Lisa Tamburini

@Choreo, Llc

Latest period2024 - Q3

Reported2mo 12d ago

Managed Assets$6.817B

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
BLDTopbuild Corp Recent Activity New Position	0.01%	$358,505 881 shares@ $406.93 avg price	New Position
VNOVornado Rlty Tr Recent Activity New Position	0.01%	$356,360 9,070 shares@ $39.29 avg price	New Position
BJBjs Whsl Club Hldgs Inc Recent Activity New Position	0.01%	$347,128 4,109 shares@ $84.48 avg price	New Position
FELEFranklin Elec Inc Recent Activity New Position	0.01%	$338,785 3,261 shares@ $103.89 avg price	New Position
SPYDSpdr Ser Tr Recent Activity New Position	0.01%	$337,000 7,418 shares@ $45.44 avg price	New Position
FUNSix Flags Entertainment Corp Recent Activity New Position	0.01%	$333,997 8,664 shares@ $38.55 avg price	New Position
EGPEastgroup Pptys Inc Recent Activity New Position	0.01%	$330,518 1,795 shares@ $184.14 avg price	New Position
SBCFSeacoast Bkg Corp Fla Recent Activity New Position	0.01%	$322,669 12,458 shares@ $25.91 avg price	New Position
AWRAmer States Wtr Co Recent Activity New Position	0.01%	$316,647 3,775 shares@ $83.88 avg price	New Position
CCKCrown Hldgs Inc Recent Activity New Position	0.01%	$316,140 3,300 shares@ $95.8 avg price	New Position