Marcio Appel
Mishpacha Holdings Corp
Assets Managed
$123.054M
Holdings
3
Last Quarter
2026 - Q1
Filed Date
1mo 4d ago
Growth Rate
2.84%(2Q avg: 1.42%)
Sustained Growth
1 quarters
Portfolio positions
This chart displays the top 10 holdings in Mishpacha Holdings Corp's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 3 positions.
Assets under management
The assets under management (AUM) of Mishpacha Holdings Corp 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 2026 - Q1, they manage 123.054M in assets, with a quarterly growth rate of 2.84% and a 2-quarter average growth rate of 1.42%. The portfolio is managed by Marcio Appel, and others.
Portfolio holdings
| Investment | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
NVDA Nvidia Corp
| 50.98% | $62.723M 359,650 shares@ $174.4 avg price | Increased 49.79% |
MU Micron Technology Inc
| 37.13% | $45.68M 135,213 shares@ $337.85 avg price | Increased 7035.26% |
EWY Ishares Msci South Korea Etf
| 11.91% | $14.651M 119,102 shares@ $123.01 avg price | New Position |
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