Latest Mango Five Family, Inc. Stock Portfolio
Mango Five Family, Inc. Performance:
2024 Q1: 23.81%YTD: 23.81%
Performance for 2024 Q1 is 23.81%, and YTD is 23.81%.
About Mango Five Family, Inc. and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Mango Five Family, Inc. reported an equity portfolio of $300.8 Millions as of 31 Mar, 2024.
The top stock holdings of Mango Five Family, Inc. are NVDA, AMZN, GOOG. The fund has invested 30.1% of it's portfolio in NVIDIA CORP and 15.7% of portfolio in AMAZON.COM INC.
The fund managers got completely rid off CHEVRON CORP (CVX), UNITED STATES OIL FUND LP (USO) and ZOOM VIDEO COMMUNICATIONS-A (ZM) stocks. They significantly reduced their stock positions in NIKE INC -CL B (NKE), 3M CO (MMM) and APPLE INC (AAPL). Mango Five Family, Inc. opened new stock positions in TESLA INC (TSLA).
The top stock holdings of Mango Five Family, Inc. are NVDA, AMZN, GOOG. The fund has invested 30.1% of it's portfolio in NVIDIA CORP and 15.7% of portfolio in AMAZON.COM INC.
The fund managers got completely rid off CHEVRON CORP (CVX), UNITED STATES OIL FUND LP (USO) and ZOOM VIDEO COMMUNICATIONS-A (ZM) stocks. They significantly reduced their stock positions in NIKE INC -CL B (NKE), 3M CO (MMM) and APPLE INC (AAPL). Mango Five Family, Inc. opened new stock positions in TESLA INC (TSLA).
Mango Five Family, Inc. Annual Return Estimates Vs S&P 500
Our best estimate is that Mango Five Family, Inc. made a return of 23.81% in the last quarter. In trailing 12 months, it's portfolio return was NA%.
New Buys
| Ticker | $ Bought |
|---|---|
| tesla inc | 10,547 |
New stocks bought by Mango Five Family, Inc.
Additions
Reductions
| Ticker | % Reduced |
|---|---|
| nike inc -cl b | -76.56 |
| 3m co | -43.38 |
| apple inc | -26.94 |
| kimberly-clark corp | -25.51 |
| lockheed martin corp | -20.13 |
| jpmorgan chase & co | -15.84 |
| global x mlp & energy infras | -9.68 |
| coca-cola co/the | -7.99 |
Mango Five Family, Inc. reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| united states oil fund lp | -2,666,000 |
| chevron corp | -4,758,200 |
| zoom video communications-a | -791,010 |
| ares commercial real estate | -62,160 |
| corning inc | -164,430 |
| kinder morgan inc | -70,560 |
| american international group | -135,500 |
| bristol-myers squibb co | -102,620 |
Mango Five Family, Inc. got rid off the above stocks
Sector Distribution
Mango Five Family, Inc. has about 42.2% of it's holdings in Technology sector.
| Sector | % |
|---|---|
| Technology | 42.2 |
| Others | 22.1 |
| Consumer Cyclical | 16.4 |
| Communication Services | 10.4 |
| Energy | 2.5 |
| Consumer Defensive | 2 |
| Industrials | 1.7 |
| Healthcare | 1.7 |
Market Cap. Distribution
Mango Five Family, Inc. has about 77.8% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| MEGA-CAP | 69.2 |
| UNALLOCATED | 22.1 |
| LARGE-CAP | 8.6 |
Stocks belong to which Index?
About 85% of the stocks held by Mango Five Family, Inc. either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| S&P 500 | 77.8 |
| Others | 15 |
| RUSSELL 2000 | 7.2 |
Mango Five Family, Inc. Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Mango Five Family, Inc.
Mango Five Family, Inc. has 65 stocks in it's portfolio. About 85.1% of the portfolio is in top 10 stocks. UPS proved to be the most loss making stock for the portfolio. NVDA was the most profitable stock for Mango Five Family, Inc. last quarter.
Last Reported on: 16 May, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 0.01 | 217 | 37,211 | reduced | -26.94 | ||
| AAXJ | ishares global clean energy | 0.01 | 1,200 | 16,776 | unchanged | 0.00 | ||
| ABBV | abbvie inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| ACRE | ares commercial real estate | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| ACTX | global x mlp & energy infras | 0.46 | 28,000 | 1,371,720 | reduced | -9.68 | ||
| ADBE | adobe inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AGG | ishares russell 2000 etf | 0.41 | 5,843 | 1,228,780 | unchanged | 0.00 | ||
| AIG | american international group | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AKAM | akamai technologies inc | 0.54 | 14,900 | 1,620,520 | unchanged | 0.00 | ||
| AMAT | applied materials inc | 2.26 | 32,950 | 6,795,280 | unchanged | 0.00 | ||
| AMD | advanced micro devices | 2.56 | 42,600 | 7,688,870 | unchanged | 0.00 | ||
| AMGN | amgen inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AMT | american tower corp | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AMZN | amazon.com inc | 15.67 | 261,300 | 47,133,300 | reduced | -0.08 | ||
| AVGO | broadcom inc | 1.34 | 3,045 | 4,035,870 | reduced | -7.31 | ||
| AXP | american express co | 0.31 | 4,054 | 923,055 | unchanged | 0.00 | ||
| BAB | invesco nasdaq next gen 100 | 0.04 | 3,750 | 108,413 | unchanged | 0.00 | ||
| BATRA | liberty media corp-lib-new-c | 6.55 | 300,281 | 19,698,400 | unchanged | 0.00 | ||
| BATRA | liberty media corp-lib-new-a | 0.38 | 19,345 | 1,136,320 | unchanged | 0.00 | ||
| BATRA | liberty media corp-liberty-c | 0.19 | 12,850 | 563,087 | unchanged | 0.00 | ||