Skip to content
Disclosery

Morangie Management LLC

Follow

13F filer, CIK 2056670, New York, NY

Morangie Management LLC reported $125,650,914 across 34 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-01-16. Its ten largest share positions make up 72.65% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001172661-26-000214

Period
2025-12-31
Reported value
$126M
Holdings
34
Top 10 weight
72.65%
New
3
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
PLTRnew+13,174$2.34M
GRNYnew+91,533$2.27M
CRMadded+3,822$1.01M
NOWadded+5,656$866K
WELLadded+3,663$680K

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
DKNGreduced-46,007-$1.59M
KVYOreduced-46,652-$1.51M
SPYreduced-1,596-$1.09M
QQQreduced-232-$143K
IWMreduced-208-$51.2K

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, Q4 2025

Share positions as resolved from 13F-HR 0001172661-26-000214, largest first. % of portfolio is the value over $125,407,389, 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 23,625 shares; 2025Q1: 19,326 shares; 2025Q2: 22,329 shares; 2025Q3: 22,196 shares; 2025Q4: 20,600 shares 20,600$14.1M11.23%-1,596Timeline
KVYOKLAVIYO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 990,284 shares; 2025Q1: 989,316 shares; 2025Q2: 482,875 shares; 2025Q3: 469,756 shares; 2025Q4: 423,104 shares 423,104$13.7M10.95%-46,652Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 51,603 shares; 2025Q1: 49,882 shares; 2025Q2: 52,478 shares; 2025Q3: 52,467 shares; 2025Q4: 53,625 shares 53,625$12.4M9.87%+1,158Timeline
DKNGDRAFTKINGS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 420,101 shares; 2025Q1: 435,121 shares; 2025Q2: 379,456 shares; 2025Q3: 375,740 shares; 2025Q4: 329,733 shares 329,733$11.4M9.06%-46,007Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13,097 shares; 2025Q1: 12,979 shares; 2025Q2: 12,969 shares; 2025Q3: 12,899 shares; 2025Q4: 12,667 shares 12,667$7.78M6.21%-232Timeline
GSGOLDMAN SACHS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,323 shares; 2025Q1: 5,451 shares; 2025Q2: 7,180 shares; 2025Q3: 7,468 shares; 2025Q4: 7,810 shares 7,810$6.86M5.47%+342Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 23,156 shares; 2025Q1: 21,873 shares; 2025Q2: 24,276 shares; 2025Q3: 24,328 shares; 2025Q4: 24,646 shares 24,646$6.7M5.34%+318Timeline
MSMORGAN STANLEYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 24,462 shares; 2025Q1: 25,721 shares; 2025Q2: 33,906 shares; 2025Q3: 35,377 shares; 2025Q4: 37,049 shares 37,049$6.58M5.24%+1,672Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,592 shares; 2025Q1: 13,112 shares; 2025Q2: 16,876 shares; 2025Q3: 17,584 shares; 2025Q4: 18,481 shares 18,481$5.95M4.75%+897Timeline
BACBANK OF AMER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 65,487 shares; 2025Q1: 69,424 shares; 2025Q2: 93,239 shares; 2025Q3: 97,650 shares; 2025Q4: 103,030 shares 103,030$5.67M4.52%+5,380Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,221 shares; 2025Q1: 6,630 shares; 2025Q2: 7,742 shares; 2025Q3: 7,763 shares; 2025Q4: 8,156 shares 8,156$3.94M3.15%+393Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,567 shares; 2025Q1: 8,464 shares; 2025Q2: 13,034 shares; 2025Q3: 13,096 shares; 2025Q4: 14,946 shares 14,946$2.79M2.22%+1,850Timeline
CRMSALESFORCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,534 shares; 2025Q1: 4,706 shares; 2025Q2: 6,575 shares; 2025Q3: 6,621 shares; 2025Q4: 10,443 shares 10,443$2.77M2.21%+3,822Timeline
SNOWSNOWFLAKE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,603 shares; 2025Q1: 8,497 shares; 2025Q2: 12,501 shares; 2025Q3: 11,683 shares; 2025Q4: 11,958 shares 11,958$2.62M2.09%+275Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,091 shares; 2025Q1: 4,755 shares; 2025Q2: 7,746 shares; 2025Q3: 7,802 shares; 2025Q4: 8,070 shares 8,070$2.53M2.01%+268Timeline
PLTRPALANTIR TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,174 shares 13,174$2.34M1.87%newTimeline
GRNYTIDAL TRUST IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 91,533 shares 91,533$2.27M1.81%newTimeline
WELLWELLTOWER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,017 shares; 2025Q3: 6,833 shares; 2025Q4: 10,496 shares 10,496$1.95M1.55%+3,663Timeline
SPGSIMON PPTY GROUP INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,810 shares; 2025Q1: 10,272 shares; 2025Q2: 10,272 shares; 2025Q3: 10,272 shares; 2025Q4: 10,272 shares 10,272$1.9M1.52%0Timeline
IWMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,365 shares; 2025Q1: 7,602 shares; 2025Q2: 7,242 shares; 2025Q3: 7,075 shares; 2025Q4: 6,867 shares 6,867$1.69M1.35%-208Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,882 shares; 2025Q3: 1,958 shares; 2025Q4: 1,958 shares 1,958$1.34M1.07%0Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,215 shares; 2025Q1: 3,215 shares; 2025Q2: 3,215 shares; 2025Q3: 3,215 shares; 2025Q4: 4,186 shares 4,186$1.31M1.05%+971Timeline
JPEFJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,020 shares; 2025Q3: 15,020 shares; 2025Q4: 15,020 shares 15,020$1.12M0.89%0Timeline
NOWSERVICENOW INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,515 shares; 2025Q3: 1,448 shares; 2025Q4: 7,104 shares 7,104$1.09M0.87%+5,656Timeline
VTWVVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,929 shares; 2025Q1: 5,929 shares; 2025Q2: 5,929 shares; 2025Q3: 5,929 shares; 2025Q4: 5,929 shares 5,929$948K0.76%0Timeline
XLESELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13,126 shares; 2025Q1: 14,198 shares; 2025Q2: 13,783 shares; 2025Q3: 13,392 shares; 2025Q4: 20,876 shares 20,876$933K0.74%+7,484Timeline
XLFSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,982 shares; 2025Q1: 13,181 shares; 2025Q2: 13,181 shares; 2025Q3: 13,181 shares; 2025Q4: 13,181 shares 13,181$722K0.58%0Timeline
ACWXISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15,751 shares; 2025Q1: 7,681 shares; 2025Q2: 7,681 shares; 2025Q3: 7,681 shares; 2025Q4: 7,681 shares 7,681$516K0.41%0Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,217 shares; 2025Q3: 6,217 shares; 2025Q4: 6,217 shares 6,217$388K0.31%0Timeline
UBERUBER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,160 shares 4,160$340K0.27%newTimeline
VGTVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares 400$302K0.24%0Timeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 550 shares; 2025Q1: 550 shares; 2025Q2: 550 shares; 2025Q3: 550 shares; 2025Q4: 550 shares 550$268K0.21%0Timeline
VIGVANGUARD SPECIALIZED FUNDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 970 shares; 2025Q4: 970 shares 970$213K0.17%0Timeline

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 Stockcall7,500$244K+7,000

Sold out in Q4 2025

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

SecurityShares beforeValue beforeType
DKNGDRAFTKINGS INC NEW800$29.9Kcall

How Q4 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 0001172661-26-000214 base2026-01-16acceptance time not in the bulk data set