Chescapmanager LLC Portfolio Holdings
Chescapmanager LLC
- $931 Million
- Q1 2025
Chescapmanager LLC has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $931 Million distributed in 30 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $50.1M, Microsoft Corp with a value of $45.4M, Alphabet Inc. with a value of $42.6M, Vertiv Holdings CO with a value of $42M, and Us Foods Holding Corp. with a value of $37.9M.
Examining the 13F form we can see an increase of $46.2M in the current position value, from $885M to 931M.
Chescapmanager LLC is based out at Baltimore, MD
Below you can find more details about Chescapmanager LLC portfolio as well as his latest detailed transactions.
Portfolio value
$931 Million
ETFs: $281 Million
Industrials: $202 Million
Technology: $145 Million
Consumer Cyclical: $107 Million
Communication Services: $64.1 Million
Energy: $47.5 Million
Consumer Defensive: $37.9 Million
Financial Services: $31.9 Million
Other: $14.4 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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