CARMENNA ADVISORS LLC
Latest 13F filing data - Q2 2024
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CCK | 217K | $16.16M |
 | LW | 70K | $5.91M |
 | BLDR | 63K | $8.69M |
 | MU | 44K | $5.83M |
 | GOOGL | 38K | $6.95M |
 | AMZN | 31K | $5.98M |
 | ZTS | 31K | $5.30M |
 | IDXX | 23K | $11.23M |
 | META | 21K | $10.69M |
 | NSC | 19K | $4.16M |
 | INTU | 18K | $11.99M |
 | POOL | 14K | $4.20M |
 | MSCI | 408 | $196.55K |
Crown Holdings, Inc.
CCK
Shares Held
217K
Value
$16.16M
Lamb Weston Holdings, Inc.
LW
Shares Held
70K
Value
$5.91M
Builders FirstSource, Inc.
BLDR
Shares Held
63K
Value
$8.69M
Micron Technology, Inc.
MU
Shares Held
44K
Value
$5.83M
Alphabet Inc.
GOOGL
Shares Held
38K
Value
$6.95M
Amazon.com, Inc.
AMZN
Shares Held
31K
Value
$5.98M
Zoetis Inc.
ZTS
Shares Held
31K
Value
$5.30M
IDEXX Laboratories, Inc.
IDXX
Shares Held
23K
Value
$11.23M
Meta Platforms, Inc.
META
Shares Held
21K
Value
$10.69M
Norfolk Southern Corporation
NSC
Shares Held
19K
Value
$4.16M
Intuit Inc.
INTU
Shares Held
18K
Value
$11.99M
Pool Corporation
POOL
Shares Held
14K
Value
$4.20M
MSCI Inc.
MSCI
Shares Held
408
Value
$196.55K