Sanders-Morris-Harris

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "MRUS",
  "ARGX",
  "MQ",
  "JAZZ",
  "MCHI",
  "EXAS",
  null,
  "QSR",
  "ASPN",
  "SNOW",
  null,
  "MPLX",
  "ABT",
  "ABBV",
  "ADBE",
  "APD",
  "MAIN",
  "JEF",
  "GOOGL",
  "RIOT",
  null,
  "ALNY",
  "PRAA",
  "AXP",
  null,
  "BATRK",
  "TEAM",
  "T",
  "BLK",
  "CAT",
  "AVGO",
  "LOW",
  "CP.TO",
  "CCI",
  "PHG",
  "DUK",
  "SWTX",
  "RCKT",
  "PPT",
  "NMFC",
  "GD",
  "AOMR",
  null,
  "MUC",
  "BA-PA",
  "HD",
  "BHK",
  "BIVI",
  "HPQ",
  "AZN",
  "MCD",
  "INTU",
  "FNV",
  "EP",
  null,
  "UNP",
  "FUBO",
  "GLP",
  "HPK",
  "META",
  "MGNX",
  "LVO",
  "MSAI",
  "LUNR",
  null,
  null,
  "PIII",
  "RSVR",
  "SEB",
  "SHIM",
  "SEVN",
  "TIPT",
  "NAC",
  "IOVA",
  "KNSL",
  "KMI",
  null,
  "LRCX",
  "LIN",
  "L",
  null,
  null,
  null,
  "MRVL",
  "MA",
  "MDT",
  "MSFT",
  "MDLZ",
  "DBX",
  "ESPR",
  "FYBR",
  "GE",
  "INCY",
  "HRL",
  "NVS",
  "FMC",
  "OXY",
  "BX",
  "IJR",
  "ANET",
  "KLAC",
  "KR",
  "ORCL",
  "OKE",
  "IWF",
  "PANW",
  "PYPL",
  "PEP",
  "PNC",
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  "ECL",
  "HLN",
  "NVDA",
  "GS",
  "HPE",
  "ENB",
  "INTC",
  "PLTR",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  null,
  "AMGN",
  null,
  "SERA",
  null,
  null,
  "NOW",
  "SLB",
  "RTX",
  "GLD",
  "STX",
  null,
  "IBM",
  "SYK",
  "SBUX",
  "CI",
  "TXN",
  "TGT",
  "TMO",
  "TWLO",
  "ASTS",
  "RKLB",
  "MBLY",
  "SCHW",
  "AVO",
  "PCT",
  "KYN",
  "QURE",
  "KOS",
  "CSWC",
  "OLPX",
  "TRGP",
  "TSCO",
  null,
  "IWN",
  "GSK",
  "RMD",
  "PR",
  null,
  "EA",
  "EW",
  "VRT",
  null,
  "QLYS",
  "LFUS",
  "MUSA",
  "ALB",
  "AMD",
  "X",
  "F",
  "DEO",
  "WM",
  null,
  null,
  "FARM",
  "FIGS",
  "PAC",
  "OMAB",
  "GENK",
  "KURA",
  "AMZN",
  "MSI",
  "NIO",
  "TTWO",
  "HCA",
  null,
  "DOX",
  "NTES",
  null,
  "USB",
  "VGAS",
  "VSTS",
  "V",
  "VIRT",
  "WASH",
  "WMT",
  "WBA",
  "WDAY",
  "XENE",
  "ZBRA",
  "ELAN",
  null,
  "CNQ",
  "ET",
  "LADR",
  "EIX",
  "NSC",
  "MOH",
  null,
  "SO",
  "TRP",
  "CRM",
  "SCI",
  "DINO",
  null,
  "UHS",
  "GEV",
  "MCK",
  null,
  "NUE",
  "FDX",
  "LULU",
  "AN",
  "ADP",
  "BAC",
  "BHC",
  "BRK-A",
  "BRK-B",
  null,
  "BTMD",
  "BMRN",
  "BA",
  null,
  "BMY",
  "BTI",
  "BF-B",
  "CADE",
  "CE",
  "CBZ",
  "CVX",
  "CHTR",
  "CIEN",
  "CMG",
  "CTAS",
  "CSCO",
  "CCO",
  "CLX",
  "CME",
  "KO",
  "FIX",
  "CMCSA",
  "CTSH",
  "CL",
  "COP",
  "CRNX",
  "CVS",
  "CSX",
  "CFR",
  "DDOG",
  "CYTK",
  "DELL",
  "DXCM",
  "DOCU",
  "RSP",
  null,
  "NEE",
  "NKE",
  "QQQ",
  "EPD",
  "MDY",
  "DIS",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PM",
  "MO",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-09
Total Holdings: 288
Total Value: 647420532
Accession Number: 0001085146-25-001935
Form Type: 13F-HR
CIK: sanders-morris-harris
Manager Name: Sanders-Morris-Harris

