Mango Investments LLC

CIK

2006561

Location

DENVER, CO

Portfolio Value

Micro $57,868,727

Diversification

Diversified

Filing Date

Global Rank

#5,767 / 7,296 ▼ 136

Top Industry

REIT - Specialty 38.2%

3Y Alpha vs SPY

+1.6%

Period ended 2 years ago

Filed May 16, 2024 · 2y

2 quarters · since Dec 2023

Clone Performance

Feb 2024–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+57.6%

SPY

+52.9%

Annualised alpha

+1.6%

Max drawdown

−21.1%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

14 positions · as of Mar 31, 2024 · Δ vs Dec 31, 2023

Top Position

22.8%

+1.4 pts

Top 5

71.7%

−0.4 pts

Top 10

92.6%

+0.2 pts

HHI

1,336

Diversified+28

Portfolio Trend

2 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2024

Sector	% Portfolio	Value	Positions
Real Estate	30.7%	$17,749,850	2
Communication Services	22.8%	$13,198,292	4
Unclassified	19.8%	$11,455,458	1
Industrials	6.8%	$3,955,341	1
Energy	6.1%	$3,529,578	2
Utilities	5.3%	$3,055,250	1
Financial Services	3.3%	$1,896,000	1
Basic Materials	3.2%	$1,875,852	1
Technology	2.0%	$1,153,106	1

Last Quarter's Activity

Export CSV

Mar 31, 2024 vs Dec 31, 2023

Added To

Positions the filer increased

No qualifying positions this quarter.

Trimmed

Positions the filer reduced

1 positions

Ticker	Company	Δ Shares	Shares	Value	Open
AVGO	Broadcom Inc.	−6,100	8,700	$1,153,106
No positions match the current search.

New Positions

Positions the filer opened this quarter

No qualifying positions this quarter.

Sold Out

Positions the filer fully exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

14 positions · $57,868,727 total · as of Mar 31, 2024

All sectors Basic Materials Communication Services Energy Financial Services Industrials Real Estate Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
EQIX	Equinix Inc Real Estate	Held	16,000	0	$13,205,280	+2.5%	22.82%
QQQ	Invesco Qqq Trust, Series 1	Held	25,800	0	$11,455,458	+8.4%	19.80%
WBD	Warner Bros. Discovery, Inc. Communication Services	Held	951,361	0	$8,305,381	−23.3%	14.35%
AMT	American Tower Corp /Ma/ Real Estate	Held	23,000	0	$4,544,570	−8.5%	7.85%
UPS	United Parcel Service Inc Industrials	Held	26,612	0	$3,955,341	−5.5%	6.84%
FANG	Diamondback Energy, Inc. Energy	Held	16,000	0	$3,170,720	+27.8%	5.48%
AWK	American Water Works Company, Inc. Utilities	Held	25,000	0	$3,055,250	−7.4%	5.28%
LBRDA	Liberty Broadband Corp Communication Services	Held	39,453	0	$2,112,049	−29.2%	3.65%
BAC	Bank Of America Corp /De/ Financial Services	Held	50,000	0	$1,896,000	+12.6%	3.28%
LIN	Linde PLC Basic Materials	Held	4,040	0	$1,875,852	+13.1%	3.24%
FWONA	Liberty Media Corp Communication Services	Held	31,218	0	$1,833,745	+1.3%	3.17%
AVGO	Broadcom Inc. Technology	Reduced	8,700	-6,100	$1,153,106	−30.2%	1.99%
CMCSA	Comcast Corp Communication Services	Held	23,312	0	$947,117	−1.1%	1.64%
CVX	Chevron Corp Energy	Held	2,275	0	$358,858	+5.8%	0.62%