Lester Murray Antman dba SimplyRich
Private Equity
Lester Murray Antman dba SimplyRich is a Private Equity based in Beavercreek, OH led by Jonathan David Singer, reporting $682.7M in AUM as of Q3 2025 with AAPL as the largest holding (9% allocation).
Managing PartnerJonathan David Singer
- Portfolio Value
- $309.5M
- Positions
- 143
- Top Holding
- AAPL at 8.91%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Lester Murray Antman dba SimplyRich's portfolio (48.9% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Consumer Electronics Technology | $27.6M | 8.91% | -$19.1K Sold | 0.00% 108.3K shares | |
Internet Content & Information Communication Services | $24.1M | 7.78% | -$49.2K Sold | 0.00% 98.9K shares | |
ETF ETF | $20.0M | 6.48% | -$787.8K Sold | — 210.7K shares | |
ETF ETF | $16.1M | 5.21% | -$1.1M Sold | — 190.1K shares | |
Internet Content & Information Communication Services | $15.0M | 4.85% | — | 0.00% 61.7K shares | |
ETF ETF | $14.9M | 4.82% | -$1.3M Sold | — 233.7K shares | |
Software - Infrastructure Technology | $13.4M | 4.33% | -$172.5K Sold | 0.00% 25.9K shares | |
Financial - Credit Services Financial Services | $8.0M | 2.60% | — | 0.00% 23.6K shares | |
Home Improvement Consumer Cyclical | $6.9M | 2.23% | -$405.2 Sold | 0.00% 17.1K shares | |
Medical - Healthcare Plans Healthcare | $5.2M | 1.69% | -$2.1K Sold | 0.00% 15.1K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Lester Murray Antman dba SimplyRich's latest filing
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Analytics
Portfolio insights and performance metrics for Lester Murray Antman dba SimplyRich
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