Bronte Capital Management Pty Ltd.
Top Portfolio Positions
44 positions ·
$865,227,891 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| REGN |
Regeneron Pharmaceuticals, Inc.
Healthcare
|
241,387 | $186,505,251 | 21.56% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
381,490 | $109,701,264 | 12.68% | |
| IBKR |
Interactive Brokers Group, Inc.
Financial Services
|
1,281,731 | $85,965,698 | 9.94% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
155,063 | $74,306,189 | 8.59% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
285,739 | $59,510,861 | 6.88% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
341,098 | $56,397,143 | 6.52% | |
| CTVA |
Corteva, Inc.
Basic Materials
|
502,790 | $42,088,550 | 4.86% | |
| COF |
Capital One Financial Corp
Financial Services
|
187,369 | $34,181,726 | 3.95% | |
| FCNCA |
First Citizens Bancshares Inc /De/
Financial Services
|
16,492 | $31,081,812 | 3.59% | |
| NKTR |
Nektar Therapeutics
Healthcare
|
400,756 | $28,834,394 | 3.33% |
Portfolio Trend
25 quarters · across all stocks
Holdings in GHC
Shares Held
Position Value (USD)
23 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $13,517,069 | 12,785 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $14,671,803 | 13,355 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $15,772,423 | 13,397 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $17,545,776 | 18,544 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $15,606,288 | 16,242 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $14,278,561 | 16,376 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $15,988,206 | 19,457 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $15,066,208 | 21,537 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $17,199,870 | 22,405 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $15,607,620 | 22,408 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $14,266,010 | 24,470 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $13,796,098 | 24,141 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $14,267,984 | 23,946 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $15,847,824 | 26,229 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $15,445,943 | 28,711 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $18,290,793 | 32,268 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $18,821,046 | 30,780 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $18,639,818 | 29,595 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $14,964,074 | 25,399 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $14,892,212 | 23,493 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $7,840,976 | 13,941 | Shares | Sole | 2021-04-13 | |
| 2020-12-31 | $7,247,567 | 13,588 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $4,110,202 | 10,171 | Shares | Sole | 2020-12-16 | |
| No 13F history on record for this holder in this stock. | ||||||