Morangie Management LLC
Net seller this quarter
$120M
21
-$2.73M
70.6%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 SPY | $15.1M | 12.51% | Not reported | -0.4% | Q4 2024 |
 AMZN | $12.6M | 10.43% | 0.00% | -0.7% | Q4 2024 |
 QQQ | $9.21M | 7.65% | Not reported | +0.1% | Q4 2024 |
 GS | $8.2M | 6.81% | 0.00% | -0.4% | Q4 2024 |
 MS | $8.07M | 6.71% | 0.00% | -0.4% | Q4 2024 |
 AAPL | $7.1M | 5.90% | 0.00% | 0.0% | Q4 2024 |
 JPM | $6.33M | 5.26% | 0.00% | -0.5% | Q4 2024 |
 DKNG | $6.26M | 5.19% | Not reported | -20.9% | Q4 2024 |
 BAC | $6.14M | 5.10% | 0.00% | -0.7% | Q4 2024 |
 KVYO | $6.09M | 5.06% | Not reported | -4.9% | Q4 2024 |
 WELL | $3.96M | 3.29% | 0.00% | +1.7% | Q2 2025 |
 SNOW | $3.04M | 2.52% | 0.00% | Not reported | Q4 2024 |
 NVDA | $2.98M | 2.48% | 0.00% | 0.0% | Q4 2024 |
 GOOGL | $2.87M | 2.39% | 0.00% | 0.0% | Q4 2024 |
 MSFT | $2.85M | 2.37% | 0.00% | -6.0% | Q4 2024 |
 SPG | $2.3M | 1.91% | 128.39% | 0.0% | Q4 2024 |
 CRM | $1.49M | 1.24% | 0.00% | -11.8% | Q4 2024 |
 PLTR | $1.47M | 1.22% | 0.00% | -4.1% | Q4 2025 |
| GOOG | $1.42M | 1.18% | Not reported | -0.8% | Q4 2024 |
 NOW | $718K | 0.60% | 0.00% | -5.9% | Q2 2025 |
 UBER | $237K | 0.20% | 0.00% | -17.2% | Q4 2025 |
| Q1 2026 | |||||
| SPY | $13.2M | 12.13% | Not reported | -1.9% | Q4 2024 |
| AMZN | $11.1M | 10.17% | 0.00% | -1.1% | Q4 2024 |
| KVYO | $8.25M | 7.60% | Not reported | +0.2% | Q4 2024 |
| QQQ | $7.2M | 6.62% | Not reported | -1.6% | Q4 2024 |
| GS | $6.89M | 6.34% | 0.00% | +4.3% | Q4 2024 |
| DKNG | $6.76M | 6.23% | Not reported | -5.1% | Q4 2024 |
| MS | $6.38M | 5.87% | 0.00% | +4.7% | Q4 2024 |
| AAPL | $6.23M | 5.73% | 0.00% | -0.5% | Q4 2024 |
| JPM | $5.72M | 5.26% | 0.00% | +5.2% | Q4 2024 |
| BAC | $5.29M | 4.87% | 0.00% | +5.4% | Q4 2024 |
| WELL | $3.39M | 3.12% | 0.00% | +63.4% | Q2 2025 |
| MSFT | $3.01M | 2.77% | 0.00% | -0.4% | Q4 2024 |
| NVDA | $2.6M | 2.39% | 0.00% | -0.3% | Q4 2024 |
| GOOGL | $2.31M | 2.13% | 0.00% | -0.3% | Q4 2024 |
| CRM | $2.01M | 1.85% | 0.00% | +3.2% | Q4 2024 |
| PLTR | $1.92M | 1.77% | 0.00% | -0.3% | Q4 2025 |
| SPG | $1.92M | 1.76% | 128.40% | Not reported | Q4 2024 |
| SNOW | $1.8M | 1.66% | 0.00% | -0.1% | Q4 2024 |
| GOOG | $1.16M | 1.07% | Not reported | -3.3% | Q4 2024 |
