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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
IJRIshares Tr
Recent Activity
Increased 112.64%
0.79%
$63.815M
545,611 shares@ $116.97 avg price
VIGVanguard Specialized Funds
Recent Activity
Increased 0.64%
0.74%
$60.061M
303,244 shares@ $198.07 avg price
COSTCostco Whsl Corp New
Recent Activity
Increased 5.28%
0.74%
$59.633M
67,266 shares@ $886.53 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Increased 3.74%
0.73%
$59.112M
280,335 shares@ $210.87 avg price
NUNu Hldgs Ltd
Recent Activity
Increased 4.46%
0.73%
$59.103M
4.33M shares@ $13.66 avg price
NBIXNeurocrine Biosciences Inc
Recent Activity
Increased 1.27%
0.73%
$59.048M
512,480 shares@ $115.22 avg price
TSLATesla Inc
Recent Activity
Increased 17.3%
0.7%
$56.268M
215,068 shares@ $261.63 avg price
LLYEli Lilly & Co
Recent Activity
Increased 14.21%
0.68%
$55.095M
62,189 shares@ $885.94 avg price
VVisa Inc
Recent Activity
Increased 7.4%
0.57%
$46.041M
167,454 shares@ $274.95 avg price
DDOGDatadog Inc
Recent Activity
Increased 0.39%
0.56%
$45.641M
396,671 shares@ $115.07 avg price