JONATHAN CHATFIELD

@Lm Advisors Llc

Latest period2024 - Q3

Reported2mo 12d ago

Managed Assets$491.967M

Total holdings171

Assets growth rate-99.2%

Assets growth rate (2-Q avg)4807.48%

Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Lm Advisors Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 171 positions.

Assets under management

The assets under management (AUM) of Lm Advisors Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 491.967M in assets, with a quarterly growth rate of -99.2% and a 2-quarter average growth rate of 4807.48%. The portfolio is managed by JONATHAN CHATFIELD, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
2566⤦Dollar General Corp Recent Activity Exited	0%	$974.208M 0 shares@ $0.0 avg price	Exited
5007⤦Kraneshares Csi China Int Recent Activity Exited	0%	$811.8M 0 shares@ $0.0 avg price	Exited
2282⤦Crown Castle Intl Corp Com Usd 0.01 Recent Activity Exited	0%	$698.81M 0 shares@ $0.0 avg price	Exited
3030⤦Meta Platforms Inc Class A Recent Activity Exited	0%	$629.52M 0 shares@ $0.0 avg price	Exited
7434⤦Prologis Recent Activity Exited	0%	$623.797M 0 shares@ $0.0 avg price	Exited
6821⤦On Semiconductor Corp Com Recent Activity Exited	0%	$562.704M 0 shares@ $0.0 avg price	Exited
GILDGilead Sciences Inc Com Recent Activity Exited	0%	$549.526M 4,197 shares@ $130933.05 avg price	Exited
6974⤦Palo Alto Networks Inc Com Recent Activity Exited	0%	$492.546M 0 shares@ $0.0 avg price	Exited
1113⤦Broadcom Inc Com Recent Activity Exited	0%	$451.62M 0 shares@ $0.0 avg price	Exited
9035⤦Uber Technologies Inc Recent Activity Exited	0%	$386.88M 0 shares@ $0.0 avg price	Exited