GJ

GRAND JEAN CAPITAL MANAGEMENT INC

13F
GRAND JEAN CAPITAL MANAGEMENT INC
Last update 2024-08-14 45 Stocks (3 new)
Value $401.00 Mil Turnover 6 %
Countries:
Top Holdings: BRK.B(9.69%)NVDA(7.28%)AAPL(6.12%)MSFT(5.94%)META(5.63%)
Portfolio Report
Summary Stock Picks Current Portfolio
GRAND JEAN CAPITAL MANAGEMENT ... Top Holdings of 2024-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
BRK.B 		Berkshire Hathaway Inc
95,606
38892.520
+0.10%
9.690
+0.01%
0.000
+7.39%
+29.93%
999724.216
Insurance
NVDA 		NVIDIA Corp
236,447
29210.670
-18.00%
7.280
-1.22%
0.000
+40.65%
+198.17%
3621363.900
Semiconductors
AAPL 		Apple Inc
116,566
24551.130
-9.84%
6.120
-0.58%
0.000
+6.64%
+18.46%
3430687.188
Hardware
MSFT 		Microsoft Corp
53,363
23850.450
-0.05%
5.940
0%
0.000
+5.12%
+12.98%
3141534.523
Software
META 		Meta Platforms Inc
44,824
22601.160
+0.12%
5.630
+0.01%
0.000
+15.78%
+67.05%
1488185.990
Interactive Media
V 		Visa Inc
72,542
19040.100
-5.09%
4.740
-0.29%
0.000
+18.73%
+18.93%
597786.897
Credit Services
AMZN 		Amazon.com Inc
94,687
18298.260
+0.23%
4.560
+0.01%
0.000
+25.56%
+37.01%
2189014.992
Retail - Cyclical
JPM 		JPMorgan Chase & Co
88,459
17891.720
+0.11%
4.460
0%
0.000
+16.84%
+42.64%
667179.373
Banks
BX 		Blackstone Inc
143,736
17794.520
+0.98%
4.430
+0.04%
0.020
+36.53%
+39.02%
134727.273
Asset Management
GOOG 		Alphabet Inc
92,974
17053.290
-7.35%
4.250
-0.30%
0.000
+9.92%
+27.94%
2191538.690
Interactive Media

GRAND JEAN CAPITAL MANAGEMENT INC's Historical Top Holdings Breakdowns

GRAND JEAN CAPITAL MANAGEMENT INC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
AMT 		American Tower Corp2024-06-30Add
+3.43%
●
171 ($186.91) 200.41
$201.80
7.97%
Add 827%
79,314
70,758
NOW 		ServiceNow Inc2024-06-30Add
+1.75%
●
643.29 ($733.68) 786.67
$1,008.08
37.40%
Add 70.27%
21,669
8,943
NVDA 		NVIDIA Corp2024-06-30Reduce
-1.22%
●
76.2 ($101.1) 135.58
$147.63
46.02%
Reduce -18%
236,447
-51,903
VRT 		Vertiv Holdings Co2024-06-30Reduce
-0.97%
●
75.01 ($91.04) 106.17
$125.75
38.13%
Reduce -21%
168,721
-44,839
TRUP 		Trupanion Inc2024-06-30Sold Out
-0.90%
●
19.85 ($26.48) 32.82
$50.49
90.67%
Sold Out
0
-122,849
FTV 		Fortive Corp2024-06-30New Buy
+0.68%
●
72.73 ($77.04) 84.82
$75.20
-2.39%
New holding
36,995
36,995
AAPL 		Apple Inc2024-06-30Reduce
-0.58%
●
165 ($186.49) 216.67
$226.96
21.70%
Reduce -9.84%
116,566
-12,720
UNP 		Union Pacific Corp2024-06-30Reduce
-0.46%
●
221.38 ($234.37) 247.4
$241.49
3.04%
Reduce -13.91%
43,461
-7,020
GOOG 		Alphabet Inc2024-06-30Reduce
-0.30%
●
151.94 ($170.1) 186.86
$179.86
5.74%
Reduce -7.35%
92,974
-7,371
V 		Visa Inc2024-06-30Reduce
-0.29%
●
262.47 ($274.09) 281.5
$307.87
12.32%
Reduce -5.09%
72,542
-3,889

GRAND JEAN CAPITAL MANAGEMENT INC Total Holding History ($B)

To

GRAND JEAN CAPITAL MANAGEMENT INC's Asset Allocation

To

GRAND JEAN CAPITAL MANAGEMENT INC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

GRAND JEAN CAPITAL MANAGEMENT INC's Hypothetical Growth since 2024-06-30

GRAND JEAN CAPITAL MANAGEMENT INC's Yearly Returns

Year Portfolio % % Excess Gain %

GRAND JEAN CAPITAL MANAGEMENT INC's Holdings Heat Map

Size field:

GRAND JEAN CAPITAL MANAGEMENT INC's Holdings Bubble Chart

GRAND JEAN CAPITAL MANAGEMENT INC News

  • 1

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