Data Enrichment

89% identified

256 identified32 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

288 positions • $647.4M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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BIOMARIN PHARMACEUTICAL INC

BMRN|09061G101

Shares:4.0K

Value:$271.8K

% of Portfolio:0.0% ($271.8K/$647.4M)

852234103

Shares:4.9K

Value:$269.3K

% of Portfolio:0.0% ($269.3K/$647.4M)

DEXCOM INC

DXCM|252131107

Shares:4.0K

Value:$269.3K

% of Portfolio:0.0% ($269.3K/$647.4M)

DIAGEO PLC

DEO|25243Q205

Shares:2.6K

Value:$268.6K

% of Portfolio:0.0% ($268.6K/$647.4M)

69331C306

Shares:6.0K

Value:$266.3K

% of Portfolio:0.0% ($266.3K/$647.4M)

Walgreens Boots Alliance, Inc.

WBA|931427108

Shares:23.7K

Value:$265.0K

% of Portfolio:0.0% ($265.0K/$647.4M)

CBIZ, Inc.

CBZ|124805102

Shares:3.4K

Value:$257.9K

% of Portfolio:0.0% ($257.9K/$647.4M)

ASPEN AEROGELS INC

ASPN|04523Y105

Shares:40.0K

Value:$255.6K

% of Portfolio:0.0% ($255.6K/$647.4M)

FRANCO NEVADA Corp

FNV|351858105

Shares:1.6K

Value:$253.7K

% of Portfolio:0.0% ($253.7K/$647.4M)

FMC CORP

FMC|302491303

Shares:6.0K

Value:$253.1K

% of Portfolio:0.0% ($253.1K/$647.4M)

TC ENERGY CORP

TRP|87807B107

Shares:5.3K

Value:$250.3K

% of Portfolio:0.0% ($250.3K/$647.4M)

HF Sinclair Corp

DINO|403949100

Shares:7.6K

Value:$249.9K

% of Portfolio:0.0% ($249.9K/$647.4M)

TWILIO INC

TWLO|90138F102

Shares:2.5K

Value:$245.4K

% of Portfolio:0.0% ($245.4K/$647.4M)

EDISON INTERNATIONAL

EIX|281020107

Shares:4.0K

Value:$235.7K

% of Portfolio:0.0% ($235.7K/$647.4M)

DOCUSIGN, INC.

DOCU|256163106

Shares:2.9K

Value:$235.7K

% of Portfolio:0.0% ($235.7K/$647.4M)

74347G440

Shares:12.7K

Value:$235.1K

% of Portfolio:0.0% ($235.1K/$647.4M)

KONINKLIJKE PHILIPS NV

PHG|500472303

Shares:9.1K

Value:$230.6K

% of Portfolio:0.0% ($230.6K/$647.4M)

NIO Inc.

NIO|62914V106

Shares:60.2K

Value:$229.4K

% of Portfolio:0.0% ($229.4K/$647.4M)

CME GROUP INC.

CME|12572Q105

Shares:864

Value:$229.2K

% of Portfolio:0.0% ($229.2K/$647.4M)

