Battery Global Advisors, LLC Portfolio Holdings

Battery Global Advisors, LLC

  • $156 Million
  • Q2 2024

Battery Global Advisors, LLC has filed its 13F form on August 14, 2024 for Q2 2024 where it was disclosed a total value porftolio of $156 Million distributed in 35 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $38.4M, Intuit Inc with a value of $31.9M, Vanguard Index Fds S&P 500 ETF with a value of $14.2M, Vanguard Ftse Developed Market with a value of $11.2M, and Payoneer Global Inc. with a value of $11.1M.

Examining the 13F form we can see an increase of $33.5M in the current position value, from $123M to 156M.

Battery Global Advisors, LLC is based out at Boston, MA

Below you can find more details about Battery Global Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $156 Million
ETFs: $103 Million
Technology: $52.8 Million
Industrials: $278,000
Healthcare: $9,000

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.05T
$851,000 0.54% of portfolio
1,906
Q2 2024 Added 34.23%
$248B
$492,000 0.31% of portfolio
1,914
Q4 2023 New

Summary

  • Portfolio
  • No. of Stocks 35
  • Current Value $156 Million
  • Prior Value $123 Million
  • Filing
  • Period Q2 2024
  • Filing Date August 14, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 6 stocks
  • Additional Purchases 10 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 2 stocks
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