$185 Million is the total value of MENLO ADVISORS LLC's 42 reported holdings in Q2 2021. The portfolio turnover from Q1 2021 to Q2 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| OKTA | New | OKTA INC CLASS A | $3,515,000 | – | 14,369 | +100.0% | 1.90% | – |
| KMB | New | KIMBERLY CLARK CORP | $1,419,000 | – | 10,610 | +100.0% | 0.76% | – |
| PDBC | New | INVESCO OPTIMUM YIELD DIVERSIF | $1,205,000 | – | 60,000 | +100.0% | 0.65% | – |
| HD | New | HOME DEPOT INC | $202,000 | – | 636 | +100.0% | 0.11% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-08-30
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| BERKSHIRE HATHAWAY CLASS B | 42 | Q3 2023 | 19.0% |
| MICROSOFT CORP | 42 | Q3 2023 | 6.3% |
| SPDR GOLD TRUST SPDR GOLD SHAR | 42 | Q3 2023 | 7.9% |
| CISCO SYSTEMS INC | 42 | Q3 2023 | 5.3% |
| APPLE INC | 42 | Q3 2023 | 7.2% |
| ABBVIE INC | 42 | Q3 2023 | 4.9% |
| ABBOTT LABORATORIES | 42 | Q3 2023 | 4.5% |
| TESLA MOTORS INC | 42 | Q3 2023 | 4.2% |
| ACCURAY INC | 42 | Q3 2023 | 0.4% |
| HOWARD HUGHES CORP XXX NAME CH | 41 | Q2 2023 | 5.9% |
View MENLO ADVISORS LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-19 |
| 13F-HR | 2024-02-13 |
| 13F-HR | 2023-10-12 |
| 13F-HR | 2023-08-15 |
| 13F-HR | 2023-04-13 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-15 |
| 13F-HR | 2022-07-20 |
| 13F-HR | 2022-04-28 |
| 13F-HR | 2022-02-16 |
View MENLO ADVISORS LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.