Daniel J. Cohen

@Macroview Investment Management Llc

Latest period2024 - Q3

Reported2mo 28d ago

Managed Assets$102.319M

Total holdings584

Assets growth rate8.39%

Assets growth rate (2-Q avg)6.08%

Continuous growth in asset value8 quarters

Portfolio positions

This chart displays the top 10 holdings in Macroview Investment Management Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 584 positions.

Assets under management

The assets under management (AUM) of Macroview Investment Management Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 8 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 102.319M in assets, with a quarterly growth rate of 8.39% and a 2-quarter average growth rate of 6.08%. The portfolio is managed by Daniel J. Cohen, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
FTNTFortinet Inc Recent Activity New Position	0.01%	$9,462 122 shares@ $77.56 avg price	New Position
SNSharkninja Inc Recent Activity New Position	0.01%	$9,458 87 shares@ $108.72 avg price	New Position
CVNACarvana Co Recent Activity New Position	0.01%	$9,402 54 shares@ $174.12 avg price	New Position
HIMSHims & Hers Health Inc Recent Activity New Position	0.01%	$9,284 504 shares@ $18.43 avg price	New Position
SFMSprouts Fmrs Mkt Inc Recent Activity New Position	0.01%	$9,165 83 shares@ $110.43 avg price	New Position
PIImpinj Inc Recent Activity New Position	0.01%	$9,094 42 shares@ $216.53 avg price	New Position
CORTCorcept Therapeutics Inc Recent Activity New Position	0.01%	$9,025 195 shares@ $46.29 avg price	New Position
NTRANatera Inc Recent Activity New Position	0.01%	$9,014 71 shares@ $126.96 avg price	New Position
CDNACaredx Inc Recent Activity New Position	0.01%	$8,993 288 shares@ $31.23 avg price	New Position
THCTenet Healthcare Corp Recent Activity New Position	0.01%	$8,975 54 shares@ $166.21 avg price	New Position