Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Bronte Capital Management Pty Ltd. (CIK 1471085) reported $1.01B across 43 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: REGN ($186.5M, 18.46%), GOOGL ($109.7M, 10.86%), IBKR ($86.0M, 8.51%), BRK/B ($74.3M, 7.36%), SHC ($72.3M, 7.16%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | REGN | REGENERON PHARMACEUTICALS | $186.5M | 18.46% | 241,387 | Added |
| 2 | GOOGL | ALPHABET INC | $109.7M | 10.86% | 381,490 | Trimmed |
| 3 | IBKR | INTERACTIVE BROKERS GROUP | $86.0M | 8.51% | 1.3M | Trimmed |
| 4 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $74.3M | 7.36% | 155,063 | Trimmed |
| 5 | SHC | VISA INC-CLASS A SHARES | $72.3M | 7.16% | 239,370 | Added |
| 6 | AMZN | AMAZON COM INC | $59.5M | 5.89% | 285,739 | Added |
| 7 | PM | PHILIP MORRIS INTL INC | $56.4M | 5.58% | 341,098 | Trimmed |
| 8 | CTVA | CORTEVA INC | $42.1M | 4.17% | 502,790 | Trimmed |
| 9 | COF | CAPITAL ONE FINL CORP | $34.2M | 3.38% | 187,369 | Added |
| 10 | FCNCA | FIRST CTZNS BANCSHARES INC N | $31.1M | 3.08% | 16,492 | Trimmed |
| 11 | NKTR | NEKTAR THERAPEUTICS | $28.8M | 2.86% | 400,756 | New |
| 12 | RSKD | VANECK ETF TRUST | $19.1M | 1.89% | 208,088 | Trimmed |
| 13 | DIS | DISNEY WALT CO | $17.9M | 1.77% | 185,677 | New |
| 14 | TBBB | BBB FOODS INC | $17.2M | 1.71% | 487,550 | Added |
| 15 | HLF | HERBALIFE NUTRITION LTD | $13.8M | 1.37% | 939,926 | Trimmed |
| 16 | GHC | GRAHAM HLDGS CO | $13.5M | 1.34% | 12,785 | Trimmed |
| 17 | IWO | ISHARES TR | $13.2M | 1.30% | 41,942 | New |
| 18 | BF/A | BROWN FORMAN CORP | $13.1M | 1.29% | 493,902 | New |
| 19 | ALNY | ALNYLAM PHARMACEUTICALS INC | $12.3M | 1.22% | 37,245 | Trimmed |
| 20 | SHC | SOTERA HEALTH CO | $12.1M | 1.20% | 843,710 | Trimmed |
| 21 | IBB | ISHARES TR | $11.7M | 1.16% | 69,265 | Trimmed |
| 22 | SQM | SOCIEDAD QUIMICA Y MINERA DE | $9.9M | 0.98% | 122,419 | Trimmed |
| 23 | AUR | AURORA INNOVATION INC | $9.6M | 0.95% | 2.3M | New |
| 24 | NEM | NEWMONT CORP | $8.2M | 0.81% | 75,408 | Trimmed |
| 25 | PINS | PINTEREST INC | $7.9M | 0.78% | 430,950 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31