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Mango Five Family, Inc. Historical SEC 13F Holdings & Archive (Q1 2024)
Mango Five Family, Inc.CIK: 0002007959
Sector-focusedLong-term holderQuality / disciplined sizing
Total reported value
$300.8M
Reporting period: 2024-03-31 · Number of holdings: 65
Mango Five Family, Inc. disclosed 65 holdings in its latest 13F filing for the period ending 2024-03-31, with total reported value of $300.8M and a quarterly turnover rate of 0.0%.
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Personality snowflake
- Concentration
- 56.38
- Portfolio Stability
- 0
- Momentum
- 50
- Sector conviction
- 95.68
- Diversification
- 100
- Sizing Uniformity
- 71.21
Mango Five Family, Inc.'s disclosed holdings carry a Herfindahl concentration index of 0.141 — mathematically equivalent to about 7 equally-sized positions, well below its 65 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 2.88), with a handful of outsized bets alongside many smaller positions.
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 | NVDA | Nvidia CORP | Stock-Tech | 30.07% | — | -0.09% | |
| 2 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 15.67% | — | -0.08% | |
| 3 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 10.42% | — | — | |
| 4 | FWONK | Liberty Media Corp-formula-c | Stock-Comm Services | 6.55% | — | — | |
| 5 | LBRDA | Liberty Broadband-a | Stock-Other | 6.05% | — | — | |
| 6 | LBRDK | Liberty Broadband-c | Stock-Comm Services | 5.43% | — | — | |
| 7 | QCOM | Qualcomm Inc | Stock-Tech | 3.55% | — | -0.04% | |
| 8 | AMD | Advanced Micro Devices | Stock-Tech | 2.56% | — | — | |
| 9 | FANG | Diamondback Energy Inc | Stock-Energy | 2.54% | — | — | |
| 10 | AMAT | Applied Materials Inc | Stock-Tech | 2.26% | — | — | |
| 11 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.68% | — | -5.78% | |
| 12 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.40% | — | — | |
| 13 | AVGO | Broadcom Inc | Stock-Tech | 1.34% | — | -7.31% | |
| 14 | CRM | Salesforce Inc | Stock-Tech | 1.29% | — | — | |
| 15 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.82% | — | -1.77% | |
| 16 | AKAM | Akamai Technologies Inc | Stock-Tech | 0.54% | — | — | |
| 17 | WMT | Walmart Inc | Stock-Consumer Staples | 0.53% | — | +200.00% | |
| 18 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.51% | — | -15.84% | |
| 19 | MLPX | Global X Mlp & Energy Infras | ETF-Other | 0.46% | — | -9.68% | |
| 20 | UMI | Uscf Midstream Energy Income | ETF-Other | 0.45% | — | — | |
| 21 | CAT | Caterpillar Inc | Stock-Industrials | 0.42% | — | — | |
| 22 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.41% | — | — | |
| 23 | FWONA | Liberty Media Corp-formula-a | Stock-Other | 0.38% | — | — | |
| 24 | HD | Home Depot Inc | Stock-Consumer Disc | 0.37% | — | — | |
| 25 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.35% | — | — | |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.34% | — | -6.39% | |
| 27 | AXP | American Express Co | Stock-Financials | 0.31% | — | — | |
| 28 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.29% | — | — | |
| 29 | MSFT | Microsoft CORP | Stock-Tech | 0.27% | — | -1.52% | |
| 30 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.27% | — | — | |
| 31 | GIS | General Mills Inc | Stock-Consumer Staples | 0.26% | — | — | |
| 32 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.23% | — | -7.99% | |
| 33 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.22% | — | -20.13% | |
| 34 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 0.20% | — | -25.51% | |
| 35 | LLYVK* | Liberty Media Corp-liberty-c | Stock-Other | 0.19% | — | — | |
