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Morangie Management LLC

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13F filer, CIK 2056670, New York, NY

Morangie Management LLC reported $115,357,859 across 34 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-07-16. Its ten largest share positions make up 77.33% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001172661-25-002610

Period
2025-06-30
Reported value
$115M
Holdings
34
Top 10 weight
77.33%
New
7
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
SPYadded+3,003$1.86M
NOWnew+1,515$1.56M
MLPXnew+22,558$1.41M
GSadded+1,729$1.22M
IVVnew+1,882$1.17M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
KVYOreduced-506,441-$17M
DKNGreduced-55,665-$2.39M
IWMreduced-360-$77.7K
XLEreduced-415-$35.2K
QQQreduced-10-$5.52K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2025

Share positions as resolved from 13F-HR 0001172661-25-002610, largest first. % of portfolio is the value over $115,276,312, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
DKNGDRAFTKINGS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 420,101 shares; 2025Q1: 435,121 shares; 2025Q2: 379,456 shares 379,456$16.3M14.12%-55,665Timeline
KVYOKLAVIYO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 990,284 shares; 2025Q1: 989,316 shares; 2025Q2: 482,875 shares 482,875$16.2M14.07%-506,441Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 23,625 shares; 2025Q1: 19,326 shares; 2025Q2: 22,329 shares 22,329$13.8M12%+3,003Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 51,603 shares; 2025Q1: 49,882 shares; 2025Q2: 52,478 shares 52,478$11.5M9.99%+2,596Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13,097 shares; 2025Q1: 12,979 shares; 2025Q2: 12,969 shares 12,969$7.16M6.21%-10Timeline
GSGOLDMAN SACHS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,323 shares; 2025Q1: 5,451 shares; 2025Q2: 7,180 shares 7,180$5.08M4.41%+1,729Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 23,156 shares; 2025Q1: 21,873 shares; 2025Q2: 24,276 shares 24,276$4.98M4.32%+2,403Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,592 shares; 2025Q1: 13,112 shares; 2025Q2: 16,876 shares 16,876$4.89M4.24%+3,764Timeline
MSMORGAN STANLEYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 24,462 shares; 2025Q1: 25,721 shares; 2025Q2: 33,906 shares 33,906$4.78M4.14%+8,185Timeline
BACBANK OF AMER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 65,487 shares; 2025Q1: 69,424 shares; 2025Q2: 93,239 shares 93,239$4.41M3.83%+23,815Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,221 shares; 2025Q1: 6,630 shares; 2025Q2: 7,742 shares 7,742$3.85M3.34%+1,112Timeline
SNOWSNOWFLAKE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,603 shares; 2025Q1: 8,497 shares; 2025Q2: 12,501 shares 12,501$2.8M2.43%+4,004Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,567 shares; 2025Q1: 8,464 shares; 2025Q2: 13,034 shares 13,034$2.06M1.79%+4,570Timeline
CRMSALESFORCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,534 shares; 2025Q1: 4,706 shares; 2025Q2: 6,575 shares 6,575$1.8M1.56%+1,869Timeline
SPGSIMON PPTY GROUP INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,810 shares; 2025Q1: 10,272 shares; 2025Q2: 10,272 shares 10,272$1.65M1.43%0Timeline
IWMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,365 shares; 2025Q1: 7,602 shares; 2025Q2: 7,242 shares 7,242$1.56M1.36%-360Timeline
NOWSERVICENOW INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,515 shares 1,515$1.56M1.35%newTimeline
MLPXGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,360 shares; 2025Q1: not reported; 2025Q2: 22,558 shares 22,558$1.41M1.23%newTimeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,091 shares; 2025Q1: 4,755 shares; 2025Q2: 7,746 shares 7,746$1.37M1.18%+2,991Timeline
XLESELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13,126 shares; 2025Q1: 14,198 shares; 2025Q2: 13,783 shares 13,783$1.17M1.01%-415Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,882 shares 1,882$1.17M1.01%newTimeline
JPEFJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,020 shares 15,020$1.05M0.91%newTimeline
VTWVVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,929 shares; 2025Q1: 5,929 shares; 2025Q2: 5,929 shares 5,929$825K0.72%0Timeline
WELLWELLTOWER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,017 shares 5,017$771K0.67%newTimeline
XLFSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,982 shares; 2025Q1: 13,181 shares; 2025Q2: 13,181 shares 13,181$690K0.6%0Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,215 shares; 2025Q1: 3,215 shares; 2025Q2: 3,215 shares 3,215$570K0.49%0Timeline
NUSCNUSHARES ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 12,089 shares; 2025Q2: 12,089 shares 12,089$493K0.43%0Timeline
ACWXISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15,751 shares; 2025Q1: 7,681 shares; 2025Q2: 7,681 shares 7,681$468K0.41%0Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,217 shares 6,217$354K0.31%newTimeline
VGTVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 400 shares 400$265K0.23%newTimeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 550 shares; 2025Q1: 550 shares; 2025Q2: 550 shares 550$241K0.21%0Timeline
WOLFSPEED INCWOLFSPEED INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 27,174 shares; 2025Q2: 25,028 shares 25,028$9.98K0.01%-2,146

Options

Puts and calls, as filed. The amount and value describe the underlying shares, not the option premium, so they stay out of % of portfolio (H5).

SecurityTypeAmountValueChange
KVYOKLAVIYO INC Stockcall1,500$47.2K-32,300
DKNGDRAFTKINGS INC NEW COM CL Acall800$34.3K0

How Q2 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001172661-25-002610 base2025-07-16acceptance time not in the bulk data set