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BGA
Battery Global Advisors Portfolio holdings
AUM
$186M
1-Year Est. Return
15.74%
This Fund
S&P 500
This Quarter
Est. Return
+12.54%
1 Year Est. Return
+15.74%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$131M
AUM Growth
–
Cap. Flow
+$197M
Cap. Flow
% of AUM
151.21%
Top 10 Holdings %
Top 10 Hldgs %
87.39%
Holding
41
New
41
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Berkshire Hathaway Class A
BRK.A
|
+$81.1M |
| 2 |
Intuit
INTU
|
+$28M |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
+$19.6M |
| 4 |
Payoneer
PAYO
|
+$12.9M |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$9.17M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 43.57% |
| 2 | Financials | 0.58% |
| 3 | Industrials | 0.19% |
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Battery Global Advisors's Q4 2023 Portfolio in Review
Q4 2023 is the first quarter with a 13F filing on record for Battery Global Advisors, which disclosed 41 positions worth $131M. Its ten largest holdings account for 87% of the portfolio.
Its largest position is Berkshire Hathaway Class A: 152 shares worth $54.2K.
By sector, the portfolio is most concentrated in Technology at 44% of assets, followed by Financials and Industrials.
- Battery Global Advisors's largest Q4 2023 buy was Berkshire Hathaway Class A: 152 shares worth $54.2K.
- Battery Global Advisors's ten largest holdings make up 87% of its $131M portfolio in Q4 2023.
- Battery Global Advisors disclosed 41 positions in Q4 2023, its first 13F filing on record.
Based on Battery Global Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.