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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
RBLXRoblox Corp
Recent Activity
Increased 14.57%
7.11%
$579.13M
13.085M shares@ $44.26 avg price
METAMeta Platforms Inc
Recent Activity
Increased 0.75%
6.03%
$491.267M
858,198 shares@ $572.44 avg price
AAPLApple Inc
Recent Activity
Increased 6.15%
5.09%
$414.421M
1.779M shares@ $233.01 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Increased 3.97%
4.21%
$342.724M
597,330 shares@ $573.77 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 4.66%
3.99%
$324.623M
754,411 shares@ $430.3 avg price
NVDANvidia Corporation
Recent Activity
Increased 7.05%
3.29%
$267.927M
2.206M shares@ $121.44 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 4.65%
2.86%
$233.081M
1.251M shares@ $186.34 avg price
QQQInvesco Qqq Tr
Recent Activity
Increased 0.89%
2.56%
$208.48M
427,152 shares@ $488.07 avg price
VOOVanguard Index Fds
Recent Activity
Increased 4.75%
2.02%
$163.868M
310,550 shares@ $527.68 avg price
CRWDCrowdstrike Hldgs Inc
Recent Activity
Increased 1.79%
2%
$162.762M
580,318 shares@ $280.48 avg price