Filed: 7/22/2025ACC: 0001525947-25-000006
📋 What this filing means
KESSLER INVESTMENT GROUP, LLC filed this quarterly 13F‑HR report disclosing 213 equity positions with a total reported market value of $243.53M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
213
Positions
$243.53M
Total AUM (reported)
2.37M
Total Shares
Allocation by class
COM$99.81M41.0%
CL A$42.07M17.3%
COM CL A$24.04M9.9%
CAP STK CL A$11.26M4.6%
CL C$10.62M4.4%
COM SHS$8.25M3.4%
SHS$7.63M3.1%
Portfolio Concentration
Top 3$39.41M16.2%
4–10$64.83M26.6%
11–25$93.32M38.3%
Rest$45.97M18.9%
Top 3 weight
16.2%
Top 10 weight
42.8%
Voting Authority Distribution
Total shares with voting rights: 2.37M
Sole
Full voting authority
2.37M
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)
Sole213
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings213
Rows:
PALANTIR TECHNOLOGIES INC
SOLEShares104.78K
TypeSH
Market value$14.28M
5.87%
Sole
104.78K
Shared
0.00
None
0.00
CROWDSTRIKE HLDGS INC
SOLEShares26.84K
TypeSH
Market value$13.67M
5.61%
Sole
26.84K
Shared
0.00
None
0.00
ROBINHOOD MKTS INC
SOLEShares122.35K
TypeSH
Market value$11.46M
4.70%
Sole
122.35K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares63.91K
TypeSH
Market value$11.26M
4.63%
Sole
63.91K
Shared
0.00
None
0.00
DELL TECHNOLOGIES INC
SOLEShares86.59K
TypeSH
Market value$10.62M
4.36%
Sole
86.59K
Shared
0.00
None
0.00
UBER TECHNOLOGIES INC
SOLEShares104.92K
TypeSH
Market value$9.79M
4.02%
Sole
104.92K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares54.33K
TypeSH
Market value$8.58M
3.52%
Sole
54.33K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares38.39K
TypeSH
Market value$8.42M
3.46%
Sole
38.39K
Shared
0.00
None
0.00
HOWMET AEROSPACE INC
SOLEShares44.88K
TypeSH
Market value$8.35M
3.43%
Sole
44.88K
Shared
0.00
None
0.00
ARISTA NETWORKS INC
SOLEShares76.32K
TypeSH
Market value$7.81M
3.21%
Sole
76.32K
Shared
0.00
None
0.00
GENERAC HLDGS INC
SOLEShares54.34K
TypeSH
Market value$7.78M
3.20%
Sole
54.34K
Shared
0.00
None
0.00
LAUDER ESTEE COS INC
SOLEShares95.78K
TypeSH
Market value$7.74M
3.18%
Sole
95.78K
Shared
0.00
None
0.00
HCA HEALTHCARE INC
SOLEShares18.71K
TypeSH
Market value$7.17M
2.94%
Sole
18.71K
Shared
0.00
None
0.00
SPOTIFY TECHNOLOGY S A
SOLEShares9.28K
TypeSH
Market value$7.12M
2.92%
Sole
9.28K
Shared
0.00
None
0.00
SHOPIFY INC
SOLEShares60.50K
TypeSH
Market value$6.98M
2.87%
Sole
60.50K
Shared
0.00
None
0.00
ROKU INC
SOLEShares76.59K
TypeSH
Market value$6.73M
2.76%
Sole
76.59K
Shared
0.00
None
0.00
ARES MANAGEMENT CORPORATION
SOLEShares37.93K
TypeSH
Market value$6.57M
2.70%
Sole
37.93K
Shared
0.00
None
0.00
ZILLOW GROUP INC
SOLEShares93.09K
TypeSH
Market value$6.52M
2.68%
Sole
93.09K
Shared
0.00
None
0.00
WELLS FARGO CO NEW
SOLEShares78.96K
TypeSH
Market value$6.33M
2.60%
Sole
78.96K
Shared
0.00
None
0.00
TOAST INC
SOLEShares133.48K
