Mark D. Lerner

Chescapmanager Llc

Assets Managed

$1.118B

Holdings

Last Quarter

2026 - Q1

Filed Date

12d ago

Growth Rate

-6.87%(2Q avg: 3.95%)

Sustained Growth

0 quarters

Portfolio positions

This chart displays the top 10 holdings in Chescapmanager Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 21 positions.

Assets under management

The assets under management (AUM) of Chescapmanager 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 2026 - Q1, they manage 1.118B in assets, with a quarterly growth rate of -6.87% and a 2-quarter average growth rate of 3.95%. The portfolio is managed by Mark D. Lerner, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
AMZN Amazon.com Inc Recent Activity	18.99%	$212.331M 1.02M shares@ $208.27 avg price
NVDA Nvidia Corp Recent Activity Increased 5.93%	16.73%	$187.059M 1.073M shares@ $174.4 avg price	Increased 5.93%
VRT Vertiv Holdings Co-a Recent Activity Decreased -16.73%	13.94%	$155.861M 622,000 shares@ $250.58 avg price	Decreased -16.73%
GOOGL Alphabet Inc-cl A Recent Activity	12.62%	$141.048M 490,500 shares@ $287.56 avg price
USFD Us Foods Holding Corp Recent Activity Decreased -5.37%	4.36%	$48.729M 528,457 shares@ $92.22 avg price	Decreased -5.37%
CCJ Cameco Corp Recent Activity	4.31%	$48.185M 443,656 shares@ $108.61 avg price
MSFT Microsoft Corp Recent Activity Decreased -64.33%	3.68%	$41.049M 110,892 shares@ $370.18 avg price	Decreased -64.33%
FTI Technipfmc Plc Recent Activity	3.65%	$40.749M 589,458 shares@ $69.14 avg price
C Citigroup Inc Recent Activity	3.16%	$35.279M 311,076 shares@ $113.41 avg price
MIR Mirion Technologies Inc Recent Activity Increased 1.81%	2.81%	$31.401M 1.689M shares@ $18.6 avg price	Increased 1.81%

1-10 of 21