Golden Green 13F annual report

Golden Green is an investment fund managing more than $95.5 billion ran by Amy Burk. There are currently 72 companies in Mrs. Burk’s portfolio. The largest investments include Apple Inc and Alps Etf Tr, together worth $15.5 billion.

$95.5 billion Assets Under Management (AUM)

As of 24th October 2023, Golden Green’s top holding is 67,918 shares of Apple Inc currently worth over $11.6 billion and making up 12.2% of the portfolio value. Relative to the number of outstanding shares of Apple Inc, Golden Green owns more than approximately 0.1% of the company. In addition, the fund holds 92,554 shares of Alps Etf Tr worth $3.91 billion. The third-largest holding is Global X Fds worth $8.94 billion and the next is Etfis Ser Tr I worth $3.82 billion, with 109,337 shares owned.

Currently, Golden Green's portfolio is worth at least $95.5 billion. 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 Golden Green

The Golden Green office and employees reside in Seneca, South Carolina. According to the last 13-F report filed with the SEC, Amy Burk serves as the CCO at Golden Green.

Recent trades

In the most recent 13F filing, Golden Green revealed that it had opened a new position in Eli Lilly & Co and bought 3,510 shares worth $1.89 billion.

The investment fund also strengthened its position in Ishares Tr by buying 1,855 additional shares. This makes their stake in Ishares Tr total 116,863 shares worth $3.7 billion.

On the other hand, there are companies that Golden Green is getting rid of from its portfolio. Golden Green closed its position in Boeing Co on 31st October 2023. It sold the previously owned 16,681 shares for $3.54 billion. Amy Burk also disclosed a decreased stake in Apple Inc by approximately 0.1%. This leaves the value of the investment at $11.6 billion and 67,918 shares.

One of the smallest hedge funds

The two most similar investment funds to Golden Green are Barrier Capital Management and In-depth Partners. They manage $95.6 billion and $95.6 billion respectively.


Amy Burk investment strategy

Golden Green’s portfolio is diversified across 10 sectors. Currently, their heaviest sector is Consumer Discretionary — making up 15.4% of the total portfolio value. The fund focuses on investments in the United States as 41.7% 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 35% of the total holdings value. On the other hand, small-cap stocks make up only 1.4% of the portfolio. The average market cap of the portfolio companies is close to $293 billion.

