Mango Investments LLC
Clone Performance
Feb 2024–Oct 2024 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends. Captured split ratios restate closes onto one basis; only an unusable ratio can exclude earlier closes for that listing. It tracks 100% of reported value on average across 2 quarters.Mango Investments LLC has stopped filing, so the simulation ends in Oct 2024 — where its last reported portfolio went stale — rather than trading that portfolio forward to today. Past performance does not predict future results.
Portfolio Concentration
15 tracked positions · as of Mar 31, 2024 · Δ vs Dec 31, 2023Portfolio Trend
Sector Breakdown
As of Mar 31, 2024| Sector | % Portfolio | Value |
|---|---|---|
| Real Estate | 24.4% | $17,749,850 |
| Communication Services | 24.2% | $17,612,842 |
| Technology | 15.9% | $11,531,067 |
| Unclassified | 15.8% | $11,455,458 |
| Industrials | 5.4% | $3,955,341 |
| Energy | 4.9% | $3,529,578 |
| Utilities | 4.2% | $3,055,250 |
| Financial Services | 2.6% | $1,896,000 |
| Basic Materials | 2.6% | $1,875,852 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increasedTrimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| AVGO | Broadcom Inc. | −6,100 | 8,700 | $11,531,067 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarterSold Out
Positions the filer fully exited| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| EQIX |
Equinix Inc
Real Estate
|
Held | 16,000 | $13,205,280 | 18.17% | |
| AVGO |
Broadcom Inc.
Technology
|
Reduced | 8,700 | $11,531,067 | 15.87% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Held | 25,800 | $11,455,458 | 15.77% | |
| WBD |
Warner Bros. Discovery, Inc.
Communication Services
|
Held | 951,361 | $8,305,381 | 11.43% | |
| FWONA |
Liberty Media Corp
Communication Services
|
Held | 93,707 | $5,933,023 | 8.17% | |
| AMT |
American Tower Corp /Ma/
Real Estate
|
Held | 23,000 | $4,544,570 | 6.25% | |
| UPS |
United Parcel Service Inc
Industrials
|
Held | 26,612 | $3,955,341 | 5.44% | |
| FANG |
Diamondback Energy, Inc.
Energy
|
Held | 16,000 | $3,170,720 | 4.36% | |
| AWK |
American Water Works Company, Inc.
Utilities
|
Held | 25,000 | $3,055,250 | 4.20% | |
|
|
Held | 654,538 | $2,257,895 | 3.11% | ||
| BAC |
Bank Of America Corp /De/
Financial Services
|
Held | 50,000 | $1,896,000 | 2.61% | |
| LIN |
Linde PLC
Basic Materials
|
Held | 4,040 | $1,875,852 | 2.58% | |
| CMCSA |
Comcast Corp
Communication Services
|
Held | 23,312 | $1,010,574 | 1.39% | |
| CVX |
Chevron Corp
Energy
|
Held | 2,275 | $358,858 | 0.49% | |
| BATRA |
Atlanta Braves Holdings, Inc.
Communication Services
|
Held | 2,713 | $105,969 | 0.15% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.