Bronte Capital Management Pty

Bronte Capital Management Pty as of June 30, 2026

Portfolio Holdings for Bronte Capital Management Pty

Bronte Capital Management Pty holds 56 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Regeneron Pharmaceuticals (REGN) 15.5 $144M 231k 623.54
Alphabet Cap Stk Cl A (GOOGL) 11.7 $109M 305k 357.37
Interactive Brokers Group Com Cl A (IBKR) 8.3 $77M 884k 87.04
Visa Inc-class A Shares 8.1 $76M 220k 343.09
Berkshire Hathaway Inc Del Cl B New (BRK.B) 7.8 $73M 146k 500.39
Amazon (AMZN) 6.7 $62M 261k 238.34
Philip Morris International (PM) 5.8 $54M 300k 180.91
Corteva (CTVA) 4.2 $39M 457k 84.69
Capital One Financial (COF) 3.7 $35M 174k 200.62
Walt Disney Company (DIS) 3.7 $35M 360k 96.25
First Ctzns Bancshares Inc N Cl A (FCNCA) 3.2 $30M 14k 2080.79
Bbb Foods Cl A Com (TBBB) 2.4 $22M 533k 41.67
Aurora Innovation Class A Com (AUR) 1.6 $15M 2.2M 6.82
Vaneck Etf Trust Gold Miners Etf 1.6 $15M 192k 75.45
Sotera Health 1.5 $14M 797k 17.75
Nektar Therapeutics Com New (NKTR) 1.5 $14M 198k 69.81
Graham Hldgs Com Cl B (GHC) 1.4 $13M 12k 1141.42
Ishares Tr Ishares Biotech (IBB) 1.3 $13M 66k 190.19
Brown Forman Corp CL B (BF.B) 1.3 $12M 464k 26.65
Alnylam Pharmaceuticals (ALNY) 1.1 $11M 35k 301.03
Sociedad Quimica Y Minera De Spon Adr Ser B (SQM) 0.9 $8.6M 116k 74.04
Global E Online SHS (GLBE) 0.8 $7.9M 228k 34.73
Newmont Mining Corporation (NEM) 0.7 $6.5M 70k 93.40
Barrick Mng Corp Com Shs (B) 0.6 $5.4M 146k 36.73
Liveramp Holdings (RAMP) 0.5 $4.8M 128k 37.64
Herbalife Nutrition Com Shs (HLF) 0.5 $4.3M 323k 13.15
Revolution Medicines (RVMD) 0.4 $3.5M 19k 187.28
Turning Pt Brands (TPB) 0.4 $3.5M 41k 84.81
Ishares Tr Core S&p Scp Etf (IJR) 0.4 $3.4M 23k 148.31
Bath &#38 Body Works In (BBWI) 0.4 $3.3M 144k 23.13
Mondelez Intl Cl A (MDLZ) 0.3 $3.1M 53k 57.84
Riskified Shs Cl A (RSKD) 0.3 $3.0M 588k 5.04
Brown Forman Corp Cl A (BF.A) 0.3 $2.6M 95k 27.36
Tyler Technologies (TYL) 0.3 $2.4M 8.3k 292.46
Vaneck Etf Trust Junior Gold Mine 0.3 $2.4M 25k 98.25
Paylocity Holding Corporation (PCTY) 0.2 $1.9M 18k 104.53
Nice Sponsored Adr (NICE) 0.2 $1.5M 16k 90.85
Universal Display Corporation (OLED) 0.1 $889k 10k 86.59
Verisk Analytics (VRSK) 0.1 $482k 2.7k 179.53
Treace Med Concepts (TMCI) 0.0 $62k 16k 3.98
Fate Therapeutics (FATE) 0.0 $59k 22k 2.70
An2 Therapeutics (ANTX) 0.0 $53k 11k 4.84
C4 Therapeutics Com Stk (CCCC) 0.0 $48k 10k 4.67
Alx Oncology Hldgs (ALXO) 0.0 $38k 18k 2.07
Blend Labs Cl A (BLND) 0.0 $33k 19k 1.71
Pepgen (PEPG) 0.0 $32k 18k 1.80
Enovix Corp (ENVX) 0.0 $32k 42k 0.75
Commerce.com Com Ser 1 (CMRC) 0.0 $30k 10k 2.96
Pacific Biosciences of California (PACB) 0.0 $30k 18k 1.68
Acumen Pharmaceuticals (ABOS) 0.0 $29k 11k 2.67
Seer Com Cl A (SEER) 0.0 $25k 15k 1.66
Alector (ALEC) 0.0 $24k 12k 2.01
Novabridge Biosciences Sponsored Ads (NBP) 0.0 $22k 11k 1.95
Coherus Biosciences (CHRS) 0.0 $21k 15k 1.40
Milestone Pharmaceuticals (MIST) 0.0 $19k 14k 1.34
Gossamer Bio (GOSS) 0.0 $11k 68k 0.16