POSITANO WEALTH MANAGEMENT LTD

PrivateCIK: 2137428
24
Positions
$135.16M
Total AUM (reported)
725.07K
Total Shares

Allocation by class

TOTAL AUM$135.16M24 positions
COM$80.89M59.8%
CAP STK CL A$21.18M15.7%
COM CL A$14.78M10.9%
CL A$10.63M7.9%
SPONSORED ADS$6.82M5.0%
SP ADS RP CL A$441.0K0.3%
SPON ADS CL A$327.7K0.2%

Portfolio Concentration

Top 343.5%4–1048.2%11–258.3%TOP 1091.7%0%100%
Top 3$58.85M43.5%
4–10$65.08M48.2%
11–25$11.22M8.3%

Top 3 weight

43.5%

Top 10 weight

91.7%

Voting Authority Distribution

Total shares with voting rights: 725.07K

Sole

Full voting authority

725.07K

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)

Sole24
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings24
Rows:

ALPHABET INC

SOLE
CAP STK CL A
Shares73.65K
TypeSH
Market value$21.18M
15.67%
Sole
73.65K
Shared
0.00
None
0.00

NVIDIA CORPORATION

SOLE
COM
Shares121.35K
TypeSH
Market value$21.16M
15.66%
Sole
121.35K
Shared
0.00
None
0.00

MICROSOFT CORP

SOLE
COM
Shares44.60K
TypeSH
Market value$16.51M
12.22%
Sole
44.60K
Shared
0.00
None
0.00

VISA INC

SOLE
COM CL A
Shares48.90K
TypeSH
Market value$14.78M
10.94%
Sole
48.90K
Shared
0.00
None
0.00

CHUBB LTD SWITZ

SOLE
COM
Shares40.86K
TypeSH
Market value$13.32M
9.85%
Sole
40.86K
Shared
0.00
None
0.00

MARRIOTT INTL INC NEW

SOLE
CL A
Shares31.33K
TypeSH
Market value$10.25M
7.58%
Sole
31.33K
Shared
0.00
None
0.00

SALESFORCE INC

SOLE
COM
Shares42.15K
TypeSH
Market value$7.87M
5.82%
Sole
42.15K
Shared
0.00
None
0.00

MICRON TECHNOLOGY INC

SOLE
COM
Shares22.73K
TypeSH
Market value$7.68M
5.68%
Sole
22.73K
Shared
0.00
None
0.00

TAIWAN SEMICONDUCTOR MANUFAC

SOLE
SPONSORED ADS
Shares20.18K
TypeSH
Market value$6.82M
5.05%
Sole
20.18K
Shared
0.00
None
0.00

QUALCOMM INC

SOLE
COM
Shares33.93K
TypeSH
Market value$4.37M
3.23%
Sole
33.93K
Shared
0.00
None
0.00

HEWLETT PACKARD ENTERPRISE C

SOLE
COM
Shares180.39K
TypeSH
Market value$4.30M
3.18%
Sole
180.39K
Shared
0.00
None
0.00

BROADCOM INC

SOLE
COM
Shares7.06K
TypeSH
Market value$2.19M
1.62%
Sole
7.06K
Shared
0.00
None
0.00

APPLE INC

SOLE
COM
Shares4.94K
TypeSH
Market value$1.25M
0.93%
Sole
4.94K
Shared
0.00
None
0.00

UBER TECHNOLOGIES INC

SOLE
COM
Shares10.63K
TypeSH
Market value$764.6K
0.57%
Sole
10.63K
Shared
0.00
None
0.00

INTUIT

SOLE
COM
Shares1.73K
TypeSH
Market value$747.6K
0.55%
Sole
1.73K
Shared
0.00
None
0.00

FISERV INC

SOLE
COM
Shares11.73K
TypeSH
Market value$654.4K
0.48%
Sole
11.73K
Shared
0.00
None
0.00

AUTOHOME INC

SOLE
SP ADS RP CL A
Shares25.39K
TypeSH
Market value$441.0K
0.33%
Sole
25.39K
Shared
0.00
None
0.00

META PLATFORMS INC

SOLE
CL A
Shares659.00
TypeSH
Market value$377.0K
0.28%
Sole
659.00
Shared
0.00
None
0.00

FUTU HLDGS LTD

SOLE
SPON ADS CL A
Shares2.40K
TypeSH
Market value$327.7K
0.24%
Sole
2.40K
Shared
0.00
None
0.00

CIENA CORP

SOLE
COM NEW
Shares246.00
TypeSH
Market value$95.5K
0.07%
Sole
246.00
Shared
0.00
None
0.00

MARKEL GROUP INC

SOLE
COM
Shares13.00
TypeSH
Market value$24.9K
0.02%
Sole
13.00
Shared
0.00
None
0.00

ADOBE INC

SOLE
COM
Shares97.00
TypeSH
Market value$23.6K
0.02%
Sole
97.00
Shared
0.00
None
0.00

S&P GLOBAL INC

SOLE
COM
Shares41.00
TypeSH
Market value$17.4K
0.01%
Sole
41.00
Shared
0.00
None
0.00

GALLAGHER ARTHUR J & CO

SOLE
COM
Shares64.00
TypeSH
Market value$13.9K
0.01%
Sole
64.00
Shared
0.00
None
0.00