Morangie Management LLC
Top Portfolio Positions
20 positions ·
$97,107,928 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
20,201 | $13,137,518 | 13.53% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
53,059 | $11,050,597 | 11.38% | |
| KVYO |
Klaviyo, Inc.
Technology
|
431,608 | $8,399,091 | 8.65% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
12,469 | $7,196,857 | 7.41% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
8,147 | $6,892,280 | 7.10% | |
| DKNG |
DraftKings Inc.
Consumer Cyclical
|
312,870 | $6,764,249 | 6.97% | |
| MS |
Morgan Stanley
Financial Services
|
38,783 | $6,382,518 | 6.57% | |
| AAPL |
Apple Inc.
Technology
|
24,533 | $6,226,230 | 6.41% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
19,435 | $5,716,999 | 5.89% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
108,576 | $5,293,080 | 5.45% |
Portfolio Trend
6 quarters · across all stocks
Holdings in KVYO
Shares Held
Position Value (USD)
12 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,253,141 | 424,108 | Shares | Sole | 2026-04-20 | |
| 2026-03-31 | $145,950 | 7,500 | Call | Sole | 2026-04-20 | |
| 2025-12-31 | $243,525 | 7,500 | Call | Sole | 2026-01-16 | |
| 2025-12-31 | $13,738,186 | 423,104 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $13,845 | 500 | Call | Sole | 2025-10-03 | |
| 2025-09-30 | $13,007,543 | 469,756 | Shares | Sole | 2025-10-03 | |
| 2025-06-30 | $50,370 | 1,500 | Call | Sole | 2025-07-16 | |
| 2025-06-30 | $16,214,942 | 482,875 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $1,022,788 | 33,800 | Call | Sole | 2025-05-15 | |
| 2025-03-31 | $29,936,702 | 989,316 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $40,839,312 | 990,284 | Shares | Sole | 2025-02-14 | |
| 2024-12-31 | $837,172 | 20,300 | Call | Sole | 2025-02-14 | |
| No 13F history on record for this holder in this stock. | ||||||