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Bey-Douglas LLC
Bey-Douglas LLC is an institution, managing $134.1M across 64 long positions as of Q3 2025 with 41% Technology concentration, 62% concentrated in top 10 holdings, and 41% technology allocation.
- Portfolio Value
- $134.1M
- Positions
- 64
- Top Holding
- GOOGL at 10.79%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Bey-Douglas LLC's portfolio (61.7% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Internet Content & Information Communication Services | $14.5M | 10.79% | -$4.5M Sold | 0.00% 59.5K shares | |
Semiconductors Technology | $13.2M | 9.84% | -$6.3M Sold | 0.00% 70.7K shares | |
Software - Infrastructure Technology | $12.7M | 9.45% | -$3.8M Sold | 0.00% 24.5K shares | |
Travel Services Consumer Cyclical | $7.8M | 5.79% | -$2.8M Sold | 0.00% 1.4K shares | |
Financial - Credit Services Financial Services | $7.1M | 5.29% | -$2.4M Sold | 0.00% 20.8K shares | |
Software - Application Technology | $6.9M | 5.16% | -$2.2M Sold | 0.00% 10.1K shares | |
Consumer Electronics Technology | $5.4M | 4.06% | -$1.4M Sold | 0.00% 21.4K shares | |
Medical - Devices Healthcare | $5.4M | 4.03% | -$1.8M Sold | 0.00% 14.6K shares | |
Financial - Credit Services Financial Services | $5.3M | 3.93% | -$1.8M Sold | 0.00% 9.3K shares | |
Internet Content & Information Communication Services | $4.5M | 3.36% | -$1.4M Sold | 0.00% 6.1K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Bey-Douglas LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
-90.33% | |
-40.52% | |
-40.15% | |
-32.41% |
Analytics
Portfolio insights and performance metrics for Bey-Douglas LLC
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