Corey Saft
@Sivia Capital Partners, Llc
Latest period2024 - Q4ReportedManaged Assets$201.162MTotal holdings204
Assets growth rate18.82%Assets growth rate (2-Q avg)16.03%Continuous growth in asset value4 quarters
Portfolio positions
This chart displays the top 10 holdings in Sivia Capital Partners, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 204 positions.
Assets under management
The assets under management (AUM) of Sivia Capital Partners, 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 - Q4, they manage 201.162M in assets, with a quarterly growth rate of 18.82% and a 2-quarter average growth rate of 16.03%. The portfolio is managed by Corey Saft, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
RDDTReddit Inc
| 15% | $30.167M 184,577 shares@ $163.45 avg price | Increased 277.64% |
VOOVanguard Index Fds
| 5.51% | $11.082M 20,567 shares@ $538.82 avg price | Increased 0.63% |
DFAWDimensional Etf Trust
| 4.77% | $9.577M 153,335 shares@ $62.47 avg price | Increased 10.07% |
MSFTMicrosoft Corp
| 4.33% | $8.698M 20,636 shares@ $421.5 avg price | Increased 2.37% |
VTVanguard Intl Equity Index F
| 4.31% | $8.651M 73,639 shares@ $117.49 avg price | Increased 25.17% |
AMZNAmazon Com Inc
| 3.8% | $7.638M 34,813 shares@ $219.39 avg price | Increased 2.44% |
BRK.BBerkshire Hathaway Inc Del
| 2.62% | $5.267M 11,619 shares@ $453.28 avg price | Increased 0.08% |
TSLATesla Inc
| 2.29% | $4.599M 11,389 shares@ $403.85 avg price | Increased 5.47% |
METAMeta Platforms Inc
| 1.7% | $3.404M 5,813 shares@ $585.52 avg price | Increased 2.87% |
COSTCostco Whsl Corp New
| 1.69% | $3.398M 3,708 shares@ $916.31 avg price | Increased 0.3% |