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
ITGRInteger Hldgs Corp Recent Activity Exited	0%	$688,350 5,295 shares@ $130.0 avg price	Exited
CSCOCisco Sys Inc Recent Activity Exited	0%	$621,290 11,674 shares@ $53.22 avg price	Exited
TSLATesla Inc Recent Activity Exited	0%	$588,667 2,250 shares@ $261.63 avg price	Exited
MAMastercard Incorporated Recent Activity Exited	0%	$575,277 1,165 shares@ $493.8 avg price	Exited
MELIMercadolibre Inc Recent Activity Exited	0%	$545,821 266 shares@ $2051.96 avg price	Exited
FHBFirst Hawaiian Inc Recent Activity Exited	0%	$480,802 20,769 shares@ $23.15 avg price	Exited
CRLCharles Riv Labs Intl Inc Recent Activity Exited	0%	$319,879 1,624 shares@ $196.97 avg price	Exited
GLDSpdr Gold Tr Recent Activity Exited	0%	$292,887 1,205 shares@ $243.06 avg price	Exited
COSTCostco Whsl Corp New Recent Activity Exited	0%	$277,481 313 shares@ $886.53 avg price	Exited
APOApollo Global Mgmt Inc Recent Activity Exited	0%	$264,809 2,120 shares@ $124.91 avg price	Exited