Bronte Capital Management Pty Ltd. Q1 2024 Filing

Filed May 13, 2024

Portfolio Value

$1225.2T

Holdings

30

Report Date

Q1 2024

Filing Type

13F-HR

All Holdings (30 positions)

#StockSharesValue% PortfolioType
1
GOOGLALPHABET INC
1,061,577$160.2T13.08%
2
BRK/BBERKSHIRE HATHAWAY INC DEL
361,240$151.9T12.40%
3
REGNREGENERON PHARMACEUTICALS
145,073$139.6T11.40%
4
IBKRINTERACTIVE BROKERS GROUP
842,425$94.1T7.68%
5
VISA INC-CLASS A SHARES
291,139$81.3T6.63%
6
AMZNAMAZON COM INC
398,719$71.9T5.87%
7
PINSPINTEREST INC
1,404,998$48.7T3.98%
8
HB6HIBBETT INC
609,232$46.8T3.82%
9
4I1PHILIP MORRIS INTL INC
481,504$44.1T3.60%
10
FCNCAFIRST CTZNS BANCSHARES INC N
26,280$43.0T3.51%
11
IBBISHARES TR
283,420$38.9T3.17%
12
RAMPLIVERAMP HLDGS INC
322,789$35.7T2.91%
13
IJRISHARES TR
322,789$35.7T2.91%
14
CTVACORTEVA INC
617,207$35.6T2.91%
15
DFSEURDISCOVER FINL SVCS
248,059$32.5T2.65%
16
HLFHERBALIFE NUTRITION LTD
2,805,253$28.2T2.30%
17
MTCHMATCH GROUP INC NEW
751,205$27.3T2.22%
18
IWMISHARES TR
89,300$24.2T1.97%Call
19
GHCGRAHAM HLDGS CO
22,405$17.2T1.40%
20
SHCSOTERA HEALTH CO
909,979$10.9T0.89%
21
VANECK ETF TRUST
298,832$9.4T0.77%
22
BBWIBATH & BODY WORKS INC
187,174$9.4T0.76%
23
VRTXVERTEX PHARMACEUTICALS INC
20,617$8.6T0.70%
24
BNTXBIONTECH SE
80,406$7.4T0.61%
25
SQMSOCIEDAD QUIMICA Y MINERA DE
144,824$7.1T0.58%
26
MDLZMONDELEZ INTL INC
66,780$4.7T0.38%
27
GISGENERAL MLS INC
44,086$3.1T0.25%
28
VANECK ETF TRUST
77,625$3.0T0.25%
29
RSKDRISKIFIED LTD
502,662$2.7T0.22%
30
CTMXCYTOMX THERAPEUTICS INC
906,157$2.0T0.16%