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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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
MTSIMacom Tech Solutions Hldgs I
Recent Activity
New Position
0.95%
$64.225M
600,230 shares@ $107.0 avg price
FLGNew York Cmnty Bancorp Inc
Recent Activity
New Position
0.11%
$7.136M
661,969 shares@ $10.79 avg price
SMTCSemtech Corp
Recent Activity
New Position
0.06%
$3.519M
83,637 shares@ $42.09 avg price
ABRArbor Realty Trust Inc
Recent Activity
New Position
0.05%
$3.176M
205,190 shares@ $15.49 avg price
TELTe Connectivity Plc
Recent Activity
New Position
0.03%
$1.516M
10,281 shares@ $147.46 avg price
FERGFerguson Enterprises Inc
Recent Activity
New Position
0.02%
$1.128M
5,652 shares@ $199.51 avg price
CBOECboe Global Mkts Inc
Recent Activity
New Position
0.02%
$1.049M
4,996 shares@ $209.96 avg price
7843⤦Neos Etf Trust
Recent Activity
New Position
0.02%
$922,407
87,932 shares@ $10.5 avg price
LVSLas Vegas Sands Corp
Recent Activity
New Position
0.02%
$888,885
17,150 shares@ $51.84 avg price
UMBFUmb Finl Corp
Recent Activity
New Position
0.02%
$776,300
7,675 shares@ $101.15 avg price