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Home > Institutional Investor > Battery Global Advisors, Llc > Profile

Instuitional Investor - Battery Global Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Battery Global Advisors, Llc
Portfolio Value $212,698,607
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 190,480 $62,682,626 29.47%
2.
Intuit Inc.
 INTU 40,956 $27,969,086 13.15%
3.
Vanguard Tax-Managed Fds
 367,254 $22,005,836 10.35%
4.
Vanguard Index Fds - S&P 500 ETF SHS
 29,270 $17,975,292 8.45%
5.
Payoneer Global Inc.
 PAYO 2,890,975 $17,490,399 8.22%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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