Battery Global Advisors, LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 14, 2024), Battery Global Advisors, LLC reported 35 stock positions worth $151.1 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 25.5% of the portfolio, followed by Intuit (INTU, 21.1%) and Vanguard S&P 500 ETF (VOO, 9.5%). Compared with Q1 2024, it opened 6 new positions, sold out of 6, added to 10 and reduced 2. The biggest buy was Vanguard Ftse Emerging Marke (VWO, shares +121%) and the biggest sale Payoneer Global (PAYO, shares −14%).
- Most Recent 13F
- Q2 2026
- Location
- BOSTON, MA
- CIK
- 0001582272
- Portfolio Value
- $151.1M (Q2 2024)
- SEC Filing
- 0001940461-24-000004 ↗ filed Aug 14, 2024
Holdings Value
Holdings 35 stocks · $151.1M
| VTI VG Morningstar TS MKT ETF-US | 25.48% | 143,454 | $38.5M | Add +26.8% |
| INTU Intuit Inc. | 21.11% | 48,550 | $31.9M | No change |
| VOO Vanguard S&P 500 ETF | 9.46% | 28,486 | $14.3M | No change |
| VEA Vanguard Ftse Developed ETF | 7.43% | 227,233 | $11.2M | Add +82.6% |
| PAYO Payoneer Global Inc. | 7.36% | 2,008,352 | $11.1M | Reduce -14.3% |
| VWO Vanguard Ftse Emerging Marke | 5.74% | 198,074 | $8.7M | Add +121.1% |
| DDOG Datadog Inc. Class A | 3.86% | 45,000 | $5.8M | No change |
| SPDW Ste STR SPDR PT DW Eu ETF | 3.50% | 150,890 | $5.3M | Add +0.6% |
| VUG Vanguard Mrngstar GR ETF-Sui | 3.03% | 12,241 | $4.6M | No change |
| ACWI iShares MSCI Acwi ETF | 2.10% | 72,291 | $3.2M | Add +2789.3% |
| KCCA Kraneshares California Carbo | 1.32% | 89,121 | $2.0M | New |
| TPYP Managed Portfolio Series | 1.30% | 68,388 | $2.0M | New |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.81% | 4,879 | $1.2M | No change |
| ATMP Ipath Select MLP ETN filed as BARCLAYS BANK PLC | 0.79% | 47,824 | $1.2M | New |
| IVV iShares Core S&P 500 ETF | 0.70% | 7,763 | $1.1M | Add +2169.9% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.65% | 6,113 | $987K | No change |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.61% | 3,680 | $922K | No change |
| MSFT Microsoft Corp. | 0.56% | 1,906 | $852K | Add +34.2% |
| SPEM State Street SP PTF Em ETF | 0.56% | 22,356 | $842K | No change |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.55% | 4,545 | $834K | No change |
| CRWD CrowdStrike Holdings Inc. Class A | 0.53% | 2,108 | $808K | No change |
| NOW ServiceNow Inc. | 0.41% | 788 | $620K | Add +9.9% |
| HUBS HubSpot Inc. | 0.41% | 1,041 | $614K | No change |
| MDB Mongodb Inc. | 0.35% | 2,091 | $523K | Add +34.3% |
| CRM Salesforce Inc. | 0.33% | 1,914 | $492K | No change |
| VOOG Vanguard S&P 500 Growth ETF | 0.26% | 1,158 | $387K | No change |
| VRSK Verisk Analytics Inc. | 0.18% | 1,035 | $279K | No change |
| TEAM Atlassian Corp. Class A | 0.16% | 1,366 | $242K | No change |
| EEM iShares MSCI Emerging Market | 0.16% | 2,123 | $239K | Add +3324.2% |
| SPHY SS SPDR P High Yield ETF | 0.14% | 9,100 | $211K | No change |
| IAU iShares Gold Trust | 0.12% | 322 | $176K | Reduce -99.2% |
| TLRY Tilray Brands Inc. | 0.01% | 5,620 | $9K | New |
| IBB iShares Biotechnology ETF | 0.00% | 32 | $1K | New |
| FBTC Fidelity Wise Origin Bitcoin | 0.00% | 24 | $1K | No change |
| SRAD Sportradar Group AG-A | 0.00% | 95 | $1K | New |
Portfolio Sells Q1 2024 → Q2 2024
| PAYO Payoneer Global Inc. | Reduce -14.3% | 7.36% | −1.87 |
| IAU iShares Gold Trust | Reduce -99.2% | 0.12% | −1.27 |
| SNOW Snowflake Inc. | Sold out | 0.00% | −0.37 |
| FIS Fidelity National Info Serv | Sold out | 0.00% | −0.01 |
| BGC BGC Group Inc. Class A | Sold out | 0.00% | −0.01 |
| PYPL PayPal Holdings Inc. | Sold out | 0.00% | −0.00 |
| WK Workiva Inc. | Sold out | 0.00% | −0.00 |
| FVRR Fiverr International Ltd. | Sold out | 0.00% | −0.00 |
Portfolio Buys Q1 2024 → Q2 2024
| VWO Vanguard Ftse Emerging Marke | Add +121.1% | 5.74% | +2.70 |
| VEA Vanguard Ftse Developed ETF | Add +82.6% | 7.43% | +2.37 |
| ACWI iShares MSCI Acwi ETF | Add +2789.3% | 2.10% | +1.88 |
| VTI VG Morningstar TS MKT ETF-US | Add +26.8% | 25.48% | +1.64 |
| KCCA Kraneshares California Carbo | New | 1.32% | +1.32 |
| TPYP Managed Portfolio Series | New | 1.30% | +1.30 |
| ATMP Ipath Select MLP ETN | New | 0.79% | +0.79 |
| IVV iShares Core S&P 500 ETF | Add +2169.9% | 0.70% | +0.56 |
| EEM iShares MSCI Emerging Market | Add +3324.2% | 0.16% | +0.16 |
| MSFT Microsoft Corp. | Add +34.2% | 0.56% | +0.08 |
| TLRY Tilray Brands Inc. | New | 0.01% | +0.01 |
| IBB iShares Biotechnology ETF | New | 0.00% | +0.00 |
| SRAD Sportradar Group AG-A | New | 0.00% | +0.00 |
| NOW ServiceNow Inc. | Add +9.9% | 0.41% | −0.03 |
| MDB Mongodb Inc. | Add +34.3% | 0.35% | −0.11 |
| SPDW Ste STR SPDR PT DW Eu ETF | Add +0.6% | 3.50% | −0.86 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 157 | $199.8M | VTI, VOO, VEA, PAYO, INTU |
| Q1 2026 | 154 | $186.2M | VTI, VEA, INTU, VOO, PAYO |
| Q4 2025 | 234 | $215.8M | VT, ISRG, VOOG, VBK, PAYO |
| Q3 2025 | 148 | $212.7M | VTI, INTU, VEA, VOO, PAYO |
| Q2 2025 | 142 | $202.8M | VTI, INTU, PAYO, VEA, VOO |
| Q1 2025 | 139 | $179.2M | VTI, INTU, PAYO, VOO, VEA |
| Q4 2024 | 133 | $187.1M | VTI, PAYO, INTU, VOO, VEA |
| Q3 2024 | 135 | $184.0M | VTI, INTU, PAYO, VOO, VEA |
| Q2 2024 | 35 | $151.1M | VTI, INTU, VOO, VEA, PAYO |
| Q1 2024 | 35 | $123.3M | INTU, VTI, VOO, PAYO, VEA |