SEC 13F Intelligence

Managers / Q2 2023 · view latest →

Vise Technologies, Inc.

CIK 0001812090 · 521 BROADWAY, 3RD FLOOR, NEW YORK, NY, 10012 · (415) 737-5666

Reported Value
$413M
Q2 2023
Positions
339
Filings on Record
17
2019–present window
Filed
Aug 8, 2023
original filing

Summary

Vise Technologies, Inc. reported $413M in U.S.-listed holdings across 339 positions for Q2 2023.

Its largest position, VCIT, represents 3.3% of the portfolio.

Compared with Q1 2023, the fund opened 48 new positions and exited 39.

Reported Value by Quarter

13F Reported Value
Q2 ’22: $258MQ2 ’22Q3 ’22: $265MQ4 ’22: $319.5BQ4 ’22Q1 ’23: $379MQ2 ’23: $413MQ2 ’23Q3 ’23: $407MQ4 ’23: $465MQ4 ’23Q1 ’24: $508MQ2 ’24: $570MQ2 ’24Q3 ’24: $786MQ4 ’24: $1.2BQ4 ’24Q2 ’25: $2.4BQ3 ’25: $2.7BQ3 ’25Q4 ’25: $5.1BQ1 ’26: $5.1BQ1 ’26filingsflow.com

Portfolio Composition

By security type
Common Stock: 50.1%ETP: 41.3%ADR: 5.8%Other: 2.7%NY Reg Shrs: 0.2%Other: 0.0%
  • Common Stock · 50.1% · $207M
  • ETP · 41.3% · $171M
  • ADR · 5.8% · $24M
  • Other · 2.7% · $11M
  • NY Reg Shrs · 0.2% · $764,101
  • Other · 0.0% · $112,659

Quarter-over-Quarter Changes full breakdown →

Holdings — Q2 2023

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$5.1B1,447Apr 21, 202613F-HRchanges · EDGAR ↗
Q4 2025$5.1B1,461Feb 11, 202613F-HRchanges · EDGAR ↗
Q3 2025$2.7B1,181Nov 13, 202513F-HRchanges · EDGAR ↗
Q2 2025$2.4B1,046Aug 7, 202513F-HRchanges · EDGAR ↗
Q4 2024$1.2B816Feb 18, 202513F-HRchanges · EDGAR ↗
Q3 2024$786M588Nov 13, 202413F-HRchanges · EDGAR ↗
Q2 2024$570M423Aug 2, 202413F-HRchanges · EDGAR ↗
Q1 2024$508M378May 15, 202413F-HRchanges · EDGAR ↗
Q4 2023$465M349Feb 8, 202413F-HRchanges · EDGAR ↗
Q3 2023$407M331Oct 31, 202313F-HRchanges · EDGAR ↗
Q2 2023$413M339Aug 8, 202313F-HRchanges · EDGAR ↗
Q1 2023$379M330May 10, 202313F-HRchanges · EDGAR ↗
Q4 2022$319.5B327Feb 10, 202313F-HRchanges · EDGAR ↗
Q3 2022$265M297Nov 14, 202213F-HRchanges · EDGAR ↗
Q2 2022$258M291Aug 15, 202213F-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 ↗.