Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ALTMAN ADVISORS INC | 11-14-2023 | 09-30-2023 | 91 | 160,215,007 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| WALMART INC | COM | 51 | $1,522,117 | 9,517 | 0.00 | 0.00 | 424 | 4.66 | 09-30-2023 |
| HUBSPOT INC | COM | 52 | $1,503,110 | 3,052 | 0.00 | 0.00 | 212 | 7.46 | 09-30-2023 |
| MASTERCARD INCORPORATED | CL A | 53 | $1,499,340 | 3,787 | 0.00 | 0.00 | 62 | 1.66 | 09-30-2023 |
| NOVARTIS AG | SPONSORED ADR | 54 | $1,499,074 | 14,717 | 0.00 | 14,717 | +Inf | 09-30-2023 |
