13F HOLDINGS REPORT
Bronte Capital Management Pty Ltd.
Quarter ended Q4 2024 · Filed February 10, 2025 · Accession 0001471085-25-000001
Total Value
$1.27B
Positions
24
Other Managers
0
Confidential Omitted
No
Holdings (24)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 464287804 | 1,413,412 | $187.1M | 14.77% |
| 2 | REGENERON PHARMACEUTICALS | REGN | 152,783 | $127.8M | 10.09% |
| 3 | INTERACTIVE BROKERS GROUP | 45841N107 | 595,044 | $123.3M | 9.73% |
| 4 | ALPHABET INC | GOOG | 533,955 | $118.5M | 9.35% |
| 5 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 219,835 | $116.8M | 9.22% |
| 6 | AMAZON COM INC | AMZN | 342,812 | $88.2M | 6.96% |
| 7 | VISA INC-CLASS A SHARES | V | 237,259 | $87.9M | 6.93% |
| 8 | PHILIP MORRIS INTL INC | 718172109 | 496,648 | $70.1M | 5.53% |
| 9 | DISCOVER FINL SVCS | 254709108 | 302,397 | $61.4M | 4.85% |
| 10 | FIRST CTZNS BANCSHARES INC N | 31946M103 | 21,487 | $53.2M | 4.20% |
| 11 | ISHARES TR | 464287556 | 264,586 | $41.0M | 3.24% |
| 12 | MATCH GROUP INC NEW | MTCH | 1,042,614 | $40.0M | 3.16% |
| 13 | CORTEVA INC | CTVA | 576,194 | $38.5M | 3.04% |
| 14 | PINTEREST INC | PINS | 849,920 | $28.9M | 2.28% |
| 15 | GRAHAM HLDGS CO | GHM | 16,376 | $16.7M | 1.32% |
| 16 | SOTERA HEALTH CO | SHC | 799,966 | $12.8M | 1.01% |
| 17 | VANECK ETF TRUST | M8216R110 | 277,406 | $11.0M | 0.87% |
| 18 | HERBALIFE NUTRITION LTD | HLF | 1,599,168 | $10.7M | 0.84% |
| 19 | LIVERAMP HLDGS INC | RAMP | 246,272 | $8.8M | 0.69% |
| 20 | VANECK ETF TRUST | 83601L104 | 135,441 | $6.8M | 0.53% |
| 21 | SOCIEDAD QUIMICA Y MINERA DE | 833635105 | 135,201 | $5.8M | 0.45% |
| 22 | BATH & BODY WORKS INC | BBWI | 112,578 | $5.1M | 0.40% |
| 23 | MONDELEZ INTL INC | 609207105 | 58,445 | $4.1M | 0.32% |
| 24 | RISKIFIED LTD | RSKD | 469,260 | $2.6M | 0.21% |