Bronte Capital Management Pty

Bronte Capital Management Pty as of March 31, 2026

Portfolio Holdings for Bronte Capital Management Pty

Bronte Capital Management Pty holds 51 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Regeneron Pharmaceuticals (REGN) 18.5 $187M 241k 772.64
Alphabet Cap Stk Cl A (GOOGL) 10.9 $110M 382k 287.56
Interactive Brokers Group Com Cl A (IBKR) 8.5 $86M 1.3M 67.07
Berkshire Hathaway Inc Del Cl B New (BRK.B) 7.4 $74M 155k 479.20
Visa Inc-class A Shares 7.2 $72M 239k 302.24
Amazon (AMZN) 5.9 $60M 286k 208.27
Philip Morris International (PM) 5.6 $56M 341k 165.34
Corteva (CTVA) 4.2 $42M 503k 83.71
Capital One Financial (COF) 3.4 $34M 187k 182.43
First Ctzns Bancshares Inc N Cl A (FCNCA) 3.1 $31M 17k 1884.66
Nektar Therapeutics Com New (NKTR) 2.9 $29M 401k 71.95
Vaneck Etf Trust Gold Miners Etf 1.9 $19M 208k 91.77
Walt Disney Company (DIS) 1.8 $18M 186k 96.38
Bbb Foods Cl A Com (TBBB) 1.7 $17M 488k 35.37
Herbalife Nutrition Com Shs (HLF) 1.4 $14M 940k 14.72
Graham Hldgs Com Cl B (GHC) 1.3 $14M 13k 1057.26
Ishares Tr Rus 2000 Grw Etf (IWO) 1.3 $13M 42k 313.81
Brown Forman Corp Call 1.3 $13M 494k 26.44
Alnylam Pharmaceuticals (ALNY) 1.2 $12M 37k 330.87
Sotera Health 1.2 $12M 844k 14.34
Ishares Tr Ishares Biotech (IBB) 1.2 $12M 69k 168.85
Sociedad Quimica Y Minera De Spon Adr Ser B (SQM) 1.0 $9.9M 122k 80.94
Aurora Innovation Class A Com (AUR) 0.9 $9.6M 2.3M 4.12
Newmont Mining Corporation (NEM) 0.8 $8.2M 75k 108.25
Pinterest Cl A (PINS) 0.8 $7.9M 431k 18.34
Global E Online SHS (GLBE) 0.7 $6.6M 213k 30.85
Barrick Mng Corp Com Shs (B) 0.6 $6.5M 159k 40.79
Liveramp Holdings (RAMP) 0.6 $5.9M 223k 26.52
Paylocity Holding Corporation (PCTY) 0.4 $4.0M 37k 108.04
Turning Pt Brands (TPB) 0.4 $3.7M 43k 86.79
Mondelez Intl Cl A (MDLZ) 0.3 $3.2M 56k 57.64
Vaneck Etf Trust Junior Gold Mine 0.3 $3.2M 27k 120.04
Sally Beauty Holdings (SBH) 0.3 $3.1M 221k 13.85
Bath &#38 Body Works In (BBWI) 0.3 $2.9M 156k 18.67
Brown Forman Corp Cl A (BF.A) 0.3 $2.7M 100k 26.79
James Riv Group Holdings Com Shs (JRVR) 0.2 $2.1M 339k 6.30
Riskified Shs Cl A (RSKD) 0.2 $1.9M 489k 3.92
Nice Sponsored Adr (NICE) 0.2 $1.9M 17k 110.26
Universal Display Corporation (OLED) 0.1 $1.0M 11k 91.66
Verisk Analytics (VRSK) 0.1 $551k 2.9k 189.75
Enovix Corp (ENVX) 0.0 $60k 12k 5.18
Alector (ALEC) 0.0 $42k 19k 2.15
Coherus Biosciences (CHRS) 0.0 $33k 19k 1.69
Caribou Biosciences (CRBU) 0.0 $30k 16k 1.90
Fate Therapeutics (FATE) 0.0 $27k 23k 1.20
C4 Therapeutics Com Stk (CCCC) 0.0 $26k 10k 2.63
Pliant Therapeutics (PLRX) 0.0 $24k 19k 1.26
Adagio Therapeutics (IVVD) 0.0 $14k 11k 1.30
Milestone Pharmaceuticals (MIST) 0.0 $12k 10k 1.19
Rani Therapeutics Hldgs Com Cl A (RANI) 0.0 $11k 15k 0.73
Fractyl Health (GUTS) 0.0 $7.7k 17k 0.46