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Home > Institutional Investor > Transatlantique Private Wealth Llc > Profile

Instuitional Investor - Transatlantique Private Wealth Llc

Fund Profile
Filing Period:
Fund Name: Transatlantique Private Wealth Llc
Portfolio Value $263,183,769
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 29,771 $12,548,333 4.76%
2.
Apple Inc.
 AAPL 41,716 $10,446,521 3.96%
3.
Procept Biorobotics Corp
 PRCT 118,436 $9,536,467 3.62%
4.
Vanguard World Fund
 11,401 $7,089,142 2.69%
5.
Alphabet Inc.
 GOOGL 32,099 $6,078,754 2.3%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)