.1% | $1694.98 | $1740.00 | +2.7% |
CIENA CORP | Trimmed | 4% | $580.23 | $321.00 | -44.7% |
ALPHABET INC | Added | 3.3% | $376.43 | $335.31 | -10.9% |
META PLATFORMS INC | Held | 3% | $632.51 | $616.77 | -2.5% |
BROADCOM INC | Added | 2.4% | $446.77 | $357.90 | -19.9% |
ELI LILLY and CO | Added | 2.4% | $1105.00 | $1148.20 | +3.9% |
TESLA INC | Held | 1.8% | $435.79 | $354.08 | -18.7% |
EVERPURE INC | Added | 1.4% | $79.51 | $99.51 | +25.2% |
ORACLE CORP | Added | 1.1% | $225.78 | $158.83 | -29.7% |
VISA INC | Held | 1% | $326.36 | $375.07 | +14.9% |
APPLOVIN CORP | Added | 0.9% | $613.09 | $320.56 | -47.7% |
NETFLIX INC | Held | 0.9% | $86.02 | $78.25 | -9% |
ASTERA LABS INC | Trimmed | 0.8% | $342.85 | $310.40 | -9.5% |
NUTANIX INC | Held | 0.8% | $52.07 | $68.06 | +30.7% |
ROIVANT SCIENCES LTD | New buy | 0.7% | $29.99 | $34.93 | +16.5% |
SITIME CORP | Held | 0.7% | $710.20 | $612.09 | -13.8% |
IONIS PHARMACEUTICALS INC | Held | 0.7% | $76.50 | $58.09 | -24.1% |
MASTERCARD INC | Held | 0.7% | $493.98 | $579.21 | +17.3% |
CEREBRAS SYSTEMS INC | New buy | 0.6% | $236.99 | — | — |
PHILIP MORRIS INTERNATIONAL INC | Held | 0.6% | $177.38 | $182.53 | +2.9% |
MARVELL TECHNOLOGY INC | Trimmed | 0.6% | $205.00 | $223.55 | +9% |
ADVANCED MICRO DEVICES INC | Added | 0.6% | $516.10 | $477.57 | -7.5% |
CORNING INC | Trimmed | 0.6% | $181.16 | $154.29 | -14.8% |
CLOUDFLARE INC | Trimmed | 0.6% | $241.82 | $278.92 | +15.3% |
NOKIA CORP | Held | 0.6% | $14.84 | $10.04 | -32.3% |
ARGENX SE | Held | 0.5% | $835.99 | $1033.15 | +23.6% |
KIOXIA HOLDINGS CORPORATION | New buy | 0.5% | $413.46 | $54460.00 | +13071.7% |
COCA COLA CO | Held | 0.5% | $79.01 | $88.07 | +11.5% |
ALNYLAM PHARMACEUTICALS INC | Held | 0.4% | $301.98 | $266.11 | -11.9% |
TJX COMPANIES INC | Held | 0.4% | $154.75 | $132.08 | -14.6% |
REVOLUTION MEDICINES INC | Held | 0.4% | $157.48 | $210.02 | +33.4% |
LUMENTUM HOLDINGS INC | Trimmed | 0.4% | $854.96 | $881.26 | +3.1% |
COSTCO WHOLESALE CORP | Held | 0.4% | $956.32 | $915.74 | -4.2% |
CROWDSTRIKE HOLDINGS INC | Added | 0.4% | $731.00 | $213.10 | -70.8% |
GE AEROSPACE | Added | 0.4% | $323.76 | $337.12 | +4.1% |
KLA CORP | Held | 0.4% | $1921.71 | $185.60 | -90.3% |
HOME DEPOT INC | Trimmed | 0.4% | $317.14 | $321.05 | +1.2% |
UNITED AIRLINES HOLDINGS INC | Added | 0.3% | $114.80 | $111.38 | -3% |
GE VERNOVA INC | Added | 0.3% | $968.32 | $941.95 | -2.7% |
WAYFAIR INC | Held | 0.3% | $72.26 | $99.43 | +37.6% |
MODERNA INC | Added | 0.3% | $47.19 | $145.55 | +208.4% |
INTEL CORP | Added | 0.3% | $114.68 | $95.80 | -16.5% |
WESTERN DIGITAL CORP | Held | 0.3% | $531.21 | $467.46 | -12% |
ROBINHOOD MARKETS INC | Held | 0.3% | $94.30 | $122.11 | +29.5% |
KRYSTAL BIOTECH INC | Held | 0.3% | $309.03 | $358.24 | +15.9% |
Showing top 50 of 382 equity positions (this fund runs a diversified book).
13Fs land once a quarter. We email you when a tracked manager files a Form 4, a 13D stake or a Form 144 notice of sale — days after it happens, not months.
Source: SEC N-PORT via FMP · holdings as of May 2026 · monthly portfolio, public with a delay. Long equity positions only. Not financial advice.