Subscribe to WhaleWisdom to view all filing data WhaleWisdom tracks 13F, Schedule 13D, and 13G EDGAR filings by hedge funds. } An institutional investment manager that uses the U.S. mail (or other means or instrumentality of interstate commerce) in the course of its business, and exercises investment discretion over $100 million or more in Section 13(f) securities (explained below) must report its holdings quarterly on Form 13F … Lateef Investment Management L.P. raised its position in shares of Apple Inc. (NASDAQ:AAPL) by 300.0% during the 3rd quarter, according to the company in its most recent 13F filing with the SEC. Issuer Signature. Chief Investment Officer and Portfolio Manager, Domestic Equity We construct concentrated portfolios of high-quality growth companies with improving fundamentals purchased with a value discipline. document.getElementById(imgid).src='https://www.holdingschannel.com/open.gif'; SEC Form F-9: A filing with the Securities and Exchange Commission (SEC) that publicly-traded Canadian foreign private issuers are required to use. Track the AUM, funds, and holdings for Lateef Investment Management LP over time. } Lateef Investment Management's largest holding is Danaher Corp. with shares held of 265,375. Feed of latest filings. if (isexpanded[from]) { S&P 500WhaleScore Their last reported 13F filing for … } Looking to the Past . LATEEF INVESTMENT MANAGEMENT L.P. Fort Point Capital Partners LLC RMB Capital Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from RMB Capital Management LLC 13F … When completed, an email will be sent to the email address you specify • Investment Advisor Institutional Investment Manager Filing this Report: Name: LATEEF INVESTMENT MANAGEMENT, L.P. .littlerow { background-color: #FFFFFF; padding-top: 2px; padding-bottom: 2px; padding-left:0; padding-right:3px; border-top: 1px solid #EEEEEE; font-family: Arial; font-size: 10px; } Lateef Investment Management High Quality Concentrated Growth Investing Founded in 1974, Lateef Investment Management, L.P., seeks to provide long-term capital appreciation and principal … Compare against similar firms. display: none; Equal-WTWhaleScore 2.0 var isexpanded = new Array(); containing a link to download the .zip file of the CSV file(s) you requested. Their last reported 13F filing for Q4 2020 included $37,585,794,000 in managed 13F securities and a top 10 holdings concentration of 36.92%. for(var i = 0; i < trs.length; i++) { } height: 20px; All text and design is copyright © 2020 WhaleWisdom.com. .arow { background-color: #EEFFEE; font-size: 11px; padding-right:3px; } We seek to provide long-term capital appreciation and principal preservation by … Lateef Investment Management, L.P. provides investment management services. Because 13F reports are filed up to 45 days after the end of a quarter, they may in some cases reflect investment decisions made more than four months prior to the filing. Reporting Threshold for Institutional Investment Managers. ? Whalewisdom has at least 82 13F filings, and 7 13G filings The firm last filed a Form D notice of exempt offering of securities on 2009-01-16. OriginalWhaleScore See Details: Top 10 Stocks Held By Lateef Investment Management L.P. All Stocks Held By Lateef Investment Management L.P. Top 10 Stocks Held By Lateef Investment Management L.P. stock quote data powered by Ticker Technologies. [If there are no entries in this list, state “NONE” and omit the column headings and list entries.] }, See Full List: All Stocks Held By Lateef Investment Management L.P. Lateef Investment Management is a hedge fund with 363 clients and discretionary assets under management (AUM) of $899,376,863 (Form ADV from 2020-06-25). document.getElementById(imgid).src='https://www.holdingschannel.com/closed.gif'; The Commission is proposing to raise the reporting threshold for Form 13F and to make certain other changes to the … We … to see more advanced email alert options such as selecting any type of Their last reported 13F filing for … SEC form, multiple filers or classes of filers, and much more.***. Lateef Investment Management L.P. Info: Size ($ in 1000's) At 12/31/2020: $1,079,694 At 09/30/2020: $928,852 Lateef Investment Management L.P. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Lateef Investment Management L.P. 13F … 13F filing from LATEEF INVESTMENT MANAGEMENT, L.P., enter your .putrow { background-color: #FFEEEE; font-size: 11px; font-style: italic; padding-right:3px; } Chapman Investment Management is a large advisory firm with 62 clients and discretionary assets under management (AUM) of $128,765,813 (Form ADV from 2020-06-23). for Q4 2020: NOT APPLICABLE LATEEF CAPITAL PARTNERS, LLC, CHIEF INVESTMENT OFFICER AND MANAGING PARTNER, MANAGING PARTNER AND CHIEF INVESTMENT OFFICER, MANAGING PARTNER AND CHIEF OPERATING OFFICER, CHIEF ADMINISTRATIVE OFFICER, HEAD OF INVESTOR RELATIONS & PARTNER, DIRECTOR OF RESEARCH/ASSOCIATE PORTFOLIO MANAGER AND MANAGING PARTNER, PARTNER LIMITED LIABILITY MG FINANCIAL, LLC, PARTNER LIMITED LIABILITY LATEEF MGL, LLC, CHIEF INVESTMENT OFFICER OF GLOBAL EQUITY. } View the latest funds and 13F holdings. } else { color: #111111; All rights reserved. .showrow { Lateef Investment Management has met the qualifications for inclusion in our WhaleScore system. Form D is a form to be used to file a notice of an exempt offering of securities with the Securities and Exchange Commission. Form D contains basic information about the offering and the company. the MV of securities sold, whichever is less, var imgid = 'ocimg' + from; Lateef Investment Management, L.P. (1009262) SEC Filing 13F-HR Institutional Manager Holdings report for the period ending Wednesday, September 30, 2020 HTTP://WWW.LATEEF.COM Sign-up Lateef Investment Management L.P. boosted its position in shares of Schwab Intermediate-Term U.S. Treasury ETF (NYSEARCA:SCHR) by 1.7% during the 4th quarter, according to its most recent 13F filing … Action. Sachem Head Capital Management, which publicly called on Instructure to explore alternatives in late October, did not list Instructure on its so-called 13F filing for the fourth quarter. if (table) { The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained … Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report. Lateef Investment Management is based out of San Rafael. We give you the access and tools to invest like a Wall Street money manager – at a Main Street price. Existing + 1,697 + $72: Rice Hall James & Associates LLC: Existing: UNCH-$28: Fulton Breakefield … ... or a registered investment adviser. ARK Investment Management's largest holding is Tesla Inc with shares held of 4,134,226. • SAN RAFAEL, CA Lateef Investment Management L.P. increased its position in Southwest Airlines Co. (NYSE:LUV) by 75.9% during the fourth quarter, according to the company in its most recent 13F filing …