Investor
Morangie Management LLC
CIK 0002056670 · filed 2026-04-20 · SEC filing
13F book
$108.6M
Positions
33
Largest name
12.1%
Spdr S&P 500 Etf Tr
Est. mark
−$17.8M
Price effect on 33 names still held. Flow $988.1K.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Spdr S&P 500 Etf Tr | — | 20.2K | $13.2M | 12.1% | −$641.8K | Cut−$914.7K |
| Amazon Com Inc | AMZN | 53.1K | $11.1M | 10.2% | −$1.2M | Cut−$1.33M |
| Klaviyo, Inc. | KVYO | 424.1K | $8.25M | 7.6% | −$5.5M | Added−$5.49M |
| Invesco Qqq Tr | — | 12.5K | $7.2M | 6.6% | −$462.8K | Cut−$584.5K |
| Goldman Sachs Group Inc | — | 8.15K | $6.89M | 6.3% | −$257.8K | Added$27.3K |
| Draftkings Inc New | — | 312.9K | $6.76M | 6.2% | −$4.02M | Cut−$4.6M |
| Morgan Stanley | — | 38.8K | $6.38M | 5.9% | −$480.3K | Added−$194.9K |
| Apple Inc. | AAPL | 24.5K | $6.23M | 5.7% | −$443.1K | Cut−$473.9K |
| Jpmorgan Chase & Co. | — | 19.4K | $5.72M | 5.3% | −$518.6K | Added−$237.9K |
| Bank America Corp | — | 108.6K | $5.29M | 4.9% | −$643.9K | Added−$373.6K |
| Welltower Inc. | WELL | 17.2K | $3.39M | 3.1% | $127K | Added$1.44M |
| Microsoft Corp | MSFT | 8.13K | $3.01M | 2.8% | −$921.9K | Cut−$935.9K |
| Nvidia Corp | NVDA | 14.9K | $2.6M | 2.4% | −$180.1K | Cut−$189.2K |
| Alphabet Inc | — | 8.04K | $2.31M | 2.1% | −$204.4K | Cut−$212.9K |
| Salesforce, Inc. | CRM | 10.8K | $2.01M | 1.9% | −$821.6K | Added−$759.8K |
| Palantir Technologies Inc. | PLTR | 13.1K | $1.92M | 1.8% | −$413.3K | Cut−$420.7K |
| Simon Ppty Group Inc New | — | 10.3K | $1.92M | 1.8% | $14.6K | Held |
| Tidal Trust I | — | 79K | $1.89M | 1.7% | −$70.4K | Cut−$379.5K |
| Snowflake Inc. | SNOW | 11.9K | $1.8M | 1.7% | −$818.6K | Cut−$821.7K |
| Ishares Tr | — | 6.87K | $1.7M | 1.6% | $12.6K | Held |
| Select Sector Spdr Tr | — | 20.9K | $1.28M | 1.2% | $345.5K | Held |
| Ishares Tr | — | 1.9K | $1.24M | 1.1% | −$60.1K | Cut−$103.2K |
| Alphabet Inc | — | 4.05K | $1.16M | 1.1% | −$108.8K | Cut−$152.7K |
| J P Morgan Exchange Traded F | — | 15K | $1.08M | 1.0% | −$43.2K | Held |
| Vanguard Scottsdale Fds | — | 5.93K | $991.4K | 0.9% | $43.2K | Held |
| ServiceNow, Inc. | NOW | 7.69K | $803.6K | 0.7% | −$345.5K | Added−$284.7K |
| Select Sector Spdr Tr | — | 13.2K | $650.8K | 0.6% | −$71.2K | Held |
| Ishares Tr | — | 7.68K | $525.9K | 0.5% | $10.3K | Held |
| Vanguard Tax-Managed Fds | — | 6.22K | $398.4K | 0.4% | $10K | Held |
| Uber Technologies, Inc | UBER | 3.96K | $285.2K | 0.3% | −$38.8K | Cut−$54.7K |
| Vanguard World Fd | — | 400 | $279.1K | 0.3% | −$22.4K | Held |
| Vanguard Growth Etf | — | 550 | $240.3K | 0.2% | −$28.1K | Held |
| Vanguard Specialized Funds | — | 970 | $208.5K | 0.2% | −$4.58K | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.