⏳
Showing Q1 2024 data
Van Leeuwen & Company, LLC's Q4 2025 filing not yet available. Expected by Feb 14, 2026.
Van Leeuwen & Company, LLC
•CIK: 1769031•Filing: Q1 2024
**Van Leeuwen & Company, LLC** manages $197M across a concentrated portfolio of 88 positions. The fund exhibits significant exposure to technology and established growth names, highlighted by top holdings including MSFT ($9.1M) and GOOG ($7.7M). Further allocations are notable in financial services (V at $6.8M) and biotechnology (VRTX at $6.7M). This structure suggests a conviction-driven approach targeting large-cap secular growth trends.
Total AUM
$197.3M
QoQ Performance
-11.8%
Positions
81
Top 10 Concentration
34.2%
Latest Filing
Q1 2024
Top Holdings Allocation
MSFT4.6%
GOOG3.9%
BRK/B3.6%
V3.4%
VRTX3.4%
ROST3.4%
HUBB3.3%
NVDA3.2%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other48.3%
Technology23.6%
Financial9.8%
Healthcare7.0%
Consumer5.8%
Industrial2.2%
ETF1.8%
Communication1.3%
🚪 Exited Positionssold since Q4 2023
+35 more exited positions
Changes from Q4 2023
NEW12 new positions
↑35 increased
↓36 decreased
Historical Filings
Q1 2024Q4 2023