Swan & Legend Advisors 13F annual report

Swan & Legend Advisors is an investment fund managing more than $911 million ran by Anthony Nader. There are currently 2 companies in Mr. Nader’s portfolio. The largest investments include Pinterest Inc and Airbnb, together worth $911 million.

$911 million Assets Under Management (AUM)

As of 7th May 2024, Swan & Legend Advisors’s top holding is 24,613 shares of Pinterest Inc currently worth over $853 million and making up 93.7% of the portfolio value. Relative to the number of outstanding shares of Pinterest Inc, Swan & Legend Advisors owns more than approximately 0.1% of the company. In addition, the fund holds 348 shares of Airbnb worth $57.4 million, whose value grew 15.5% in the past six months.

Currently, Swan & Legend Advisors's portfolio is worth at least $911 million. The total portfolio value may be much higher due to cash assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.

Careers at Swan & Legend Advisors

The Swan & Legend Advisors office and employees reside in Leesburg, Virginia. According to the last 13-F report filed with the SEC, Anthony Nader serves as the Managing Member at Swan & Legend Advisors.

Recent trades

There are companies that Swan & Legend Advisors is getting rid of from its portfolio. Swan & Legend Advisors closed its position in Cava Group Inc on 14th May 2024. It sold the previously owned 117,742 shares for $5.06 billion.

One of the smallest hedge funds

The two most similar investment funds to Swan & Legend Advisors are Kg Funds Management and First Heartland Consultants. They manage $911 million and $913 million respectively.

Anthony Nader investment strategy

Swan & Legend Advisors’s portfolio is diversified across 2 sectors. Currently, their heaviest sector is Technology — making up 93.7% of the total portfolio value. The fund focuses on investments in the United States as 100.0% of the portfolio companies are based in the United States.

The majority of the companies in the fund’s portfolio are large-cap stocks. Stocks with a size of more than $10 billion in market cap make up 100% of the total holdings value. On the other hand, small-cap stocks make up only approximately 0.1% of the portfolio. The average market cap of the portfolio companies is close to $37 billion.

The complete list of Swan & Legend Advisors trades based on 13F SEC filings

These positions were updated on May 14th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.

Security	Shares Owned	Value	Allocation
Cava Group Inc	Closed 117,742	$5,060,551,000
Pinterest Inc	No change 24,613	$853,333,000	93.70%
Airbnb, Inc.	No change 348	$57,406,000	6.30%
No transactions found
Showing first 500 out of 3 holdings