SEC 13F Intelligence

Managers / Q3 2024 · view latest →

Peninsula Wealth, LLC

CIK 0001600052 · 350 TOWNSEND STREET, SUITE 411, SAN FRANCISCO, CA, 94107 · 650-477-2126

Reported Value
$572M
Q3 2024
Positions
98
Filings on Record
26
2019–present window
Filed
Nov 14, 2024
original filing

Summary

Peninsula Wealth, Llc reported $572M in U.S.-listed holdings across 98 positions for Q3 2024.

Its largest position, ORCL, represents 12.5% of the portfolio.

Compared with Q2 2024, the fund opened 9 new positions and exited 6.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $161MQ4 ’18Q1 ’19: $181MQ2 ’19: $195MQ3 ’19: $200MQ4 ’19: $216MQ4 ’19Q1 ’20: $179MQ2 ’20: $215MQ3 ’20: $233MQ4 ’20: $266MQ4 ’20Q1 ’21: $279MQ2 ’21: $305MQ3 ’21: $315MQ4 ’21: $372MQ4 ’21Q1 ’22: $351MQ2 ’22: $296MQ3 ’22: $283MQ4 ’22: $317.8BQ4 ’22Q1 ’23: $346MQ2 ’23: $383MQ3 ’23: $427MQ4 ’23: $485MQ4 ’23Q1 ’24: $501MQ2 ’24: $535MQ3 ’24: $572MQ4 ’24: $587MQ4 ’24filingsflow.com

Portfolio Composition

By security type

Composition data arrives with ticker enrichment.

Quarter-over-Quarter Changes full breakdown →

Holdings — Q3 2024

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q4 2024$587M105Feb 13, 202513F-HRchanges · EDGAR ↗
Q3 2024$572M98Nov 14, 202413F-HRchanges · EDGAR ↗
Q2 2024$535M95Aug 13, 202413F-HRchanges · EDGAR ↗
Q1 2024$501M93May 30, 2024RESTATEMENTchanges · EDGAR ↗
Q4 2023$485M85Feb 14, 202413F-HRchanges · EDGAR ↗
Q3 2023$427M82Nov 13, 202313F-HRchanges · EDGAR ↗
Q2 2023$383M76Aug 14, 202313F-HRchanges · EDGAR ↗
Q1 2023$346M72May 12, 202313F-HRchanges · EDGAR ↗
Q4 2022$317.8B75Feb 10, 202313F-HRchanges · EDGAR ↗
Q3 2022$283M69Nov 14, 202213F-HRchanges · EDGAR ↗
Q2 2022$296M66Aug 8, 202213F-HRchanges · EDGAR ↗
Q1 2022$351M67May 6, 202213F-HRchanges · EDGAR ↗
Q4 2021$372M66Feb 4, 202213F-HRchanges · EDGAR ↗
Q3 2021$315M24Nov 9, 202113F-HRchanges · EDGAR ↗
Q2 2021$305M21Aug 13, 202113F-HRchanges · EDGAR ↗
Q1 2021$279M20May 10, 202113F-HRchanges · EDGAR ↗
Q4 2020$266M19Feb 10, 202113F-HRchanges · EDGAR ↗
Q3 2020$233M53Nov 12, 202013F-HRchanges · EDGAR ↗
Q2 2020$215M48Aug 11, 202013F-HRchanges · EDGAR ↗
Q1 2020$179M38May 12, 202013F-HRchanges · EDGAR ↗
Q4 2019$216M41Feb 10, 202013F-HRchanges · EDGAR ↗
Q3 2019$200M38Nov 8, 201913F-HRchanges · EDGAR ↗
Q2 2019$195M31Aug 2, 201913F-HRchanges · EDGAR ↗
Q1 2019$181M30May 8, 201913F-HRchanges · EDGAR ↗
Q4 2018$161M27Feb 11, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.