Bronte Capital Management Pty Ltd. Q4 2023 Filing

Filed February 7, 2024

Portfolio Value

$1.1B

Holdings

30

Report Date

Q4 2023

Filing Type

13F-HR

All Holdings (30 positions)

#StockSharesValue% PortfolioType
1
GOOGLALPHABET INC
1,092,487$152.6T13632677.53%
2
BRK/BBERKSHIRE HATHAWAY INC DEL
414,634$147.9T13210488.65%
3
REGNREGENERON PHARMACEUTICALS
145,421$127.7T11409447.95%
4
VISA INC-CLASS A SHARES
288,993$75.2T6721163.73%
5
IBKRINTERACTIVE BROKERS GROUP
836,194$69.3T6192430.58%
6
AMZNAMAZON COM INC
401,476$61.0T5449181.51%
7
PINSPINTEREST INC
1,414,696$52.4T4680946.44%
8
IWMISHARES TR
200,000$50.4T4506185.69%Call
9
HLFHERBALIFE NUTRITION LTD
3,102,717$47.3T4229570.44%
10
HB6HIBBETT INC
604,211$43.5T3887239.59%
11
4I1PHILIP MORRIS INTL INC
425,653$40.0T3577277.01%
12
IBBISHARES TR
281,528$38.2T3416495.14%
13
FCNCAFIRST CTZNS BANCSHARES INC N
26,090$37.0T3307096.41%
14
CTVACORTEVA INC
612,639$29.4T2622533.34%
15
MTCHMATCH GROUP INC NEW
751,733$27.4T2451071.92%
16
VANGUARD INDEX FDS
84,086$20.3T1816041.07%
17
GHCGRAHAM HLDGS CO
22,408$15.6T1394235.86%
18
SHCSOTERA HEALTH CO
916,051$15.4T1378856.64%
19
SQMSOCIEDAD QUIMICA Y MINERA DE
166,619$10.0T896323.60%
20
GOOGALPHABET INC
69,338$9.8T872919.74%
21
VANECK ETF TRUST
295,980$9.2T819905.33%
22
VRTXVERTEX PHARMACEUTICALS INC
20,760$8.4T754577.61%
23
BBWIBATH & BODY WORKS INC
189,515$8.2T730675.54%
24
GISGENERAL MLS INC
99,176$6.5T577103.80%
25
MDLZMONDELEZ INTL INC
66,929$4.8T433044.32%
26
VANECK ETF TRUST
78,427$3.0T265594.46%
27
BNTXBIONTECH SE
23,364$2.5T220274.35%
28
RSKDRISKIFIED LTD
510,154$2.4T213278.35%
29
RAMPLIVERAMP HLDGS INC
60,890$2.3T206041.87%
30
CTMXCYTOMX THERAPEUTICS INC
919,911$1.4T127372.91%