SEC 13F Intelligence

Managers / Q4 2023 · view latest →

REGATTA CAPITAL GROUP, LLC

CIK 0001911488 · 880 APOLLO ST., SUITE 129, EL SEGUNDO, CA, 90245 · 310-725-9102

Reported Value
$380M
Q4 2023
Positions
172
Filings on Record
18
2019–present window
Filed
Jan 22, 2024
original filing

Summary

Regatta Capital Group, LLC reported $380M in U.S.-listed holdings across 172 positions for Q4 2023.

Its largest position, Vaneck Etf, represents 9.7% of the portfolio.

Compared with Q3 2023, the fund opened 16 new positions and exited 5.

Portfolio Metrics

Turnover
+4.7%
vs prior filed quarter
Top-10 Concentration
+44.6%
share of reported value
Largest Position
+9.7%
Vaneck Etf
New / Exited
16 / 5
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’21: $286MQ4 ’21Q1 ’22: $290MQ2 ’22: $210MQ3 ’22: $245MQ3 ’22Q4 ’22: $281MQ1 ’23: $281MQ2 ’23: $315MQ2 ’23Q3 ’23: $315MQ4 ’23: $380MQ1 ’24: $444MQ1 ’24Q2 ’24: $464MQ3 ’24: $515MQ4 ’24: $516MQ4 ’24Q1 ’25: $516MQ2 ’25: $582MQ3 ’25: $633MQ3 ’25Q4 ’25: $662MQ1 ’26: $661Mfilingsflow.com

Portfolio Composition

By security type
ETP: 51.5%Common Stock: 42.7%Closed-End Fund: 3.6%Other: 1.0%ADR: 0.8%Other: 0.4%
  • ETP · 51.5% · $196M
  • Common Stock · 42.7% · $162M
  • Closed-End Fund · 3.6% · $14M
  • Other · 1.0% · $4M
  • ADR · 0.8% · $3M
  • Other · 0.4% · $1M

Quarter-over-Quarter Changes full breakdown →

vs Q3 2023 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
AMERICAN CENTY ETF TRNEW+306.1K306.1K+$13M$13M
TLHISHARES TRNEW+63.1K63.1K+$7M$7M
AMDADVANCED MICRO DEVICES INCNEW+21.3K21.3K+$3M$3M
DYHTARGET CORPNEW+2.6K2.6K+$372,429$372,429
QCOMQUALCOMM INCNEW+1.8K1.8K+$261,296$261,296
TOSTTOAST INCNEW+13.9K13.9K+$254,015$254,015
ROKUROKU INCNEW+2.5K2.5K+$232,359$232,359
TSMTAIWAN SEMICONDUCTOR MFG LTDNEW+2.2K2.2K+$229,555$229,555

