Bronte Capital Management Pty Ltd. Q1 2025 Filing
Filed May 14, 2025
Portfolio Value
$1.2T
Holdings
26
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (26 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IJRISHARES TR | 1,298,378 | $154.5B | 12.56% | |
| 2 | BRK/BBERKSHIRE HATHAWAY INC DEL | 218,030 | $135.8B | 11.03% | |
| 3 | REGNREGENERON PHARMACEUTICALS | 154,693 | $114.8B | 9.33% | |
| 4 | IBKRINTERACTIVE BROKERS GROUP | 526,584 | $102.1B | 8.29% | |
| 5 | 4I1PHILIP MORRIS INTL INC | 518,385 | $96.5B | 7.84% | |
| 6 | —VISA INC-CLASS A SHARES | 235,302 | $96.4B | 7.83% | |
| 7 | GOOGLALPHABET INC | 529,571 | $95.8B | 7.78% | |
| 8 | AMZNAMAZON COM INC | 339,998 | $75.7B | 6.15% | |
| 9 | DFSEURDISCOVER FINL SVCS | 299,914 | $59.9B | 4.87% | |
| 10 | FCNCAFIRST CTZNS BANCSHARES INC N | 21,311 | $46.2B | 3.75% | |
| 11 | CTVACORTEVA INC | 571,432 | $42.1B | 3.42% | |
| 12 | IBBISHARES TR | 262,399 | $39.3B | 3.19% | |
| 13 | PINSPINTEREST INC | 842,964 | $30.6B | 2.48% | |
| 14 | HLFHERBALIFE NUTRITION LTD | 2,560,075 | $25.9B | 2.10% | |
| 15 | MTCHMATCH GROUP INC NEW | 690,818 | $25.2B | 2.05% | |
| 16 | GHCGRAHAM HLDGS CO | 16,242 | $18.3B | 1.48% | |
| 17 | —VANECK ETF TRUST | 275,105 | $14.8B | 1.20% | |
| 18 | S7VSALLY BEAUTY HLDGS INC | 1,122,066 | $11.9B | 0.96% | |
| 19 | SHCSOTERA HEALTH CO | 793,382 | $10.8B | 0.88% | |
| 20 | —VANECK ETF TRUST | 134,320 | $9.0B | 0.73% | |
| 21 | RAMPLIVERAMP HLDGS INC | 244,236 | $7.5B | 0.61% | |
| 22 | SQMSOCIEDAD QUIMICA Y MINERA DE | 134,083 | $6.2B | 0.51% | |
| 23 | MDLZMONDELEZ INTL INC | 57,963 | $4.6B | 0.37% | |
| 24 | BBWIBATH & BODY WORKS INC | 111,649 | $4.0B | 0.32% | |
| 25 | RSKDRISKIFIED LTD | 465,381 | $2.5B | 0.20% | |
| 26 | GBGLOBAL BLUE GROUP HOLDING AG | 90,208 | $777.8M | 0.06% |