Fernwood Investment Management, LLC

Q4 2024 13F Holdings

  • Location
    quincy, MA
  • Num holdings

    165

  • Value ($000)

    $287,569

  • Date Filed
    02/13/2025
  • Form type
    13F-HR
  • CIK
    0001570296
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
---

TEXAS PACIFIC LAND CORPORATI

COM
88262P102
$27.10M
9 %

24,508

A
AAPL

APPLE INC

COM
037833100
$12.44M
4 %

49,665

M
META

META PLATFORMS INC

CL A
30303M102
$11.79M
4 %

20,140

M
MGK

VANGUARD WORLD FD

MEGA GRWTH IND
921910816
$11.50M
4 %

33,477

N
NVDA

NVIDIA CORPORATION

COM
67066G104
$10.35M
4 %

77,072

A
AMZN

AMAZON COM INC

COM
023135106
$9.03M
3 %

41,176

G
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$7.76M
3 %

41,013

B
BBIO

BRIDGEBIO PHARMA INC

COM
10806X102
$7.64M
3 %

278,330

L
LLY

ELI LILLY & CO

COM
532457108
$6.87M
2 %

8,901

A
AXON

AXON ENTERPRISE INC

COM
05464C101
$6.23M
2 %

10,475

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