MondegarAI
Sivia Capital Partners, LLC

Q3 2024 · 13F-HR

Sivia Capital Partners, LLCholdings as filed

Filed 2024-10-11 · accession 0001941040-24-000432

$169.3M
Reported value
216
Positions
2024-09-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
922908363VOOVANGUARD INDEX FDS$10.8M6.37%20,439CommonNONE
037833100AAPLAPPLE INC$9.6M5.64%40,998CommonNONE
67066G104NVDANVIDIA CORPORATION$9.3M5.52%76,896CommonNONE
25434V617DFAWDIMENSIONAL ETF TRUST$8.8M5.22%139,312CommonNONE
594918104MSFTMICROSOFT CORP$8.7M5.12%20,159CommonNONE
922042742VTVANGUARD INTL EQUITY INDEX F$7.0M4.16%58,835CommonNONE
023135106AMZNAMAZON COM INC$6.3M3.74%33,986CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$5.3M3.16%11,610CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$3.3M1.94%3,697CommonNONE
30303M102METAMETA PLATFORMS INC$3.2M1.91%5,651CommonNONE
75734B100RDDTREDDIT INC$3.2M1.90%48,877CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$3.1M1.82%5,380CommonNONE
88160R101TSLATESLA INC$2.8M1.67%10,799CommonNONE
02079K107GOOGALPHABET INC$2.8M1.64%16,585CommonNONE
02079K305GOOGLALPHABET INC$2.8M1.63%16,668CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$2.0M1.20%11,704CommonNONE
922908769VTIVANGUARD INDEX FDS$1.8M1.07%6,372CommonNONE
833445109SNOWSNOWFLAKE INC$1.8M1.05%15,428CommonNONE
11135F101AVGOBROADCOM INC$1.6M0.97%9,532CommonNONE
532457108LLYELI LILLY & CO$1.6M0.95%1,812CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$1.6M0.93%2,705CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$1.5M0.86%6,894CommonNONE
30231G102XOMEXXON MOBIL CORP$1.3M0.76%10,920CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$1.2M0.73%33,103CommonNONE
670100205NVONOVO-NORDISK A S$1.1M0.63%8,927CommonNONE
464288638IGIBISHARES TR$1.1M0.63%19,718CommonNONE
92826C839VVISA INC$995,0840.59%3,619CommonNONE
931142103WMTWALMART INC$987,5470.58%12,230CommonNONE
437076102HDHOME DEPOT INC$978,3540.58%2,414CommonNONE
57636Q104MAMASTERCARD INCORPORATED$919,0050.54%1,861CommonNONE
742718109PGPROCTER AND GAMBLE CO$901,3600.53%5,204CommonNONE
00287Y109ABBVABBVIE INC$887,2570.52%4,493CommonNONE
464288257ACWIISHARES TR$881,8010.52%7,376CommonNONE
64110L106NFLXNETFLIX INC$797,2190.47%1,124CommonNONE
58933Y105MRKMERCK & CO INC$766,6060.45%6,751CommonNONE
478160104JNJJOHNSON & JOHNSON$744,1280.44%4,592CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$731,1400.43%4,456CommonNONE
79466L302CRMSALESFORCE INC$727,7950.43%2,659CommonNONE
00724F101ADBEADOBE INC$707,2870.42%1,366CommonNONE
66987V109NVSNOVARTIS AG$679,0780.40%5,904CommonNONE
803054204SAPSAP SE$674,9290.40%2,946CommonNONE
N07059210ASMLASML HOLDING N V$670,7660.40%805CommonNONE
456788108INFYINFOSYS LTD$643,9120.38%28,914CommonNONE
82509L107SHOPSHOPIFY INC$628,7780.37%7,846CommonNONE
G54950103LINLINDE PLC$625,3490.37%1,311CommonNONE
45104G104IBNICICI BANK LIMITED$622,5650.37%20,856CommonNONE
713448108PEPPEPSICO INC$618,7070.37%3,638CommonNONE
68389X105ORCLORACLE CORP$568,9020.34%3,339CommonNONE
060505104BACBANK AMERICA CORP$559,5220.33%14,101CommonNONE
046353108AZNNASTRAZENECA PLC$558,1320.33%7,164CommonNONE
780259305SHELSHELL PLC$554,7490.33%8,412CommonNONE
191216100KOCOCA COLA CO$551,9850.33%7,681CommonNONE
