Bret Sayre
@Element Capital Management Llc
Latest period2024 - Q3ReportedManaged Assets$2.214BTotal holdings25
Assets growth rate71.8%Assets growth rate (2-Q avg)411.85%Continuous growth in asset value3 quarters
Portfolio positions
This chart displays the top 10 holdings in Element Capital Management Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 25 positions.
Assets under management
The assets under management (AUM) of Element Capital Management Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 3 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 2.214B in assets, with a quarterly growth rate of 71.8% and a 2-quarter average growth rate of 411.85%. The portfolio is managed by Bret Sayre, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
VOOVanguard Index Fds
| 43.08% | $953.711M 1.807M shares@ $527.67 avg price | New Position |
NVDANvidia Corporation
| 1.29% | $28.551M 235,100 shares@ $121.44 avg price | New Position |
BRK.BBerkshire Hathaway Inc Del
| 1.15% | $25.314M 55,000 shares@ $460.26 avg price | New Position |
TLNTalen Energy Corp
| 1.09% | $24.062M 135,000 shares@ $178.24 avg price | New Position |
ULSUl Solutions Inc
| 0.98% | $21.615M 438,446 shares@ $49.31 avg price | New Position |
CHWYChewy Inc
| 0.79% | $17.273M 589,717 shares@ $29.3 avg price | New Position |
DELLDell Technologies Inc
| 0.78% | $17.093M 144,200 shares@ $118.54 avg price | New Position |
BABAAlibaba Group Hldg Ltd
| 0.63% | $13.802M 130,062 shares@ $106.12 avg price | New Position |
STWDStarwood Ppty Tr Inc
| 0.6% | $13.246M 649,957 shares@ $20.39 avg price | New Position |
CWSTCasella Waste Sys Inc
| 0.43% | $9.451M 94,992 shares@ $99.49 avg price | New Position |