STANSBERRY ASSET MANAGEMENT, LLC Q2 2024 Filing

Filed August 14, 2024

Portfolio Value

$762.5M

Holdings

127

Report Date

Q2 2024

Filing Type

13F-HR

All Holdings (127 positions)

#StockSharesValue% PortfolioType
101
DDOGDATADOG INC
38,845$00.00%
102
AFRM 0 11/15/26AFFIRM HLDGS INC
18,366,000$00.00%
103
ARHSARHAUS INC
128,343$00.00%
104
AMZNAMAZON COM INC
106,118$00.00%
105
VVISA INC
46,355$00.00%
106
CROXCROCS INC
31,120$00.00%
107
TKRTIMKEN CO
244,791$00.00%
108
METAMETA PLATFORMS INC
15,336$00.00%
109
MLB1MERCADOLIBRE INC
2,745$00.00%
110
GDGENERAL DYNAMICS CORP
16,219$00.00%
111
SA2DSANDRIDGE ENERGY INC
221,907$00.00%
112
ZMZOOM VIDEO COMMUNICATIONS IN
143,974$00.00%
113
LLYELI LILLY & CO
6,595$00.00%
114
AEMAGNICO EAGLE MINES LTD
57,082$00.00%
115
SPGIS&P GLOBAL INC
20,872$00.00%
116
GH 0 11/15/27GUARDANT HEALTH INC
9,576,000$00.00%
117
ESGRENSTAR GROUP LIMITED
10,436$00.00%
118
SB9SITIO ROYALTIES CORP
172,334$00.00%
119
PLNTPLANET FITNESS INC
14,026$00.00%
120
FIXCOMFORT SYS USA INC
29,533$00.00%
121
HROWHARROW INC
96,450$00.00%
122
CITCINTAS CORP
9,249$00.00%
123
INTTINTEST CORP
110,753$00.00%
124
ZETAZETA GLOBAL HOLDINGS CORP
781,794$00.00%
125
AXPAMERICAN EXPRESS CO
54,315$00.00%
126
DBMFLITMAN GREGORY FDS TR
142,807$00.00%
12714,676,000$00.00%
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