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Morangie Management LLC

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13F filer, CIK 2056670, New York, NY

Morangie Management LLC reported $115,992,746 across 32 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-10-03. Its ten largest share positions make up 77.2% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001172661-25-004157

Period
2025-09-30
Reported value
$116M
Holdings
32
Top 10 weight
77.2%
New
1
Sold out
3

Largest buys vs the previous quarter

SecurityShares changeApprox. value
WELLadded+1,816$324K
MSadded+1,471$234K
GSadded+288$229K
BACadded+4,411$228K
JPMadded+708$223K

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
MLPXexited-22,558-$1.41M
NUSCexited-12,089-$493K
KVYOreduced-13,119-$363K
SNOWreduced-818-$184K
DKNGreduced-3,716-$139K

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, Q3 2025

Share positions as resolved from 13F-HR 0001172661-25-004157, largest first. % of portfolio is the value over $115,948,981, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 23,625 shares; 2025Q1: 19,326 shares; 2025Q2: 22,329 shares; 2025Q3: 22,196 shares 22,196$14.8M12.79%-133Timeline
DKNGDRAFTKINGS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 420,101 shares; 2025Q1: 435,121 shares; 2025Q2: 379,456 shares; 2025Q3: 375,740 shares 375,740$14.1M12.12%-3,716Timeline
KVYOKLAVIYO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 990,284 shares; 2025Q1: 989,316 shares; 2025Q2: 482,875 shares; 2025Q3: 469,756 shares 469,756$13M11.22%-13,119Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 51,603 shares; 2025Q1: 49,882 shares; 2025Q2: 52,478 shares; 2025Q3: 52,467 shares 52,467$11.5M9.94%-11Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13,097 shares; 2025Q1: 12,979 shares; 2025Q2: 12,969 shares; 2025Q3: 12,899 shares 12,899$7.75M6.69%-70Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 23,156 shares; 2025Q1: 21,873 shares; 2025Q2: 24,276 shares; 2025Q3: 24,328 shares 24,328$6.19M5.34%+52Timeline
GSGOLDMAN SACHS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,323 shares; 2025Q1: 5,451 shares; 2025Q2: 7,180 shares; 2025Q3: 7,468 shares 7,468$5.95M5.13%+288Timeline
MSMORGAN STANLEYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 24,462 shares; 2025Q1: 25,721 shares; 2025Q2: 33,906 shares; 2025Q3: 35,377 shares 35,377$5.62M4.85%+1,471Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,592 shares; 2025Q1: 13,112 shares; 2025Q2: 16,876 shares; 2025Q3: 17,584 shares 17,584$5.55M4.78%+708Timeline
BACBANK OF AMER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 65,487 shares; 2025Q1: 69,424 shares; 2025Q2: 93,239 shares; 2025Q3: 97,650 shares 97,650$5.04M4.34%+4,411Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,221 shares; 2025Q1: 6,630 shares; 2025Q2: 7,742 shares; 2025Q3: 7,763 shares 7,763$4.02M3.47%+21Timeline
SNOWSNOWFLAKE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,603 shares; 2025Q1: 8,497 shares; 2025Q2: 12,501 shares; 2025Q3: 11,683 shares 11,683$2.64M2.27%-818Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,567 shares; 2025Q1: 8,464 shares; 2025Q2: 13,034 shares; 2025Q3: 13,096 shares 13,096$2.44M2.11%+62Timeline
SPGSIMON PPTY GROUP INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,810 shares; 2025Q1: 10,272 shares; 2025Q2: 10,272 shares; 2025Q3: 10,272 shares 10,272$1.93M1.66%0Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,091 shares; 2025Q1: 4,755 shares; 2025Q2: 7,746 shares; 2025Q3: 7,802 shares 7,802$1.9M1.64%+56Timeline
IWMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,365 shares; 2025Q1: 7,602 shares; 2025Q2: 7,242 shares; 2025Q3: 7,075 shares 7,075$1.71M1.48%-167Timeline
CRMSALESFORCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,534 shares; 2025Q1: 4,706 shares; 2025Q2: 6,575 shares; 2025Q3: 6,621 shares 6,621$1.57M1.36%+46Timeline
NOWSERVICENOW INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,515 shares; 2025Q3: 1,448 shares 1,448$1.33M1.15%-67Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,882 shares; 2025Q3: 1,958 shares 1,958$1.31M1.13%+76Timeline
WELLWELLTOWER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,017 shares; 2025Q3: 6,833 shares 6,833$1.22M1.05%+1,816Timeline
XLESELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13,126 shares; 2025Q1: 14,198 shares; 2025Q2: 13,783 shares; 2025Q3: 13,392 shares 13,392$1.2M1.03%-391Timeline
JPEFJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,020 shares; 2025Q3: 15,020 shares 15,020$1.11M0.96%0Timeline
VTWVVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,929 shares; 2025Q1: 5,929 shares; 2025Q2: 5,929 shares; 2025Q3: 5,929 shares 5,929$924K0.8%0Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,215 shares; 2025Q1: 3,215 shares; 2025Q2: 3,215 shares; 2025Q3: 3,215 shares 3,215$783K0.68%0Timeline
XLFSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,982 shares; 2025Q1: 13,181 shares; 2025Q2: 13,181 shares; 2025Q3: 13,181 shares 13,181$710K0.61%0Timeline
ACWXISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15,751 shares; 2025Q1: 7,681 shares; 2025Q2: 7,681 shares; 2025Q3: 7,681 shares 7,681$499K0.43%0Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,217 shares; 2025Q3: 6,217 shares 6,217$373K0.32%0Timeline
VGTVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 400 shares; 2025Q3: 400 shares 400$299K0.26%0Timeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 550 shares; 2025Q1: 550 shares; 2025Q2: 550 shares; 2025Q3: 550 shares 550$264K0.23%0Timeline
VIGVANGUARD SPECIALIZED FUNDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 970 shares 970$209K0.18%newTimeline

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
DKNGDRAFTKINGS INC NEW COM CL Acall800$29.9K0
KVYOKLAVIYO INC Stockcall500$13.8K-1,000

Sold out in Q3 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
MLPXGLOBAL X FDS22,558$1.41Mshares
NUSCNUSHARES ETF TR12,089$493Kshares
WOLFSPEED INCWOLFSPEED INC25,028$9.98Kshares

How Q3 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 0001172661-25-004157 base2025-10-03acceptance time not in the bulk data set