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q4 2023

38 positions
#IssuerClass% PortfolioValueShares
1TLHISHARES TRCORE S&P TTL STK · MSCI USA QLT FCT · 10-20 YR TRS ETF · CORE MSCI TOTAL · ESG AWARE MSCI · CORE S&P SCP ETF · CORE S&P MCP ETF · 3 7 YR TREAS BD · ESG AWRE 1 5 YR12.23%$47M551.8K
2VANECK ETF TRUSTMRNGSTR WDE MOAT9.66%$37M432.9K
3AMERICAN CENTY ETF TRAVANTIS CORE FI · US SML CP VALU · US EQT ETF8.64%$33M539.7K
4VTVVANGUARD INDEX FDShistory →VALUE ETF7.87%$30M200.2K
5AAPLAPPLE INChistory →COM6.47%$25M127.7K
6GOOGLALPHABET INCCAP STK CL A · CAP STK CL C2.97%$11M80.7K
7NUSHARES ETF TRNUVEEN ESG LRGVL · NUVEEN ESG MIDVL2.87%$11M316.2K
8RDVYFIRST TR EXCHANGE-TRADED FDhistory →RISNG DIVD ACHIV2.86%$11M210.6K
9AMZNAMAZON COM INChistory →COM2.42%$9M60.5K
10METAMETA PLATFORMS INChistory →CL A2.12%$8M22.8K
11MSFTMICROSOFT CORPhistory →COM2.03%$8M20.6K
12VUSBVANGUARD BD INDEX FDShistory →VANGUARD ULTRA1.96%$7M150.8K
13BRK/BBERKSHIRE HATHAWAY INC DELhistory →CL B NEW1.93%$7M20.6K
14VANGUARD WORLD FDESG US STK ETF1.33%$5M59.6K
15TSLATESLA INChistory →COM1.14%$4M17.5K
16COSTCOSTCO WHSL CORP NEWCOM0.89%$3M5.1K
17JPMJPMORGAN CHASE & COCOM0.86%$3M19.3K
18VVISA INCCOM CL A0.84%$3M12.2K
19AVGOBROADCOM INCCOM0.84%$3M2.9K
20AMDADVANCED MICRO DEVICES INCCOM0.83%$3M21.3K
21DISDISNEY WALT COCOM0.80%$3M33.5K
22BKNGBOOKING HOLDINGS INCCOM0.75%$3M807
23MCDMCDONALDS CORPCOM0.73%$3M9.3K
24ABNBAIRBNB INCCOM CL A0.67%$3M18.8K
25BACVERIZON COMMUNICATIONS INCCOM0.67%$3M67.7K
26NVDANVIDIA CORPORATIONCOM0.66%$3M5.1K
27XNCMXNUVEEN CALIFORNIA AMT QLT MUCOM0.65%$2M215.6K
28WSMWILLIAMS SONOMA INCCOM0.64%$2M12.1K
29PGPROCTER AND GAMBLE COCOM0.63%$2M16.3K
30NUVEEN CA QUALTY MUN INCOMECOM0.62%$2M211.2K
31TAT&T INCCOM0.60%$2M136.1K
32KOCOCA COLA COCOM0.56%$2M36.4K
33MUABLACKROCK MUNIASSETS FD INCCOM0.55%$2M199.1K
34NFLXNETFLIX INCCOM0.55%$2M4.3K
35ABBVABBVIE INCCOM0.51%$2M12.5K
36ABGCENCORA INCCOM0.46%$2M8.5K
37UNILEVER PLCSPON ADR NEW0.45%$2M35.5K
38SHELSHELL PLCSPON ADS0.44%$2M25.6K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$661M215Apr 15, 202613F-HRchanges · EDGAR ↗
Q4 2025$662M211Jan 13, 202613F-HRchanges · EDGAR ↗
Q3 2025$633M214Oct 17, 202513F-HRchanges · EDGAR ↗
Q2 2025$582M210Jul 15, 202513F-HRchanges · EDGAR ↗
Q1 2025$516M187Apr 14, 202513F-HRchanges · EDGAR ↗
Q4 2024$516M186Jan 21, 202513F-HRchanges · EDGAR ↗
Q3 2024$515M188Oct 15, 202413F-HRchanges · EDGAR ↗
Q2 2024$464M184Aug 2, 202413F-HRchanges · EDGAR ↗
Q1 2024$444M184Apr 23, 202413F-HRchanges · EDGAR ↗
Q4 2023$380M172Jan 22, 202413F-HRchanges · EDGAR ↗
Q3 2023$315M161Oct 30, 202313F-HRchanges · EDGAR ↗
Q2 2023$315M168Jul 13, 202313F-HRchanges · EDGAR ↗
Q1 2023$281M174May 1, 202313F-HRchanges · EDGAR ↗
Q4 2022$281M174Feb 7, 202313F-HRchanges · EDGAR ↗
Q3 2022$245M164Nov 14, 202213F-HRchanges · EDGAR ↗
Q2 2022$210M152Aug 9, 202213F-HRchanges · EDGAR ↗
Q1 2022$290M167May 16, 202213F-HRchanges · EDGAR ↗
Q4 2021$286M184Feb 23, 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 ↗.