Two Star Manager as of June 30, 2024
Portfolio Holdings for Two Star Manager
Two Star Manager holds 17 positions in its portfolio as reported in the June 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 23.8 | $46M | 85k | 544.22 | |
| Amazon (AMZN) | 14.5 | $28M | 146k | 193.25 | |
| Mastercard Incorporated Cl A (MA) | 9.2 | $18M | 41k | 441.16 | |
| Servicenow (NOW) | 6.4 | $12M | 16k | 786.67 | |
| Meta Platforms Cl A (META) | 6.4 | $12M | 25k | 504.22 | |
| Verisign (VRSN) | 6.3 | $12M | 69k | 177.80 | |
| Target Corporation (TGT) | 5.7 | $11M | 74k | 148.04 | |
| Microsoft Corporation (MSFT) | 5.4 | $11M | 24k | 446.95 | |
| Oracle Corporation (ORCL) | 5.2 | $10M | 71k | 141.20 | |
| Chewy Cl A (CHWY) | 4.6 | $8.9M | 326k | 27.24 | |
| Workday Cl A (WDAY) | 3.1 | $5.9M | 27k | 223.56 | |
| Thermo Fisher Scientific (TMO) | 3.0 | $5.8M | 11k | 553.00 | |
| Starbucks Corporation (SBUX) | 2.3 | $4.5M | 58k | 77.85 | |
| Block Cl A (SQ) | 1.4 | $2.6M | 41k | 64.49 | |
| Home Depot (HD) | 1.1 | $2.1M | 6.1k | 344.24 | |
| Acv Auctions Com Cl A (ACVA) | 1.1 | $2.1M | 113k | 18.25 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.7 | $1.3M | 2.5k | 547.23 |
