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
RLRalph Lauren Corp Recent Activity New Position	0.01%	$810,435 4,180 shares@ $193.89 avg price	New Position
MHKMohawk Inds Inc Recent Activity New Position	0.01%	$798,098 4,967 shares@ $160.69 avg price	New Position
BNSBank Nova Scotia Halifax Recent Activity New Position	0.01%	$773,758 14,200 shares@ $54.49 avg price	New Position
MEDPMedpace Hldgs Inc Recent Activity New Position	0.01%	$762,733 2,285 shares@ $333.8 avg price	New Position
MDYGSpdr Ser Tr Recent Activity New Position	0.01%	$761,846 8,683 shares@ $87.74 avg price	New Position
FIXComfort Sys Usa Inc Recent Activity New Position	0.01%	$757,296 1,940 shares@ $390.36 avg price	New Position
MTZMastec Inc Recent Activity New Position	0.01%	$746,478 6,064 shares@ $123.1 avg price	New Position
ANROAlto Neuroscience Inc Recent Activity New Position	0.01%	$745,762 65,189 shares@ $11.44 avg price	New Position
RGLDRoyal Gold Inc Recent Activity New Position	0.01%	$730,910 5,210 shares@ $140.29 avg price	New Position
BBJPJ P Morgan Exchange Traded F Recent Activity New Position	0.01%	$719,931 12,145 shares@ $59.28 avg price	New Position