Skip to main content

Mercato Management Legacy, LLC

Location
COTTONWOOD HEIGHTS, UT
Portfolio Value
Micro $54,278,593
Diversification
Highly concentrated
Filing Date
Mar 31, 2026
Global Rank
#6,378 / 8,232
Top Industry
Software - Application 100.0%
3Y Alpha vs SPY
+21345.6%
Period ended 2 months ago
Filed May 13, 2026 · 31d

Clone Performance

May 2026–Jun 2026 · vs SPY

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

Cloned portfolio
+10.2%
SPY
+0.2%
Annualised alpha
Max drawdown
−20.6%

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

1 positions · as of Mar 31, 2026
Top Position
100.0%
of portfolio value
Top 5
100.0%
of portfolio value
Top 10
100.0%
of portfolio value
HHI
10,000
Highly concentrated

Sector Breakdown

As of Mar 31, 2026
Sector % Portfolio Value
Technology 100.0% $54,278,593

Portfolio Positions

Export CSV View 13F filing
1 positions · $54,278,593 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio History