FJ Investments, LLC
FJ Investments, LLC is a private investment firm headquartered in Las Vegas, Nevada. It is organized as a limited liability company and registered under SEC CIK 0001903573. The firm primarily oversees pooled investment fund interests and was founded over five years ago. FJ Investments focuses on managing a sizable portfolio, with recent SEC filings indicating portfolio values exceeding $1 billion. The team is led by executive officer Lalit Moolchand Chordia and serves institutional and high-net-worth investors.
Investment Strategy
FJ Investments, LLC primarily manages a concentrated equity portfolio focused on large-cap public companies across sectors, including technology and diversified financials. The firm invests in leading index funds and blue-chip stocks such as Vanguard S&P 500 ETF, Alphabet Inc., Amazon.com, Inc., and Berkshire Hathaway Inc. The investment strategy reflects a disciplined, long-term approach, often engaging in significant positions based on fundamental research. The firm’s minimum outside investment is $50,000, indicating a focus on accredited and institutional investors, with an emphasis on portfolio stability and growth.
Top Holdings
Equity Positions (5)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VOO | VANGUARD INDEX FDS | 87.36% | $1.23B | 2,165,268 | $462.01 | $568.03 | +$255.3M |
G GOOGL | ALPHABET INC | 6.34% | $89.3M | 506,694 | $139.89 | $176.23 | +$11.0M |
A AMZN | AMAZON COM INC | 2.28% | $32.0M | 146,071 | $151.94 | $219.39 | +$4.3M |
B BRK-B | BERKSHIRE HATHAWAY INC DEL | 2.15% | $30.3M | 62,288 | $356.66 | $485.77 | -$2.9M |
P PARR | PAR PAC HOLDINGS INC | 1.87% | $26.3M | 991,107 | $26.53 | $26.53 | +$26.3M |