test

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
VGTVanguard World Fd
Recent Activity
Decreased -1.1%
0.26%
$20.562M
35,057 shares@ $586.53 avg price
UBERUber Technologies Inc
Recent Activity
Decreased -15.67%
0.25%
$19.867M
264,326 shares@ $75.17 avg price
MGKVanguard World Fd
Recent Activity
Decreased -5.04%
0.21%
$16.56M
51,435 shares@ $321.96 avg price
DISDisney Walt Co
Recent Activity
Decreased -7.06%
0.2%
$16.008M
166,418 shares@ $96.2 avg price
CVXChevron Corp New
Recent Activity
Decreased -1.45%
0.19%
$14.945M
101,480 shares@ $147.28 avg price
ACWIIshares Tr
Recent Activity
Decreased -10.02%
0.19%
$14.887M
124,528 shares@ $119.55 avg price
LOWLowes Cos Inc
Recent Activity
Decreased -1.82%
0.17%
$13.156M
48,575 shares@ $270.85 avg price
BILSpdr Ser Tr
Recent Activity
Decreased -8.4%
0.17%
$13.111M
142,805 shares@ $91.82 avg price
SYKStryker Corporation
Recent Activity
Decreased -4.19%
0.15%
$12.1M
33,492 shares@ $361.27 avg price
AJGGallagher Arthur J & Co
Recent Activity
Decreased -0.39%
0.11%
$8.742M
31,070 shares@ $281.37 avg price