The Analysis of Galkin Vladimir's Holdings & P&L

Currently, Galkin Vladimir holds 3 types of securities in its portfolio with a total value $247.7M. In the most recent quarter, they have increased their positions in NEGG (+30.0K shares, valued at $2.3M); decreased their positions in JBLU (-35.8M shares, valued at $181.8M), LUCY (-647.5K shares, valued at $1.0M); completely sold out of LUCY (previously valued at $647.5K).

1M P&L

+43.4M+28.35%

3M P&L

-43.9M-18.26%

HY P&L

-23.9M-10.82%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Internet Retail247.7M

100.0%

2Medical Instruments & SuppliesN/A

0.0%

Top Industries by Stock Count

1Internet Retail1 stocks

50.0%

2Medical Instruments & Supplies1 stocks

50.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

NEGG 4.4M shares0.69%2026-02-062026-02-09

LUCY N/A sharesSold all2026-01-072026-01-07

JBLU 1.4M shares-96.18%2026-04-232026-04-23

NEGG

0.69%

Shares4.4M

Event2026-02-06

Filed2026-02-09

LUCY

Sold all

SharesN/A

Event2026-01-07

Filed2026-01-07

JBLU

-96.18%

Shares1.4M

Event2026-04-23

Filed2026-04-23

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available