TS
| |
Two Star Manager LLC13F | |
| Two Star Manager LLC | |
| Last update 2025-05-14 | 15 Stocks (2 new) |
| Value $208.00 Mil | Turnover 20 % |
Two Star Manager LLC Top Holdings of 2025-03-31
View Full List
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AMZN | Amazon.com Inc | 170,204 | 32,383.0 | +2.71% | 15.600 | +0.41% | 0.000 | +31.01% | +3.07% | 2,400,675.8 | Retail - Cyclical | |
MA | Mastercard Inc | 42,806 | 23,462.8 | 0% | 11.310 | 0% | 0.000 | +6.97% | +5.42% | 501,860.7 | Credit Services | |
META | Meta Platforms Inc | 29,252 | 16,859.7 | +7.90% | 8.120 | +0.59% | 0.000 | +40.55% | +20.48% | 1,770,790.4 | Interactive Media | |
NOW | ServiceNow Inc | 19,596 | 15,601.2 | +15.03% | 7.520 | +0.98% | 0.010 | +24.77% | -9.12% | 199,570.2 | Software | |
MSFT | Microsoft Corp | 35,543 | 13,342.5 | +29.52% | 6.430 | +1.47% | 0.000 | +38.94% | +21.47% | 3,790,969.0 | Software | |
UBER | Uber Technologies Inc | 165,052 | 12,025.7 | New Holding | 5.790 | +5.79% | 0.010 | +20.40% | +50.18% | 189,438.9 | Software | |
OKTA | Okta Inc | 112,860 | 11,875.1 | +17.20% | 5.720 | +0.84% | 0.060 | -2.55% | +21.10% | 16,707.2 | Software | |
VRSN | VeriSign Inc | 44,514 | 11,300.8 | -25.36% | 5.450 | -1.46% | 0.050 | +15.22% | +37.32% | 26,614.1 | Software | |
TMO | Thermo Fisher Scientific Inc | 21,698 | 10,796.9 | +9.62% | 5.200 | +0.46% | 0.010 | -2.88% | -20.13% | 156,565.6 | Medical Diagnostics & Research | |
CHWY | Chewy Inc | 325,987 | 10,597.8 | 0% | 5.110 | 0% | 0.080 | +11.15% | +16.96% | 16,170.0 | Retail - Cyclical |
Two Star Manager LLC's Historical Top Holdings Breakdowns
Two Star Manager LLC's Top Stock Picks
View Full List
| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
SPY | SPDR S&P 500 ETF Trust | 2025-03-31 | Sold Out Sold Out | -6.36% | 551.42 ($587.78) 612.93 | $627.58 | 6.77% | Sold Out | 0 | -23,193 | |
ORCL | Oracle Corp | 2025-03-31 | Sold Out Sold Out | -6.10% | 139.81 ($162.81) 186.47 | $245.45 | 50.76% | Sold Out | 0 | -78,286 | |
UBER | Uber Technologies Inc | 2025-03-31 | New Buy New Buy | +5.79% | 63.17 ($72.04) 81.49 | $90.59 | 25.75% | New holding | 165,052 | 165,052 | |
TECH | Bio-Techne Corp | 2025-03-31 | New Buy New Buy | +4.09% | 58.47 ($67.77) 78.75 | $52.02 | -23.24% | New holding | 144,730 | 144,730 | |
SBUX | Starbucks Corp | 2025-03-31 | Sold Out Sold Out | -2.09% | 92.17 ($103.37) 115.81 | $93.80 | -9.26% | Sold Out | 0 | -48,978 | |
PCOR | Procore Technologies Inc | 2025-03-31 | Add Add | +1.83% | 65.21 ($75.46) 88.33 | $74.13 | -1.76% | Add 57.31% | 157,850 | 57,505 | |
MSFT | Microsoft Corp | 2025-03-31 | Add Add | +1.47% | 375.39 ($407.71) 447.2 | $510.05 | 25.10% | Add 29.52% | 35,543 | 8,101 | |
PTC | PTC Inc | 2025-03-31 | Add Add | +1.46% | 153.3 ($171.97) 193.48 | $199.61 | 16.07% | Add 41.09% | 66,969 | 19,505 | |
VRSN | VeriSign Inc | 2025-03-31 | Reduce Reduce | -1.46% | 205.1 ($227.21) 254.74 | $283.43 | 24.74% | Reduce -25.36% | 44,514 | -15,121 | |
ACVA | ACV Auctions Inc | 2025-03-31 | Add Add | +1.32% | 13.1 ($18.42) 22.25 | $15.10 | -18.02% | Add 40.81% | 670,306 | 194,265 |
Two Star Manager LLC Total Holding History ($B)
Two Star Manager LLC's Asset Allocation
Two Star Manager LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
- 1
Two Star Manager LLC's Hypothetical Growth since 2025-03-31
Two Star Manager LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Two Star Manager LLC's Holdings Heat Map
Size field:
Two Star Manager LLC's Holdings Bubble Chart
Two Star Manager LLC News
- 1
Survey
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
Follow Us
Disclaimers