Chescapmanager LLC Portfolio Holdings
Chescapmanager LLC
- $968 Million
- Q3 2025
Chescapmanager LLC has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $968 Million distributed in 23 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $63.9M, Microsoft Corp with a value of $62.6M, Alphabet Inc. with a value of $51.2M, Bwx Technologies, Inc. with a value of $44.7M, and Us Foods Holding Corp. with a value of $44.3M.
Examining the 13F form we can see an increase of $124M in the current position value, from $844M to 968M.
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
$968 Million
Technology: $266 Million
Industrials: $219 Million
Consumer Cyclical: $158 Million
Communication Services: $152 Million
Energy: $60.9 Million
Consumer Defensive: $44.3 Million
Financial Services: $43.4 Million
Healthcare: $23.4 Million
Other: $0
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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