Bronte Capital Management Pty Ltd.
Top Portfolio Positions
42 positions ·
$788,233,219 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| REGN |
Regeneron Pharmaceuticals, Inc.
Healthcare
|
241,387 | $186,505,251 | 23.66% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
381,490 | $109,701,264 | 13.92% | |
| IBKR |
Interactive Brokers Group, Inc.
Financial Services
|
1,281,731 | $85,965,698 | 10.91% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
285,739 | $59,510,861 | 7.55% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
341,098 | $56,397,143 | 7.15% | |
| CTVA |
Corteva, Inc.
Basic Materials
|
502,790 | $42,088,550 | 5.34% | |
| COF |
Capital One Financial Corp
Financial Services
|
187,369 | $34,181,726 | 4.34% | |
| FCNCA |
First Citizens Bancshares Inc /De/
Financial Services
|
16,492 | $31,081,812 | 3.94% | |
| NKTR |
Nektar Therapeutics
Healthcare
|
400,756 | $28,834,394 | 3.66% | |
| DIS |
Walt Disney Co
Communication Services
|
185,677 | $17,895,549 | 2.27% |
Portfolio Trend
Holdings in PLRX
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $23,452 | 18,613 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $22,707 | 18,613 | Shares | Sole | 2026-02-03 | |
| No 13F history on record for this holder in this stock. | ||||||