| 36 | KEL | Kellanova | Stock-Other | 0.15% | — | — | |
| 37 | INTC | Intel CORP | Stock-Tech | 0.15% | — | — | |
| 38 | RTX | Rtx CORP | Stock-Industrials | 0.13% | — | — | |
| 39 | VIOO | Vanguard S&p Small-cap 600 E | ETF-Other | 0.12% | — | — | |
| 40 | BATRK | Atlanta Braves Holdings In-c | Stock-Other | 0.12% | — | — | |
| 41 | VIOV | Vanguard S&p Small-cap 600 V | ETF-Other | 0.11% | — | — | |
| 42 | MMM | 3m Co | Stock-Industrials | 0.08% | — | -43.38% | |
| 43 | KSS | Kohls CORP | Stock-Consumer Disc | 0.08% | — | — | |
| 44 | OTIS | Otis Worldwide CORP | Stock-Industrials | 0.07% | — | — | |
| 45 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.04% | — | — | |
| 46 | QQQJ | Invesco Nasdaq Next Gen 100 | ETF-Tech | 0.04% | — | — | |
| 47 | MU | Micron Technology Inc | Stock-Tech | 0.04% | — | — | |
| 48 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.03% | — | — | |
| 49 | LRCXEUR | Lam Research CORP | Stock-Tech | 0.03% | — | — | |
| 50 | GBTC | Grayscale Bitcoin Trust ETF | ETF-Crypto | 0.02% | — | — |
1–50 of 65
Portfolio Performance
Performance for Q3 2026
-2.5%
Performance Last 4 Quarters
+24.3%
- Stdev
- +16.4%
- Beta
- +1.14
- Alpha
- -2.5%
- Max Drawdown
- -9.9%
- Annualized Perf
- +18.8%
- Batting Avg vs S&P
- +60%
- Sortino
- +2.58
- Stutzer
- +0.35
- Treynor
- +0.16
- Sterling
- +1
- Calmar
- +1.89
- Information Ratio
- +0.01
- Tracking Error
- +9%
- Stdev Down
- +7.2%
- Winning Months %
- +63.3%
- Losing Months %
- +36.7%
- Best 12 Months
- +32.8%
- Worst 12 Months
- +10.8%
- Efficiency Ratio
- +0.48
- Sharpe
- +1.13
- Stdev Sectors
- +15.6%
- Skewness
- +0.91
- Kurtosis
- +1.7
- Upside Potential
- +4.38
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
Holding changes this quarter
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|
Filing History
FAQ
What is Mango Five Family, Inc. and what type of investor is it?
Mango Five Family, Inc. 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 (2024-03-31), the firm manages a tracked equity portfolio valued at approximately $300.8M, spread across 65 disclosed positions.
What are Mango Five Family, Inc.'s largest equity positions?
Based on the latest 13F filing, Mango Five Family, Inc.'s top holdings by market value are:
1. Nvidia CORP (NVDA) — $90.5M (30.1%)
2. Amazon.com Inc (AMZN) — $47.1M (15.7%)
3. Alphabet Inc-cl C (GOOG) — $31.3M (10.4%)
4. Liberty Media Corp-formula-c (FWONK) — $19.7M (6.5%)
5. Liberty Broadband-a (LBRDA) — $18.2M (6.0%)
What changes did Mango Five Family, Inc. make in its most recent portfolio filing?
No notable portfolio changes were recorded for Mango Five Family, Inc. in the most recent quarter. Holdings appear to have remained relatively stable.
What sectors does Mango Five Family, Inc. focus on?
Mango Five Family, Inc. is concentrated in the following sectors based on its current disclosed equity portfolio:
• Information Technology: 47.0%
• Communication Services: 25.0%
• Consumer Discretionary: 18.3%
• Energy: 2.8%
• Consumer Staples: 2.1%
• Industrials: 1.9%
Investment Profile
Mango Five Family, Inc. returned an annualized 18.8% over the trailing 30 months — underperforming the S&P 500 by 2.5 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 1.14 (more volatile than the market) and a 60% quarterly batting average against the index.
Its portfolio is moderately concentrated and long-term-holding, with 47.0% of the portfolio concentrated in Information Technology.
Its concentration score has risen from 38 to 56 over the past 1 quarters — a shift toward higher-conviction positions.
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Developer Access
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