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Home > Institutional Investor > South Street Advisors Llc > Profile

Instuitional Investor - South Street Advisors Llc

Fund Profile
Filing Period:
Fund Name: South Street Advisors Llc
Portfolio Value $674,266,633
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Nvidia Corp
 NVDA 370,161 $58,481,736 8.67%
2.
Microsoft Corp
 MSFT 77,667 $38,632,342 5.73%
3.
Amphenol Corp
 APH 335,365 $33,117,294 4.91%
4.
Apple Inc.
 AAPL 131,673 $27,015,349 4.01%
5.
Howmet Aerospace Inc.
 HWM 140,598 $26,169,506 3.88%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)