Sea Bridge Investment Advisors LLC has filed its 13F form on April 30, 2024 for Q1 2024 where it was disclosed a total value porftolio of $376 Million distributed in 144 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $17.8M, Ishares U.S. Treasury Bond ETF with a value of $14.5M, Apple Inc. with a value of $14.3M, Taiwan Semiconductor Manufacturing CO LTD with a value of $13.2M, and Alphabet Inc. with a value of $10.2M.
Examining the 13F form we can see an increase of $35.1M in the current position value, from $341M to 376M.
Below you can find more details about Sea Bridge Investment Advisors LLC portfolio as well as his latest detailed transactions.
Portfolio value
$376 Million
Technology: $77.8 Million
ETFs: $76.8 Million
Financial Services: $39.7 Million
Industrials: $38 Million
Communication Services: $36.6 Million
Healthcare: $32.9 Million
Consumer Cyclical: $20.9 Million
Consumer Defensive: $20 Million
Other: $33.4 Million
Stock Holdings Table Market Cap. of $200 Billions or more