Parthenon LLC Portfolio Holdings
Parthenon LLC
- $800 Million
- Q1 2025
Parthenon LLC has filed its 13F form on May 02, 2025 for Q1 2025 where it was disclosed a total value porftolio of $800 Million distributed in 122 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $92.7M, Berkshire Hathaway Inc Class B with a value of $76M, Meta Platforms, Inc. with a value of $41.5M, Paychex Inc with a value of $39.3M, and Apple Inc. with a value of $29.2M.
Examining the 13F form we can see an decrease of $13.5M in the current position value, from $814M to 800M.
Below you can find more details about Parthenon LLC portfolio as well as his latest detailed transactions.
Portfolio value
$800 Million
Technology: $156 Million
Financial Services: $132 Million
Consumer Defensive: $100 Million
Healthcare: $99.8 Million
Communication Services: $98.7 Million
Industrials: $98.4 Million
Consumer Cyclical: $50.7 Million
ETFs: $35.7 Million
Other: $28.8 Million