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JW Asset Management, LLC

CIK:0001549738
Asset Manager
$394M AUM
19 holdings
Armonk, NY, United States
Founded:1998
7 employees
Latest filing:Jun 30, 2025

JW Asset Management, LLC is an investment advisory firm headquartered in Armonk, New York. Founded by Jason Wild, the firm specializes in managing funds and portfolios for institutional and high-net-worth clients. The firm is registered as an investment adviser and acts as adviser to multiple funds, offering active portfolio management, especially in the healthcare and emerging sectors, including positions in both public and private companies. As of early 2025, JW Asset Management manages approximately $394 million in assets and employs around 7 staff.

Investment Strategy

JW Asset Management, LLC focuses on active portfolio management with an emphasis on growth opportunities in the healthcare sector and emerging industries. The firm's investment strategy includes investing in both public equities and private companies, seeking value through deep fundamental research, concentrated portfolio positions, and active engagement. The firm is known for its flexible, opportunistic approach, often investing in innovative companies poised for significant growth.

Top Buys
R
RBLXROBLOX CORP
+$8.9M
H
HOODROBINHOOD MKTS INC
+$8.0M
E
ESTAESTABLISHMENT LABS HLDGS INC
+$5.9M
N
NFLXNETFLIX INC
+$4.0M
M
METAMETA PLATFORMS INC
+$2.2M
Top Sells
B
BABAALIBABA GROUP HLDG LTD
-$2.0M
C
CPRXCATALYST PHARMACEUTICALS INC
-$1.6M
C
COCOVITA COCO CO INC
-$735.4K
H
HRTXHERON THERAPEUTICS INC
-$303.9K
N
NVDANVIDIA CORPORATION
-$259.3K

Top Holdings

E
ESTAESTABLISHMENT LABS HLDGS INC
+65.1%$132.1M
M
METAMETA PLATFORMS INC
+5.0%$10.1M
H
HOODROBINHOOD MKTS INC
+4.8%$9.7M
R
RBLXROBLOX CORP
+4.4%$8.9M
C
CPRXCATALYST PHARMACEUTICALS INC
+4.2%$8.4M

Equity Positions (18)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
E
ESTA
ESTABLISHMENT LABS HLDGS INC65.10%$132.1M3,092,485$22.48$42.71+$5.9M
M
META
META PLATFORMS INC4.98%$10.1M13,700$578.50$738.09+$2.2M
H
HOOD
ROBINHOOD MKTS INC4.80%$9.7M104,000$72.71$93.63+$8.0M
R
RBLX
ROBLOX CORP4.41%$8.9M85,000$105.20$105.20+$8.9M
C
CPRX
CATALYST PHARMACEUTICALS INC4.15%$8.4M388,392$18.60$21.70-$1.6M

Industry Allocation

ORTHOPEDIC, PROSTHETIC & SURGICAL APPLIANCES & SUPPLIES
+65.1%
PHARMACEUTICAL PREPARATIONS
+7.1%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+5.0%
SECURITY BROKERS, DEALERS & FLOTATION COMPANIES
+4.8%
SERVICES-PREPACKAGED SOFTWARE
+4.4%