MondegarAI
MSA Advisors, LLC

Q2 2024 · 13F-HR

MSA Advisors, LLCholdings as filed

Filed 2024-08-09 · accession 0001172661-24-003201

$348.8M
Reported value
27
Positions
2024-06-30
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
03769M106APOAPOLLO GLOBAL MGMT INC$95.6M27.4%810,102CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$84.6M24.3%155,203CommonSOLE
855244109SBUXSTARBUCKS CORP$27.9M7.99%357,829CommonSOLE
037833100AAPLAPPLE INC$22.8M6.53%108,090CommonSOLE
02079K107GOOGALPHABET INC$21.4M6.13%116,565CommonSOLE
594918104MSFTMICROSOFT CORP$20.7M5.94%46,390CommonSOLE
538034109LYVLIVE NATION ENTERTAINMENT IN$17.3M4.96%184,705CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$12.6M3.62%40,255CommonSOLE
009066101ABNBAIRBNB INC$9.1M2.61%60,000CommonSOLE
254687106DISDISNEY WALT CO$9.0M2.57%90,240CommonSOLE
872657101TPGTPG INC$7.0M2.01%169,493CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$6.9M1.97%33,900CommonSOLE
30303M102METAMETA PLATFORMS INC$5.7M1.65%11,400CommonSOLE
82509L107SHOPSHOPIFY INC$2.2M0.63%33,190CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$999,5380.29%6,162CommonSOLE
073463309BODITHE BEACHBODY COMPANY INC$984,8680.28%116,829CommonSOLE
060505104BACBANK AMERICA CORP$795,4000.23%20,000CommonSOLE
532457108LLYELI LILLY & CO$724,3040.21%800CommonSOLE
654106103NKENIKE INC$532,8660.15%7,070CommonSOLE
670100205NVONOVO-NORDISK A S$499,5900.14%3,500CommonSOLE
023135106AMZNAMAZON COM INC$359,4450.10%1,860CommonSOLE
577081102MATMATTEL INC$291,8670.08%17,950CommonSOLE
67066G104NVDANVIDIA CORPORATION$271,7880.08%2,200CommonSOLE
81730H109SSENTINELONE INC$224,7930.06%10,679CommonSOLE
M2029K104BIRKBIRKENSTOCK HOLDING PLC$223,0810.06%4,100CommonSOLE
29350E104ENOBGBPRENOVARO INC$43,7500.01%25,000CommonSOLE
G7823S101SATLSATELLOGIC INC$27,3110.01%26,261CommonSOLE

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.