Bronte Capital Management Pty Ltd. Q2 2025 Filing
Filed August 12, 2025
Portfolio Value
$1.3T
Holdings
27
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (27 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IBKRINTERACTIVE BROKERS GROUP | 2,404,649 | $150.1B | 11.79% | |
| 2 | BRK/BBERKSHIRE HATHAWAY INC DEL | 220,304 | $120.7B | 9.48% | |
| 3 | 4I1PHILIP MORRIS INTL INC | 541,101 | $111.2B | 8.73% | |
| 4 | REGNREGENERON PHARMACEUTICALS | 187,870 | $111.1B | 8.73% | |
| 5 | —VISA INC-CLASS A SHARES | 269,252 | $107.7B | 8.46% | |
| 6 | GOOGLALPHABET INC | 516,048 | $102.5B | 8.05% | |
| 7 | AMZNAMAZON COM INC | 388,156 | $95.9B | 7.53% | |
| 8 | COFCAPITAL ONE FINL CORP | 346,950 | $83.2B | 6.53% | |
| 9 | IJRISHARES TR | 555,945 | $65.0B | 5.11% | |
| 10 | CTVACORTEVA INC | 647,820 | $54.4B | 4.27% | |
| 11 | FCNCAFIRST CTZNS BANCSHARES INC N | 24,198 | $53.3B | 4.19% | |
| 12 | IBBISHARES TR | 295,346 | $42.1B | 3.31% | |
| 13 | PINSPINTEREST INC | 955,830 | $38.6B | 3.03% | |
| 14 | HLFHERBALIFE NUTRITION LTD | 2,223,783 | $21.6B | 1.70% | |
| 15 | GHCGRAHAM HLDGS CO | 18,544 | $19.8B | 1.55% | |
| 16 | —VANECK ETF TRUST | 314,057 | $18.4B | 1.44% | |
| 17 | S7VSALLY BEAUTY HLDGS INC | 1,281,935 | $13.4B | 1.05% | |
| 18 | —VANECK ETF TRUST | 153,737 | $11.7B | 0.92% | |
| 19 | SHCSOTERA HEALTH CO | 906,035 | $11.3B | 0.89% | |
| 20 | RAMPLIVERAMP HLDGS INC | 279,178 | $10.4B | 0.82% | |
| 21 | SQMSOCIEDAD QUIMICA Y MINERA DE | 169,567 | $6.7B | 0.53% | |
| 22 | NEMNEWMONT CORP | 83,700 | $5.5B | 0.43% | |
| 23 | BBARRICK MNG CORP | 228,593 | $5.3B | 0.42% | |
| 24 | MDLZMONDELEZ INTL INC | 66,336 | $5.0B | 0.40% | |
| 25 | BBWIBATH & BODY WORKS INC | 127,776 | $4.3B | 0.34% | |
| 26 | RSKDRISKIFIED LTD | 531,929 | $3.0B | 0.23% | |
| 27 | GBGLOBAL BLUE GROUP HOLDING AG | 100,917 | $851.8M | 0.07% |