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Nemes Rush Group LLC
Nemes Rush Group LLC is an institution, managing $1.0B across 674 long positions as of Q3 2025 with 33% Technology concentration.
- Portfolio Value
- $1.0B
- Positions
- 674
- Top Holding
- AVGO at 5.5%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Nemes Rush Group LLC's portfolio (35.2% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Semiconductors Technology | $55.4M | 5.50% | -$1.9M Sold | 0.00% 168.1K shares | |
Consumer Electronics Technology | $52.1M | 5.18% | -$97.8K Sold | 0.00% 204.8K shares | |
Software - Infrastructure Technology | $42.4M | 4.21% | -$130.0K Sold | 0.00% 81.9K shares | |
Semiconductors Technology | $37.4M | 3.71% | -$524.1K Sold | 0.00% 200.5K shares | |
Banks - Diversified Financial Services | $35.3M | 3.50% | -$4.4K Sold | 0.00% 111.9K shares | |
Internet Content & Information Communication Services | $32.7M | 3.24% | +$1.3M Bought | 0.00% 134.3K shares | |
Internet Content & Information Communication Services | $30.8M | 3.05% | +$790.9K Bought | 0.00% 41.9K shares | |
Home Improvement Consumer Cyclical | $23.5M | 2.33% | +$177.9K Bought | 0.01% 58.0K shares | |
Communication Equipment Technology | $22.7M | 2.25% | -$23.3K Sold | 0.03% 49.6K shares | |
Discount Stores Consumer Defensive | $22.7M | 2.25% | +$345.4K Bought | 0.00% 220.0K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Nemes Rush Group LLC's latest filing
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Nemes Rush Group LLC
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