The Check · free · no account needed
Early or late? Ten seconds.
How crowded is PRMTX?
Not an opinion, a read of the evidence. We rank all 10,000+ funds that must disclose their trades by how their disclosed buys performed, follow only the specialists, and place every name on the conviction curve: early, well positioned, or late.
Early or late? Ten seconds.
Any stock, ETF or fund you own. Free, no account.
21% of the fund by weight sits in late-stage names
26% Early Conviction · 17% Crowded · 14% Consensus · 7% Emerging · 4% Fading · 32% not covered
The crowded weight: NFLX 7.4% · TMUS 7% · APP 1.9% · AVGO 1.8% · MELI 1.6% …
21% of the fund by weight sits in late-stage names (Crowded or Fading). This read covers 68% of the book; the rest sits outside our US equity coverage (cash, bonds, non-US names).
In our receipts, names flagged Early Conviction went a median +5.7% between prints (43% went lower · 28 receipts). The record, not a forecast.
Watch this fund and we'll tell you when it crosses 50% crowded.
How the read works · The live record vs the S&P 500 · Every past call, timestamped