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Lior Kosovski

@Ieq Capital, Llc

Latest period2024 - Q3ReportedManaged Assets$8.151BTotal holdings1157
Assets growth rate9.7%Assets growth rate (2-Q avg)8.24%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Ieq Capital, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 1157 positions.

Assets under management

The assets under management (AUM) of Ieq Capital, 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 8.151B in assets, with a quarterly growth rate of 9.7% and a 2-quarter average growth rate of 8.24%. The portfolio is managed by Lior Kosovski, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
OEFIshares Tr
Recent Activity
Decreased -2.3%
2.76%
$224.586M
811,485 shares@ $276.76 avg price
GOOGAlphabet Inc
Recent Activity
Decreased -0.25%
1.28%
$103.792M
620,801 shares@ $167.19 avg price
CRMSalesforce Inc
Recent Activity
Decreased -0.22%
1.27%
$103.498M
378,129 shares@ $273.72 avg price
COINCoinbase Global Inc
Recent Activity
Decreased -1.42%
0.56%
$45.278M
254,126 shares@ $178.17 avg price
IWBIshares Tr
Recent Activity
Decreased -0.82%
0.47%
$38.283M
121,770 shares@ $314.4 avg price
MGCVanguard World Fd
Recent Activity
Decreased -0.74%
0.43%
$35.041M
169,577 shares@ $206.64 avg price
VVVanguard Index Fds
Recent Activity
Decreased -1.87%
0.35%
$28.457M
108,083 shares@ $263.3 avg price
IWVIshares Tr
Recent Activity
Decreased -0.57%
0.34%
$27.344M
83,690 shares@ $326.74 avg price
BRK.ABerkshire Hathaway Inc Del
Recent Activity
Decreased -5.26%
0.31%
$24.882M
36 shares@ $691180.0 avg price
UPBDUpbound Group Inc
Recent Activity
Decreased -84.32%
0.3%
$24.2M
756,498 shares@ $31.99 avg price