Free Trial

Serent Capital Management Co LLC Top Holdings and 13F Report (2024)

→ Do NOT Buy the Fidelity and Blackrock Bitcoin ETFs - Here’s why (From DTI) (Ad)

About Serent Capital Management Co LLC

Investment Activity

  • Serent Capital Management Co LLC has $50.16 million in total holdings as of March 31, 2024.
  • Serent Capital Management Co LLC owns shares of 1 different stock, but just 1 company or ETF makes up 80% of its holdings.
  • About 13.72% of the portfolio was sold this quarter.
  • This quarter, Serent Capital Management Co LLC has purchased 1 new stock and bought additional shares in 0 stocks.
  • Serent Capital Management Co LLC sold shares of 1 stock and completely divested from 0 stocks this quarter.

Largest Holdings

MeridianLink
$50,156,093

Largest Sales this Quarter

MeridianLink
367,911 shares (about $6.88M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofSerent Capital Management Co LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
MeridianLink, Inc. stock logo
MLNK
MeridianLink
$50,156,093$6,879,936 ▼-12.1%2,682,144100.0%Business Services

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data: