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MSA Advisors, LLC

Q4 2023 · 13F-HR

MSA Advisors, LLCholdings as filed

Filed 2024-02-14 · accession 0001172661-24-001217

$287.2M
Reported value
20
Positions
2023-12-31
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
78462F103SPYSPDR S&P 500 ETF TR$74.2M25.8%156,053CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$70.3M24.5%754,372CommonSOLE
855244109SBUXSTARBUCKS CORP$27.3M9.51%284,484CommonSOLE
037833100AAPLAPPLE INC$25.0M8.72%130,061CommonSOLE
02079K107GOOGALPHABET INC$14.8M5.14%104,815CommonSOLE
538034109LYVLIVE NATION ENTERTAINMENT IN$13.0M4.51%138,375CommonSOLE
594918104MSFTMICROSOFT CORP$12.7M4.41%33,650CommonSOLE
009066101ABNBAIRBNB INC$8.2M2.84%60,000CommonSOLE
254687106DISDISNEY WALT CO$7.9M2.76%87,740CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$7.8M2.70%41,275CommonSOLE
872657101TPGTPG INC$7.3M2.55%169,493CommonSOLE
46625H100JPMJPMORGAN CHASE & CO$6.3M2.20%37,150CommonSOLE
577081102MATMATTEL INC$6.0M2.08%316,540CommonSOLE
82509L107SHOPSHOPIFY INC$2.6M0.90%33,190CommonSOLE
060505104BACBANK AMERICA CORP$1.3M0.47%40,000CommonSOLE
073463309BODITHE BEACHBODY COMPANY INC$968,5120.34%116,829CommonSOLE
654106103NKENIKE INC$767,5900.27%7,070CommonSOLE
532457108LLYELI LILLY & CO$466,3360.16%800CommonSOLE
670100205NVONOVO-NORDISK A S$362,0750.13%3,500CommonSOLE
29350E104ENOBGBPRENOVARO BIOSCIENCES INC$79,2500.03%25,000CommonSOLE

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.