New Capital Management LP Portfolio Holdings
New Capital Management LP
- $299 Million
- Q2 2024
New Capital Management LP has filed its 13F form on July 11, 2024 for Q2 2024 where it was disclosed a total value porftolio of $299 Million distributed in 54 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $90.1M, Dimensional ETF Tr with a value of $54.4M, Berkshire Hathaway Inc Class B with a value of $48.6M, Apple Inc. with a value of $17.6M, and Ishares Core U.S. Aggregate Bo with a value of $13.4M.
Examining the 13F form we can see an decrease of $9.32M in the current position value, from $308M to 299M.
Below you can find more details about New Capital Management LP portfolio as well as his latest detailed transactions.