Chescapmanager LLC Portfolio Holdings
Chescapmanager LLC
- $844 Million
- Q2 2025
Chescapmanager LLC has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $844 Million distributed in 25 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $73.1M, Microsoft Corp with a value of $60.1M, Alphabet Inc. with a value of $48.6M, Us Foods Holding Corp. with a value of $43.8M, and Vertiv Holdings CO with a value of $42M.
Examining the 13F form we can see an decrease of $87.1M in the current position value, from $931M to 844M.
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
$844 Million
Technology: $252 Million
Industrials: $208 Million
Communication Services: $120 Million
Consumer Cyclical: $103 Million
Energy: $53.6 Million
Consumer Defensive: $43.8 Million
Financial Services: $36.2 Million
Healthcare: $15.3 Million
Other: $13.1 Million