| NOW | $804K | 0.74% | 0.00% | +8.2% | Q2 2025 |
| UBER | $285K | 0.26% | 0.00% | -4.7% | Q4 2025 |
| Q4 2025 | |||||
| SPY | $14.1M | 11.21% | Not reported | -7.2% | Q4 2024 |
| KVYO | $13.7M | 10.93% | Not reported | -9.9% | Q4 2024 |
| AMZN | $12.4M | 9.85% | 0.00% | +2.2% | Q4 2024 |
| DKNG | $11.4M | 9.04% | Not reported | -12.2% | Q4 2024 |
| QQQ | $7.78M | 6.19% | Not reported | -1.8% | Q4 2024 |
| GS | $6.86M | 5.46% | 0.00% | +4.6% | Q4 2024 |
| AAPL | $6.7M | 5.33% | 0.00% | +1.3% | Q4 2024 |
| MS | $6.58M | 5.23% | 0.00% | +4.7% | Q4 2024 |
| JPM | $5.95M | 4.74% | 0.00% | +5.1% | Q4 2024 |
| BAC | $5.67M | 4.51% | 0.00% | +5.5% | Q4 2024 |
| MSFT | $3.94M | 3.14% | 0.00% | +5.1% | Q4 2024 |
| NVDA | $2.79M | 2.22% | 0.00% | +14.1% | Q4 2024 |
| CRM | $2.77M | 2.21% | 0.00% | +57.7% | Q4 2024 |
| SNOW | $2.62M | 2.09% | 0.00% | +2.4% | Q4 2024 |
| GOOGL | $2.53M | 2.01% | 0.00% | +3.4% | Q4 2024 |
| PLTR | $2.34M | 1.86% | 0.00% | New | Q4 2025 |
| WELL | $1.95M | 1.55% | 0.00% | +53.6% | Q2 2025 |
| SPG | $1.9M | 1.51% | 128.40% | Not reported | Q4 2024 |
| GOOG | $1.31M | 1.05% | Not reported | +30.2% | Q4 2024 |
| NOW | $1.09M | 0.87% | 0.00% | -1.9% | Q2 2025 |
| UBER | $340K | 0.27% | 0.00% | New | Q4 2025 |
| Q3 2025 | |||||
| SPY | $14.8M | 12.78% | Not reported | -0.6% | Q4 2024 |
| DKNG | $14.1M | 12.12% | Not reported | -1.0% | Q4 2024 |
| KVYO | $13M | 11.21% | Not reported | -2.7% | Q4 2024 |
| AMZN | $11.5M | 9.93% | 0.00% | 0.0% | Q4 2024 |
| QQQ | $7.75M | 6.68% | Not reported | -0.5% | Q4 2024 |
| AAPL | $6.19M | 5.34% | 0.00% | +0.2% | Q4 2024 |
| GS | $5.95M | 5.13% | 0.00% | +4.0% | Q4 2024 |
| MS | $5.62M | 4.85% | 0.00% | +4.3% | Q4 2024 |
| JPM | $5.55M | 4.78% | 0.00% | +4.2% | Q4 2024 |
| BAC | $5.04M | 4.34% | 0.00% | +4.7% | Q4 2024 |
| MSFT | $4.02M | 3.47% | 0.00% | +0.3% | Q4 2024 |
| SNOW | $2.64M | 2.27% | 0.00% | -6.5% | Q4 2024 |
| NVDA | $2.44M | 2.11% | 0.00% | +0.5% | Q4 2024 |
| SPG | $1.93M | 1.66% | 128.40% | Not reported | Q4 2024 |
| GOOGL | $1.9M | 1.64% | 0.00% | +0.7% | Q4 2024 |
| CRM | $1.57M | 1.36% | 0.00% | +0.7% | Q4 2024 |
| NOW | $1.33M | 1.15% | 0.00% | -4.4% | Q2 2025 |
| WELL | $1.22M | 1.05% | 0.00% | +36.2% | Q2 2025 |
| GOOG | $783K | 0.68% | Not reported | Not reported | Q4 2024 |