Beau Ventures, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of March 31, 2026. The filing lists 21 total positions held by the firm.
The largest position disclosed in the portfolio is in Adobe Inc., where Beau Ventures holds 24,316,751 shares. The firm also holds a significant position in Alphabet Inc., with 1,400,000 shares of Class C stock. Other major holdings include American Superconductor Corp with 380,867 shares, Autonation Inc with 10,042 shares, and Biogen Inc with 100,000 shares.
The filing details a total of 21 individual stock positions. The list includes companies such as Bristol-Myers Squibb Co., Canopy Growth Corporation, CVS Health Corp., and Eastman Kodak Co. Additionally, the portfolio includes positions in eBay Inc., International Business Machines (IBM) Corp., JPMorgan Chase & Co., and Kinsale Capital Group Inc.
Beau Ventures also holds stakes in Meta Platforms Inc., Moderna Inc., Penske Automotive Group Inc., and Sonic Automotive Inc. Other disclosed holdings include Target Corp., Uber Technologies Inc., USA Today Co. Inc., and Yext Inc.
