Battery Global Advisors, LLC
CIK:0001582272
Investment Adviser
$7B AUM
142 holdings
Boston, MA, USA
Provides investment solutions and family office services for venture capital and private equity executives, offering customized wealth management.
Investment Strategy
Customized wealth management and investment solutions
Top Buys
V
VTIVANGUARD INDEX FDS+$9.8M
I
INTUINTUIT+$5.4M
V
VEAVANGUARD TAX-MANAGED FDS+$3.8M
T
TPYPTORTOISE CAPITAL SERIES TRUS+$2.4M
V
VOOVANGUARD INDEX FDS+$1.6M
Top Sells
T
TPYPMANAGED PORTFOLIO SERIES-$2.5M
P
PAYOPAYONEER GLOBAL INC-$1.3M
A
ATMPBARCLAYS BANK PLC-$190.2K
A
AAPLAPPLE INC-$111.9K
S
SPHYSPDR SER TR-$41.1K
Top Holdings
V
VTIVANGUARD INDEX FDS+27.6%$56.1M
I
INTUINTUIT+16.4%$33.2M
P
PAYOPAYONEER GLOBAL INC+9.8%$19.8M
V
VEAVANGUARD TAX-MANAGED FDS+8.9%$18.0M
V
VOOVANGUARD INDEX FDS+8.0%$16.2M
Equity Positions (142)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VTI | VANGUARD INDEX FDS | 27.64% | $56.1M | 183,942 | $256.93 | $303.93 | +$9.8M |
I INTU | INTUIT | 16.39% | $33.2M | 42,197 | $625.03 | $787.63 | +$5.4M |
P PAYO | PAYONEER GLOBAL INC | 9.76% | $19.8M | 2,890,975 | $6.02 | $6.85 | -$1.3M |
V VEA | VANGUARD TAX-MANAGED FDS | 8.90% | $18.0M | 316,563 | $49.73 | $57.01 | +$3.8M |
V VOO | VANGUARD INDEX FDS | 8.00% | $16.2M | 28,486 | $480.07 | $568.03 | +$1.6M |
Industry Allocation
SERVICES-PREPACKAGED SOFTWARE
+19.2%
SERVICES-BUSINESS SERVICES, NEC
+9.9%
COMMODITY CONTRACTS BROKERS & DEALERS
+3.3%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+1.4%
ELECTRONIC COMPUTERS
+0.7%