Jonathan Dworkin
@Snow Phipps Group, Llc
Latest period2024 - Q4ReportedManaged Assets$289.371MTotal holdings2
Assets growth rate1.39%Assets growth rate (2-Q avg)5.53%Continuous growth in asset value2 quarters
Portfolio positions
This chart displays the top 10 holdings in Snow Phipps Group, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 2 positions.
Assets under management
The assets under management (AUM) of Snow Phipps Group, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 289.371M in assets, with a quarterly growth rate of 1.39% and a 2-quarter average growth rate of 5.53%. The portfolio is managed by Jonathan Dworkin, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
VELVelocity Financial Inc
| 82.96% | $240.055M 12.273M shares@ $19.56 avg price | |
LAURLaureate Education Inc
| 17.05% | $49.316M 2.696M shares@ $18.29 avg price | Increased 0.08% |