Swan & Legend Advisors is an investment fund managing more than $911 million ran by Anthony Nader. There are currently 2 companies in Mr. Nader’s portfolio. The largest investments include Pinterest Inc and Airbnb, together worth $911 million.
As of 7th May 2024, Swan & Legend Advisors’s top holding is 24,613 shares of Pinterest Inc currently worth over $853 million and making up 93.7% of the portfolio value.
Relative to the number of outstanding shares of Pinterest Inc, Swan & Legend Advisors owns more than approximately 0.1% of the company.
In addition, the fund holds 348 shares of Airbnb worth $57.4 million, whose value grew 15.5% in the past six months.
Currently, Swan & Legend Advisors's portfolio is worth at least $911 million. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
The Swan & Legend Advisors office and employees reside in Leesburg, Virginia. According to the last 13-F report filed with the SEC, Anthony Nader serves as the Managing Member at Swan & Legend Advisors.
There are companies that Swan & Legend Advisors is getting rid of from its portfolio.
Swan & Legend Advisors closed its position in Cava Group Inc on 14th May 2024.
It sold the previously owned 117,742 shares for $5.06 billion.
The two most similar investment funds to Swan & Legend Advisors are Kg Funds Management and First Heartland Consultants. They manage $911 million and $913 million respectively.
Swan & Legend Advisors’s portfolio is diversified across 2 sectors.
Currently, their heaviest sector is Technology — making up 93.7% of
the total portfolio value.
The fund focuses on investments in the United States as
100.0% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are large-cap stocks.
Stocks with a size of more than $10 billion in market cap make up
100% of the total holdings value.
On the other hand, small-cap stocks make up only approximately 0.1% of the portfolio.
The average market cap of the portfolio companies is close to $37 billion.
These positions were updated on May 14th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Cava Group Inc |
Closed
117,742
|
$5,060,551,000 | |
| Pinterest Inc |
No change
24,613
|
$853,333,000 | 93.70% |
| Airbnb, Inc. |
No change
348
|
$57,406,000 | 6.30% |
| No transactions found | |||
| Showing first 500 out of 3 holdings | |||