Two Star Manager as of Dec. 31, 2024
Portfolio Holdings for Two Star Manager
Two Star Manager holds 16 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 17.0 | $36M | 166k | 219.39 | |
| Mastercard Cl A (MA) | 10.5 | $23M | 43k | 526.57 | |
| Servicenow (NOW) | 8.4 | $18M | 17k | 1060.12 | |
| Meta Platforms Cl A (META) | 7.4 | $16M | 27k | 585.51 | |
| Spdr S&p 500 Etf Trust Tr Unit (SPY) | 6.4 | $14M | 23k | 586.08 | |
| Oracle Corporation (ORCL) | 6.1 | $13M | 78k | 166.64 | |
| Verisign (VRSN) | 5.8 | $12M | 60k | 206.96 | |
| Microsoft Corporation (MSFT) | 5.4 | $12M | 27k | 421.50 | |
| Chewy Cl A (CHWY) | 5.1 | $11M | 326k | 33.49 | |
| Workday Cl A (WDAY) | 5.0 | $11M | 41k | 258.03 | |
| Thermo Fisher Scientific (TMO) | 4.8 | $10M | 20k | 520.23 | |
| Acv Auctions Com Cl A (ACVA) | 4.8 | $10M | 476k | 21.60 | |
| Ptc (PTC) | 4.1 | $8.7M | 48k | 183.87 | |
| Okta Cl A (OKTA) | 3.5 | $7.6M | 96k | 78.80 | |
| Procore Technologies (PCOR) | 3.5 | $7.5M | 100k | 74.93 | |
| Starbucks Corporation (SBUX) | 2.1 | $4.5M | 49k | 91.25 |
