Morangie Management LLC Portfolio Holdings

Morangie Management LLC

  • $115 Billion
  • Q2 2025

Morangie Management LLC has filed its 13F form on July 16, 2025 for Q2 2025 where it was disclosed a total value porftolio of $115 Billion distributed in 34 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Draft Kings Inc. with a value of $16.3B, Klaviyo Inc with a value of $16.2B, Spdr S&P 500 ETF Trust with a value of $13.8B, Amazon Com Inc with a value of $11.5B, and Invesco Qqq Trust, Series 1 with a value of $7.16B.

Examining the 13F form we can see an increase of $12.2B in the current position value, from $103B to 115B.

Morangie Management LLC is based out at New York, NY

Below you can find more details about Morangie Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $115 Billion
ETFs: $29.6 Billion
Consumer Cyclical: $27.8 Billion
Financial Services: $19.2 Billion
Technology: $17.1 Billion
Real Estate: $2.42 Billion
Communication Services: $1.94 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$20.2B
$16.3 Billion 14.11% of portfolio
379,456
Q2 2025 Reduced 12.79%
Klaviyo Inc
-
$16.2 Billion 14.06% of portfolio
-
Q2 2025 Reduced 51.19%
$0
$13.8 Billion 11.99% of portfolio
22,329
Q2 2025 Added 15.54%
$2.26T
$11.5 Billion 9.98% of portfolio
52,478
Q2 2025 Added 5.2%
$0
$7.16 Billion 6.21% of portfolio
12,969
Q2 2025 Reduced 0.08%
$247B
$5.08 Billion 4.41% of portfolio
7,180
Q2 2025 Added 31.72%
$3.43T
$4.98 Billion 4.32% of portfolio
24,276
Q2 2025 Added 10.99%
$855B
$4.89 Billion 4.24% of portfolio
16,876
Q2 2025 Added 28.71%
$239B
$4.78 Billion 4.14% of portfolio
33,906
Q2 2025 Added 31.82%
$364B
$4.41 Billion 3.82% of portfolio
93,239
Q2 2025 Added 34.3%
$3.91T
$3.85 Billion 3.34% of portfolio
7,742
Q2 2025 Added 16.77%
$67.4B
$2.8 Billion 2.42% of portfolio
12,501
Q2 2025 Added 47.12%
$447B
$2.06 Billion 1.79% of portfolio
13,034
Q2 2025 Added 53.99%
$249B
$1.8 Billion 1.56% of portfolio
6,575
Q2 2025 Added 39.72%
$54.8B
$1.65 Billion 1.43% of portfolio
10,272
Q1 2025 Added 16.59%
$184B
$1.56 Billion 1.35% of portfolio
1,515
Q2 2025 New
$0
$1.41 Billion 1.23% of portfolio
22,558
Q2 2025 New
$1.16T
$1.37 Billion 1.18% of portfolio
7,746
Q2 2025 Added 62.9%
$0
$1.17 Billion 1.01% of portfolio
13,783
Q2 2025 Reduced 2.92%
$0
$1.17 Billion 1.01% of portfolio
1,882
Q2 2025 New
J P Morgan Exchange Traded F
-
$1.05 Billion 0.91% of portfolio
-
Q2 2025 New
$0
$825 Million 0.71% of portfolio
5,929
Q4 2024 New
$78.3B
$771 Million 0.67% of portfolio
5,017
Q2 2025 New
$0
$690 Million 0.6% of portfolio
13,181
Q1 2025 Added 10.01%
$1.2T
$570 Million 0.49% of portfolio
3,215
Q4 2024 New
$0
$493 Million 0.43% of portfolio
12,089
Q1 2025 New
$0
$468 Million 0.41% of portfolio
7,681
Q1 2025 Reduced 51.23%
$0
$354 Million 0.31% of portfolio
6,217
Q2 2025 New
$0
$265 Million 0.23% of portfolio
400
Q2 2025 New
$0
$241 Million 0.21% of portfolio
550
Q4 2024 New
$176M
$9.98 Million 0.01% of portfolio
25,028
Q2 2025 Reduced 7.9%

Summary

  • Portfolio
  • No. of Stocks 34
  • Current Value $115 Billion
  • Prior Value $103 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 16, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 7 stocks
  • Additional Purchases 12 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 6 stocks
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