Chescapmanager LLC Portfolio Holdings
Chescapmanager LLC
- $913 Million
- Q3 2024
Chescapmanager LLC has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $913 Million distributed in 37 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vertiv Holdings CO with a value of $68.5M, Nvidia Corp with a value of $59.5M, Microsoft Corp with a value of $57.4M, Us Foods Holding Corp. with a value of $44.1M, and Alphabet Inc. with a value of $39.1M.
Examining the 13F form we can see an decrease of $333M in the current position value, from $1.25B to 913M.
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
$913 Million
Industrials: $279 Million
Technology: $245 Million
Communication Services: $134 Million
Consumer Cyclical: $123 Million
Consumer Defensive: $44.1 Million
Energy: $41.2 Million
Real Estate: $20.2 Million
Healthcare: $18 Million
Other: $8.98 Million