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Mango Investments 13F Portfolio

Portfolio Manager
Mango Investments Llc
Performance
0% (N/A)
AUM (13F)
$135.17M
# of Holdings
23
Performance Rank
N/A
Allocation (Top 20)
N/A
Latest filing
Q1 2024

Mango Investments Llc Holdings Map

Top 23 Mango Investments Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
LBRDK
LIBERTY BROADBAND-C
26.04%615.1K$35.2M
+0.00%(+0)
2023-Q4: 615.1K shares2024-Q1: 615.1K sharesโ€”2024-03-31
EQIX
EQUINIX INC
9.77%16.0K$13.2M
+0.00%(+0)
2023-Q4: 16.0K shares2024-Q1: 16.0K sharesโ€”2024-03-31
AVGO
BROADCOM INC
8.53%8.7K$11.5M
-41.22%(-6.10K)
2023-Q4: 14.8K shares2024-Q1: 8.7K sharesโ€”2024-03-31
QQQ
INVESCO QQQ TRUST SERIES 1
8.47%25.8K$11.5M
+0.00%(+0)
2023-Q4: 25.8K shares2024-Q1: 25.8K sharesโ€”2024-03-31
IVV
ISHARES CORE S&P 500 ETF
7.15%18.4K$9.7M
+0.00%(+0)
2023-Q4: 18.4K shares2024-Q1: 18.4K sharesโ€”2024-03-31
WBD
WARNER BROS DISCOVERY INC
6.14%951.4K$8.3M
+0.00%(+0)
2023-Q4: 951.4K shares2024-Q1: 951.4K sharesโ€”2024-03-31
SCHD
SCHWAB US DVD EQUITY ETF
5.74%96.3K$7.8M
+0.00%(+0)
2023-Q4: 96.3K shares2024-Q1: 96.3K sharesโ€”2024-03-31
JPIN
JPM DIVERSIFIED RET INTL EQ
3.89%93.3K$5.3M
+0.00%(+0)
2023-Q4: 93.3K shares2024-Q1: 93.3K sharesโ€”2024-03-31
AMT
AMERICAN TOWER CORP
3.36%23.0K$4.5M
+0.00%(+0)
2023-Q4: 23.0K shares2024-Q1: 23.0K sharesโ€”2024-03-31
WDIV
SPDR S&P GLOBAL DIVIDEND ETF
3.29%74.2K$4.5M
+0.00%(+0)
2023-Q4: 74.2K shares2024-Q1: 74.2K sharesโ€”2024-03-31

About Mango Investments Llcโ€™s portfolio

Mango Investments Llc reports $135.17M in US-listed equity holdings across 23 positions in its most recent 13F filing. Its largest disclosed positions are LBRDK (26.0%), EQIX (9.8%) and AVGO (8.5%). Figures reflect the Q1 2024 filing.

Portfolio concentration

Portfolio concentration
LBRDK โ€” 26.0% ($35.20M)EQIX โ€” 9.8% ($13.21M)AVGO โ€” 8.5% ($11.53M)QQQ โ€” 8.5% ($11.46M)IVV โ€” 7.2% ($9.67M)WBD โ€” 6.1% ($8.31M)SCHD โ€” 5.7% ($7.76M)JPIN โ€” 3.9% ($5.26M)AMT โ€” 3.4% ($4.54M)WDIV โ€” 3.3% ($4.45M)Other โ€” 17.6% ($23.79M)
82%in top 10
  • LBRDK26.0%
  • EQIX9.8%
  • AVGO8.5%
  • QQQ8.5%
  • IVV7.2%
  • WBD6.1%
  • SCHD5.7%
  • JPIN3.9%
  • AMT3.4%
  • WDIV3.3%
  • Other17.6%

Portfolio changes

What the fund actually did

Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.

Trimmed
1
AVGOBROADCOM INC-41.2%

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Source filings

Holdings on this page are parsed from Mango Investments Llcโ€™s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2006561). View Mango Investments Llcโ€™s 13F filings on SEC

More 13F analyses

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