Ghe, LLC Portfolio Holdings
Ghe, LLC
- $255 Million
- Q4 2024
Ghe, LLC has filed its 13F form on February 04, 2025 for Q4 2024 where it was disclosed a total value porftolio of $255 Million distributed in 56 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $104M, Adobe Inc. with a value of $12.2M, Arista Networks, Inc. with a value of $10.9M, Pimco Corporate & Income Strategy Fund with a value of $7.95M, and Moodys Corp with a value of $7.86M.
Examining the 13F form we can see an decrease of $12.4M in the current position value, from $267M to 255M.
Below you can find more details about Ghe, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$255 Million
Technology: $133 Million
Financial Services: $45 Million
Consumer Cyclical: $32.3 Million
Consumer Defensive: $13.6 Million
Industrials: $10.8 Million
Energy: $6.28 Million
Healthcare: $3.63 Million
ETFs: $2.52 Million
Other: $614,000