Mango Five Family, Inc.

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 16, 2024), Mango Five Family, Inc. reported 65 stock positions worth $300.8 million. Its top holding was Nvidia (NVDA) at 30.1% of the portfolio, followed by Amazon.com (AMZN, 15.7%) and Alphabet Class C (GOOG, 10.4%). Compared with Q4 2023, it opened 1 new position, sold out of 24 and reduced 16. The biggest buy was a new position in Tesla (TSLA) and the biggest sale an exit from Chevron (CVX).

Most Recent 13F
Q1 2024
Location
RENO, NV
CIK
0002007959
Portfolio Value
$300.8M (Q1 2024)
SEC Filing
0002007959-24-000001 ↗ filed May 16, 2024

Holdings 65 stocks · $300.8M
NVDA Nvidia Corp. 30.07% 100,120 $90.5M Reduce -0.1%
AMZN Amazon.com Inc. 15.67% 261,300 $47.1M Reduce -0.1%
GOOG Alphabet Inc. Class C 10.42% 205,800 $31.3M No change
FWONK Liberty Media Corp. Class C 6.55% 300,281 $19.7M No change
LBRDA Liberty Broadband-A 6.05% 318,467 $18.2M No change
LBRDK Liberty Broadband-C 5.43% 285,204 $16.3M No change
QCOM Qualcomm Inc. 3.55% 63,100 $10.7M Reduce -0.0%
AMD Advanced Micro Devices 2.56% 42,600 $7.7M No change
FANG Diamondback Energy Inc. 2.54% 38,580 $7.6M No change
AMAT Applied Materials Inc. 2.26% 32,950 $6.8M No change
LLY Eli Lilly & Co. 1.69% 6,516 $5.1M Reduce -5.8%
QQQ Invesco QQQ Trust Series 1 1.40% 9,470 $4.2M No change
AVGO Broadcom Inc. 1.34% 3,045 $4.0M Reduce -7.3%
CRM Salesforce Inc. 1.29% 12,900 $3.9M No change
UPS United Parcel Service Class B 0.82% 16,628 $2.5M Reduce -1.8%
AKAM Akamai Technologies Inc. 0.54% 14,900 $1.6M No change
WMT Walmart Inc. 0.53% 26,559 $1.6M No change
JPM JPMorgan Chase & Co. 0.51% 7,680 $1.5M Reduce -15.8%
MLPX Global X MLP & Energy Infras 0.46% 28,000 $1.4M Reduce -9.7%
UMI Uscf Midstream Energy Income 0.45% 33,850 $1.4M No change
CAT Caterpillar Inc. 0.42% 3,465 $1.3M No change
IWM iShares Russell 2000 ETF 0.41% 5,843 $1.2M No change
FWONA Liberty Media Corp. Class A 0.38% 19,345 $1.1M No change
HD Home Depot Inc. 0.37% 2,883 $1.1M No change
PG The Procter & Gamble Co. 0.35% 6,414 $1.0M No change
SPY SS SPDR S&P 500 ETF Trust-US 0.34% 1,979 $1.0M Reduce -6.4%
AXP American Express Co. 0.31% 4,054 $923K No change
MCD McDonald's Corp. 0.29% 3,129 $882K No change
MSFT Microsoft Corp. 0.27% 1,950 $820K Reduce -1.5%
PEP Pepsico Inc. 0.27% 4,650 $814K No change
GIS General Mills Inc. 0.26% 11,313 $792K No change
KO The Coca-Cola Co. 0.23% 11,523 $705K Reduce -8.0%
LMT Lockheed Martin Corp. 0.23% 1,488 $677K Reduce -20.1%
KMB Kimberly-Clark Corp. 0.20% 4,671 $604K Reduce -25.5%
LLYVK Liberty Media Corp.-Liberty-C 0.19% 12,850 $563K No change
K Kellanova 0.15% 7,932 $454K No change
INTC Intel Corp. 0.15% 10,077 $445K No change
RTX RTX Corp. 0.13% 4,041 $394K No change
VIOO Vanguard S&P Small-Cap 600 E 0.12% 3,630 $368K No change
BATRK Atlanta Braves Holdings in-C 0.12% 9,251 $361K No change
VIOV Vanguard S&P Small-Cap 600 V 0.11% 3,846 $340K No change
MMM 3M Co. 0.08% 2,349 $249K Reduce -43.4%
KSS Kohls Corp. 0.08% 7,944 $232K No change
OTIS Otis Worldwide Corp. 0.07% 2,019 $200K No change
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.04% 535 $134K No change
QQQJ Invesco Nasdaq Next Gen 100 0.04% 3,750 $108K No change
MU Micron Technology Inc. 0.04% 900 $106K No change
PANW Palo Alto Networks Inc. 0.03% 300 $85K No change
LRCX Lam Research Corp. 0.03% 80 $78K No change
GBTC Grayscale Bitcoin Trust ETF 0.02% 1,000 $63K No change
MA Mastercard Inc. Class A 0.02% 130 $63K No change
V Visa Inc. Class A 0.02% 210 $59K No change
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.02% 450 $55K No change
KLG WK Kellogg Co. 0.01% 1,983 $37K No change
AAPL Apple Inc. 0.01% 217 $37K Reduce -26.9%
PATH Uipath Inc. Class A 0.01% 1,600 $36K No change
NKE Nike Inc. Class B 0.01% 375 $35K Reduce -76.6%
LLYVA Liberty Media Corp.-Liberty-A 0.01% 825 $35K No change
NDAQ Nasdaq Inc. 0.01% 525 $33K No change
LYV Live Nation Entertainment Inc. 0.01% 270 $29K No change
XYZ Block Inc. 0.01% 280 $24K No change
ADDYY Adidas AG-Sponsored ADR 0.01% 210 $24K No change
SNOW Snowflake Inc. 0.01% 130 $21K No change
ICLN iShares Global Clean Energy 0.01% 1,200 $17K No change
TSLA Tesla Inc. 0.00% 60 $11K New

