Analyst IMS Investment Management Services Ltd.
Top Portfolio Positions
111 positions ·
$2,145,773,844 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| QQQ |
Invesco Qqq Trust, Series 1
|
1,782,808 | $1,029,001,120 | 47.95% | |
| SPY |
Spdr S&P 500 ETF Trust
|
864,617 | $562,295,018 | 26.20% | |
| TEVA |
Teva Pharmaceutical Industries Ltd
Healthcare
|
2,116,302 | $63,743,016 | 2.97% | |
| SPG |
Simon Property Group Inc.
Real Estate
|
242,884 | $45,305,151 | 2.11% | |
| WIX |
Wix.com Ltd.
Technology
|
492,732 | $44,380,370 | 2.07% | |
| ARE |
Alexandria Real Estate Equities, Inc.
Real Estate
|
916,294 | $42,534,366 | 1.98% | |
| LMND |
Lemonade, Inc.
Financial Services
|
617,639 | $38,713,611 | 1.80% | |
| NVDA |
Nvidia Corp
Technology
|
203,008 | $35,404,595 | 1.65% | |
| ORCL |
Oracle Corp
Technology
|
124,838 | $18,364,917 | 0.86% | |
| BXP |
BXP, Inc.
Real Estate
|
339,521 | $17,621,139 | 0.82% |
Portfolio Trend
25 quarters · across all stocks
Holdings in LMND
Shares Held
Position Value (USD)
5 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $38,713,611 | 617,639 | Shares | Defined | 2026-04-23 | |
| 2025-12-31 | $43,963,543 | 617,639 | Shares | Defined | 2026-01-20 | |
| 2025-09-30 | $33,075,008 | 617,878 | Shares | Defined | 2025-10-20 | |
| 2025-06-30 | $25,049,156 | 571,768 | Shares | Defined | 2025-08-04 | |
| 2025-03-31 | $9,944,452 | 316,400 | Shares | Defined | 2025-04-21 | |
| No 13F history on record for this holder in this stock. | ||||||