13F HOLDINGS REPORT
Bronte Capital Management Pty Ltd.
Quarter ended Q2 2025 · Filed August 12, 2025 · Accession 0001471085-25-000005
Total Value
$1.27B
Positions
27
Other Managers
0
Confidential Omitted
No
Holdings (27)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | INTERACTIVE BROKERS GROUP | 45841N107 | 2,404,649 | $150.1M | 11.79% |
| 2 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 220,304 | $120.7M | 9.48% |
| 3 | PHILIP MORRIS INTL INC | 718172109 | 541,101 | $111.2M | 8.73% |
| 4 | REGENERON PHARMACEUTICALS | REGN | 187,870 | $111.1M | 8.73% |
| 5 | VISA INC-CLASS A SHARES | V | 269,252 | $107.7M | 8.46% |
| 6 | ALPHABET INC | GOOG | 516,048 | $102.5M | 8.05% |
| 7 | AMAZON COM INC | AMZN | 388,156 | $95.9M | 7.53% |
| 8 | CAPITAL ONE FINL CORP | 14040H105 | 346,950 | $83.2M | 6.53% |
| 9 | ISHARES TR | 464287804 | 555,945 | $65.0M | 5.11% |
| 10 | CORTEVA INC | CTVA | 647,820 | $54.4M | 4.27% |
| 11 | FIRST CTZNS BANCSHARES INC N | 31946M103 | 24,198 | $53.3M | 4.19% |
| 12 | ISHARES TR | 464287556 | 295,346 | $42.1M | 3.31% |
| 13 | PINTEREST INC | PINS | 955,830 | $38.6M | 3.03% |
| 14 | HERBALIFE NUTRITION LTD | HLF | 2,223,783 | $21.6M | 1.70% |
| 15 | GRAHAM HLDGS CO | GHM | 18,544 | $19.8M | 1.55% |
| 16 | VANECK ETF TRUST | M8216R110 | 314,057 | $18.4M | 1.44% |
| 17 | SALLY BEAUTY HLDGS INC | SBH | 1,281,935 | $13.4M | 1.05% |
| 18 | VANECK ETF TRUST | 83601L104 | 153,737 | $11.7M | 0.92% |
| 19 | SOTERA HEALTH CO | SHC | 906,035 | $11.3M | 0.89% |
| 20 | LIVERAMP HLDGS INC | RAMP | 279,178 | $10.4M | 0.82% |
| 21 | SOCIEDAD QUIMICA Y MINERA DE | 833635105 | 169,567 | $6.7M | 0.53% |
| 22 | NEWMONT CORP | NEMCL | 83,700 | $5.5M | 0.43% |
| 23 | BARRICK MNG CORP | 06849F108 | 228,593 | $5.3M | 0.42% |
| 24 | MONDELEZ INTL INC | 609207105 | 66,336 | $5.0M | 0.40% |
| 25 | BATH & BODY WORKS INC | BBWI | 127,776 | $4.3M | 0.34% |
| 26 | RISKIFIED LTD | RSKD | 531,929 | $3.0M | 0.23% |
| 27 | GLOBAL BLUE GROUP HOLDING AG | H33700107 | 100,917 | $851,811 | 0.07% |