Alyson Mencio Stevens

@&partners

Latest period2024 - Q3

Reported2mo 5d ago

Managed Assets$5.183B

Total holdings1390

Assets growth rate126.88%

Assets growth rate (2-Q avg)170.82%

Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in &partners's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 1390 positions.

Assets under management

The assets under management (AUM) of &partners over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 5.183B in assets, with a quarterly growth rate of 126.88% and a 2-quarter average growth rate of 170.82%. The portfolio is managed by Alyson Mencio Stevens, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
ACRAcres Commercial Realty Corp Recent Activity Exited	0%	$130,662 10,240 shares@ $12.76 avg price	Exited
4721⤦Jazz Investments I Ltd Recent Activity Exited	0%	$89,460 90,000 shares@ $1.0 avg price	Exited
2935⤦Enphase Energy Inc Recent Activity Exited	0%	$17,242 19,000 shares@ $0.91 avg price	Exited
3021⤦Expedia Group Inc Recent Activity Exited	0%	$11,934 13,000 shares@ $0.92 avg price	Exited