ENBRIDGE INC

ENB|29250N105

Shares:5.1K

Value:$225.4K

% of Portfolio:0.0% ($225.4K/$647.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
BIOMARIN PHARMACEUTICAL INC(BMRNcusip09061G101)	4.0K	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$271.8K	0.0% ($271.8K/$647.4M)	QoQ +3.36% (+$8.8K) YoY -22.21% (-$77.6K)
(cusip852234103)✕	4.9K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$269.3K	0.0% ($269.3K/$647.4M)	QoQ -35.24% (-$146.6K) YoY -34.61% (-$142.6K)
DEXCOM INC(DXCMcusip252131107)	4.0K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$269.3K	0.0% ($269.3K/$647.4M)	QoQ -13.43% (-$41.8K) YoY -51.46% (-$285.5K)
DIAGEO PLC(DEOcusip25243Q205)	2.6K	QoQ +13.25% (-300) YoY +63.76% (+998)	All Managers (Combined)	$268.6K	0.0% ($268.6K/$647.4M)	QoQ -6.49% (-$18.7K) YoY +15.37% (+$35.8K)
(cusip69331C306)✕	6.0K	QoQ 0.00% (-0) YoY NEW(+6.0K)	All Managers (Combined)	$266.3K	0.0% ($266.3K/$647.4M)	QoQ -10.86% (-$32.5K) YoY NEW(+$266.3K)
Walgreens Boots Alliance, Inc.(WBAcusip931427108)	23.7K	QoQ -0.83% (-200) YoY -78.87% (-88.7K)	All Managers (Combined)	$265.0K	0.0% ($265.0K/$647.4M)	QoQ +18.58% (-$41.5K) YoY -89.12% (-$2.2M)
CBIZ, Inc.(CBZcusip124805102)	3.4K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$257.9K	0.0% ($257.9K/$647.4M)	QoQ -7.51% (-$20.9K) YoY -3.36% (-$9.0K)
ASPEN AEROGELS INC(ASPNcusip04523Y105)	40.0K	QoQ +14.28% (-5.0K) YoY NEW(+40.0K)	All Managers (Combined)	$255.6K	0.0% ($255.6K/$647.4M)	QoQ -41.43% (-$180.8K) YoY NEW(+$255.6K)
FRANCO NEVADA Corp(FNVcusip351858105)	1.6K	QoQ NEW(+1.6K) YoY NEW(+1.6K)	All Managers (Combined)	$253.7K	0.0% ($253.7K/$647.4M)	QoQ NEW(+$253.7K) YoY NEW(+$253.7K)
FMC CORP(FMCcusip302491303)	6.0K	QoQ NEW(+6.0K) YoY NEW(+6.0K)	All Managers (Combined)	$253.1K	0.0% ($253.1K/$647.4M)	QoQ NEW(+$253.1K) YoY NEW(+$253.1K)
TC ENERGY CORP(TRPcusip87807B107)	5.3K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$250.3K	0.0% ($250.3K/$647.4M)	QoQ +1.95% (+$4.8K) YoY +17.37% (+$37.0K)
HF Sinclair Corp(DINOcusip403949100)	7.6K	QoQ NEW(+7.6K) YoY NEW(+7.6K)	All Managers (Combined)	$249.9K	0.0% ($249.9K/$647.4M)	QoQ NEW(+$249.9K) YoY NEW(+$249.9K)
TWILIO INC(TWLOcusip90138F102)	2.5K	QoQ 0.00% (-0) YoY NEW(+2.5K)	All Managers (Combined)	$245.4K	0.0% ($245.4K/$647.4M)	QoQ -9.16% (-$24.8K) YoY NEW(+$245.4K)
EDISON INTERNATIONAL(EIXcusip281020107)	4.0K	QoQ NEW(+4.0K) YoY NEW(+4.0K)	All Managers (Combined)	$235.7K	0.0% ($235.7K/$647.4M)	QoQ NEW(+$235.7K) YoY NEW(+$235.7K)
DOCUSIGN, INC.(DOCUcusip256163106)	2.9K	QoQ 0.00% (-0) YoY NEW(+2.9K)	All Managers (Combined)	$235.7K	0.0% ($235.7K/$647.4M)	QoQ -8.06% (-$20.7K) YoY NEW(+$235.7K)
(cusip74347G440)✕	12.7K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$235.1K	0.0% ($235.1K/$647.4M)	QoQ -18.83% (-$54.6K) YoY -42.75% (-$175.6K)
KONINKLIJKE PHILIPS NV(PHGcusip500472303)	9.1K	QoQ 0.00% (-0) YoY NEW(+9.1K)	All Managers (Combined)	$230.6K	0.0% ($230.6K/$647.4M)	QoQ -0.35% (-$822) YoY NEW(+$230.6K)
NIO Inc.(NIOcusip62914V106)	60.2K	QoQ 0.00% (-0) YoY NEW(+60.2K)	All Managers (Combined)	$229.4K	0.0% ($229.4K/$647.4M)	QoQ -14.95% (-$40.3K) YoY NEW(+$229.4K)
CME GROUP INC.(CMEcusip12572Q105)	864	QoQ 0.00% (+0) YoY NEW(+864)	All Managers (Combined)	$229.2K	0.0% ($229.2K/$647.4M)	QoQ +13.61% (+$27.5K) YoY NEW(+$229.2K)
ENBRIDGE INC(ENBcusip29250N105)	5.1K	QoQ 0.00% (+0) YoY NEW(+5.1K)	All Managers (Combined)	$225.4K	0.0% ($225.4K/$647.4M)	QoQ +5.41% (+$11.6K) YoY NEW(+$225.4K)