Mango Five Family, Inc.
CIK
2007959
Location
RENO, NV
Portfolio Value
Small
$278,507,437
Diversification
Moderately concentrated
Reports for
NA
Filing Date
Global Rank
#3,213
/ 7,369
▲ 121
· as of Mar 2024
Top Industry
Semiconductors
41.5%
3Y Alpha vs SPY
+1465.5%
Period ended 2 years ago
Filed May 16, 2024 · 2y
2 quarters · since Dec 2023
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.
Cloned portfolio
+520.7%
SPY
+16.3%
Annualised alpha
+1465.5%
Max drawdown
−22.3%
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 Five Family, Inc. 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
51 tracked positions · as of Mar 31, 2024 · Δ vs Dec 31, 2023Top Position
32.5%
+11.5 pts
Top 5
74.7%
+5.3 pts
Top 10
88.3%
+5.6 pts
HHI
1,615
Moderately concentrated+501
Portfolio Trend
2 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2024| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 45.5% | $126,825,771 |
| Communication Services | 25.4% | $70,840,695 |
| Consumer Cyclical | 17.7% | $49,398,789 |
| Energy | 2.7% | $7,645,398 |
| Consumer Defensive | 2.0% | $5,553,262 |
| Unclassified | 1.9% | $5,296,993 |
| Industrials | 1.9% | $5,261,646 |
| Healthcare | 1.8% | $5,069,187 |
| Financial Services | 0.9% | $2,615,696 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
1 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| WMT | Walmart Inc. | +17,706 | 26,559 | $1,598,055 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
15 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| MMM | 3M Co | −1,800 | 2,349 | $249,158 | |
| KMB | Kimberly Clark Corp | −1,600 | 4,671 | $604,193 | |
| JPM | Jpmorgan Chase & Co | −1,445 | 7,680 | $1,538,304 | |
| NKE | NIKE, Inc. | −1,225 | 375 | $35,242 | |
| KO | Coca Cola Co | −1,000 | 11,523 | $704,977 | |
| LLY | ELI LILLY & Co | −400 | 6,516 | $5,069,187 | |
| LMT | Lockheed Martin Corp | −375 | 1,488 | $676,846 | |
| UPS | United Parcel Service Inc | −300 | 16,628 | $2,471,419 | |
| AVGO | Broadcom Inc. | −240 | 3,045 | $4,035,873 | |
| AMZN | Amazon Com Inc | −200 | 261,300 | $47,133,294 | |
| SPY | Spdr S&P 500 ETF Trust | −135 | 1,979 | $1,035,155 | |
| NVDA | Nvidia Corp | −86 | 100,120 | $90,464,427 | |
| AAPL | Apple Inc. | −80 | 217 | $37,211 | |
| MSFT | Microsoft Corp | −30 | 1,950 | $820,404 | |
| QCOM | Qualcomm Inc/De | −25 | 63,100 | $10,682,830 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| TSLA | Tesla, Inc. | 60 | $10,547 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
23 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| CVX | Chevron Corp | 31,900 | $4,758,204 | |
| USO | United States Oil Fund, LP | 40,000 | $2,666,000 | |
| ZM | Zoom Communications, Inc. | 11,000 | $791,010 | |
| AMT | American Tower Corp /Ma/ | 1,150 | $248,262 | |
| GLW | Corning Inc /Ny | 5,400 | $164,430 | |
| ABBV | AbbVie Inc. | 1,000 | $154,970 | |
| MRK | Merck & Co., Inc. | 1,400 | $152,628 | |
| APO | Apollo Global Management, Inc. | 1,500 | $139,785 | |
| CCI | Crown Castle Inc. | 1,200 | $138,228 | |
| AIG | American International Group, Inc. | 2,000 | $135,500 | |
| PKG | Packaging Corp Of America | 800 | $130,328 | |
| AMGN | Amgen Inc | 450 | $129,609 | |
| GILD | Gilead Sciences, Inc. | 1,400 | $113,414 | |
| JNJ | Johnson & Johnson | 700 | $109,718 | |
| BMY | Bristol Myers Squibb Co | 2,000 | $102,620 | |
| SPG | Simon Property Group Inc. | 700 | $99,848 | |
| DOW | Dow Inc. | 1,800 | $98,712 | |
| IBM | International Business Machines Corp | 500 | $81,775 | |
| KMI | Kinder Morgan, Inc. | 4,000 | $70,560 | |
| ACRE | Ares Commercial Real Estate Corp | 6,000 | $62,160 | |
| ADBE | Adobe Inc. | 15 | $8,949 | |
| SWKS | Skyworks Solutions, Inc. | 65 | $7,307 | |
| PLD | Prologis, Inc. | 50 | $6,665 | |
| No positions match the current search. | ||||
51 tracked positions ·
$278,507,437 total
· filing declares
65 positions · $300,847,487
· as of Mar 31, 2024
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
Showing 1–50
of 51 positions by value
· page 1 of 2
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
Reduced | 100,120 | $90,464,427 | 32.48% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 261,300 | $47,133,294 | 16.92% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Held | 205,800 | $31,335,108 | 11.25% | |
| FWONA |
Liberty Media Corp
Communication Services
|
Held | 319,626 | $20,834,758 | 7.48% | |
|
|
Held | 603,671 | $18,225,866 | 6.54% | ||
| QCOM |
Qualcomm Inc/De
Technology
|
Reduced | 63,100 | $10,682,830 | 3.84% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Held | 42,600 | $7,688,874 | 2.76% | |
| FANG |
Diamondback Energy, Inc.
