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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
CRWDCrowdstrike Hldgs Inc
Recent Activity
Increased 1.79%
2%
$162.762M
580,318 shares@ $280.48 avg price
GOOGLAlphabet Inc
Recent Activity
Increased 1.81%
1.97%
$160.376M
966,993 shares@ $165.85 avg price
SNOWSnowflake Inc
Recent Activity
Increased 2.57%
1.41%
$114.812M
999,582 shares@ $114.86 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
IWFIshares Tr
Recent Activity
Increased 1.85%
1.27%
$103.497M
275,712 shares@ $375.38 avg price
VTIVanguard Index Fds
Recent Activity
Increased 5.93%
0.98%
$79.376M
280,322 shares@ $283.16 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Increased 9.71%
0.86%
$69.875M
151,816 shares@ $460.27 avg price
IVVIshares Tr
Recent Activity
Increased 5.29%
0.83%
$67.177M
116,460 shares@ $576.83 avg price
AVGOBroadcom Inc
Recent Activity
Increased 1047.9%
0.82%
$66.179M
383,648 shares@ $172.51 avg price