Battery Global Advisors

Latest statistics and disclosures from Battery Global Advisors's latest quarterly 13F-HR filing:

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Positions held by Battery Global Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Battery Global Advisors

Battery Global Advisors holds 41 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Intuit (INTU) 24.3 $32M 51k 625.03
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Vanguard Index Fds Total Stk Mkt (VTI) 16.1 $21M 89k 237.22
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Vanguard Admiral Fds 500 Grth Idx F (VOOG) 9.9 $13M 30k 436.80
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Payoneer Global (PAYO) 9.3 $12M 2.3M 5.21
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 7.5 $9.8M 205k 47.90
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Datadog Cl A Com (DDOG) 6.5 $8.5M 70k 121.38
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 5.8 $7.6M 184k 41.10
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Spdr Index Shs Fds Portfolio Devlpd (SPDW) 3.9 $5.1M 150k 34.01
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Vanguard Index Fds Growth Etf (VUG) 2.2 $2.9M 9.2k 310.86
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Ishares Gold Tr Ishares New (IAU) 1.9 $2.5M 63k 39.03
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Tortoise Pipeline & Energy F (TTP) 1.1 $1.5M 57k 26.24
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Barclays Bank Ipath Selct Mlp (ATMP) 1.0 $1.3M 58k 21.48
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Kraneshares Tr California Carb (KCCA) 0.9 $1.1M 38k 30.15
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Vanguard Index Fds Large Cap Etf (VV) 0.8 $1.1M 4.9k 218.16
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Ishares Tr Ishares Biotech (IBB) 0.7 $949k 7.0k 135.84
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Vanguard Index Fds Value Etf (VTV) 0.7 $914k 6.1k 149.50
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Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.7 $890k 3.7k 241.77
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Spdr Index Shs Fds Glb Nat Resrce (GNR) 0.6 $834k 15k 56.65
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Vanguard Index Fds Sm Cp Val Etf (VBR) 0.6 $818k 4.5k 179.97
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Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.6 $792k 2.3k 350.90
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Goldman Sachs (GS) 0.5 $694k 1.8k 385.77
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Mongodb Cl A (MDB) 0.5 $637k 1.6k 408.85
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Hubspot (HUBS) 0.5 $604k 1.0k 580.54
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Ishares Tr Gl Clean Ene Etf (ICLN) 0.4 $555k 35k 16.02
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Snowflake Cl A (SNOW) 0.4 $555k 2.8k 199.00
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Crowdstrike Hldgs Cl A (CRWD) 0.4 $538k 2.1k 255.32
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Microsoft Corporation (MSFT) 0.4 $534k 1.4k 376.04
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Servicenow (NOW) 0.4 $507k 717.00 706.49
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salesforce (CRM) 0.4 $504k 1.9k 263.14
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Atlassian Corporation Cl A (TEAM) 0.2 $325k 1.4k 237.86
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Verisk Analytics (VRSK) 0.2 $247k 1.0k 238.86
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Ishares Tr Msci Acwi Etf (ACWI) 0.2 $214k 2.1k 101.76
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Ishares Tr Core S&p500 Etf (IVV) 0.1 $178k 372.00 477.19
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Jfrog Ord Shs (FROG) 0.1 $167k 4.8k 34.61
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Berkshire Hathaway Inc Del Cl A (BRK.A) 0.0 $54k 152.00 356.66
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Fidelity National Information Services (FIS) 0.0 $6.0k 100.00 60.07
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Bgc Group Cl A (BGC) 0.0 $6.0k 825.00 7.22
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Ishares Msci Emerg Mrkt (EEMV) 0.0 $2.5k 62.00 40.34
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Workiva Com Cl A (WK) 0.0 $1.0k 10.00 101.50
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Paypal Holdings (PYPL) 0.0 $921.000000 15.00 61.40
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Fiverr Intl Note 11/0 0.0 $544.000000 20.00 27.20
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Past Filings by Battery Global Advisors

SEC 13F filings are viewable for Battery Global Advisors going back to 2023