# Mango Investments LLC

> Institutional holdings reported to the SEC as of Q1 2024 on Form 13F. CIK 2006561. Source: https://holderbook.com/funds/2006561-mango-investments-llc/

- Reported value: $135.2M
- Positions: 23
- Weight of the ten largest: 82.4%
- Filed: 2024-05-16

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| LIBERTY BROADBAND CORP | [LBRDK](https://holderbook.com/stocks/LBRDK/) | $35.2M | 615,085 | 26.0% | 2 |
| EQUINIX INC | [EQIX](https://holderbook.com/stocks/EQIX/) | $13.2M | 16,000 | 9.8% | 2 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $11.5M | 8,700 | 8.5% | 2 |
| INVESCO QQQ TR | [QQQ](https://holderbook.com/stocks/QQQ/) | $11.5M | 25,800 | 8.5% | 2 |
| ISHARES TR | [IVV](https://holderbook.com/stocks/IVV/) | $9.7M | 18,390 | 7.2% | 2 |
| WARNER BROS DISCOVERY INC | [WBD](https://holderbook.com/stocks/WBD/) | $8.3M | 951,361 | 6.1% | 2 |
| SCHWAB STRATEGIC TR | [SCHD](https://holderbook.com/stocks/SCHD/) | $7.8M | 96,300 | 5.7% | 2 |
| J P MORGAN EXCHANGE TRADED F | [JPIN](https://holderbook.com/stocks/JPIN/) | $5.3M | 93,330 | 3.9% | 2 |
| AMERICAN TOWER CORP | [AMT](https://holderbook.com/stocks/AMT/) | $4.5M | 23,000 | 3.4% | 2 |
| SPDR INDEX SHS FDS | [WDIV](https://holderbook.com/stocks/WDIV/) | $4.5M | 74,195 | 3.3% | 2 |
| LIBERTY MEDIA CORP DEL | [FWONK](https://holderbook.com/stocks/FWONK/) | $4.1M | 62,489 | 3.0% | 2 |
| UNITED PARCEL SVCS INC | [UPS](https://holderbook.com/stocks/UPS/) | $4.0M | 26,612 | 2.9% | 2 |
| DIAMONDBACK ENERGY INC | [FANG](https://holderbook.com/stocks/FANG/) | $3.2M | 16,000 | 2.3% | 2 |
| AMERICAN WTR WKS CO INC NEW | [AWK](https://holderbook.com/stocks/AWK/) | $3.1M | 25,000 | 2.3% | 2 |
| LIBERTY BROADBAND CORP | [LBRDA](https://holderbook.com/stocks/LBRDA/) | $2.3M | 39,453 | 1.7% | 2 |
| BANK OF AMER CORP | [BAC](https://holderbook.com/stocks/BAC/) | $1.9M | 50,000 | 1.4% | 2 |
| LINDE PLC | [LIN](https://holderbook.com/stocks/LIN/) | $1.9M | 4,040 | 1.4% | 2 |
| LIBERTY MEDIA CORP DEL | [FWONA](https://holderbook.com/stocks/FWONA/) | $1.8M | 31,218 | 1.4% | 2 |
| COMCAST CORP NEW | [CMCSA](https://holderbook.com/stocks/CMCSA/) | $1.0M | 23,312 | 0.7% | 2 |
| CHEVRON CORPORATION | [CVX](https://holderbook.com/stocks/CVX/) | $358.9K | 2,275 | 0.3% | 2 |
| LIBERTY MEDIA CORP DEL | [LLYVKXXXX](https://holderbook.com/stocks/LLYVKXXXX/) | $117.1K | 2,673 | 0.1% | 2 |
| ATLANTA BRAVES HLDGS INC | [BATRK](https://holderbook.com/stocks/BATRK/) | $106.0K | 2,713 | 0.1% | 2 |
| LIBERTY MEDIA CORP DEL | [LLYVA](https://holderbook.com/stocks/LLYVA/) | $56.5K | 1,335 | 0.0% | 2 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q1 2024 | -7.2% | +10.0% | -17.2% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q1 2024 | $135.2M | 23 |
| Q4 2023 | $159.1M | 24 |