Mango Investments LLC Quarter Q1 2024
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 16, 2024), Mango Investments LLC reported 23 stock positions worth $135.2 million . Its top holding was Liberty Broadband-C (LBRDK) at 26.0% of the portfolio, followed by Equinix (EQIX, 9.8% ) and Broadcom (AVGO, 8.5% ). Compared with Q4 2023, it sold out of 1 and reduced 1. The biggest sale was an exit from iShares Russell 2000 ETF (IWM).
Location DENVER, CO
CIK 0002006561
Portfolio Value $135.2M (Q1 2024)
Holdings 23 stocks · $135.2M Stock % Of Portfolio ▼ Shares Held Total Value Change vs Q4 2023 LBRDK Liberty Broadband-C 615,085 $35.2M No change EQIX Equinix Inc. 16,000 $13.2M No change AVGO Broadcom Inc. 8,700 $11.5M Reduce -41.2% QQQ Invesco QQQ Trust Series 1 25,800 $11.5M No change IVV iShares Core S&P 500 ETF 18,390 $9.7M No change WBD Warner Bros Discovery Inc. 951,361 $8.3M No change SCHD Schwab US DVD Equity ETF 96,300 $7.8M No change JPIN JPM Diversified Ret Intl Eq filed as J P MORGAN EXCHANGE TRADED F 93,330 $5.3M No change AMT American Tower Corp. 23,000 $4.5M No change WDIV St STR SPD S&P Glo Div-US Inc. 74,195 $4.5M No change FWONK Liberty Media Corp. Class C 62,489 $4.1M No change UPS United Parcel Service Class B 26,612 $4.0M No change FANG Diamondback Energy Inc. 16,000 $3.2M No change AWK American Water Works Co. Inc. 25,000 $3.1M No change LBRDA Liberty Broadband-A 39,453 $2.3M No change BAC Bank of America Corp. filed as BANK AMERICA CORP 50,000 $1.9M No change LIN Linde PLC 4,040 $1.9M No change FWONA Liberty Media Corp. Class A 31,218 $1.8M No change CMCSA Comcast Corp. Class A 23,312 $1.0M No change CVX Chevron Corp. 2,275 $359K No change LLYVK Liberty Media Corp.-Liberty-C 2,673 $117K No change BATRK Atlanta Braves Holdings in-C 2,713 $106K No change LLYVA Liberty Media Corp.-Liberty-A 1,335 $57K No change
Portfolio Sells Q4 2023 → Q1 2024 Stock Change vs Q4 2023 % Of Portfolio Change To Portfolio ▲ IWM iShares Russell 2000 ETF Sold out 0.00% −2.64 AVGO Broadcom Inc. Reduce -41.2% 8.53% −1.86
Portfolio Buys Q4 2023 → Q1 2024 Stock Change vs Q4 2023 % Of Portfolio Change To Portfolio ▼ None this quarter.
All Filings Quarter Positions 13F Reported Value Top Holdings Q1 2024 23 $135.2M LBRDK, EQIX, AVGO, QQQ, IVV