LEPERCQ DE NEUFLIZE ASSET MANAGEMENT LLC

PrivateCIK: 1854423
Location

NEW YORK, NY

26
Positions
$138.33M
Total AUM (reported)
3.25M
Total Shares

Allocation by class

TOTAL AUM$138.33M26 positions
TR UNIT$70.70M51.1%
S&P 500 ETF SHS$45.53M32.9%
MSCI EAFE ETF$17.80M12.9%
COM$2.53M1.8%
COMMON UNITS$904.4K0.7%
COM NEW$421.4K0.3%
*W EXP 06/17/203$135.9K0.1%

Portfolio Concentration

Top 396.9%4–102.8%11–250.3%Rest0.0%TOP 1099.7%0%100%
Top 3$134.03M96.9%
4–10$3.86M2.8%
11–25$445.4K0.3%
Rest$4.5K0.0%

Top 3 weight

96.9%

Top 10 weight

99.7%

Voting Authority Distribution

Total shares with voting rights: 3.25M

Sole

Full voting authority

3.25M

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)

Sole26
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings26
Rows:

STATE STR SPDR S&P 500 ETF T

SOLE
TR UNIT
Shares108.72K
TypeSH
Market value$70.70M
51.11%
Sole
108.72K
Shared
0.00
None
0.00

VANGUARD INDEX FDS

SOLE
S&P 500 ETF SHS
Shares76.19K
TypeSH
Market value$45.53M
32.91%
Sole
76.19K
Shared
0.00
None
0.00

ISHARES TR

SOLE
MSCI EAFE ETF
Shares183.23K
TypeSH
Market value$17.80M
12.87%
Sole
183.23K
Shared
0.00
None
0.00

COTWO ADVISORS PHYSICAL EURO

SOLE
COMMON UNITS
Shares57.33K
TypeSH
Market value$904.4K
0.65%
Sole
57.33K
Shared
0.00
None
0.00

SILVACO GROUP INC

SOLE
COM
Shares95.73K
TypeSH
Market value$677.7K
0.49%
Sole
95.73K
Shared
0.00
None
0.00

QORVO INC

SOLE
COM
Shares8.70K
TypeSH
Market value$673.4K
0.49%
Sole
8.70K
Shared
0.00
None
0.00

POWER INTEGRATIONS INC

SOLE
COM
Shares10K
TypeSH
Market value$512.0K
0.37%
Sole
10K
Shared
0.00
None
0.00

WETOUCH TECHNOLOGY INC

SOLE
COM NEW
Shares327.91K
TypeSH
Market value$421.4K
0.30%
Sole
327.91K
Shared
0.00
None
0.00

ENPHASE ENERGY INC

SOLE
COM
Shares10K
TypeSH
Market value$378.1K
0.27%
Sole
10K
Shared
0.00
None
0.00

CLARUS CORP NEW

SOLE
COM
Shares107.40K
TypeSH
Market value$292.1K
0.21%
Sole
107.40K
Shared
0.00
None
0.00

OXLEY BRIDGE ACQ LTD

SOLE
*W EXP 06/17/203
Shares370K
TypeSH
Market value$74.0K
0.05%
Sole
370K
Shared
0.00
None
0.00

PIONEER ACQUISITION I CORP

SOLE
*W EXP 06/16/203
Shares266K
TypeSH
Market value$47.9K
0.03%
Sole
266K
Shared
0.00
None
0.00

FIGX CAP ACQUISITION CORP.

SOLE
*W EXP 06/17/203
Shares150K
TypeSH
Market value$40.5K
0.03%
Sole
150K
Shared
0.00
None
0.00

CHENGHE ACQUISITION III CO

SOLE
*W EXP 09/09/203
Shares150K
TypeSH
Market value$36.0K
0.03%
Sole
150K
Shared
0.00
None
0.00

DUNE ACQUISITION CORP II

SOLE
*W EXP 04/04/203
Shares121.24K
TypeSH
Market value$35.1K
0.03%
Sole
121.24K
Shared
0.00
None
0.00

SOLARIUS CAPITAL ACQU CORP

SOLE
*W EXP 07/10/203
Shares120K
TypeSH
Market value$31.2K
0.02%
Sole
120K
Shared
0.00
None
0.00

TGE VALUE CREATIVE SOLUTIONS

SOLE
*W EXP 09/16/203
Shares100K
TypeSH
Market value$29.0K
0.02%
Sole
100K
Shared
0.00
None
0.00

GENERAL PURP ACQUISITION COR

SOLE
*W EXP 12/03/203
Shares100K
TypeSH
Market value$24.0K
0.02%
Sole
100K
Shared
0.00
None
0.00

ITHAX ACQUISITION CORP III

SOLE
*W EXP 11/17/203
Shares100K
TypeSH
Market value$24.0K
0.02%
Sole
100K
Shared
0.00
None
0.00

LIONHEART HOLDINGS

SOLE
*W EXP 06/07/203
Shares200K
TypeSH
Market value$23.0K
0.02%
Sole
200K
Shared
0.00
None
0.00

GLOBA TERRA ACQUISITION COR

SOLE
*W EXP 06/17/203
Shares167.35K
TypeSH
Market value$21.4K
0.02%
Sole
167.35K
Shared
0.00
None
0.00

GP-ACT III ACQUISITION CORP

SOLE
*W EXP 05/13/202
Shares150K
TypeSH
Market value$21.0K
0.02%
Sole
150K
Shared
0.00
None
0.00

COPLEY ACQUISITION CORP

SOLE
*W EXP 99/99/999
Shares100K
TypeSH
Market value$15.0K
0.01%
Sole
100K
Shared
0.00
None
0.00

LIGHTWAVE ACQUISITION CORP

SOLE
*W EXP 06/06/203
Shares53.64K
TypeSH
Market value$12.9K
<0.01%
Sole
53.64K
Shared
0.00
None
0.00

CO2 ENERGY TRANSITION CORP

SOLE
*W EXP 08/17/202
Shares93.95K
TypeSH
Market value$10.3K
<0.01%
Sole
93.95K
Shared
0.00
None
0.00
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