904767704UNILEVER PLC$547,8630.32%8,434CommonNONE
166764100CVXCHEVRON CORP NEW$537,0450.32%3,647CommonNONE
40415F101HDBHDFC BANK LTD$532,5730.31%8,513CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$525,6870.31%1,487CommonNONE
97651M109WITWIPRO LTD$496,2320.29%76,579CommonNONE
256135203RDYDR REDDYS LABS LTD$489,5520.29%6,162CommonNONE
580135101MCDMCDONALDS CORP$486,8360.29%1,599CommonNONE
892331307TMTOYOTA MOTOR CORP$481,6030.28%2,697CommonNONE
78409V104SPGIS&P GLOBAL INC$470,6650.28%911CommonNONE
369604301GEGE AEROSPACE$465,0610.27%2,466CommonNONE
20030N101CMCSACOMCAST CORP NEW$460,1800.27%11,017CommonNONE
949746101WMT2WELLS FARGO CO NEW$450,6360.27%7,977CommonNONE
17275R102CSCOCISCO SYS INC$446,8370.26%8,396CommonNONE
038222105AMATAPPLIED MATLS INC$444,9540.26%2,202CommonNONE
149123101CATCATERPILLAR INC$433,5150.26%1,108CommonNONE
031162100AMGNAMGEN INC$425,5230.25%1,321CommonNONE
81762P102NOWSERVICENOW INC$423,9410.25%474CommonNONE
75513E101RTXRTX CORPORATION$422,3640.25%3,486CommonNONE
743315103PGRPROGRESSIVE CORP$419,4790.25%1,653CommonNONE
H42097107UBSUBS GROUP AG$414,0090.24%13,394CommonNONE
461202103INTUINTUIT$411,7920.24%663CommonNONE
872590104TMUST-MOBILE US INC$411,6880.24%1,995CommonNONE
03831W108APPAPPLOVIN CORP$409,1440.24%3,134CommonNONE
002824100ABTABBOTT LABS$407,2300.24%3,572CommonNONE
80105N105SNYSANOFI$407,1560.24%7,065CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$406,2800.24%827CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$405,7940.24%656CommonNONE
09857L108BKNGBOOKING HOLDINGS INC$404,3640.24%96CommonNONE
907818108UNPUNION PAC CORP$402,6010.24%1,633CommonNONE
025816109AXPAMERICAN EXPRESS CO$398,9780.24%1,471CommonNONE
780087102RYROYAL BK CDA$397,8890.24%3,190CommonNONE
65339F101NEENEXTERA ENERGY INC$397,2550.23%4,700CommonNONE
01609W102BABAALIBABA GROUP HLDG LTD$391,6890.23%3,691CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$389,9090.23%8,682CommonNONE
92532F100VRTXVERTEX PHARMACEUTICALS INC$376,2500.22%809CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$375,4580.22%758CommonNONE
17133Q502CHTCHUNGHWA TELECOM CO LTD$372,6600.22%9,394CommonNONE
46090E103QQQINVESCO QQQ TR$371,4210.22%761CommonNONE
235851102DHRDANAHER CORPORATION$370,8900.22%1,334CommonNONE
824596100SHGSHINHAN FINANCIAL GROUP CO L$365,6220.22%8,629CommonNONE
78464A599XSWSPDR SER TR$365,2450.22%2,273CommonNONE
863667101SYKSTRYKER CORPORATION$364,9050.22%1,010CommonNONE
G29183103ETNEATON CORP PLC$364,3450.22%1,099CommonNONE
872540109TJXTJX COS INC NEW$362,9640.21%3,088CommonNONE
254687106DISDISNEY WALT CO$359,8470.21%3,741CommonNONE
404280406HSBCHSBC HLDGS PLC$356,9560.21%7,899CommonNONE
981064108WFWOORI FINL GROUP INC$355,0850.21%9,938CommonNONE
717081103PFEPFIZER INC$354,0810.21%12,235CommonNONE
539830109LMTLOCKHEED MARTIN CORP$353,1970.21%604CommonNONE
718172109PMPHILIP MORRIS INTL INC$340,4580.20%2,804CommonNONE
835699307SONYSONY GROUP CORP$339,7330.20%3,518CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$338,2200.20%4,500CommonNONE
00215W100ASXASE TECHNOLOGY HLDG CO LTD$336,7100.20%34,499CommonNONE
855244109SBUXSTARBUCKS CORP$332,4660.20%3,410CommonNONE
00206R102TAT&T INC$330,8580.20%15,039CommonNONE
H1467J104CBCHUBB LIMITED$330,8250.20%1,147CommonNONE
