Stash Investments 13F annual report

Stash Investments is an investment fund managing more than $152 billion ran by Kate Ring. There are currently 3 companies in Mrs. Ring’s portfolio. The largest investments include Vanguard Index Fds and Ishares Tr, together worth $142 billion.

$152 billion Assets Under Management (AUM)

As of 18th July 2024, Stash Investments’s top holding is 228,123 shares of Vanguard Index Fds currently worth over $61 billion and making up 40.2% of the portfolio value. In addition, the fund holds 1,502,249 shares of Ishares Tr worth $80.9 billion. The third-largest holding is Vanguard Intl Equity Index F worth $9.74 billion.

Currently, Stash Investments's portfolio is worth at least $152 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 Stash Investments

The Stash Investments office and employees reside in New York, New York. According to the last 13-F report filed with the SEC, Kate Ring serves as the Chief Compliance Officer at Stash Investments.

Recent trades

In the most recent 13F filing, Stash Investments revealed that it had increased its stake in Vanguard Index Fds and bought 10,834 additional shares worth around .

One of the smallest hedge funds

The two most similar investment funds to Stash Investments are Lagoda Investment Management, L.P. and Treasure Coast Planning. They manage $152 billion and $152 billion respectively.


The complete list of Stash Investments trades based on 13F SEC filings

These positions were updated on July 25th 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
Vanguard Index Fds
4.99%
228,123
$61,025,184,000 40.24%
Ishares Tr
9.71%
1,502,249
$80,890,298,000 53.34%
Vanguard Intl Equity Index F
4.47%
222,660
$9,743,602,000 6.42%
No transactions found
Showing first 500 out of 3 holdings