Sara Bay Financial Portfolio Holdings

Sara Bay Financial

  • $276 Billion
  • Q3 2024

Sara Bay Financial has filed its 13F form on October 07, 2024 for Q3 2024 where it was disclosed a total value porftolio of $276 Billion distributed in 83 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Helios Technologies, Inc. with a value of $46.3B, Nvidia Corp with a value of $43.4B, Epam Systems, Inc. with a value of $18.3B, Centrus Energy Corp with a value of $17.9B, and Meta Platforms, Inc. with a value of $16B.

Examining the 13F form we can see an increase of $29.7B in the current position value, from $246B to 276B.

Below you can find more details about Sara Bay Financial portfolio as well as his latest detailed transactions.

Portfolio value $276 Billion
Technology: $118 Billion
Industrials: $54 Billion
Energy: $19.1 Billion
Communication Services: $17 Billion
Utilities: $14.6 Billion
Healthcare: $14.1 Billion
Consumer Cyclical: $10.6 Billion
ETFs: $10.4 Billion
Other: $11.4 Billion

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$6.05B
$9.68 Billion 3.51% of portfolio
201,172
Q3 2024 New
$9.27B
$8.45 Billion 3.06% of portfolio
42,636
Q3 2024 Reduced 2.18%
$7.35B
$3.36 Billion 1.22% of portfolio
148,380
Q3 2024 Reduced 2.7%
$2.64B
$1.89 Billion 0.68% of portfolio
116,514
Q3 2024 Added 2.29%
$2.1B
$443 Million 0.16% of portfolio
1,065
Q3 2024 Reduced 27.3%

Summary

  • Portfolio
  • No. of Stocks 83
  • Current Value $276 Billion
  • Prior Value $246 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 07, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 9 stocks
  • Additional Purchases 16 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 46 stocks
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