032095101APHAMPHENOL CORP NEW$330,1030.19%5,066CommonNONE
62482R10707WAMR COOPER GROUP INC$329,5440.19%3,575CommonNONE
548661107LOWLOWES COS INC$326,1880.19%1,204CommonNONE
48241A105KBKB FINL GROUP INC$326,1640.19%5,282CommonNONE
882508104TXNTEXAS INSTRS INC$323,3700.19%1,565CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$323,0650.19%1,461CommonNONE
101137107BSXBOSTON SCIENTIFIC CORP$319,9480.19%3,818CommonNONE
884903808TRI4EURTHOMSON REUTERS CORP.$306,2270.18%1,795CommonNONE
13646K108CPCANADIAN PACIFIC KANSAS CITY$305,2390.18%3,568CommonNONE
337738108FISVFISERV INC$304,5070.18%1,695CommonNONE
363576109AJGGALLAGHER ARTHUR J & CO$298,2730.18%1,060CommonNONE
438516106HONHONEYWELL INTL INC$297,7450.18%1,440CommonNONE
05964H105SANBANCO SANTANDER S.A.$293,7500.17%57,598CommonNONE
75886F107REGNREGENERON PHARMACEUTICALS$291,1930.17%277CommonNONE
036752103ELVELEVANCE HEALTH INC$287,1000.17%552CommonNONE
127387108CDNSCADENCE DESIGN SYSTEM INC$285,9370.17%1,055CommonNONE
125523100CITHE CIGNA GROUP$284,8320.17%822CommonNONE
055622104BPBP PLC$279,9730.17%8,919CommonNONE
032654105ADIANALOG DEVICES INC$278,4670.16%1,210CommonNONE
617446448MSMORGAN STANLEY$277,4300.16%2,661CommonNONE
009066101ABNBAIRBNB INC$276,9530.16%2,184CommonNONE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$275,8450.16%1,717CommonNONE
03027X100AMTAMERICAN TOWER CORP NEW$274,1880.16%1,179CommonNONE
040413106ANETEURARISTA NETWORKS INC$272,5120.16%710CommonNONE
375558103GILDGILEAD SCIENCES INC$272,3770.16%3,249CommonNONE
09260D107BXBLACKSTONE INC$271,6100.16%1,774CommonNONE
G8994E103TTTRANE TECHNOLOGIES PLC$269,8550.16%694CommonNONE
910873405UMCUNITED MICROELECTRONICS CORP$268,8760.16%31,933CommonNONE
86562M209SMFGSUMITOMO MITSUI FINL GROUP I$268,8170.16%21,284CommonNONE
701094104PHPARKER-HANNIFIN CORP$267,9340.16%424CommonNONE
56585A102MPCMARATHON PETE CORP$266,3770.16%1,635CommonNONE
136375102CNICANADIAN NATL RY CO$265,1320.16%2,263CommonNONE
67103H107ORLYOREILLY AUTOMOTIVE INC$262,5650.16%228CommonNONE
871607107SNPSSYNOPSYS INC$261,2970.15%516CommonNONE
92343E102VRSNVERISIGN INC$258,9150.15%1,363CommonNONE
89151E109TTENTOTALENERGIES SE$255,8310.15%3,959CommonNONE
571748102MRSHMARSH & MCLENNAN COS INC$254,1690.15%1,139CommonNONE
97717X131IQDGWISDOMTREE TR$251,3820.15%6,421CommonNONE
380237107GDDYGODADDY INC$250,8480.15%1,600CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$250,3290.15%2,171CommonNONE
595112103MUMICRON TECHNOLOGY INC$248,6050.15%2,397CommonNONE
747525103QCOMQUALCOMM INC$247,9060.15%1,458CommonNONE
842587107SOSOUTHERN CO$247,8050.15%2,748CommonNONE
456837103INGING GROEP N.V.$245,9770.15%13,545CommonNONE
30161Q104EXELEXELIXIS INC$244,8640.14%9,436CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$243,3360.14%879CommonNONE
35671D857FCXFREEPORT-MCMORAN INC$242,9360.14%4,866CommonNONE
74340W103PLDPROLOGIS INC.$237,0280.14%1,877CommonNONE
136385101CNQCANADIAN NAT RES LTD$236,8210.14%7,131CommonNONE
693483109PKXPOSCO HOLDINGS INC$235,7110.14%3,368CommonNONE
N3167Y103RACEFERRARI N V$235,5250.14%501CommonNONE
11271J107BNBROOKFIELD CORP$233,7540.14%4,398CommonNONE
697435105PANWPALO ALTO NETWORKS INC$232,7660.14%681CommonNONE
48268K101KTKT CORP$231,1310.14%15,028CommonNONE
