1248 MANAGEMENT, LLC

PrivateCIK: 2011147
Location

KANSAS CITY, MO

149
Positions
$255.82M
Total AUM (reported)
5M
Total Shares

Allocation by class

TOTAL AUM$255.82M149 positions
COM$147.54M57.7%
COM SHS$35.36M13.8%
CL A$26.74M10.5%
CAP STK CL A$18.87M7.4%
COM CL A$16.69M6.5%
COM NEW$2.86M1.1%
SHS$1.41M0.6%

Portfolio Concentration

Top 326.9%4–1033.0%11–2524.4%Rest15.7%TOP 1060.0%0%100%
Top 3$68.83M26.9%
4–10$84.55M33.0%
11–25$62.36M24.4%
Rest$40.08M15.7%

Top 3 weight

26.9%

Top 10 weight

60.0%

Voting Authority Distribution

Total shares with voting rights: 5M

Sole

Full voting authority

5M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole149
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings149
Rows:

PALMER SQUARE CAPITAL BDC IN

SOLE
COM SHS
Shares3.19M
TypeSH
Market value$34.45M
13.47%
Sole
3.19M
Shared
0.00
None
0.00

ALPHABET INC

SOLE
CAP STK CL A
Shares52.79K
TypeSH
Market value$18.87M
7.37%
Sole
52.79K
Shared
0.00
None
0.00

APOLLO GLOBAL MGMT INC

SOLE
COM
Shares131.16K
TypeSH
Market value$15.52M
6.07%
Sole
131.16K
Shared
0.00
None
0.00

MICROSOFT CORP

SOLE
COM
Shares37.75K
TypeSH
Market value$14.08M
5.50%
Sole
37.75K
Shared
0.00
None
0.00

SCHWAB CHARLES CORP

SOLE
COM
Shares146.65K
TypeSH
Market value$13.53M
5.29%
Sole
146.65K
Shared
0.00
None
0.00

CROWDSTRIKE HLDGS INC

SOLE
CL A
Shares16.38K
TypeSH
Market value$12.50M
4.89%
Sole
16.38K
Shared
0.00
None
0.00

ROBINHOOD MKTS INC

SOLE
COM CL A
Shares122.43K
TypeSH
Market value$12.28M
4.80%
Sole
122.43K
Shared
0.00
None
0.00

AMAZON COM INC

SOLE
COM
Shares48.01K
TypeSH
Market value$11.44M
4.47%
Sole
48.01K
Shared
0.00
None
0.00

JPMORGAN CHASE & CO

SOLE
COM
Shares32.73K
TypeSH
Market value$10.71M
4.19%
Sole
32.73K
Shared
0.00
None
0.00

RAYMOND JAMES FINL INC

SOLE
COM
Shares65.77K
TypeSH
Market value$10.00M
3.91%
Sole
65.77K
Shared
0.00
None
0.00

OKTA INC

SOLE
CL A
Shares70.76K
TypeSH
Market value$9.66M
3.77%
Sole
70.76K
Shared
0.00
None
0.00

NVIDIA CORPORATION

SOLE
COM
Shares48.23K
TypeSH
Market value$9.65M
3.77%
Sole
48.23K
Shared
0.00
None
0.00

SALESFORCE INC

SOLE
COM
Shares58.47K
TypeSH
Market value$9.17M
3.59%
Sole
58.47K
Shared
0.00
None
0.00

ORACLE CORP

SOLE
COM
Shares54.60K
TypeSH
Market value$8.00M
3.13%
Sole
54.60K
Shared
0.00
None
0.00

ALLSTATE CORP

SOLE
COM
Shares23.09K
TypeSH
Market value$5.52M
2.16%
Sole
23.09K
Shared
0.00
None
0.00

APPLE INC

SOLE
COM
Shares13.01K
TypeSH
Market value$3.76M
1.47%
Sole
13.01K
Shared
0.00
None
0.00

ARCHER AVIATION INC

SOLE
COM CL A
Shares614.63K
TypeSH
Market value$2.91M
1.14%
Sole
614.63K
Shared
0.00
None
0.00

ELI LILLY & CO

SOLE
COM
Shares1.81K
TypeSH
Market value$2.17M
0.85%
Sole
1.81K
Shared
0.00
None
0.00

BROADCOM INC

SOLE
COM
Shares5.73K
TypeSH
Market value$2.17M
0.85%
Sole
5.73K
Shared
0.00
None
0.00

CORNING INC

SOLE
COM
Shares8.30K
TypeSH
Market value$2.12M
0.83%
Sole
8.30K
Shared
0.00
None
0.00

DANAHER CORP DEL

SOLE
COM
Shares8.20K
TypeSH
Market value$1.57M
0.61%
Sole
8.20K
Shared
0.00
None
0.00

GE VERNOVA INC

SOLE
COM
Shares1.27K
TypeSH
Market value$1.49M
0.58%
Sole
1.27K
Shared
0.00
None
0.00

META PLATFORMS INC

SOLE
CL A
Shares2.57K
TypeSH
Market value$1.45M
0.57%
Sole
2.57K
Shared
0.00
None
0.00

MICRON TECHNOLOGY INC

SOLE
COM
Shares1.23K
TypeSH
Market value$1.42M
0.55%
Sole
1.23K
Shared
0.00
None
0.00

KLA CORP

SOLE
COM NEW
Shares4.36K
TypeSH
Market value$1.31M
0.51%
Sole
4.36K
Shared
0.00
None
0.00
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