Battery Global Advisors
Latest statistics and disclosures from Battery Global Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are INTU, VTI, VOO, PAYO, VEA, and represent 74.84% of Battery Global Advisors's stock portfolio.
- Added to shares of these 9 stocks: VOO (+$14M), VTI (+$6.3M), VUG, SPEM, SPHY, ACWI, EEM, Fidelity Wise Origin Bitcoin, FVRR.
- Started 5 new stock positions in Fidelity Wise Origin Bitcoin, EEM, SPHY, VOO, FVRR.
- Reduced shares in these 10 stocks: VOOG (-$8.6M), VEA, VWO, DDOG, INTU, TTP, , KCCA, IBB, IAU.
- Sold out of its positions in ATMP, BRK.A, Fiverr Intl, GS, EEMV, IBB, ICLN, KCCA, GNR, TTP. FROG.
- Battery Global Advisors was a net seller of stock by $-7.2M.
- Battery Global Advisors has $123M in assets under management (AUM), dropping by -5.66%.
- Central Index Key (CIK): 0001582272
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Portfolio Holdings for Battery Global Advisors
Battery Global Advisors holds 35 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Intuit (INTU) | 25.6 | $32M | -4% | 49k | 650.00 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 23.8 | $29M | +27% | 113k | 259.90 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 11.1 | $14M | NEW | 29k | 480.70 |
|
| Payoneer Global (PAYO) | 9.2 | $11M | 2.3M | 4.86 |
|
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 5.1 | $6.2M | -39% | 124k | 50.17 |
|
| Datadog Cl A Com (DDOG) | 4.5 | $5.6M | -35% | 45k | 123.60 |
|
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 4.4 | $5.4M | 150k | 35.84 |
|
|
| Vanguard Index Fds Growth Etf (VUG) | 3.4 | $4.2M | +32% | 12k | 344.19 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 3.0 | $3.7M | -51% | 90k | 41.77 |
|
| Ishares Gold Tr Ishares New (IAU) | 1.4 | $1.7M | -35% | 41k | 42.01 |
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.9 | $1.2M | 4.9k | 239.78 |
|
|
| Vanguard Index Fds Value Etf (VTV) | 0.8 | $996k | 6.1k | 162.86 |
|
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.8 | $959k | 3.7k | 260.72 |
|
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.7 | $872k | 4.5k | 191.88 |
|
|
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.7 | $809k | +890% | 22k | 36.19 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.5 | $676k | 2.1k | 320.59 |
|
|
| Hubspot (HUBS) | 0.5 | $652k | 1.0k | 626.56 |
|
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| Microsoft Corporation (MSFT) | 0.5 | $597k | 1.4k | 420.72 |
|
|
| salesforce (CRM) | 0.5 | $577k | 1.9k | 301.58 |
|
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| Mongodb Cl A (MDB) | 0.5 | $558k | 1.6k | 358.64 |
|
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| Servicenow (NOW) | 0.4 | $547k | 717.00 | 762.40 |
|
|
| Snowflake Cl A (SNOW) | 0.4 | $450k | 2.8k | 161.60 |
|
|
| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.3 | $353k | -96% | 1.2k | 304.71 |
|
| Ishares Tr Msci Acwi Etf (ACWI) | 0.2 | $276k | +19% | 2.5k | 110.11 |
|
| Atlassian Corporation Cl A (TEAM) | 0.2 | $267k | 1.4k | 195.11 |
|
|
| Verisk Analytics (VRSK) | 0.2 | $244k | 1.0k | 235.73 |
|
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| Spdr Ser Tr Portfli High Yld (SPHY) | 0.2 | $214k | NEW | 9.1k | 23.46 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $180k | -8% | 342.00 | 525.64 |
|
| Fidelity National Information Services (FIS) | 0.0 | $7.4k | 100.00 | 74.18 |
|
|
| Bgc Group Cl A (BGC) | 0.0 | $6.4k | 825.00 | 7.77 |
|
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $2.6k | NEW | 62.00 | 41.21 |
|
| Fidelity Wise Origin Bitcoin SHS | 0.0 | $1.5k | NEW | 24.00 | 61.42 |
|
| Paypal Holdings (PYPL) | 0.0 | $1.0k | 15.00 | 67.00 |
|
|
| Workiva Com Cl A (WK) | 0.0 | $848.000000 | 10.00 | 84.80 |
|
|
| Fiverr Intl Ord Shs (FVRR) | 0.0 | $421.000000 | NEW | 20.00 | 21.05 |
|
Past Filings by Battery Global Advisors
SEC 13F filings are viewable for Battery Global Advisors going back to 2023
- Battery Global Advisors 2024 Q1 filed May 15, 2024
- Battery Global Advisors 2023 Q4 filed Feb. 14, 2024