Morangie Management LLC
CIK: 0002056670SEC EDGAR →
Portfolio Value
$125.7M
Holdings
33
As of
Q4 2025
New Positions
1
Closed Positions
3
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SPDR S&P 500 ETF TR | 20,600 | $14.1M | 11.21% |
| 2 | KVYOCall KLAVIYO INC | 430,604 | $14.0M | 11.13% |
| 3 | AMAZON COM INC | 53,625 | $12.4M | 9.85% |
| 4 | DRAFTKINGS INC NEW | 329,733 | $11.4M | 9.04% |
| 5 | INVESCO QQQ TR | 12,667 | $7.8M | 6.19% |
| 6 | GOLDMAN SACHS GROUP INC | 7,810 | $6.9M | 5.46% |
| 7 | APPLE INC | 24,646 | $6.7M | 5.33% |
| 8 | MORGAN STANLEY | 37,049 | $6.6M | 5.23% |
| 9 | JPMORGAN CHASE & CO. | 18,481 | $6.0M | 4.74% |
| 10 | BANK AMERICA CORP | 103,030 | $5.7M | 4.51% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 15 | $42.2M | 33.6% |
| Technology | 9 | $36.6M | 29.1% |
| Consumer Cyclical | 2 | $23.7M | 18.9% |
| Unknown | 3 | $15.5M | 12.3% |
| Real Estate | 2 | $3.8M | 3.1% |
| Communication Services | 2 | $3.8M | 3.1% |