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| Happy Holidays!! thanks for using AUM13F!! |
| Peloton Capital Management
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| CRD # | 109775 |
| SEC # | 801-27200 |
| CIK # | 0001080132 |
| AUM | $279.9 M (2025-03-31) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 317-559-1700 |
| Address | 8500 Keystone Crossing Indianapolis, IN 46240 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001080132 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Amazon Com Inc | 8.9 | ||
| Mastercard Inc | 8.8 | ||
| Microsoft Corp | 8.1 | ||
| Alphabet Inc | 7.6 | ||
| J P Morgan Chase & Co | 7.2 | ||
| Salesforce Com Inc | 6.7 | ||
| United Technologies Corp /DE/ | 6.4 | ||
| Thermo Fisher Scientific Inc | 5.1 | ||
| Goldman Sachs Group Inc | 5.0 | ||
| Emerson Electric Co | 4.7 | ||
| Applied Materials Inc /DE | 4.6 | ||
| Cummins Inc | 4.0 | ||
| Uber Technologies Inc | 3.7 | ||
| Costco Wholesale Corp /NEW | 3.7 | ||
| Vertex Pharmaceuticals Inc / Ma | 3.6 | ||
| UnitedHealth Group Inc | 3.6 | ||
| Intuit Inc | 3.5 | ||
| Freeport McMoran Copper & Gold Inc | 3.3 | ||
| Chipotle Mexican Grill Inc | 3.3 | ||
| Lululemon Athletica Inc | 3.3 | ||
| Honeywell International Inc | 3.2 | ||
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| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | Peloton Tactical Equity Fund LP | 2021-10-13 | 4.6 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 141 | 276.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 3.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 352 | 279.9 |
| By Discretionary | ||
| Discretionary | 352 | 279.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 352 | 279.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 279.9 | |
| Total | 352 | 279.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001080132] |
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|---|---|---|
|
Papamarkou Wellner Asset Management Inc
✚
|
NY | 0.4 |
|
Pacific Point Advisors LLC
✚
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CA | 0.3 |
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Sturgeon Ventures LLP
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0.3 | |
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Left Brain Wealth Management LLC
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IL | 0.3 |
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Camelot Portfolios LLC
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OH | 0.3 |
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5T Wealth LLC
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CA | 0.3 |
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Pinnacle Capital Management LLC
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NY | 0.3 |
|
Alpha Principle LLC
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|
CO | 0.3 |
|
CMG Capital Management Group Inc
✚
|
PA | 0.3 |
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Convoy Investments LLC
✚
|
0.2 |