808513105SCHWSCHWAB CHARLES CORP$230,5640.14%3,558CommonNONE
23804L103DDOGDATADOG INC$228,6240.14%1,987CommonNONE
609207105MDLZMONDELEZ INTL INC$226,3490.13%3,072CommonNONE
482480100KLACKLA CORP$226,2160.13%292CommonNONE
84265V105SCCOSOUTHERN COPPER CORP$225,3250.13%1,948CommonNONE
05946K101BBVABANCO BILBAO VIZCAYA ARGENTA$222,3610.13%20,513CommonNONE
824348106SHWSHERWIN WILLIAMS CO$221,4000.13%580CommonNONE
48251W104KKRKKR & CO INC$221,2030.13%1,694CommonNONE
088606108BHPBHP GROUP LTD$221,1870.13%3,561CommonNONE
00971T101AKAMAKAMAI TECHNOLOGIES INC$219,1620.13%2,171CommonNONE
95040Q104WELLWELLTOWER INC$218,8680.13%1,710CommonNONE
G25508105CRHCRH PLC$218,6810.13%2,358CommonNONE
G87052109TELTE CONNECTIVITY PLC$218,6340.13%1,448CommonNONE
20825C104COPCONOCOPHILLIPS$216,9820.13%2,061CommonNONE
620076307MSIMOTOROLA SOLUTIONS INC$214,0330.13%476CommonNONE
60687Y109MFGMIZUHO FINANCIAL GROUP INC$213,9450.13%51,183CommonNONE
464287887IJTISHARES TR$213,5590.13%1,531CommonNONE
539439109LYGLLOYDS BANKING GROUP PLC$213,4310.13%68,407CommonNONE
464287879IJSISHARES TR$213,2740.13%1,981CommonNONE
29250N105ENBENBRIDGE INC$212,6340.13%5,236CommonNONE
98978V103ZTSZOETIS INC$212,5920.13%1,088CommonNONE
866796105SLFSUN LIFE FINANCIAL INC.$212,1210.13%3,656CommonNONE
G5960L103MDTMEDTRONIC PLC$210,9400.12%2,343CommonNONE
H01301128ALCALCON AG$210,6470.12%2,105CommonNONE
37733W204GSKGSK PLC$208,6110.12%5,103CommonNONE
14448C104CARRCARRIER GLOBAL CORPORATION$207,9200.12%2,583CommonNONE
172967424CCITIGROUP INC$206,1420.12%3,293CommonNONE
500472303PHGKONINKLIJKE PHILIPS N V$205,9400.12%6,294CommonNONE
21037T109CEGCONSTELLATION ENERGY CORP$205,6760.12%791CommonNONE
452308109ITWILLINOIS TOOL WKS INC$204,4540.12%780CommonNONE
759530108RELXRELX PLC$204,2200.12%4,303CommonNONE
767204100RIORIO TINTO PLC$201,0750.12%2,825CommonNONE
636274409NGGNATIONAL GRID PLC$200,8940.12%2,884CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$200,8550.12%3,882CommonNONE
500631106KEPKOREA ELEC PWR CORP$176,0200.10%22,683CommonNONE
805111101SVRASAVARA INC$171,7200.10%40,500CommonNONE
06738E204BCSBARCLAYS PLC$147,1000.09%12,107CommonNONE
900111204TKCTURKCELL ILETISIM HIZMETLERI$136,6640.08%19,864CommonNONE
48138M105JMIAJUMIA TECHNOLOGIES AG$131,0490.08%24,541CommonNONE
405552100HLNHALEON PLC$122,9290.07%11,619CommonNONE
654902204NOKNOKIA CORP$115,9800.07%26,540CommonNONE
65345M108NXDRNEXTDOOR HOLDINGS INC$101,2240.06%40,816CommonNONE
465562106ITUBITAU UNIBANCO HLDG S A$92,8490.05%13,962CommonNONE
15234Q207AXIACENTRAIS ELETRICAS BRASILEIR$92,5300.05%12,798CommonNONE
62914V106NIONIO INC$91,5630.05%13,707CommonNONE
50186V102LPLLG DISPLAY CO LTD$82,1380.05%20,281CommonNONE
02319V103ABEVAMBEV SA$81,3540.05%33,342CommonNONE
65535H208NMRNOMURA HLDGS INC$70,2140.04%13,451CommonNONE
G4124C109GRABGRAB HOLDINGS LIMITED$46,2540.03%12,172CommonNONE
82575P107SBSWSIBANYE STILLWATER LTD$46,2380.03%11,250CommonNONE
683712103OPENOPENDOOR TECHNOLOGIES INC$41,8380.02%20,919CommonNONE
38341P102GOSSGOSSAMER BIO INC$38,4870.02%39,018CommonNONE
29664W105ESPRESPERION THERAPEUTICS INC NE$33,0000.02%20,000CommonNONE
20440W105SIDCOMPANHIA SIDERURGICA NACION$29,8080.02%12,472CommonNONE

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.