David Block

@Sanders Morris Harris Llc

Latest period2024 - Q4

Reported3d ago

Managed Assets$669.897M

Total holdings291

Assets growth rate11.12%

Assets growth rate (2-Q avg)5.06%

Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Sanders Morris Harris Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 291 positions.

Assets under management

The assets under management (AUM) of Sanders Morris Harris Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 669.897M in assets, with a quarterly growth rate of 11.12% and a 2-quarter average growth rate of 5.06%. The portfolio is managed by David Block, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
DKNGDraftkings Inc New Recent Activity New Position	0.93%	$6.165M 162,591 shares@ $37.93 avg price	New Position
IWNIshares Tr Recent Activity New Position	0.78%	$5.18M 31,555 shares@ $164.17 avg price	New Position
XLESelect Sector Spdr Tr Recent Activity New Position	0.6%	$3.954M 46,172 shares@ $85.65 avg price	New Position
XOPSpdr Ser Tr Recent Activity New Position	0.5%	$3.348M 25,296 shares@ $132.38 avg price	New Position
6533⤦Nextera Energy Inc Recent Activity New Position	0.48%	$3.186M 69,865 shares@ $45.6 avg price	New Position
LRCXLam Research Corp Recent Activity New Position	0.46%	$3.064M 42,420 shares@ $72.24 avg price	New Position
DVYEIshares Inc Recent Activity New Position	0.45%	$2.958M 114,505 shares@ $25.84 avg price	New Position
DTHWisdomtree Tr Recent Activity New Position	0.44%	$2.897M 76,693 shares@ $37.78 avg price	New Position
EMLCVaneck Etf Trust Recent Activity New Position	0.42%	$2.806M 121,421 shares@ $23.11 avg price	New Position
MDBMongodb Inc Recent Activity New Position	0.42%	$2.794M 12,000 shares@ $232.81 avg price	New Position