Mango Investments LLC
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 SPYHypothetical 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, 2023Top 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 |
|---|---|---|
| Real Estate | 30.7% | $17,749,850 |
| Communication Services | 22.8% | $13,198,292 |
| Unclassified | 19.8% | $11,455,458 |
| Industrials | 6.8% | $3,955,341 |
| Energy | 6.1% | $3,529,578 |
| Utilities | 5.3% | $3,055,250 |
| Financial Services | 3.3% | $1,896,000 |
| Basic Materials | 3.2% | $1,875,852 |
| Technology | 2.0% | $1,153,106 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increasedNo 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 quarterNo qualifying positions this quarter.
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
1 positions ·
$1,875,852 total
· Basic Materials only
· as of Mar 31, 2024
All sectors
Basic Materials
Communication Services
Energy
Financial Services
Industrials
Real Estate
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| LIN |
Linde PLC
Basic Materials
|
Held | 4,040 | $1,875,852 | 100.00% |