Concurrent Investment Advisors, LLC
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-04-29
- Total Holdings
- 1,197
- Total Value
- 3776684844
- Accession Number
- 0001667731-25-000551
- Form Type
- 13F-HR
- CIK
- 0002001015
- Manager Name
- Concurrent Investment Advisors, LLC
Data Enrichment
69% identified824 identified373 unidentified
Holdings
1,197 positions
Manager:
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Page 5 of 60
46436E718
Shares:
109993(+174.0%)
Value:
$11.1B(+174.9%)
92189F676
Shares:
51867(-3.7%)
Value:
$11.0B(-15.9%)
14020G101
Shares:
285179(+139.9%)
Value:
$9.8B(+121.1%)
33734H106
Shares:
209150(+1.8%)
Value:
$9.3B(+4.0%)
46435G409
Shares:
304720(+223.7%)
Value:
$9.2B(+261.9%)
33738D408
Shares:
217137(+4.1%)
Value:
$8.9B(+3.4%)
78463X533
Shares:
249491(-1.6%)
Value:
$8.9B(-0.4%)
97717X594
Shares:
203377
Value:
$8.8B
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
(cusip46436E718)✕ | 110.0K | All Managers (Combined) | $11.1M | ||
(cusip92189F676)✕ | 51.9K | All Managers (Combined) | $11.0M | ||
215.5K | All Managers (Combined) | $11.0M | |||
63.9K | All Managers (Combined) | $10.9M | |||
Dutch Bros Inc.(BROScusip26701L100) | 171.5K | All Managers (Combined) | $10.6M | ||
53.7K | All Managers (Combined) | $10.2M | |||
198.1K | All Managers (Combined) | $10.1M | |||
222.7K | All Managers (Combined) | $10.1M | |||
41.9K | All Managers (Combined) | $9.8M | |||
(cusip14020G101)✕ | 285.2K | YoY NEW(+285.2K) | All Managers (Combined) | $9.8M | YoY NEW(+$9.8M) |
(cusip33734H106)✕ | 209.2K | All Managers (Combined) | $9.3M | ||
50.0K | All Managers (Combined) | $9.3M | |||
(cusip46435G409)✕ | 304.7K | All Managers (Combined) | $9.2M | ||
213.2K | All Managers (Combined) | $9.2M | |||
67.3K | All Managers (Combined) | $8.9M | |||
(cusip33738D408)✕ | 217.1K | All Managers (Combined) | $8.9M | ||
(cusip78463X533)✕ | 249.5K | All Managers (Combined) | $8.9M | ||
313.7K | All Managers (Combined) | $8.9M | |||
(cusip97717X594)✕ | 203.4K | QoQ NEW(+203.4K) YoY NEW(+203.4K) | All Managers (Combined) | $8.8M | QoQ NEW(+$8.8M) YoY NEW(+$8.8M) |
Salesforce, Inc.(CRMcusip79466L302) | 58.3K | All Managers (Combined) | $8.7M |