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Blake Modersitzki

@Pelion, Inc.

Latest period2024 - Q3ReportedManaged Assets$144.076MTotal holdings4
Assets growth rate18.53%Assets growth rate (2-Q avg)-1.79%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Pelion, Inc.'s 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 4 positions.

Assets under management

The assets under management (AUM) of Pelion, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 144.076M in assets, with a quarterly growth rate of 18.53% and a 2-quarter average growth rate of -1.79%. The portfolio is managed by Blake Modersitzki, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value