Elm Partners Management LLC
Top Portfolio Positions
72 positions ·
$88,620,130 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
110,658 | $19,298,755 | 21.78% | |
| AAPL |
Apple Inc.
Technology
|
25,791 | $6,545,497 | 7.39% | |
| VRT |
Vertiv Holdings Co
Industrials
|
19,053 | $4,774,300 | 5.39% | |
| SPY |
Spdr S&P 500 ETF Trust
|
6,194 | $4,028,205 | 4.55% | |
| COHR |
Coherent Corp.
Technology
|
15,998 | $3,810,883 | 4.30% | |
| LLY |
ELI LILLY & Co
Healthcare
|
3,877 | $3,565,948 | 4.02% | |
| CRWD |
CrowdStrike Holdings, Inc.
Technology
|
7,594 | $2,964,773 | 3.35% | |
| BN |
BROOKFIELD Corp /ON/
Financial Services
|
69,811 | $2,825,251 | 3.19% | |
| IBM |
International Business Machines Corp
Technology
|
10,377 | $2,515,281 | 2.84% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
7,381 | $2,122,480 | 2.40% |
Portfolio Trend
25 quarters · across all stocks
Holdings in DLO
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $415,040 | 32,000 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $452,480 | 32,000 | Shares | Sole | 2026-02-10 | |
| No 13F history on record for this holder in this stock. | ||||||