Beau Ventures, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of December 31, 2025. The filing lists 22 separate positions held by the firm, with the total number of shares varying significantly across the portfolio.
The largest holding disclosed in the filing is Alphabet Inc., Class C Capital Stock, for which the firm reports ownership of 1,400,000 shares. Adobe Inc. is the second-largest position, with 100,008 shares held. Other major positions include International Business Machines (158,456 shares), CVS Health (325,037 shares), and Target Corp (100,000 shares).
The portfolio also includes a significant stake in Telefonica S.A. Sponsored ADR, with 1,628,980 shares reported. Additionally, Beau Ventures holds positions in Moderna Inc. (1,000,106 shares), Kyndryl Hldgs Inc. (100,105 shares), and eBay Inc. (200,033 shares).
The filing indicates that Beau Ventures holds sole voting and dispositive power over all securities listed in the report. The report was signed by Teresa Douberly, the Compliance Consultant for the firm, and was submitted on October 14, 2026.