Portfolio Sells Q4 2023 → Q1 2024
CVX Chevron Corp. Sold out 0.00% −1.79
USO United States Oil Fund LP Sold out 0.00% −1.00
ZM Zoom Communications Inc. Sold out 0.00% −0.30
UPS United Parcel Service Class B Reduce -1.8% 0.82% −0.18
AMT American Tower Corp. Sold out 0.00% −0.09
LMT Lockheed Martin Corp. Reduce -20.1% 0.23% −0.09
MMM 3M Co. Reduce -43.4% 0.08% −0.09
KMB Kimberly-Clark Corp. Reduce -25.5% 0.20% −0.09
JPM JPMorgan Chase & Co. Reduce -15.8% 0.51% −0.07
MLPX Global X MLP & Energy Infras Reduce -9.7% 0.46% −0.07
GLW Corning Inc. Sold out 0.00% −0.06
ABBV Abbvie Inc. Sold out 0.00% −0.06
MRK Merck & Co. Inc. Sold out 0.00% −0.06
NKE Nike Inc. Class B Reduce -76.6% 0.01% −0.05
APO Apollo Global Management Inc. Sold out 0.00% −0.05
CCI Crown Castle Inc. Sold out 0.00% −0.05
AIG American International Group Sold out 0.00% −0.05
PKG Packaging Corp. of America Sold out 0.00% −0.05
AMGN Amgen Inc. Sold out 0.00% −0.05
KO The Coca-Cola Co. Reduce -8.0% 0.23% −0.04
GILD Gilead Sciences Inc. Sold out 0.00% −0.04
JNJ Johnson & Johnson Sold out 0.00% −0.04
AVGO Broadcom Inc. Reduce -7.3% 1.34% −0.04
BMY Bristol-Myers Squibb Co. Sold out 0.00% −0.04
SPG Simon Property Group Inc. Sold out 0.00% −0.04
DOW Dow Inc. Sold out 0.00% −0.04
SPY SS SPDR S&P 500 ETF Trust-US Reduce -6.4% 0.34% −0.03
VNQ Vanguard Real Estate ETF Sold out 0.00% −0.03
IBM Intl Business Machines Corp. Sold out 0.00% −0.03
KMI Kinder Morgan Inc. Sold out 0.00% −0.03
ACRE Ares Commercial Real Estate Sold out 0.00% −0.02
AAPL Apple Inc. Reduce -26.9% 0.01% −0.01
MSFT Microsoft Corp. Reduce -1.5% 0.27% −0.01
ADBE Adobe Inc. Sold out 0.00% −0.00
SWKS Skyworks Solutions Inc. Sold out 0.00% −0.00
PLD Prologis Inc. Sold out 0.00% −0.00
QCOM Qualcomm Inc. Reduce -0.0% 3.55% +0.11
LLY Eli Lilly & Co. Reduce -5.8% 1.69% +0.17
AMZN Amazon.com Inc. Reduce -0.1% 15.67% +0.70
NVDA Nvidia Corp. Reduce -0.1% 30.07% +11.38

Portfolio Buys Q4 2023 → Q1 2024
TSLA Tesla Inc. New 0.00% +0.00

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q1 2024 65$300.8MNVDA, AMZN, GOOG, FWONK, LBRDA