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Eos Management, L.P.

Q4 2024 · 13F-HR

Eos Management, L.P.holdings as filed

Filed 2025-02-07 · accession 0000902664-25-000776

$237.4M
Reported value
40
Positions
2024-12-31
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
78462F103SPYSPDR S&P 500 ETF TR$80.0M33.7%136,445CommonSHARED
03831W108APPAPPLOVIN CORP$16.4M6.92%50,713CommonSHARED
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$15.1M6.35%33,250CommonSHARED
037833100AAPLAPPLE INC$13.2M5.55%52,642CommonSHARED
594918104MSFTMICROSOFT CORP$11.4M4.79%26,979CommonSHARED
023135106AMZNAMAZON COM INC$10.2M4.30%46,545CommonSHARED
30303M102METAMETA PLATFORMS INC$9.5M4.00%16,222CommonSHARED
009158106APDAIR PRODS & CHEMS INC$6.7M2.80%22,949CommonSHARED
67066G104NVDANVIDIA CORPORATION$6.2M2.60%45,900CommonSHARED
46625H100JPMJPMORGAN CHASE & CO.$6.0M2.52%25,000CommonSHARED
235851102DHRDANAHER CORPORATION$6.0M2.52%26,030CommonSHARED
02079K305GOOGLALPHABET INC$5.0M2.09%26,239CommonSHARED
776696106ROPROPER TECHNOLOGIES INC$4.3M1.82%8,324CommonSHARED
941848103WATWATERS CORP$4.0M1.69%10,790CommonSHARED
893641100TDGTRANSDIGM GROUP INC$3.6M1.50%2,807CommonSHARED
824348106SHWSHERWIN WILLIAMS CO$3.5M1.48%10,302CommonSHARED
67103H107ORLYOREILLY AUTOMOTIVE INC$3.5M1.47%2,947CommonSHARED
01609W102BABAALIBABA GROUP HLDG LTD$3.5M1.47%41,107CommonSHARED
02079K107GOOGALPHABET INC$3.2M1.36%16,900CommonSHARED
260003108DOVDOVER CORP$3.2M1.34%16,901CommonSHARED
33767E202FSVFIRSTSERVICE CORP NEW$2.4M1.01%13,182CommonSHARED
565394103CARTMAPLEBEAR INC$2.3M0.97%55,532CommonSHARED
79466L302CRMSALESFORCE INC$2.0M0.82%5,843CommonSHARED
422806109HEIHEICO CORP NEW$1.7M0.72%7,158CommonSHARED
517834107LVSLAS VEGAS SANDS CORP$1.7M0.71%32,832CommonSHARED
056752108BIDUBAIDU INC$1.7M0.70%19,837CommonSHARED
009066AB7ABNB 0 03/15/26AIRBNB INC$1.6M0.69%1,750,000CommonSHARED
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$1.4M0.58%6,967CommonSHARED
80874P109LNWOLIGHT & WONDER INC$1.3M0.55%15,209CommonSHARED
552953101MGMMGM RESORTS INTERNATIONAL$1.2M0.50%34,269CommonSHARED
47215P106JDJD.COM INC$1.0M0.43%29,391CommonSHARED
70450Y103PYPLPAYPAL HLDGS INC$999,9610.42%11,716CommonSHARED
38141G104GSGOLDMAN SACHS GROUP INC$874,3910.37%1,527CommonSHARED
81762P102NOWSERVICENOW INC$678,4770.29%640CommonSHARED
23804L103DDOGDATADOG INC$561,9860.24%3,933CommonSHARED
722304102PDDPDD HOLDINGS INC$534,1240.23%5,507CommonSHARED
16119P108CHTRCHARTER COMMUNICATIONS INC N$479,8780.20%1,400CommonSHARED
90353T100UBERUBER TECHNOLOGIES INC$430,8050.18%7,142CommonSHARED
75605Y106ANYWHERE REAL ESTATE INC$198,0000.08%60,000CommonSHARED
02156K103OPTUALTICE USA INC$141,7080.06%58,800CommonSHARED

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.