Elefante Mark B
•CIK: 1661535•Filing: Q4 2025
**Elefante Mark B** manages $163M across a concentrated portfolio of 56 positions. The fund exhibits a clear technology and growth tilt, with top holdings including GOOGL ($11.9M), AAPL ($9.1M), and NVDA ($9.1M). Significant allocations are also maintained in MSFT ($7.8M) and MA ($7.0M), indicating exposure to large-cap tech leaders. This structure suggests a conviction-driven, high-conviction approach targeting market leaders.
Total AUM
$163.2M
QoQ Performance
+4.4%
Positions
56
Top 10 Concentration
46.4%
Latest Filing
Q4 2025
Top Holdings Allocation
GOOGL
AAPL
NVDA
GOOGL7.3%
AAPL5.6%
NVDA5.6%
MSFT4.8%
MA4.3%
ADI4.1%
AMZN4.0%
TJX3.7%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other37.3%
Technology27.0%
Healthcare13.7%
Consumer8.2%
Financial7.9%
Industrial3.9%
Utilities1.0%
Energy0.6%
Changes from Q3 2025
NEW2 new positions
↑31 increased
↓16 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024