Palo Ds Manager
Latest statistics and disclosures from Two Star Manager's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AMZN, MA, SPY, NOW, META, and represent 48.57% of Two Star Manager's stock portfolio.
- Added to shares of these 10 stocks: ACVA, PCOR, AMZN, SBUX, PTC, IDXX, WDAY, ORCL, META, HD.
- Started 3 new stock positions in PTC, IDXX, PCOR.
- Reduced shares in these 3 stocks: SPY (-$31M), TGT, IVV.
- Sold out of its position in IVV.
- Two Star Manager was a net seller of stock by $-1.4M.
- Two Star Manager has $207M in assets under management (AUM), dropping by 6.45%.
- Central Index Key (CIK): 0002011256
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Portfolio Holdings for Two Star Manager
Two Star Manager holds 19 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Amazon (AMZN) | 14.9 | $31M | +13% | 166k | 186.33 |
|
| Mastercard Cl A (MA) | 10.2 | $21M | +5% | 43k | 493.80 |
|
| Spdr S&p 500 Etf Trust Tr Unit (SPY) | 8.7 | $18M | -63% | 31k | 573.76 |
|
| Servicenow (NOW) | 7.4 | $15M | +7% | 17k | 894.39 |
|
| Meta Platforms Cl A (META) | 7.4 | $15M | +8% | 27k | 572.44 |
|
| Verisign (VRSN) | 6.8 | $14M | +7% | 74k | 189.96 |
|
| Oracle Corporation (ORCL) | 6.5 | $13M | +9% | 78k | 170.40 |
|
| Microsoft Corporation (MSFT) | 5.4 | $11M | +10% | 26k | 430.30 |
|
| Workday Cl A (WDAY) | 4.6 | $9.6M | +47% | 39k | 244.41 |
|
| Chewy Cl A (CHWY) | 4.6 | $9.5M | 326k | 29.29 |
|
|
| Starbucks Corporation (SBUX) | 4.5 | $9.4M | +65% | 96k | 97.49 |
|
| Thermo Fisher Scientific (TMO) | 3.6 | $7.5M | +15% | 12k | 618.57 |
|
| Acv Auctions Com Cl A (ACVA) | 3.3 | $6.8M | +195% | 335k | 20.33 |
|
| Target Corporation (TGT) | 3.3 | $6.8M | -41% | 44k | 155.86 |
|
| Block Cl A (SQ) | 1.9 | $3.8M | +40% | 57k | 67.13 |
|
| Procore Technologies (PCOR) | 1.8 | $3.8M | NEW | 62k | 61.72 |
|
| Ptc (PTC) | 1.8 | $3.7M | NEW | 20k | 180.66 |
|
| Home Depot (HD) | 1.7 | $3.6M | +45% | 8.8k | 405.20 |
|
| IDEXX Laboratories (IDXX) | 1.5 | $3.2M | NEW | 6.3k | 505.22 |
|
Past Filings by Two Star Manager
SEC 13F filings are viewable for Two Star Manager going back to 2023
- Two Star Manager 2024 Q3 filed Nov. 12, 2024
- Two Star Manager 2024 Q2 filed July 12, 2024
- Palo Ds Manager 2024 Q1 filed April 30, 2024
- Palo Ds Manager 2023 Q4 filed Feb. 12, 2024