Beck Bode, LLC
- SEC CIK
- 0001790548
- Latest filing
- Aug 13, 2026
Holdings in Q2 2024
Holdings as of Jun 30, 2024, filed Aug 15, 2024. Long positions only; changes compare share counts with Q1 2024.
- Positions
- 104
- −4 vs. Q1 2024
- Portfolio value
- $497.5M
- +$7.96M (+1.6%) vs. Q1 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| PDDPDD Holdings Inc. | SPONSORED ADS | 121,194 | $16.1M | 3.2% | +121,194 | New | History |
| MSFTMicrosoft Corp | Stock | 39,951 | $17.9M | 3.6% | +10,847+37.3% | Added | History |
| PODDInsulet Corp | Stock | 93,187 | $18.8M | 3.8% | +23,426+33.6% | Added | History |
| NVDANVIDIA Corp | Stock | 182,866 | $22.6M | 4.5% | −46,134−20.1% | ReducedConverted for a 10-for-1 split | History |
Sold out since Q1 2024 (29)
Positions held at the end of Q1 2024 that are gone from this filing.
| Security | Class | Shares in Q1 2024 | Value in Q1 2024 | % of portfolio in Q1 2024 | History |
|---|---|---|---|---|---|
| BYDBoyd Gaming Corp | COM | 237,450 | $16.0M | 3.3% | History |
| NRGNRG Energy, Inc. | Stock | 226,449 | $15.3M | 3.1% | History |
| SPOTSpotify Technology S.A. | Stock | 57,149 | $15.1M | 3.1% | History |
| AESAES Corp | Stock | 708,767 | $12.7M | 2.6% | History |
| ORAOrmat Technologies, Inc. | COM | 174,882 | $11.6M | 2.4% | History |
| Atlantica Sustainable Infr PG0751N103 | SHS | 609,940 | $11.3M | 2.3% | – |
| SWAVShockwave Medical, Inc. | COM | 32,998 | $10.7M | 2.2% | History |
| PGRProgressive Corp | Stock | 49,213 | $10.2M | 2.1% | History |
| PCGPG&E Corp | Stock | 588,346 | $9.86M | 2.0% | History |
| XELXcel Energy Inc | Stock | 180,036 | $9.68M | 2.0% | History |
| STNEStoneCo Ltd. | COM | 347,024 | $5.76M | 1.2% | History |
| HLTHilton Worldwide Holdings Inc. | COM | 20,885 | $4.45M | 0.9% | History |
| RHPRyman Hospitality Properties, Inc. | COM | 37,909 | $4.38M | 0.9% | History |
| PRUPrudential Financial Inc | Stock | 31,218 | $3.66M | 0.7% | History |
| FOURShift4 Payments, Inc. | CL A | 47,593 | $3.14M | 0.6% | History |
| SJTSan Juan Basin Royalty Trust | UNIT BEN INT | 416,490 | $2.21M | 0.5% | History |
| CCJCameco Corp | Stock | 46,681 | $2.02M | 0.4% | History |
| TAPMolson Coors Beverage Co | CL B | 27,859 | $1.87M | 0.4% | History |
| TXTernium S.A. | SPONSORED ADS | 30,103 | $1.25M | 0.3% | History |
| DTDynatrace, Inc. | Stock | 23,973 | $1.11M | 0.2% | History |
| BLBlackline, Inc. | COM | 16,915 | $1.09M | 0.2% | History |
| DKSDick's Sporting Goods, Inc. | Stock | 4,680 | $1.05M | 0.2% | History |
| ALKSAlkermes plc. | SHS | 27,272 | $738.3K | 0.2% | History |
| HIGHartford Insurance Group, Inc. | Stock | 6,560 | $676.1K | 0.1% | History |
| AALAmerican Airlines Group Inc. | Stock | 39,251 | $602.5K | 0.1% | History |
| IBNIcici Bank Ltd | ADR | 16,623 | $439.0K | 0.1% | History |
| ORLYO Reilly Automotive Inc | Stock | 308 | $347.7K | 0.1% | History |
| ROADConstruction Partners, Inc. | COM CL A | 6,089 | $341.9K | 0.1% | History |
| BRK.BBerkshire Hathaway Inc | Stock | 491 | $206.5K | <0.1% | History |