Lisa Tamburini
@Choreo, Llc
Latest period2024 - Q3ReportedManaged Assets$6.817BTotal holdings1628
Assets growth rate14.39%Assets growth rate (2-Q avg)33.71%Continuous growth in asset value4 quarters
Portfolio positions
This chart displays the top 10 holdings in Choreo, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 1628 positions.
Assets under management
The assets under management (AUM) of Choreo, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 6.817B in assets, with a quarterly growth rate of 14.39% and a 2-quarter average growth rate of 33.71%. The portfolio is managed by Lisa Tamburini, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
MTSIMacom Tech Solutions Hldgs I
| 0.95% | $64.225M 600,230 shares@ $107.0 avg price | New Position |
FLGNew York Cmnty Bancorp Inc
| 0.11% | $7.136M 661,969 shares@ $10.79 avg price | New Position |
SMTCSemtech Corp
| 0.06% | $3.519M 83,637 shares@ $42.09 avg price | New Position |
ABRArbor Realty Trust Inc
| 0.05% | $3.176M 205,190 shares@ $15.49 avg price | New Position |
TELTe Connectivity Plc
| 0.03% | $1.516M 10,281 shares@ $147.46 avg price | New Position |
FERGFerguson Enterprises Inc
| 0.02% | $1.128M 5,652 shares@ $199.51 avg price | New Position |
CBOECboe Global Mkts Inc
| 0.02% | $1.049M 4,996 shares@ $209.96 avg price | New Position |
7843⤦Neos Etf Trust
| 0.02% | $922,407 87,932 shares@ $10.5 avg price | New Position |
LVSLas Vegas Sands Corp
| 0.02% | $888,885 17,150 shares@ $51.84 avg price | New Position |
UMBFUmb Finl Corp
| 0.02% | $776,300 7,675 shares@ $101.15 avg price | New Position |