The complete list of Golden Green trades based on 13F SEC filings

These positions were updated on October 31st 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
Apple Inc
2.27%
67,918
$11,628,244,000 12.17%
Alps Etf Tr
19.18%
92,554
$3,905,772,000 4.09%
Global X Fds
11.80%
237,287
$8,936,272,000 9.35%
Etfis Ser Tr I
13.58%
109,337
$3,821,324,000 4.00%
Boeing Co.
Closed
16,681
$3,543,545,000
Ishares Tr
1.61%
116,863
$3,704,697,000 3.88%
Invesco Exch Traded Fd Tr Ii
1.98%
306,874
$3,360,270,000 3.52%
Capital Southwest Corp.
24.46%
122,481
$2,804,815,000 2.94%
Flaherty & Crumrine Pfd Secs
Closed
178,488
$2,470,274,000
Meta Platforms Inc
251.81%
7,659
$2,299,308,000 2.41%
Hercules Capital Inc
0.91%
138,408
$2,272,659,000 2.38%
Sixth Street Specialty Lendi
0.69%
96,655
$1,975,628,000 2.07%
Microsoft Corporation
60.09%
6,250
$1,973,438,000 2.07%
Devon Energy Corp.
37.34%
40,030
$1,909,431,000 2.00%
Ares Capital Corp
1.19%
97,265
$1,893,750,000 1.98%
Eli Lilly & Co
Opened
3,510
$1,885,326,000 1.97%
Netflix Inc.
140.94%
4,908
$1,853,261,000 1.94%
Main Str Cap Corp
2.79%
42,454
$1,724,906,000 1.81%
Pennantpark Invt Corp
1.13%
252,512
$1,661,529,000 1.74%
Blue Owl Capital Corporation
2.53%
118,606
$1,642,693,000 1.72%
Pennantpark Floating Rate Ca
0.07%
153,476
$1,636,054,000 1.71%
Rithm Capital Corp
2.99%
171,452
$1,592,789,000 1.67%
Amazon.com Inc.
Opened
11,870
$1,508,914,000 1.58%
Triplepoint Venture Growth B
0.12%
143,506
$1,501,073,000 1.57%
NVIDIA Corp
251.22%
3,442
$1,497,236,000 1.57%
Agnc Invt Corp
3.31%
155,588
$1,468,751,000 1.54%
Office Pptys Income Tr
Closed
114,890
$1,413,147,000
Annaly Capital Management In
5.13%
70,182
$1,320,123,000 1.38%
Fs Kkr Cap Corp
3.43%
64,873
$1,277,349,000 1.34%
Mfa Finl Inc
1.61%
129,667
$1,246,100,000 1.30%
Exxon Mobil Corp.
2.76%
10,232
$1,203,079,000 1.26%
Eaton Vance Tax-managed Dive
2.27%
103,233
$1,191,309,000 1.25%
Costco Whsl Corp New
14.42%
1,682
$950,263,000 0.99%
Alphabet Inc
Opened
7,111
$930,545,000 0.97%
Star Bulk Carriers Corp
1.19%
46,347
$893,570,000 0.94%
Hancock John Tax-advantaged
5.01%
48,872
$867,967,000 0.91%
Broadcom Inc.
Opened
1,036
$860,481,000 0.90%
Pioneer Nat Res Co
Opened
3,710
$851,631,000 0.89%
Invesco Mortgage Capital Inc
10.20%
82,579
$826,616,000 0.87%
Visa Inc
0.26%
3,432
$789,394,000 0.83%
Occidental Pete Corp
3.05%
11,296
$732,884,000 0.77%
Conocophillips
2.88%
5,979
$716,284,000 0.75%
Booking Holdings Inc
92.04%
217
$669,217,000 0.70%
Chevron Corp.
3.21%
3,737
$630,133,000 0.66%
Hancock John Pfd Income Fd I
1.35%
84,293
$1,169,823,000 1.22%
Hancock John Pfd Income Fd
1.53%
39,793
$579,784,000 0.61%
Salesforce Inc
Opened
2,717
$550,953,000 0.58%
Unitedhealth Group Inc
Opened
1,083
$546,038,000 0.57%
Uber Technologies Inc
Opened
11,212
$515,640,000 0.54%
Shopify Inc
Opened
8,586
$468,538,000 0.49%
Home Depot, Inc.
6.06%
1,520
$459,283,000 0.48%
Advanced Micro Devices Inc.
53.22%
4,425
$454,979,000 0.48%
Energy Transfer L P
Opened
31,912
$447,725,000 0.47%
Las Vegas Sands Corp
Opened
9,348
$428,513,000 0.45%
Mcdonalds Corp
Opened
1,619
$426,511,000 0.45%
Petroleo Brasileiro Sa Petro
Opened
27,199
$407,713,000 0.43%
Workday Inc
Opened
1,753
$376,632,000 0.39%
ServiceNow Inc
Opened
663
$370,590,000 0.39%
Take-two Interactive Softwar
Opened
2,498
$350,694,000 0.37%
Seven Hills Realty Trust
10.20%
30,703
$335,277,000 0.35%
Western Alliance Bancorp
Closed
9,381
$333,401,000
Mastercard Incorporated
0.50%
796
$315,144,000 0.33%
Caterpillar Inc.
Opened
1,092
$298,116,000 0.31%
Franklin Bsp Rlty Tr Inc
24.95%
21,256
$281,429,000 0.29%
Spdr Ser Tr
7.27%
9,375
$269,250,000 0.28%
Blackstone Mtg Tr Inc
22.30%
12,360
$268,830,000 0.28%
Schwab Charles Corp
1.96%
4,847
$266,100,000 0.28%
Disney Walt Co
Closed
2,578
$258,135,000
Trade Desk Inc
Opened
3,134
$244,922,000 0.26%
PotlatchDeltic Corp
3.59%
4,970
$225,588,000 0.24%
Palo Alto Networks Inc
Opened
958
$224,594,000 0.24%
Keycorp
0.43%
20,642
$222,108,000 0.23%
Pacwest Bancorp
Closed
22,820
$222,039,000
UFP Industries Inc
Closed
2,784
$221,244,000
Wells Fargo Co New
0.67%
5,349
$218,560,000 0.23%
Woodside Energy Group Ltd
2.40%
8,946
$208,352,000 0.22%
Truist Finl Corp
Closed
6,012
$205,009,000
New York Cmnty Bancorp Inc
5.17%
11,304
$128,187,000 0.13%
Hive Digital Technologies Lt
Opened
10,000
$30,800,000 0.03%
Hut 8 Mng Corp
Opened
15,000
$29,250,000 0.03%
No transactions found
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