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Home > Institutional Investor > Chapman Investment Management, Llc > Profile

Instuitional Investor - Chapman Investment Management, Llc

Fund Profile
Filing Period:
Fund Name: Chapman Investment Management, Llc
Portfolio Value $131,282,030
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 32,240 $12,123,539 9.23%
2.
Costco Wholesale Corp W
 COST 16,472 $10,872,838 8.28%
3.
Mastercard Inc
 MA 22,597 $9,637,846 7.34%
4.
Apple Inc.
 AAPL 44,870 $8,638,807 6.58%
5.
Amazon Com Inc
 AMZN 53,404 $8,114,204 6.18%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
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Returns since its inception in May 2014 (through Feb 16th, 2024)