Morangie Management LLC — 13F Holdings & Portfolio

CIK 2056670 · latest 13F-HR filed 2026-04-20

Morangie Management LLC manages $108.6M in 13F-reported U.S. long-equity assets across 34 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are SPY (12.13%), AMZN (10.17%), KVYO (7.60%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 0 new positions, exited 0, added to 2, and trimmed 21.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Loading holdings…
AUM

$108.6M

Long-equity book

Holdings

34

Distinct positions

Period

2026-03-31

Filed 2026-04-20

Q/Q Activity

+0 / −0 / ↑2 / ↓21

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • WELLTOWER INC$1.4M +74.1%
  • SELECT SECTOR SPDR TR$345.5K +37.0%
Show all 2

Top Trims

  • KLAVIYO INC-$5.5M -39.9%
  • DRAFTKINGS INC NEW-$4.6M -40.5%
  • AMAZON COM INC-$1.3M -10.7%
  • MICROSOFT CORP-$935.9K -23.7%
  • STATE STR SPDR S&P 500 ETF T-$914.7K -6.5%
Show all 21

New Positions

  • No new positions this quarter.
Show all 0

Exited Positions

  • No exits this quarter.
Show all 0
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $13.2M 12.13% 20,201 SH
2 AMAZON COM INC AMZN 023135106 $11.1M 10.17% 53,059 SH
3 KLAVIYO INC KVYO 49845K101 $8.3M 7.60% 424,108 SH
4 INVESCO QQQ TR QQQ 46090E103 $7.2M 6.62% 12,469 SH
5 GOLDMAN SACHS GROUP INC GS 38141G104 $6.9M 6.34% 8,147 SH
6 DRAFTKINGS INC NEW DKNG 26142V105 $6.8M 6.23% 312,870 SH
7 MORGAN STANLEY MS 617446448 $6.4M 5.87% 38,783 SH
8 APPLE INC AAPL 037833100 $6.2M 5.73% 24,533 SH
9 JPMORGAN CHASE & CO JPM 46625H100 $5.7M 5.26% 19,435 SH
10 BANK AMERICA CORP BAC 060505104 $5.3M 4.87% 108,576 SH
11 WELLTOWER INC WELL 95040Q104 $3.4M 3.12% 17,151 SH
12 MICROSOFT CORP MSFT 594918104 $3.0M 2.77% 8,127 SH
13 NVIDIA CORPORATION NVDA 67066G104 $2.6M 2.39% 14,897 SH
14 ALPHABET INC GOOGL 02079K305 $2.3M 2.13% 8,043 SH
15 SALESFORCE INC CRM 79466L302 $2.0M 1.85% 10,774 SH
16 PALANTIR TECHNOLOGIES INC PLTR 69608A108 $1.9M 1.77% 13,132 SH
17 SIMON PPTY GROUP INC NEW SPG 828806109 $1.9M 1.76% 10,272 SH
18 TIDAL TRUST I GRNY 886364231 $1.9M 1.74% 79,047 SH
19 SNOWFLAKE INC SNOW 833445109 $1.8M 1.66% 11,944 SH
20 ISHARES TR IWM 464287655 $1.7M 1.57% 6,867 SH
21 SELECT SECTOR SPDR TR XLE 81369Y506 $1.3M 1.18% 20,876 SH
22 ISHARES TR IVV 464287200 $1.2M 1.14% 1,895 SH
23 ALPHABET INC GOOG 02079K107 $1.2M 1.07% 4,046 SH
24 J P MORGAN EXCHANGE TRADED F JPEF 46654Q781 $1.1M 0.99% 15,020 SH
25 VANGUARD SCOTTSDALE FDS VTWV 92206C649 $991.4K 0.91% 5,929 SH
26 SERVICENOW INC NOW 81762P102 $803.6K 0.74% 7,686 SH
27 SELECT SECTOR SPDR TR XLF 81369Y605 $650.8K 0.60% 13,181 SH
28 ISHARES TR ACWX 464288240 $525.9K 0.48% 7,681 SH
29 VANGUARD TAX-MANAGED FDS VEA 921943858 $398.4K 0.37% 6,217 SH
30 UBER TECHNOLOGIES INC UBER 90353T100 $285.2K 0.26% 3,965 SH
31 VANGUARD WORLD FD VGT 92204A702 $279.1K 0.26% 400 SH
32 VANGUARD INDEX FDS VUG 922908736 $240.3K 0.22% 550 SH
33 VANGUARD SPECIALIZED FUNDS VIG 921908844 $208.5K 0.19% 970 SH
34 KLAVIYO INC Call KVYO 49845K101 $375 0.00% 7,500 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-04-20 $108.6M 34 0001172661-26-001512
2025-12-31 2026-01-16 $125.7M 34 0001172661-26-000214