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
GBTCGrayscale Bitcoin Trust Etf Recent Activity New Position	0.05%	$314,646 4,202 shares@ $74.89 avg price	New Position
6933⤦Pg&e Corp Recent Activity New Position	0.05%	$298,740 6,000 shares@ $49.79 avg price	New Position
TWLOTwilio Inc Recent Activity New Position	0.05%	$270,200 2,500 shares@ $108.08 avg price	New Position
NIONio Inc Recent Activity New Position	0.05%	$269,696 60,200 shares@ $4.48 avg price	New Position
IUSBIshares Tr Recent Activity New Position	0.04%	$263,254 5,841 shares@ $45.08 avg price	New Position
DOCUDocusign Inc Recent Activity New Position	0.04%	$256,329 2,850 shares@ $89.94 avg price	New Position
PLTRPalantir Technologies Inc Recent Activity New Position	0.04%	$246,156 3,200 shares@ $76.93 avg price	New Position
JYNTJoint Corp Recent Activity New Position	0.04%	$227,700 23,000 shares@ $9.9 avg price	New Position
MRVLMarvell Technology Inc Recent Activity New Position	0.04%	$220,900 2,000 shares@ $110.45 avg price	New Position
FLEXFlex Ltd Recent Activity New Position	0.04%	$218,707 5,600 shares@ $39.06 avg price	New Position