Ghe, LLC Portfolio Holdings
Ghe, LLC
- $267 Million
- Q3 2024
Ghe, LLC has filed its 13F form on November 05, 2024 for Q3 2024 where it was disclosed a total value porftolio of $267 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 $132M, Adobe Inc. with a value of $11.7M, Moodys Corp with a value of $7.78M, Progressive Corp with a value of $7.24M, and S&P Global Inc. with a value of $6.83M.
Examining the 13F form we can see an increase of $17.7M in the current position value, from $249M to 267M.
Below you can find more details about Ghe, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$267 Million
Technology: $153 Million
Financial Services: $40 Million
Consumer Cyclical: $30.5 Million
Consumer Defensive: $13.6 Million
Industrials: $10.2 Million
Energy: $6.2 Million
Healthcare: $3.6 Million
ETFs: $2.53 Million
Other: $910,000