Lesley Tepper

@Seven Post Investment Office Lp

Latest period2024 - Q4

Reported2d ago

Managed Assets$261.232M

Total holdings33

Assets growth rate-60.52%

Assets growth rate (2-Q avg)-18.97%

Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Seven Post Investment Office Lp's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 33 positions.

Assets under management

The assets under management (AUM) of Seven Post Investment Office Lp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 261.232M in assets, with a quarterly growth rate of -60.52% and a 2-quarter average growth rate of -18.97%. The portfolio is managed by Lesley Tepper, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
LIILennox Intl Inc Recent Activity Exited	0%	$149.306M 247,076 shares@ $604.29 avg price	Exited
INTUIntuit Recent Activity Exited	0%	$101.589M 163,590 shares@ $621.0 avg price	Exited
GOOGLAlphabet Inc Recent Activity Exited	0%	$52.874M 318,809 shares@ $165.86 avg price	Exited
GOOGAlphabet Inc Recent Activity Exited	0%	$44.861M 268,325 shares@ $167.19 avg price	Exited
MATXMatson Inc Recent Activity Exited	0%	$13.855M 97,149 shares@ $142.62 avg price	Exited
CRWDCrowdstrike Hldgs Inc Recent Activity Exited	0%	$7.407M 26,408 shares@ $280.48 avg price	Exited
KKRKkr & Co Inc Recent Activity Exited	0%	$2.442M 18,700 shares@ $130.58 avg price	Exited
BZFDBuzzfeed Inc Recent Activity Exited	0%	$1.816M 681,428 shares@ $2.67 avg price	Exited
GILDGilead Sciences Inc Recent Activity Exited	0%	$981,934 11,712 shares@ $83.84 avg price	Exited
BRK.ABerkshire Hathaway Inc Del Recent Activity Exited	0%	$691,180 1 shares@ $691180.0 avg price	Exited