Bakala Capital Management LLC has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $16.6 Billion distributed in 11 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Ftse Developed Market with a value of $3.92B, Vanguard Index Fds S&P 500 ETF with a value of $2.95B, Ishares Russell 3000 ETF with a value of $2.01B, Vanguard Ftse Emerging Mkts Et with a value of $1.43B, and Vanguard Sht Term Corp Bd ETF with a value of $1.33B.

Examining the 13F form we can see an increase of $1.6B in the current position value, from $15B to 16.6B.

Bakala Capital Management LLC is based out at Greenville, SC

Below you can find more details about Bakala Capital Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $16.6 Billion
ETFs: $16.6 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 11
  • Current Value $16.6 Billion
  • Prior Value $15 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 1 stocks
  • Additional Purchases 10 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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