EM
Elevation Management, LLC Historical SEC 13F Holdings & Archive (Q4 2013)
Elevation Management, LLCCIK: 0001344814
Concentrated strategySector-focusedQuality / disciplined sizing
Total reported value
$58.1M
Reporting period: 2013-12-31 · Number of holdings: 2
Elevation Management, LLC disclosed 2 holdings in its latest 13F filing for the period ending 2013-12-31, with total reported value of $58.1M and a quarterly turnover rate of 0.0%.
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Personality snowflake
- Concentration
- 100
- Portfolio Stability
- 0
- Momentum
- 50
- Sector conviction
- 100
- Diversification
- 4
- Sizing Uniformity
- 93.44
Elevation Management, LLC's disclosed holdings carry a Herfindahl concentration index of 0.608 — mathematically equivalent to about 2 equally-sized positions, close to its 2 actual disclosed holdings. Value is spread relatively evenly across the portfolio rather than concentrated in a handful of names.
Position sizes are fairly uniform across the portfolio (a coefficient of variation of 0.66), suggesting a disciplined, rules-based approach to how much capital goes into each idea.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govNo holding changes this quarter
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | META | Meta Platforms Inc-class A | Stock-Comm Services | 73.20% | — | — | — |
| 2 | YELP | Yelp Inc | Stock-Other | 26.80% | — | — | — |
Reported value over time
Not enough data yet to compute personality scores
Sector allocation
Sector allocation over time
Not enough sector-mapped data yet
Quarterly history
Holding changes this quarter
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|
Filing History
FAQ
What is Elevation Management, LLC and what type of investor is it?
Elevation Management, LLC is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2013-12-31), the firm manages a tracked equity portfolio valued at approximately $58.1M, spread across 2 disclosed positions.
What are Elevation Management, LLC's largest equity positions?
Based on the latest 13F filing, Elevation Management, LLC's top holdings by market value are:
1. Meta Platforms Inc-class A (META) — $42.5M (73.2%)
2. Yelp Inc (YELP) — $15.6M (26.8%)
What changes did Elevation Management, LLC make in its most recent portfolio filing?
No notable portfolio changes were recorded for Elevation Management, LLC in the most recent quarter. Holdings appear to have remained relatively stable.
What sectors does Elevation Management, LLC focus on?
Elevation Management, LLC is concentrated in the following sectors based on its current disclosed equity portfolio:
• Communication Services: 100.0%
Investment Profile
Elevation Management, LLC's portfolio is concentrated and long-term-holding, with 100.0% of the portfolio concentrated in Communication Services.
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