Largest Portfolios by Value

Filing on Feb 06, 2025 Q4 2024

Syncona Portfolio LTD

  • AUTL
  • ACHL
  • IPSC
Syncona Portfolio LTD's Q4 2024 Portfolio
Portfolio Value 53 Million
Stocks 3
Filing on Jan 14, 2025 Q4 2024

Alken Asset Management Ltd.

  • DXCM
  • KO
  • MSCI
  • PBRA
  • XOM
Alken Asset Management Ltd.'s Q4 2024 Portfolio
Portfolio Value 53 Million
Stocks 36
Filing on Feb 08, 2023 Q4 2022

St. James Investment Advisors, LLC

  • BSV
  • VTIP
  • VCSH
  • BIL
  • VMBS
  • LMT
  • PEP
St. James Investment Advisors, LLC's Q4 2022 Portfolio
Portfolio Value 52.9 Million
Stocks 103
Filing on Nov 14, 2024 Q3 2024

Ewing Morris & Co. Investment Partners Ltd.

  • SRI
  • SWIM
  • GSHD
  • GOGO
  • WMS
  • DRVN
  • ZD
Ewing Morris & Co. Investment Partners Ltd.'s Q3 2024 Portfolio
Portfolio Value 52.8 Million
Stocks 31
Filing on Nov 01, 2022 Q3 2022

Blooom, Inc.

  • VTI
  • VXUS
  • BIV
  • PGR
  • MSFT
  • VTIP
  • AMZN
Blooom, Inc.'s Q3 2022 Portfolio
Portfolio Value 52.7 Million
Stocks 38
Filing on Aug 15, 2022 Q2 2022

Kayak Investment Partners LLC

  • AMZN
  • DIS
  • YELP
  • PINS
  • UBER
  • NU
  • RIVN
Kayak Investment Partners LLC's Q2 2022 Portfolio
Portfolio Value 52.5 Million
Stocks 18
Filing on Feb 02, 2024 Q4 2023

Sonen Capital LLC

  • MRK
  • MSFT
  • AMZN
  • AMAT
  • XYL
  • ABNB
  • AAPL
Sonen Capital LLC's Q4 2023 Portfolio
Portfolio Value 52.4 Million
Stocks 88
Filing on Nov 09, 2023 Q3 2023

West Chester Capital Advisors, Inc

  • VOO
  • LOB
  • AAPL
  • BRK-B
  • USFR
  • XLU
  • RSP
West Chester Capital Advisors, Inc's Q3 2023 Portfolio
Portfolio Value 52.2 Million
Stocks 48
Filing on Jan 31, 2025 Q4 2024

New Jersey Better Educational Savings Trust

  • USIG
  • AAPL
  • MSFT
  • NVDA
  • AMZN
  • GOOGL
  • META
New Jersey Better Educational Savings Trust's Q4 2024 Portfolio
Portfolio Value 52 Million
Stocks 32
Filing on Feb 14, 2023 Q4 2022

Phoenician Capital LLC

  • EHMEF
  • LGIH
  • INTR
  • EXPI
  • IAC
  • ASAI.L
  • FOOD.TO
Phoenician Capital LLC's Q4 2022 Portfolio
Portfolio Value 52 Million
Stocks 12
Filing on Nov 14, 2022 Q3 2022

Meritech Capital Associates Iv, L.L.C.

  • FORG
  • SONX
Meritech Capital Associates Iv, L.L.C.'s Q3 2022 Portfolio
Portfolio Value 51.9 Million
Stocks 2
Filing on Jan 23, 2025 Q4 2024

Blossom Wealth Management

  • NVDA
  • AAPL
  • SCHF
  • MSFT
  • SCHB
  • SCHZ
  • BSCP
Blossom Wealth Management's Q4 2024 Portfolio
Portfolio Value 51.8 Million
Stocks 71
Filing on Feb 03, 2025 Q4 2024

P.A.W. Capital Corp

  • ALLT
  • SGH
  • DCGO
  • SMWB
  • INDI
  • GENI
  • ASUR
P.A.W. Capital Corp's Q4 2024 Portfolio
Portfolio Value 51.6 Million
Stocks 18
Filing on Nov 15, 2024 Q3 2024

Ener Vest, Ltd.

  • MGY
Ener Vest, Ltd.'s Q3 2024 Portfolio
Portfolio Value 51.3 Million
Stocks 1
Filing on Nov 15, 2024 Q3 2024

Titan Capital Management, LLC

  • BIL
  • SHV
  • SGOV
  • USFR
  • CLTL
Titan Capital Management, LLC 's Q3 2024 Portfolio
Portfolio Value 51.1 Million
Stocks 5
Filing on Feb 14, 2024 Q4 2023

Autonomy Capital (Jersey) L.P.

  • MRNA
  • TSLA
  • PAM
  • ASML
  • CEPU
  • DIDIY
  • STEM
Autonomy Capital (Jersey) L.P.'s Q4 2023 Portfolio
Portfolio Value 51.1 Million
Stocks 14
Filing on Feb 14, 2024 Q3 2023

Velt Partners Investimentos Ltda.

  • MELI
  • STNE
  • NU
  • VTEX
Velt Partners Investimentos Ltda.'s Q3 2023 Portfolio
Portfolio Value 51.1 Million
Stocks 4
Filing on Aug 13, 2024 Q2 2024

Roumell Asset Management, LLC

  • OLO
  • OPRA
  • LBRT
  • WTTR
  • MGNI
  • LQDT
  • ACTG
Roumell Asset Management, LLC's Q2 2024 Portfolio
Portfolio Value 51 Million
Stocks 16