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Home > Institutional Investor > Transatlantique Private Wealth Llc > Profile

Instuitional Investor - Transatlantique Private Wealth Llc

Fund Profile
Filing Period:
Fund Name: Transatlantique Private Wealth Llc
Portfolio Value $250,624,457
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 28,664 $10,760,189 4.29%
2.
Apple Inc.
 AAPL 39,449 $8,762,806 3.5%
3.
Procept Biorobotics Corp
 PRCT 118,436 $6,900,081 2.75%
4.
A S M L Holding N V
 ASML 8,759 $5,753,324 2.3%
5.
Vanguard World Fund
 10,551 $5,722,651 2.28%
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)