13F HOLDINGS REPORT
Morangie Management LLC
Quarter ended Q2 2025 · Filed July 16, 2025 · Accession 0001172661-25-002610
Total Value
$115.4M
Positions
34
Other Managers
0
Confidential Omitted
No
Holdings (34)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | DRAFTKINGS INC NEW | DKNG | 379,456 | $16.3M | 14.11% |
| 2 | KLAVIYO INC | KVYO | 482,875 | $16.2M | 14.06% |
| 3 | SPDR S&P 500 ETF TR | SPY | 22,329 | $13.8M | 11.99% |
| 4 | AMAZON COM INC | AMZN | 52,478 | $11.5M | 9.98% |
| 5 | INVESCO QQQ TR | IVZ | 12,969 | $7.2M | 6.21% |
| 6 | GOLDMAN SACHS GROUP INC | GSCE | 7,180 | $5.1M | 4.41% |
| 7 | APPLE INC | AAPL | 24,276 | $5.0M | 4.32% |
| 8 | JPMORGAN CHASE & CO. | VYLD | 16,876 | $4.9M | 4.24% |
| 9 | MORGAN STANLEY | MS-PQ | 33,906 | $4.8M | 4.14% |
| 10 | BANK AMERICA CORP | 060505104 | 93,239 | $4.4M | 3.82% |
| 11 | MICROSOFT CORP | MSFT | 7,742 | $3.9M | 3.34% |
| 12 | SNOWFLAKE INC | SNOW | 12,501 | $2.8M | 2.42% |
| 13 | NVIDIA CORPORATION | NVDA | 13,034 | $2.1M | 1.79% |
| 14 | SALESFORCE INC | CRM | 6,575 | $1.8M | 1.56% |
| 15 | SIMON PPTY GROUP INC NEW | 828806109 | 10,272 | $1.7M | 1.43% |
| 16 | ISHARES TR | 464287655 | 7,242 | $1.6M | 1.35% |
| 17 | SERVICENOW INC | NOW | 1,515 | $1.6M | 1.35% |
| 18 | GLOBAL X FDS | 37954Y293 | 22,558 | $1.4M | 1.23% |
| 19 | ALPHABET INC | GOOG | 7,746 | $1.4M | 1.18% |
| 20 | SELECT SECTOR SPDR TR | 81369Y506 | 13,783 | $1.2M | 1.01% |
| 21 | ISHARES TR | 464287200 | 1,882 | $1.2M | 1.01% |
| 22 | J P MORGAN EXCHANGE TRADED F | 46654Q781 | 15,020 | $1.1M | 0.91% |
| 23 | VANGUARD SCOTTSDALE FDS | 92206C649 | 5,929 | $824,665 | 0.71% |
| 24 | WELLTOWER INC | WELL | 5,017 | $771,263 | 0.67% |
| 25 | SELECT SECTOR SPDR TR | 81369Y605 | 13,181 | $690,315 | 0.60% |
| 26 | ALPHABET INC | GOOG | 3,215 | $570,309 | 0.49% |
| 27 | NUSHARES ETF TR | NU | 12,089 | $492,506 | 0.43% |
| 28 | ISHARES TR | 464288240 | 7,681 | $468,080 | 0.41% |
| 29 | VANGUARD TAX-MANAGED FDS | 921943858 | 6,217 | $354,431 | 0.31% |
| 30 | VANGUARD WORLD FD | 92204A702 | 400 | $265,312 | 0.23% |
| 31 | VANGUARD INDEX FDS | 922908736 | 550 | $241,462 | 0.21% |
| 32 | KLAVIYO INC | KVYO | 1,500 | $47,235 | 0.04% |
| 33 | DRAFTKINGS INC NEW | DKNG | 800 | $34,312 | 0.03% |
| 34 | WOLFSPEED INC | WOLF | 25,028 | $9,981 | 0.01% |