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| Portfolios |
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| Track firms over time with portfolios. Click on the ✚ to add to a portfolio. |
| Lateef Investment Management LP
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| CRD # | 107049 |
| SEC # | 801-9747 |
| CIK # | |
| AUM | $886.8 MM (96% Disc, 100% US) |
| Employees | 9 (44% Investors, 11% Brokers) |
| Phone | 415-461-3800 |
| Address | 1000 4th St San Rafael, CA 94901 |
| Source | [IAPD] [Website] |
| Total AUM ($BB) |
|---|
| Sector | Holding | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| GOOGL | 819,810.0 | 46.8 | |
| IQV | 27,580.0 | 45.1 | |
| V | 341,210.0 | 41.4 | |
| KEYS | 15,980.0 | 39.4 | |
| ADSK | 33,740.0 | 39.0 | |
| ANTM | 76,070.0 | 30.8 | |
| SBUX | 86,650.0 | 26.8 | |
| MLM | 12,400.0 | 24.8 | |
| NYT | 5,640.0 | 24.8 | |
| FDC | 23,960.0 | 24.6 | |
| View All | |||
| Holdings by Sector ($) |
|---|
| Type | Private Fund | Form D | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| HF | Analog Capital Fund LP | [2015-03-11] | 14.4 | 11.1 |
| View All | ||||
| Fund Directors | # Filings | # Firms | 2011 - 2020 |
|---|---|---|---|
| Eric Winterhalter | 1 | 1 | |
| Lateef Investment Management LP | 1 | 1 | |
| Analog Investment Edge GP LLC | 1 | 1 | |
| Kouji Yamada | 1 | 1 | |
| Michael Wang | 1 | 1 | |
| Analog Investment Edge LLC | 1 | 1 |
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0.9 |