MondegarAI
MSA Advisors, LLC

Q3 2024 · 13F-HR

MSA Advisors, LLCholdings as filed

Filed 2024-11-13 · accession 0001172661-24-004601

$387.6M
Reported value
29
Positions
2024-09-30
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
03769M106APOAPOLLO GLOBAL MGMT INC$109.5M28.3%876,702CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$88.4M22.8%153,678CommonSOLE
855244109SBUXSTARBUCKS CORP$34.6M8.92%354,807CommonSOLE
037833100AAPLAPPLE INC$25.1M6.47%107,690CommonSOLE
538034109LYVLIVE NATION ENTERTAINMENT IN$20.2M5.22%184,705CommonSOLE
594918104MSFTMICROSOFT CORP$17.4M4.49%40,440CommonSOLE
30303M102METAMETA PLATFORMS INC$15.1M3.89%26,324CommonSOLE
464287655IWMISHARES TR$14.8M3.82%67,000CommonSOLE
02079K107GOOGALPHABET INC$14.7M3.79%87,865CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$12.7M3.27%34,415CommonSOLE
872657101TPGTPG INC$9.8M2.52%169,493CommonSOLE
254687106DISDISNEY WALT CO$9.7M2.51%101,170CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$7.0M1.82%33,400CommonSOLE
82509L107SHOPSHOPIFY INC$1.6M0.40%19,500CommonSOLE
922908363VOOVANGUARD INDEX FDS$1.1M0.28%2,093CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$1.0M0.26%6,162CommonSOLE
060505104BACBANK AMERICA CORP$793,6000.20%20,000CommonSOLE
532457108LLYELI LILLY & CO$708,7520.18%800CommonSOLE
073463309BODITHE BEACHBODY COMPANY INC$668,2620.17%116,829CommonSOLE
654106103NKENIKE INC$624,9880.16%7,070CommonSOLE
670100205NVONOVO-NORDISK A S$416,7450.11%3,500CommonSOLE
023135106AMZNAMAZON COM INC$346,5740.09%1,860CommonSOLE
577081102MATMATTEL INC$341,9480.09%17,950CommonSOLE
67066G104NVDANVIDIA CORPORATION$267,1900.07%2,200CommonSOLE
81730H109SSENTINELONE INC$255,4420.07%10,679CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$218,6240.06%475CommonSOLE
M2029K104BIRKBIRKENSTOCK HOLDING PLC$202,0890.05%4,100CommonSOLE
G7823S101SATLSATELLOGIC INC$27,0490.01%26,261CommonSOLE
29350E104ENOBGBPRENOVARO INC$12,0830.00%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.