Hamilton Helmer

Investor and author known for his "7 Powers Framework" for business strategy, focusing on identifying businesses with strong and enduring competitive advantages.

Explore Hamilton Helmer's largest investments on Profit.com, including companies like Shopify Inc, Axon Enterprise Inc., and Cloudflare Inc, and their significance in his portfolio.

Hamilton Helmer’s portfolio updates are typically published quarterly through SEC 13F filings, which provide detailed information about their holdings, including recent buys and sells. Additionally, real-time updates on insider trades are available through Form 4 filings, offering a more timely view of their trading activity.

Hamilton Helmer currently invests in companies such as Shopify Inc, Axon Enterprise Inc., and Cloudflare Inc, focusing on sectors like Technology and Industrials.

The largest holding in Hamilton Helmer’s portfolio is Shopify Inc, accounting for 19.42% of their total investments.

One of Hamilton Helmer’s most profitable investments is Taiwan Semiconductor Manufacturing, which has generated a return of 89.28% over the past year.

As of 19 Apr 2026, Hamilton Helmer’s portfolio is valued at approximately $1.36B, based on the latest filings available on Profit.com.

Yes, you can use Profit.com to follow Hamilton Helmer’s portfolio and gain insights to build your own investment portfolio.

You can follow Hamilton Helmer’s portfolio updates on Profit.com, which provides notifications on the latest portfolio transactions as soon as they’re available.

Stay up-to-date with Hamilton Helmer’s latest trades by following their portfolio on Profit.com. Enable notifications to receive real-time alerts on their newest buy and sell transactions.