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KP

Kuvari Partners Portfolio holdings

AUM $52.2M
This Fund
S&P 500
This Quarter Est. Return
-10.53%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$8.46M
AUM Growth
–
Cap. Flow
+$10.9M
Cap. Flow %
128.75%
Top 10 Hldgs %
100%
Holding
1
New
1
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
XYZ
Block Inc
XYZ
+$10.9M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Technology 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
XYZ
1
Block Inc
XYZ
$49.1B
$8.46M 100%
+153,915
New +$10.9M

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Kuvari Partners's Q3 2022 Portfolio in Review

Q3 2022 is the first quarter with a 13F filing on record for Kuvari Partners, which disclosed 1 position worth $8.46M. Its ten largest holdings account for 100% of the portfolio.

Its largest position is Block Inc: 153,915 shares worth $8.46M.

By sector, the portfolio is most concentrated in Technology at 100% of assets.

  • Kuvari Partners's largest Q3 2022 buy was Block Inc: 153,915 shares worth $8.46M.
  • Kuvari Partners's ten largest holdings make up 100% of its $8.46M portfolio in Q3 2022.
  • Kuvari Partners disclosed 1 position in Q3 2022, its first 13F filing on record.

Based on Kuvari Partners's 13F filing for Q3 2022, filed 8 Nov 2022.