LEPERCQ DE NEUFLIZE ASSET MANAGEMENT LLC

PrivateCIK: 1854423
Location

NEW YORK, NY

37
Positions
$157.53M
Total AUM (reported)
4.48M
Total Shares

Allocation by class

TOTAL AUM$157.53M37 positions
TR UNIT$81.19M51.5%
S&P 500 ETF SHS$52.48M33.3%
MSCI EAFE ETF$19.03M12.1%
COM$2.70M1.7%
COMMON UNITS$978.9K0.6%
COM NEW$246.8K0.2%
*W EXP 06/17/203$137.2K0.1%

Portfolio Concentration

Top 396.9%4–102.5%11–250.5%Rest0.1%TOP 1099.4%0%100%
Top 3$152.70M96.9%
4–10$3.89M2.5%
11–25$726.5K0.5%
Rest$210.0K0.1%

Top 3 weight

96.9%

Top 10 weight

99.4%

Voting Authority Distribution

Total shares with voting rights: 4.48M

Sole

Full voting authority

4.48M

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)

Sole37
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings37
Rows:

STATE STR SPDR S&P 500 ETF T

SOLE
TR UNIT
Shares108.72K
TypeSH
Market value$81.19M
51.54%
Sole
108.72K
Shared
0.00
None
0.00

VANGUARD INDEX FDS

SOLE
S&P 500 ETF SHS
Shares76.41K
TypeSH
Market value$52.48M
33.31%
Sole
76.41K
Shared
0.00
None
0.00

ISHARES TR

SOLE
MSCI EAFE ETF
Shares183.23K
TypeSH
Market value$19.03M
12.08%
Sole
183.23K
Shared
0.00
None
0.00

COTWO ADVISORS PHYSICAL EURO

SOLE
COMMON UNITS
Shares57.33K
TypeSH
Market value$978.9K
0.62%
Sole
57.33K
Shared
0.00
None
0.00

QORVO INC

SOLE
COM
Shares8.70K
TypeSH
Market value$811.4K
0.52%
Sole
8.70K
Shared
0.00
None
0.00

SILVACO GROUP INC

SOLE
COM
Shares55.73K
TypeSH
Market value$768.5K
0.49%
Sole
55.73K
Shared
0.00
None
0.00

ENPHASE ENERGY INC

SOLE
COM
Shares10K
TypeSH
Market value$492.4K
0.31%
Sole
10K
Shared
0.00
None
0.00

POWER INTEGRATIONS INC

SOLE
COM
Shares5K
TypeSH
Market value$418.8K
0.27%
Sole
5K
Shared
0.00
None
0.00

WETOUCH TECHNOLOGY INC

SOLE
COM NEW
Shares203.95K
TypeSH
Market value$246.8K
0.16%
Sole
203.95K
Shared
0.00
None
0.00

CLARUS CORP NEW

SOLE
COM
Shares55.70K
TypeSH
Market value$175.5K
0.11%
Sole
55.70K
Shared
0.00
None
0.00

OXLEY BRIDGE ACQ LTD

SOLE
*W EXP 06/17/203
Shares370K
TypeSH
Market value$80.1K
0.05%
Sole
370K
Shared
0.00
None
0.00

LIONHEART HOLDINGS

SOLE
*W EXP 06/07/203
Shares200K
TypeSH
Market value$74.0K
0.05%
Sole
200K
Shared
0.00
None
0.00

PIONEER ACQUISITION I CORP

SOLE
*W EXP 06/16/203
Shares266K
TypeSH
Market value$57.4K
0.04%
Sole
266K
Shared
0.00
None
0.00

CHENGHE ACQUISITION III CO

SOLE
*W EXP 09/09/203
Shares250K
TypeSH
Market value$51.3K
0.03%
Sole
250K
Shared
0.00
None
0.00

ITHAX ACQUISITION CORP III

SOLE
*W EXP 11/17/203
Shares200K
TypeSH
Market value$48.0K
0.03%
Sole
200K
Shared
0.00
None
0.00

GP-ACT III ACQUISITION CORP

SOLE
*W EXP 05/13/202
Shares250K
TypeSH
Market value$47.5K
0.03%
Sole
250K
Shared
0.00
None
0.00

COLLECTIVE ACQUISITION CORP

SOLE
*W EXP 04/04/203
Shares121.24K
TypeSH
Market value$47.3K
0.03%
Sole
121.24K
Shared
0.00
None
0.00

TGE VALUE CREATIVE SOLUTIONS

SOLE
*W EXP 09/16/203
Shares121.10K
TypeSH
Market value$47.2K
0.03%
Sole
121.10K
Shared
0.00
None
0.00

GENERAL PURP ACQUISITION COR

SOLE
*W EXP 12/03/203
Shares180.60K
TypeSH
Market value$47.0K
0.03%
Sole
180.60K
Shared
0.00
None
0.00

LIGHTWAVE ACQUISITION CORP

SOLE
*W EXP 06/06/203
Shares140K
TypeSH
Market value$43.4K
0.03%
Sole
140K
Shared
0.00
None
0.00

FIGX CAP ACQUISITION CORP.

SOLE
*W EXP 06/17/203
Shares150K
TypeSH
Market value$42.0K
0.03%
Sole
150K
Shared
0.00
None
0.00

MUZERO ACQUISITION CORP

SOLE
*W EXP 01/30/203
Shares126.20K
TypeSH
Market value$38.4K
0.02%
Sole
126.20K
Shared
0.00
None
0.00

PROEM ACQUISITION CORP I

SOLE
*W EXP 01/29/203
Shares100K
TypeSH
Market value$38.0K
0.02%
Sole
100K
Shared
0.00
None
0.00

SOLARIUS CAPITAL ACQU CORP

SOLE
*W EXP 07/10/203
Shares120.81K
TypeSH
Market value$35.0K
0.02%
Sole
120.81K
Shared
0.00
None
0.00

APEX TREAS CORP

SOLE
*W EXP 10/07/203
Shares100K
TypeSH
Market value$30.0K
0.02%
Sole
100K
Shared
0.00
None
0.00
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