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MSA Advisors, LLC

Q1 2024 · 13F-HR

MSA Advisors, LLCholdings as filed

Filed 2024-05-14 · accession 0001172661-24-002276

$334.0M
Reported value
23
Positions
2024-03-31
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
03769M106APOAPOLLO GLOBAL MGMT INC$90.9M27.2%808,202CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$80.5M24.1%153,403CommonSOLE
855244109SBUXSTARBUCKS CORP$27.0M8.10%295,929CommonSOLE
594918104MSFTMICROSOFT CORP$19.4M5.81%46,090CommonSOLE
02079K107GOOGALPHABET INC$17.6M5.27%115,665CommonSOLE
037833100AAPLAPPLE INC$17.6M5.26%102,530CommonSOLE
538034109LYVLIVE NATION ENTERTAINMENT IN$17.0M5.10%160,905CommonSOLE
254687106DISDISNEY WALT CO$12.2M3.65%99,540CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$10.9M3.26%41,275CommonSOLE
009066101ABNBAIRBNB INC$9.9M2.96%60,000CommonSOLE
872657101TPGTPG INC$7.6M2.27%169,493CommonSOLE
46625H100JPMJPMORGAN CHASE & CO$6.8M2.04%34,100CommonSOLE
30303M102METAMETA PLATFORMS INC$5.4M1.61%11,100CommonSOLE
577081102MATMATTEL INC$4.4M1.32%222,540CommonSOLE
82509L107SHOPSHOPIFY INC$2.6M0.77%33,190CommonSOLE
073463309BODITHE BEACHBODY COMPANY INC$1.1M0.34%116,829CommonSOLE
060505104BACBANK AMERICA CORP$758,4000.23%20,000CommonSOLE
654106103NKENIKE INC$664,4390.20%7,070CommonSOLE
532457108LLYELI LILLY & CO$622,3680.19%800CommonSOLE
670100205NVONOVO-NORDISK A S$451,7220.14%3,500CommonSOLE
023135106AMZNAMAZON COM INC$335,5070.10%1,860CommonSOLE
81730H109SSENTINELONE INC$248,9270.07%10,679CommonSOLE
29350E104ENOBGBPRENOVARO INC$66,2500.02%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.