TypeSH
Market value$5.91M
2.43%
Sole
133.48K
Shared
0.00
None
0.00
HIMS & HERS HEALTH INC
SOLEShares115.27K
TypeSH
Market value$5.75M
2.36%
Sole
115.27K
Shared
0.00
None
0.00
APPLE INC
SOLEShares27.08K
TypeSH
Market value$5.56M
2.28%
Sole
27.08K
Shared
0.00
None
0.00
INTUITIVE SURGICAL INC
SOLEShares9.58K
TypeSH
Market value$5.21M
2.14%
Sole
9.58K
Shared
0.00
None
0.00
OCCIDENTAL PETE CORP
SOLEShares119.35K
TypeSH
Market value$5.01M
2.06%
Sole
119.35K
Shared
0.00
None
0.00
ELI LILLY & CO
SOLEShares3.78K
TypeSH
Market value$2.95M
1.21%
Sole
3.78K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
PALANTIR TECHNOLOGIES INCSOLE | CL A | 104.78K | SH | $14.28M 5.87% | 104.78K | 0.00 | 0.00 |
CROWDSTRIKE HLDGS INCSOLE | CL A | 26.84K | SH | $13.67M 5.61% | 26.84K | 0.00 | 0.00 |
ROBINHOOD MKTS INCSOLE | COM CL A | 122.35K | SH | $11.46M 4.70% | 122.35K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 63.91K | SH | $11.26M 4.63% | 63.91K | 0.00 | 0.00 |
DELL TECHNOLOGIES INCSOLE | CL C | 86.59K | SH | $10.62M 4.36% | 86.59K | 0.00 | 0.00 |
UBER TECHNOLOGIES INCSOLE | COM | 104.92K | SH | $9.79M 4.02% | 104.92K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 54.33K | SH | $8.58M 3.52% | 54.33K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 38.39K | SH | $8.42M 3.46% | 38.39K | 0.00 | 0.00 |
HOWMET AEROSPACE INCSOLE | COM | 44.88K | SH | $8.35M 3.43% | 44.88K | 0.00 | 0.00 |
ARISTA NETWORKS INCSOLE | COM SHS | 76.32K | SH | $7.81M 3.21% | 76.32K | 0.00 | 0.00 |
GENERAC HLDGS INCSOLE | COM | 54.34K | SH | $7.78M 3.20% | 54.34K | 0.00 | 0.00 |
LAUDER ESTEE COS INCSOLE | CL A | 95.78K | SH | $7.74M 3.18% | 95.78K | 0.00 | 0.00 |
HCA HEALTHCARE INCSOLE | COM | 18.71K | SH | $7.17M 2.94% | 18.71K | 0.00 | 0.00 |
SPOTIFY TECHNOLOGY S ASOLE | SHS | 9.28K | SH | $7.12M 2.92% | 9.28K | 0.00 | 0.00 |
SHOPIFY INCSOLE | CL A SUB VTG SHS | 60.50K | SH | $6.98M 2.87% | 60.50K | 0.00 | 0.00 |
ROKU INCSOLE | COM CL A | 76.59K | SH | $6.73M 2.76% | 76.59K | 0.00 | 0.00 |
ARES MANAGEMENT CORPORATIONSOLE | CL A COM STK | 37.93K | SH | $6.57M 2.70% | 37.93K | 0.00 | 0.00 |
ZILLOW GROUP INCSOLE | CL C CAP STK | 93.09K | SH | $6.52M 2.68% | 93.09K | 0.00 | 0.00 |
WELLS FARGO CO NEWSOLE | COM | 78.96K | SH | $6.33M 2.60% | 78.96K | 0.00 | 0.00 |
TOAST INCSOLE | CL A | 133.48K | SH | $5.91M 2.43% | 133.48K | 0.00 | 0.00 |
HIMS & HERS HEALTH INCSOLE | COM CL A | 115.27K | SH | $5.75M 2.36% | 115.27K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 27.08K | SH | $5.56M 2.28% | 27.08K | 0.00 | 0.00 |
INTUITIVE SURGICAL INCSOLE | COM NEW | 9.58K | SH | $5.21M 2.14% | 9.58K | 0.00 | 0.00 |
OCCIDENTAL PETE CORPSOLE | COM | 119.35K | SH | $5.01M 2.06% | 119.35K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 3.78K | SH | $2.95M 1.21% | 3.78K | 0.00 | 0.00 |
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