Fithian, LLC

SEC CIK
0001965962

Holdings, Q1 2023

Positions as of Mar 31, 2023, filed May 5, 2023.AmendedSEC

Positions
17
+3 vs. Q4 2022
Total value
$47.85M
+$26.81M (+127.4%) vs. Q4 2022

Compare with Q4 2022: new, added, reduced and sold out

Positions

Long positions only. Changes compare share counts with Q4 2022.

Fithian, LLC holdings in Q1 2023
SecurityClassSharesValue% of portfolioChange in sharesActionHistory
IDXXIDEXX LABS INCCOM17,809$8.91M18.61%+7,519+73.1%AddedView
TECHBIO-TECHNE CORPCOM101,020$7.49M15.66%+58,041+135.0%AddedView
GOOGALPHABET INC CAP STK CL CStock60,484$6.29M13.15%+43,949+265.8%AddedView
ZTSZOETIS INC CL AStock33,082$5.51M11.51%+19,234+138.9%AddedView
TTDTHE TRADE DESK INC COM CL AStock71,316$4.34M9.08%+43,058+152.4%AddedView
TMOTHERMO FISHER SCIENTIFIC INC COMStock7,322$4.22M8.82%+2,537+53.0%AddedView
BRK.BBERKSHIRE HATHAWAY INC DEL CL B NEWStock13,168$4.07M8.50%+6,192+88.8%AddedView
ADSKAUTODESK INCCOM9,883$2.06M4.30%+5,411+121.0%AddedView
GOOGLALPHABET INC CAP STK CL AStock16,021$1.66M3.47%+60+0.4%AddedView
HDBHDFC BANK LTDSPONSORED ADS19,280$1.29M2.69%+19,280NewView
MAMASTERCARD INCORPORATED CL AStock1,540$559.65K1.17%00.0%UnchangedView
MSFTMICROSOFT CORP COMStock1,086$313.22K0.65%+1+0.1%AddedView
AAPLAPPLE INC COMStock1,700$280.33K0.59%00.0%UnchangedView
JPMJPMORGAN CHASE & CO COMStock1,882$245.24K0.51%00.0%UnchangedView
ORLYOREILLY AUTOMOTIVE INC COMStock252$213.94K0.45%00.0%UnchangedView
INVESCO QQQ TRUST SERIES I46090E103ETF638$204.6K0.43%+638New–
VANGUARD MORNINGSTAR GROWTH ETF922908736ETF816$203.44K0.43%+816New–

13F filings by quarter

Fithian, LLC 13F filings by quarter
QuarterFiledPositionsTotal valueChangesFiling
Q1 2023May 5, 2023Amended17$47.85Mvs. Q4 2022SEC
Q4 2022Feb 17, 2023Amended14$21.04M–SEC