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Heather Hale

@Thoroughbred Financial Services, Llc

Latest period2024 - Q3ReportedManaged Assets$1.55BTotal holdings656
Assets growth rate3.74%Assets growth rate (2-Q avg)23.76%Continuous growth in asset value2 quarters

Portfolio positions

This chart displays the top 10 holdings in Thoroughbred Financial Services, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 656 positions.

Assets under management

The assets under management (AUM) of Thoroughbred Financial Services, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 1.55B in assets, with a quarterly growth rate of 3.74% and a 2-quarter average growth rate of 23.76%. The portfolio is managed by Heather Hale, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
SMCISuper Micro Computer Inc
Recent Activity
Exited
0%
$7.547M
9,212 shares@ $819.26 avg price
LRCXLam Research Corp
Recent Activity
Exited
0%
$1.736M
1,630 shares@ $1065.04 avg price
GCTGigacloud Technology Inc
Recent Activity
Exited
0%
$1.67M
54,926 shares@ $30.41 avg price
CHRDChord Energy Corporation
Recent Activity
Exited
0%
$1.061M
6,328 shares@ $167.67 avg price
BLKBlackrock Inc
Recent Activity
Exited
0%
$864,000
1,098 shares@ $786.89 avg price
FROGJfrog Ltd
Recent Activity
Exited
0%
$858,000
22,864 shares@ $37.53 avg price
ALARAlarum Technologies Ltd
Recent Activity
Exited
0%
$747,000
17,933 shares@ $41.66 avg price
PDDPdd Holdings Inc
Recent Activity
Exited
0%
$733,000
5,519 shares@ $132.82 avg price
TQQQProshares Tr
Recent Activity
Exited
0%
$576,000
7,806 shares@ $73.79 avg price
TRIThomson Reuters Corp.
Recent Activity
Exited
0%
$563,000
3,344 shares@ $168.37 avg price