Lior Kosovski

@Ieq Capital, Llc

Latest period2024 - Q3

Reported2mo 5d ago

Managed Assets$8.151B

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
RHIRobert Half Inc. Recent Activity New Position	0.16%	$12.358M 183,329 shares@ $67.41 avg price	New Position
RDDTReddit Inc Recent Activity New Position	0.06%	$4.319M 65,514 shares@ $65.93 avg price	New Position
TELTe Connectivity Plc Recent Activity New Position	0.03%	$2.405M 15,926 shares@ $151.0 avg price	New Position
IOTSamsara Inc Recent Activity New Position	0.02%	$1.491M 30,984 shares@ $48.12 avg price	New Position
WENWendys Co Recent Activity New Position	0.02%	$1.468M 83,782 shares@ $17.52 avg price	New Position
CCKCrown Hldgs Inc Recent Activity New Position	0.02%	$993,486 10,362 shares@ $95.88 avg price	New Position
PGFInvesco Exchange Traded Fd T Recent Activity New Position	0.02%	$954,669 60,962 shares@ $15.67 avg price	New Position
APPFAppfolio Inc Recent Activity New Position	0.02%	$888,870 3,776 shares@ $235.4 avg price	New Position
PAGPenske Automotive Grp Inc Recent Activity New Position	0.02%	$849,474 5,230 shares@ $162.43 avg price	New Position
WINGWingstop Inc Recent Activity New Position	0.02%	$843,663 2,028 shares@ $416.01 avg price	New Position