Energy
|
Held | 38,580 | $7,645,398 | 2.75% | |
| AMAT |
Applied Materials Inc /De
Technology
|
Held | 32,950 | $6,795,278 | 2.44% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Reduced | 6,516 | $5,069,187 | 1.82% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Held | 9,470 | $4,204,774 | 1.51% | |
| AVGO |
Broadcom Inc.
Technology
|
Reduced | 3,045 | $4,035,873 | 1.45% | |
| CRM |
Salesforce, Inc.
Technology
|
Held | 12,900 | $3,885,222 | 1.40% | |
| UPS |
United Parcel Service Inc
Industrials
|
Reduced | 16,628 | $2,471,419 | 0.89% | |
| AKAM |
Akamai Technologies Inc
Technology
|
Held | 14,900 | $1,620,524 | 0.58% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 26,559 | $1,598,055 | 0.57% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 7,680 | $1,538,304 | 0.55% | |
| CAT |
Caterpillar Inc
Industrials
|
Held | 3,465 | $1,269,679 | 0.46% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Held | 2,883 | $1,105,918 | 0.40% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Held | 6,414 | $1,040,671 | 0.37% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 1,979 | $1,035,155 | 0.37% | |
| AXP |
American Express Co
Financial Services
|
Held | 4,054 | $923,055 | 0.33% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Held | 3,129 | $882,221 | 0.32% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 1,950 | $820,404 | 0.29% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Held | 4,650 | $813,796 | 0.29% | |
| GIS |
General Mills Inc
Consumer Defensive
|
Held | 11,313 | $791,570 | 0.28% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Reduced | 11,523 | $704,977 | 0.25% | |
| LMT |
Lockheed Martin Corp
Industrials
|
Reduced | 1,488 | $676,846 | 0.24% | |
| KMB |
Kimberly Clark Corp
Consumer Defensive
|
Reduced | 4,671 | $604,193 | 0.22% | |
| INTC |
Intel Corp
Technology
|
Held | 10,077 | $445,101 | 0.16% | |
| RTX |
RTX Corp
Industrials
|
Held | 4,041 | $394,118 | 0.14% | |
| BATRA |
Atlanta Braves Holdings, Inc.
Communication Services
|
Held | 9,251 | $361,344 | 0.13% | |
| MMM |
3M Co
Industrials
|
Reduced | 2,349 | $249,158 | 0.09% | |
| KSS |
KOHLS Corp
Consumer Cyclical
|
Held | 7,944 | $231,567 | 0.08% | |
| OTIS |
Otis Worldwide Corp
Industrials
|
Held | 2,019 | $200,426 | 0.07% | |
| MU |
Micron Technology Inc
Technology
|
Held | 900 | $106,101 | 0.04% | |
| PANW |
Palo Alto Networks Inc
Technology
|
Held | 300 | $85,239 | 0.03% | |
| LRCX |
Lam Research Corp
Technology
|
Held | 80 | $77,725 | 0.03% | |
| MA |
Mastercard Inc
Financial Services
|
Held | 130 | $62,604 | 0.02% | |
| V |
Visa Inc.
Financial Services
|
Held | 210 | $58,606 | 0.02% | |
| GBTC |
Grayscale Bitcoin Trust ETF
|
Held | 1,000 | $57,064 | 0.02% | |
| DIS |
Walt Disney Co
Communication Services
|
Held | 450 | $55,062 | 0.02% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 217 | $37,211 | 0.01% | |
| PATH |
UiPath, Inc.
Technology
|
Held | 1,600 | $36,272 | 0.01% | |
| NKE |
NIKE, Inc.
Consumer Cyclical
|
Reduced | 375 | $35,242 | 0.01% | |
| NDAQ |
Nasdaq, Inc.
Financial Services
|
Held | 525 | $33,127 | 0.01% | |
| LYV |
Live Nation Entertainment, Inc.
Communication Services
|
Held | 270 | $28,557 | 0.01% | |
| XYZ |
Block, Inc.
Technology
|
Held | 280 | $23,682 | 0.01% | |
| SNOW |
Snowflake Inc.
Technology
|
Held | 130 | $21,008 | 0.01% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
NEW | 60 | $10,547 | 0.00% |
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.