Coastal Bridge Advisors, LLC
Top Portfolio Positions
291 positions ·
$857,945,286 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
224,353 | $56,938,547 | 6.64% | |
| LION |
Lionsgate Studios Corp.
|
5,027,980 | $48,218,328 | 5.62% | |
| NVDA |
Nvidia Corp
Technology
|
173,535 | $30,264,504 | 3.53% | |
| MSFT |
Microsoft Corp
Technology
|
75,620 | $27,992,255 | 3.26% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
131,812 | $27,452,485 | 3.20% | |
| BGB |
Blackstone Strategic Credit 2027 Term Fund
Financial Services
|
2,451,500 | $27,334,225 | 3.19% | |
| XOM |
Exxon Mobil Corp
Energy
|
149,385 | $25,344,659 | 2.95% | |
| IAU |
Ishares Gold Trust
|
283,283 | $24,974,229 | 2.91% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
69,537 | $19,996,059 | 2.33% | |
| GBDC |
GOLUB CAPITAL BDC, Inc.
Financial Services
|
1,292,404 | $16,361,834 | 1.91% |
Portfolio Trend
Holdings in DNA
Shares Held
Position Value (USD)
7 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,696,888 | 276,817 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,300,349 | 276,817 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $4,035,991 | 276,817 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $3,114,191 | 276,817 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,577,856 | 276,817 | Shares | Sole | 2025-08-25 | |
| 2024-12-31 | $2,718,342 | 276,817 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $131,948 | 16,190 | Shares | Sole | 2024-11-14 | |
| No 13F history on record for this holder in this stock. | ||||||