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Livermore
Livermore
ZHEN

Battery Global Advisors, LLC

SEC CIK
0001582272
Latest filing
Aug 12, 2026

Holdings in Q1 2024

Holdings as of Mar 31, 2024, filed May 15, 2024. Long positions only; changes compare share counts with Q4 2023.

Institution overview
Positions
35
−6 vs. Q4 2023
Portfolio value
$123.3M
−$7.21M (−5.5%) vs. Q4 2023
Filed
May 15, 2024
SEC
Holdings of Battery Global Advisors, LLC in Q1 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
INTUIntuit Inc.Stock48,550$31.6M25.6%−2,300−4.5%ReducedHistory
Vanguard Morningstar Total Stock Market ETF922908769ETF113,134$29.4M23.8%+24,324+27.4%Added–
Vanguard S&P 500 ETF922908363ETF28,486$13.7M11.1%+28,486New–
PAYOPayoneer Global Inc.COM2,343,077$11.4M9.2%00.0%UnchangedHistory
Vanguard Ftse Developed Markets ETF921943858ETF124,415$6.24M5.1%−80,345−39.2%Reduced–
DDOGDatadog, Inc.CL A COM45,000$5.56M4.5%−25,000−35.7%ReducedHistory
State Street SPDR Portfolio Developed World Ex-US ETF78463X889ETF149,950$5.37M4.4%00.0%Unchanged–
Vanguard Morningstar Growth ETF922908736ETF12,241$4.21M3.4%+3,000+32.5%Added–
Vanguard Ftse Emerging Markets ETF922042858ETF89,576$3.74M3.0%−94,501−51.3%Reduced–
IAUiShares Gold TrustETF40,785$1.71M1.4%−22,334−35.4%ReducedHistory
Vanguard Morningstar Large-Cap ETF922908637ETF4,879$1.17M0.9%00.0%Unchanged–
Vanguard Morningstar Value ETF922908744ETF6,113$995.6K0.8%00.0%Unchanged–
Vanguard Morningstar Small-Cap Growth ETF922908595ETF3,680$959.5K0.8%00.0%Unchanged–
Vanguard Morningstar Small-Cap Value ETF922908611ETF4,545$872.1K0.7%00.0%Unchanged–
SPDR Index Shs FDS78463X509ST PORT MARK ETF22,356$809.1K0.7%+20,100+891.0%Added–
CRWDCrowdStrike Holdings, Inc.Stock2,108$675.8K0.5%00.0%UnchangedHistory
HUBSHubSpot IncCOM1,041$652.2K0.5%00.0%UnchangedHistory
MSFTMicrosoft CorpStock1,420$597.4K0.5%00.0%UnchangedHistory
CRMSalesforce, Inc.Stock1,914$577.2K0.5%00.0%UnchangedHistory
MDBMongoDB, Inc.CL A1,557$558.4K0.5%00.0%UnchangedHistory
NOWServiceNow, Inc.Stock717$546.6K0.4%00.0%UnchangedHistory
SNOWSnowflake Inc.Stock2,787$450.4K0.4%00.0%UnchangedHistory
Vanguard S&P 500 Growth ETF921932505ETF1,158$352.9K0.3%−28,334−96.1%Reduced–
iShares Tr464288257MSCI ACWI ETF2,502$275.5K0.2%+400+19.0%Added–
TEAMAtlassian CorpCL A1,366$266.5K0.2%00.0%UnchangedHistory
VRSKVerisk Analytics, Inc.COM1,035$244.0K0.2%00.0%UnchangedHistory
SPDR Series Trust78468R606ST PORT HIGH ETF9,100$213.5K0.2%+9,100New–
iShares Core S&P 500 ETF464287200ETF342$179.8K0.1%−30−8.1%Reduced–
FISFidelity National Information Services, Inc.Stock100$7.42K<0.1%00.0%UnchangedHistory
BGCBGC Group, Inc.CL A825$6.41K<0.1%00.0%UnchangedHistory
iShares Tr464287234MSCI EMG MKT ETF62$2.56K<0.1%+62New–
FBTCFidelity Wise Origin Bitcoin FundSHS24$1.47K<0.1%+24NewHistory
PYPLPayPal Holdings, Inc.Stock15$1.00K<0.1%00.0%UnchangedHistory
WKWorkiva IncCOM CL A10$848<0.1%00.0%UnchangedHistory
FVRRFiverr International Ltd.ORD SHS20$421<0.1%+20NewHistory

Sold out since Q4 2023 (11)

Positions held at the end of Q4 2023 that are gone from this filing.

Positions of Battery Global Advisors, LLC sold out since Q4 2023
SecurityClassShares in Q4 2023Value in Q4 2023% of portfolio in Q4 2023History
TTPTortoise Pipeline & Energy Fund, Inc.COM56,463$1.48M1.1%History
ATMPBarclays Bank PLCIPATH SELCT MLP58,447$1.26M1.0%History
Kraneshares Tr500767553CALIFORNIA CARB37,721$1.14M0.9%–
iShares Tr464287556ISHARES BIOTECH6,988$949.3K0.7%–
SPDR Index Shs FDS78463X541ST STR NAT ETF14,717$833.7K0.6%–
GSGoldman Sachs Group IncStock1,798$693.6K0.5%History
iShares Global Clean Energy ETF464288224ETF34,637$554.9K0.4%–
FROGJFrog LtdStock4,822$166.9K0.1%History
BRK.ABerkshire Hathaway IncCL A152$54.2K<0.1%History
iShares Inc464286533MSCI EMERG MRKT62$2.50K<0.1%–
Fiverr Intl Ltd33835LAA3NOTE 11/020$544<0.1%–