Mariner, LLC
Institutional investor · Portfolio as of Q2 2024
Top Holdings3,153 positions
APPLE INC | 13.5M | $2.8B | 5.5% | $129.56 | +61.03% | 23 qtrssince 2018-Q4 | Increased 67 |
ISHARES TR | 4.3M | $2.3B | 4.5% | $330.03 | +61.17% | 23 qtrssince 2018-Q4 | Increased 61 |
NVIDIA CORPORATION | 14.9M | $1.8B | 3.6% | $36.71 | +235.58% | 23 qtrssince 2018-Q4 | Increased 94 |
MICROSOFT CORP | 3.7M | $1.7B | 3.2% | $236.84 | +85.44% | 23 qtrssince 2018-Q4 | Increased 61 |
VANGUARD TAX-MANAGED FDS | 27M | $1.3B | 2.6% | $40.98 | +13.44% | 23 qtrssince 2018-Q4 | Increased 57 |
AMAZON COM INC | 4.2M | $807.3M | 1.6% | $126.36 | +52.93% | 23 qtrssince 2018-Q4 | Increased 53 |
ISHARES TR | 11.9M | $699.3M | 1.4% | $46.54 | +22.03% | 23 qtrssince 2018-Q4 | Increased 51 |
STATE STR SPDR S&P 500 ETF T | 1.2M | $674.3M | 1.3% | $325.00 | +63.17% | 23 qtrssince 2018-Q4 | Decreased 0 |
ISHARES TR | 6.9M | $671.1M | 1.3% | $89.79 | -0.64% | 23 qtrssince 2018-Q4 | Increased 53 |
VANGUARD INDEX FDS | 4M | $638.7M | 1.2% | $115.71 | +32.18% | 23 qtrssince 2018-Q4 | Increased 51 |
ALPHABET INC | 3.5M | $638.1M | 1.2% | $108.23 | +66.91% | 23 qtrssince 2018-Q4 | Increased 51 |
ISHARES TR | 8.4M | $613.3M | 1.2% | $58.47 | +17.88% | 23 qtrssince 2018-Q4 | Increased 51 |
VANGUARD INDEX FDS | 1.6M | $585M | 1.1% | $38.57 | +59.96% | 23 qtrssince 2018-Q4 | Increased 52 |
BROADCOM INC | 341,791 | $548.8M | 1.1% | $55.83 | +181.76% | 23 qtrssince 2018-Q4 | Increased 52 |
VANGUARD INTL EQUITY INDEX F | 12M | $524.9M | 1.0% | $39.43 | +4.69% | 23 qtrssince 2018-Q4 | Increased 51 |
JPMORGAN CHASE & CO | 2.4M | $492.6M | 1.0% | $119.11 | +62.06% | 23 qtrssince 2018-Q4 | Increased 47 |
ELI LILLY & CO | 538,037 | $487.1M | 0.9% | $254.03 | +251.00% | 23 qtrssince 2018-Q4 | Increased 46 |
APOLLO GLOBAL MGMT INC | 3.7M | $440.1M | 0.9% | $58.40 | +96.34% | 10 qtrssince 2022-Q1 | Increased 44 |
PROCTER & GAMBLE CO | 2.6M | $429.5M | 0.8% | $114.38 | +35.80% | 23 qtrssince 2018-Q4 | Increased 46 |
VANGUARD INDEX FDS | 1.6M | $420.2M | 0.8% | $193.38 | +34.66% | 23 qtrssince 2018-Q4 | Increased 46 |
Mariner, LLC manages $51.6B across 3153 positions as of Q2 2024. Top holdings: AAPL (5.5%), IVV (4.5%), NVDA (3.6%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4/5.0.
Active quarter - 217 new positions, 191 exits, 1657 increased. Top move: NVDA (INCREASED, conviction 94). Portfolio: $51.6B across 3153 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR