Bullfrog Capital Gp 13F annual report

Bullfrog Capital Gp is an investment fund managing more than $198 billion ran by Cynthia Mcadam. There are currently 3 companies in Mrs. Mcadam’s portfolio. The largest investments include Robinhood Mkts Inc and Nu Hldgs Ltd, together worth $198 billion.

$198 billion Assets Under Management (AUM)

As of 7th August 2023, Bullfrog Capital Gp’s top holding is 12,874,866 shares of Robinhood Mkts Inc currently worth over $128 billion and making up 64.7% of the portfolio value. In addition, the fund holds 8,819,028 shares of Nu Hldgs Ltd worth $69.6 billion. The third-largest holding is Root worth $385 million.

Currently, Bullfrog Capital Gp's portfolio is worth at least $198 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 Bullfrog Capital Gp

The Bullfrog Capital Gp office and employees reside in Palo Alto, California. According to the last 13-F report filed with the SEC, Cynthia Mcadam serves as the Attorney-in-Fact at Bullfrog Capital Gp.

Recent trades

In the most recent 13F filing, Bullfrog Capital Gp revealed that it had increased its stake in Robinhood Mkts Inc and bought 5,155 additional shares worth around .

One of the smaller hedge funds

The two most similar investment funds to Bullfrog Capital Gp are Marvin & Palmer Associates Inc and Argonautica Private Wealth Management, Inc. They manage $199 billion and $198 billion respectively.


Cynthia Mcadam investment strategy

Bullfrog Capital Gp’s portfolio is diversified across 2 sectors. Currently, their heaviest sector is Finance — making up 0.2% of the total portfolio value. The fund focuses on investments in the United States as 33.3% of the portfolio companies are based in the United States.

The majority of the companies in the fund’s portfolio are small-cap stocks. Stocks with a size of more than $100 million in market cap make up 33% of the total holdings value. On the other hand, large-cap stocks make up only approximately 0.1% of the portfolio. The average market cap of the portfolio companies is close to $77 million.

The complete list of Bullfrog Capital Gp trades based on 13F SEC filings

These positions were updated on August 14th 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
Robinhood Mkts Inc
0.04%
12,874,866
$128,491,163,000 64.74%
Nu Hldgs Ltd
No change
8,819,028
$69,582,131,000 35.06%
Root, Inc.
No change
43,107
$385,377,000 0.19%
No transactions found
Showing first 500 out of 3 holdings