In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 16, 2025), Morangie Management LLC reported 32 stock positions worth $115.3 million . Its top holding was Draftkings Class A (DKNG) at 14.1% of the portfolio, followed by Klaviyo Class A (KVYO, 14.1% ) and SS SPDR S&P 500 ETF Trust-US (SPY, 12.0% ). Compared with Q1 2025, it opened 7 new positions, added to 12 and reduced 6. The biggest buy was Goldman Sachs (GS, shares +32% ) and the biggest sale Klaviyo Class A (KVYO, shares −51% ).
Location New York, NY
CIK 0002056670
Portfolio Value $115.3M (Q2 2025) Holdings 32 stocks · $115.3M Holdings quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024
Stock % Of Portfolio ▼ Shares Held Total Value Change vs Q1 2025 DKNG Draftkings Inc. Class A 379,456 $16.3M Reduce -12.8% KVYO Klaviyo Inc. Class A 482,875 $16.2M Reduce -51.2% SPY SS SPDR S&P 500 ETF Trust-US 22,329 $13.8M Add +15.5% AMZN Amazon.com Inc. 52,478 $11.5M Add +5.2% QQQ Invesco QQQ Trust Series 1 12,969 $7.2M Reduce -0.1% GS Goldman Sachs Group Inc. 7,180 $5.1M Add +31.7% AAPL Apple Inc. 24,276 $5.0M Add +11.0% JPM JPMorgan Chase & Co. 16,876 $4.9M Add +28.7% MS Morgan Stanley 33,906 $4.8M Add +31.8% BAC Bank of America Corp. filed as BANK AMERICA CORP 93,239 $4.4M Add +34.3% MSFT Microsoft Corp. 7,742 $3.9M Add +16.8% SNOW Snowflake Inc. 12,501 $2.8M Add +47.1% NVDA Nvidia Corp. 13,034 $2.1M Add +54.0% CRM Salesforce Inc. 6,575 $1.8M Add +39.7% SPG Simon Property Group Inc. 10,272 $1.7M No change IWM iShares Russell 2000 ETF 7,242 $1.6M Reduce -4.7% NOW ServiceNow Inc. 1,515 $1.6M New MLPX Global X MLP & Energy Infras 22,558 $1.4M New GOOGL Alphabet Inc. Class A 7,746 $1.4M Add +62.9% XLE SS Energy Select Sector 13,783 $1.2M Reduce -2.9% IVV iShares Core S&P 500 ETF 1,882 $1.2M New JPEF JPMorgan Equity Focus ETF 15,020 $1.1M New VTWV Vanguard Russell 2000 Value 5,929 $825K No change WELL Welltower Inc. 5,017 $771K New XLF SS Financial Select Sector 13,181 $690K No change GOOG Alphabet Inc. Class C 3,215 $570K No change NUSC Nuveen ESG Small-Cap ETF 12,089 $493K No change ACWX iShares MSCI Acwi Ex US ETF 7,681 $468K No change VEA Vanguard Ftse Developed ETF 6,217 $354K New VGT Vanguard Info Tech ETF 400 $265K New VUG Vanguard Mrngstar GR ETF-Sui 550 $241K No change WOLF Wolfspeed Inc. 25,028 $10K Reduce -7.9%
Options reported separately and not counted above: KVYO calls ($47K), DKNG calls ($34K).
Portfolio Sells Q1 2025 → Q2 2025 Portfolio Sells quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024
Stock Change vs Q1 2025 % Of Portfolio Change To Portfolio ▲ KVYO Klaviyo Inc. Class A Reduce -51.2% 14.07% −15.26 XLE SS Energy Select Sector Reduce -2.9% 1.01% −0.29 IWM iShares Russell 2000 ETF Reduce -4.7% 1.36% −0.13 WOLF Wolfspeed Inc. Reduce -7.9% 0.01% −0.07 DKNG Draftkings Inc. Class A Reduce -12.8% 14.12% −0.04 QQQ Invesco QQQ Trust Series 1 Reduce -0.1% 6.21% +0.24
Portfolio Buys Q1 2025 → Q2 2025 Portfolio Buys quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024
Stock Change vs Q1 2025 % Of Portfolio Change To Portfolio ▼ GS Goldman Sachs Group Inc. Add +31.7% 4.41% +1.49 SPY SS SPDR S&P 500 ETF Trust-US Add +15.5% 12.00% +1.38 NOW ServiceNow Inc. New 1.35% +1.35 MLPX Global X MLP & Energy Infras New 1.23% +1.23 SNOW Snowflake Inc. Add +47.1% 2.43% +1.21 MS Morgan Stanley Add +31.8% 4.14% +1.20 JPM JPMorgan Chase & Co. Add +28.7% 4.24% +1.09 IVV iShares Core S&P 500 ETF New 1.01% +1.01 BAC Bank of America Corp. Add +34.3% 3.83% +0.99 JPEF JPMorgan Equity Focus ETF New 0.91% +0.91 MSFT Microsoft Corp. Add +16.8% 3.34% +0.90 NVDA Nvidia Corp. Add +54.0% 1.79% +0.89 AMZN Amazon.com Inc. Add +5.2% 9.99% +0.69 WELL Welltower Inc. New 0.67% +0.67 GOOGL Alphabet Inc. Class A Add +62.9% 1.18% +0.46 CRM Salesforce Inc. Add +39.7% 1.56% +0.32 VEA Vanguard Ftse Developed ETF New 0.31% +0.31 VGT Vanguard Info Tech ETF New 0.23% +0.23 AAPL Apple Inc. Add +11.0% 4.32% −0.44
Options Activity Q1 2025 → Q2 2025 Security Type Change vs Q1 2025 Underlying Shares Value ▼ KVYO Klaviyo Inc. Class A call Reduce -95.6% 1,500 $47K
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings Quarter Positions 13F Reported Value Top Holdings Q2 2026 34 $120.4M SPY, AMZN, QQQ, GS, MS Q1 2026 33 $108.6M SPY, AMZN, KVYO, QQQ, GS Q4 2025 33 $125.4M SPY, KVYO, AMZN, DKNG, QQQ Q3 2025 30 $115.9M SPY, DKNG, KVYO, AMZN, QQQ Q2 2025 32 $115.3M DKNG, KVYO, SPY, AMZN, QQQ Q1 2025 25 $102.1M KVYO, DKNG, SPY, AMZN, QQQ Q4 2024 25 $122.8M KVYO, DKNG, SPY, AMZN, QQQ