Mango Investments LLC
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Portfolio style
Measured from the filed 13F common-share book for Mar 31, 2024, never from the firm's own description.
Closest benchmark: every 13F filer's combined book, active share 92.2%; sector active share 59.5% against the combined 13F book's sector weights.
Over time 2 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
21 tracked positions · as of Mar 31, 2024 · Δ vs Dec 31, 2023Portfolio Trend
Sector Breakdown
As of Mar 31, 2024| Sector | % Portfolio | Value |
|---|---|---|
| Communication Services | 39.2% | $52,960,804 |
| Unclassified | 28.6% | $38,595,804 |
| Real Estate | 13.1% | $17,749,850 |
| Technology | 8.5% | $11,531,067 |
| Industrials | 2.9% | $3,955,341 |
| Energy | 2.6% | $3,529,578 |
| Utilities | 2.3% | $3,055,250 |
| Financial Services | 1.4% | $1,896,000 |
| Basic Materials | 1.4% | $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 | Shares | Value | Open |
|---|---|---|---|---|
| IWM | iShares Russell 2000 ETF | 20,925 | $4,199,856 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
|
|
Held | 615,085 | $35,201,314 | 26.05% | ||
| EQIX |
Equinix Inc
Real Estate
|
Held | 16,000 | $13,205,280 | 9.77% | |
| AVGO |
Broadcom Inc.
Technology
|
Reduced | 8,700 | $11,531,067 | 8.53% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Held | 25,800 | $11,455,458 | 8.48% | |
| IVV |
iShares Core S&P 500 ETF
|
Held | 18,390 | $9,668,174 | 7.15% | |
|
|
Held | 951,361 | $8,305,381 | 6.15% | ||
| SCHD |
Schwab U.S. Dividend Equity ETF
|
Held | 96,300 | $7,764,678 | 5.75% | |
| JPIN |
JPMorgan Diversified Return International Equity ETF
|
Held | 93,330 | $5,257,278 | 3.89% | |
| AMT |
American Tower Corp
Real Estate
|
Held | 23,000 | $4,544,570 | 3.36% | |
| WDIV |
State Street(R) SPDR(R) S&P(R) Global Dividend ETF
|
Held | 74,195 | $4,450,216 | 3.29% | |
| FWONK |
Liberty Media Corp
Communication Services
|
Held | 62,489 | $4,099,278 | 3.03% | |
| UPS |
United Parcel Service Inc
Industrials
|
Held | 26,612 | $3,955,341 | 2.93% | |
| FANG |
Diamondback Energy, Inc.
Energy
|
Held | 16,000 | $3,170,720 | 2.35% | |
| AWK |
American Water Works Company, Inc.
Utilities
|
Held | 25,000 | $3,055,250 | 2.26% | |
|
|
Held | 39,453 | $2,404,543 | 1.78% | ||
| BAC |
Bank Of America Corp
Financial Services
|
Held | 50,000 | $1,896,000 | 1.40% | |
| LIN |
Linde PLC
Basic Materials
|
Held | 4,040 | $1,875,852 | 1.39% | |
| FWONA |
Liberty Media Corp
Communication Services
|
Held | 31,218 | $1,833,745 | 1.36% | |
| CMCSA |
Comcast Corp
Communication Services
|
Held | 23,312 | $1,010,574 | 0.75% | |
| CVX |
Chevron Corp
Energy
|
Held | 2,275 | $358,858 | 0.27% | |
| BATRK |
Atlanta Braves Holdings, Inc.
Communication Services
|
Held | 2,713 | $105,969 | 0.08% |
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.