Bronte Capital Management Pty as of Sept. 30, 2025
Portfolio Holdings for Bronte Capital Management Pty
Bronte Capital Management Pty holds 30 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Interactive Brokers Group Com Cl A (IBKR) | 12.1 | $135M | 1.8M | 76.90 | |
| Alphabet Cap Stk Cl A (GOOGL) | 10.4 | $116M | 427k | 271.67 | |
| Regeneron Pharmaceuticals (REGN) | 10.1 | $113M | 180k | 628.35 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 8.8 | $98M | 175k | 561.82 | |
| Visa Inc-class A Shares | 8.1 | $90M | 236k | 381.50 | |
| Philip Morris International (PM) | 6.8 | $76M | 418k | 181.26 | |
| Amazon (AMZN) | 6.4 | $72M | 291k | 245.37 | |
| Capital One Financial (COF) | 5.6 | $63M | 264k | 237.56 | |
| Ishares Tr Ishares Biotech (IBB) | 4.1 | $45M | 281k | 161.39 | |
| Corteva (CTVA) | 3.9 | $43M | 571k | 75.58 | |
| First Ctzns Bancshares Inc N Cl A (FCNCA) | 3.7 | $41M | 21k | 1999.45 | |
| Vaneck Etf Trust Gold Miners Etf | 2.3 | $26M | 307k | 85.38 | |
| Pinterest Cl A (PINS) | 2.1 | $23M | 649k | 35.95 | |
| Sally Beauty Holdings (SBH) | 1.8 | $20M | 1.1M | 18.20 | |
| Alnylam Pharmaceuticals (ALNY) | 1.6 | $18M | 35k | 509.81 | |
| Graham Hldgs Com Cl B (GHC) | 1.6 | $18M | 13k | 1315.65 | |
| Vaneck Etf Trust Junior Gold Mine | 1.5 | $17M | 151k | 110.68 | |
| Sotera Health | 1.4 | $16M | 886k | 17.58 | |
| Abivax Sa Sponsored Ads (ABVX) | 1.3 | $15M | 157k | 95.37 | |
| Herbalife Nutrition Com Shs (HLF) | 1.1 | $13M | 1.4M | 9.43 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 1.1 | $13M | 95k | 132.79 | |
| Sociedad Quimica Y Minera De Spon Adr Ser B (SQM) | 0.7 | $7.9M | 165k | 48.02 | |
| Barrick Mng Corp Com Shs (B) | 0.7 | $7.8M | 213k | 36.62 | |
| Newmont Mining Corporation (NEM) | 0.7 | $7.4M | 78k | 94.22 | |
| Liveramp Holdings (RAMP) | 0.6 | $7.0M | 231k | 30.32 | |
| Ishares Tr Rus 2000 Grw Etf Call Option (IWO) | 0.5 | $6.0M | 19k | 320.04 | |
| Mondelez Intl Cl A (MDLZ) | 0.4 | $4.6M | 66k | 69.81 | |
| Bath & Body Works In (BBWI) | 0.3 | $3.3M | 115k | 28.79 | |
| Riskified Shs Cl A (RSKD) | 0.2 | $2.7M | 514k | 5.23 | |
| Enovix Corp (ENVX) | 0.0 | $115k | 12k | 9.97 |