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Destiny Tech100 shares owned by LRI Investments

Quarter-by-quarter ownership of Destiny Tech100 (DXYZ) shares owned by LRI Investments from 13F filings

Historical chart of LRI Investments investment in Destiny Tech100

Tip: Access up to 7 years of quarterly data

All positions including Destiny Tech100 held by LRI Investments consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Destiny Tech100 by LRI Investments

Quarter filed Position value Share count Share price at filing
2026-03-31 $13k 500 26.78

More positions owned by LRI Investments

Ares Management Corporation Cl A Com Stk Stock (ARES)
Dimensional U.s. Core Equity 2 Etf Etf (DFAC)
Dimensional Us Core Equity 1 Etf Etf (DCOR)
Dimensional World Ex U.s. Core Equity 2 Etf Etf (DFAX)
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU)
Dimensional International Core Equity Market Etf Etf (DFAI)
Wisdomtree U.s. Largecap Dividend Fund Etf (DLN)
Wisdomtree International Equity Fund Etf (DWM)
Dimensional Us Marketwide Value Etf Etf (DFUV)
Meta Platforms Inc Cl A Stock (META)
Dimensional International Value Etf Etf (DFIV)
Microsoft Corp Stock (MSFT)
Dimensional U.s. Small Cap Etf Etf (DFAS)
Apple Stock (AAPL)
Trane Technologies Stock (TT)

View all positions for LRI Investments

Top funds holding Destiny Tech100

Newtyn Management
Morgan Stanley
LPL Financial
Cetera Investment Advisers
Kestra Advisory Services
Jane Street
Thomas J. Herzfeld Advisors
Envestnet Asset Management
AA Financial Advisors
Commonwealth Equity Services
Invesco
Advisor Group Holdings
Cambridge Investment Research Advisors
UBS Group
Marex Group

View all funds holding Destiny Tech100