MI
Mango Investments LLC Historical SEC 13F Holdings & Archive (Q1 2024)
Mango Investments LLCCIK: 0002006561
Sector-focusedLong-term holderQuality / disciplined sizing
Total reported value
$135.2M
Reporting period: 2024-03-31 · Number of holdings: 23
Mango Investments LLC disclosed 23 holdings in its latest 13F filing for the period ending 2024-03-31, with total reported value of $135.2M and a quarterly turnover rate of 0.0%.
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Personality snowflake
- Concentration
- 44.6
- Portfolio Stability
- 0
- Momentum
- 50
- Sector conviction
- 100
- Diversification
- 46
- Sizing Uniformity
- 87.21
Mango Investments LLC's disclosed holdings carry a Herfindahl concentration index of 0.111 — mathematically equivalent to about 9 equally-sized positions, well below its 23 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 1.28), 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.
Sector classification currently covers about 68% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
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 | LBRDK | Liberty Broadband-c | Stock-Comm Services | 26.04% | — | — | |
| 2 | EQIX | Equinix Inc | Stock-Real Estate | 9.77% | — | — | |
| 3 | AVGO | Broadcom Inc | Stock-Tech | 8.53% | — | -41.22% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 8.47% | — | — | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 7.15% | — | — | |
| 6 | WBD | Warner Bros Discovery Inc | Stock-Comm Services | 6.14% | — | — | |
| 7 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 5.74% | — | — | |
| 8 | JPIN | JPM Diversified Ret Intl Eq | ETF-Other | 3.89% | — | — | |
| 9 | AMT | American Tower CORP | Stock-Real Estate | 3.36% | — | — | |
| 10 | WDIV | St Str Spd S&p Glo Div-us In | ETF-Other | 3.29% | — | — | |
| 11 | FWONK | Liberty Media Corp-formula-c | Stock-Comm Services | 3.03% | — | — | |
| 12 | UPS | United Parcel Service-cl B | Stock-Industrials | 2.93% | — | — | |
| 13 | FANG | Diamondback Energy Inc | Stock-Energy | 2.35% | — | — | |
| 14 | AWK | American Water Works Co Inc | Stock-Utilities | 2.26% | — | — | |
| 15 | LBRDA | Liberty Broadband-a | Stock-Other | 1.67% | — | — | |
| 16 | BAC | Bank Of America CORP | Stock-Financials | 1.40% | — | — | |
| 17 | LIN | Linde plc | Stock-Materials | 1.39% | — | — | |
| 18 | FWONA | Liberty Media Corp-formula-a | Stock-Other | 1.36% | — | — | |
| 19 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.75% | — | — | |
| 20 | CVX | Chevron CORP | Stock-Energy | 0.27% | — | — | |
| 21 | LLYVK* | Liberty Media Corp-liberty-c | Stock-Other | 0.09% | — | — | |
| 22 | BATRK | Atlanta Braves Holdings In-c | Stock-Other | 0.08% | — | — | |
| 23 | LLYVA* | Liberty Media Corp-liberty-a | Stock-Other | 0.04% | — | — |
Portfolio Performance
Performance for Q3 2026
+3.3%
Performance Last 4 Quarters
+12.4%
- Stdev
- +18.7%
- Beta
- +0.5
- Alpha
- +2.2%
- Max Drawdown
- -14.9%
- Annualized Perf
- +10.2%
- Batting Avg vs S&P
- +46.7%
- Sortino
- +0.94
- Stutzer
- +0.18
- Treynor
- +0.23
- Sterling
- +0.49
- Calmar
- +0.68
- Information Ratio
- -0.38
- Tracking Error
- +18.7%
- Stdev Down
- +12.1%
- Winning Months %
- +53.3%
- Losing Months %
- +46.7%
- Best 12 Months
- +37.6%
- Worst 12 Months
- -8.7%
- Efficiency Ratio
- +0.23
- Sharpe
- +0.61
- Stdev Sectors
- +16.2%
- Skewness
- -0.59
- Kurtosis
- +0.91
- Upside Potential
- +2.46
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 Investments LLC and what type of investor is it?
Mango Investments 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 (2024-03-31), the firm manages a tracked equity portfolio valued at approximately $135.2M, spread across 23 disclosed positions.
What are Mango Investments LLC's largest equity positions?
Based on the latest 13F filing, Mango Investments LLC's top holdings by market value are:
1. Liberty Broadband-c (LBRDK) — $35.2M (26.0%)
2. Equinix Inc (EQIX) — $13.2M (9.8%)
3. Broadcom Inc (AVGO) — $11.5M (8.5%)
4. Invesco Qqq Trust Series 1 (QQQ) — $11.5M (8.5%)
5. Ishares Core S&p 500 ETF (IVV) — $9.7M (7.2%)
What changes did Mango Investments LLC make in its most recent portfolio filing?
No notable portfolio changes were recorded for Mango Investments LLC in the most recent quarter. Holdings appear to have remained relatively stable.
What sectors does Mango Investments LLC focus on?
Mango Investments LLC is concentrated in the following sectors based on its current disclosed equity portfolio:
• Communication Services: 52.7%
• Real Estate: 19.3%
• Information Technology: 12.5%
• Industrials: 4.3%
• Energy: 3.8%
• Utilities: 3.3%
* This report is exclusively curated by the AlphaSMO team. AlphaSMO is the web's most authoritative 13F / Inside Trader database, delivering precise insider trading and institutional holdings insights.
Investment Profile
Mango Investments LLC returned an annualized 10.2% over the trailing 30 months — outperforming the S&P 500 by 2.2 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 0.50 (less volatile than the market) and a 47% quarterly batting average against the index.
Its portfolio is moderately concentrated and long-term-holding, with 52.7% of the portfolio concentrated in Communication Services.
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CP
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Developer Access
Access Mango Investments LLC's institutional profile programmatically:
REST API
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