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
DLTRDollar Tree Inc
Recent Activity
Exited
0%
$486,946
4,561 shares@ $106.77 avg price
IPInternational Paper Co
Recent Activity
Exited
0%
$465,447
10,787 shares@ $43.15 avg price
HEIHeico Corp New
Recent Activity
Exited
0%
$438,413
1,961 shares@ $223.57 avg price
EQTEqt Corp
Recent Activity
Exited
0%
$431,800
11,677 shares@ $36.98 avg price
LUVSouthwest Airls Co
Recent Activity
Exited
0%
$405,985
14,190 shares@ $28.62 avg price
MGMMgm Resorts International
Recent Activity
Exited
0%
$367,295
8,265 shares@ $44.44 avg price
HYGIshares Tr
Recent Activity
Exited
0%
$363,377
4,711 shares@ $77.14 avg price
LYVLive Nation Entertainment In
Recent Activity
Exited
0%
$362,586
3,868 shares@ $93.74 avg price
PARAParamount Global
Recent Activity
Exited
0%
$340,698
32,791 shares@ $10.39 avg price
BF.BBrown Forman Corp
Recent Activity
Exited
0%
$332,197
7,692 shares@ $43.19 avg price