Semper Augustus Investments Group LLC
Managed by Christopher Bloomstran. $663.1M disclosed long-equity portfolio across 859 positions.
| # | Stock | Value | % of Portfolio |
|---|---|---|---|
| 1 | VORNADO RLTY TR | $194.2M | 29.28% |
| 2 | ISHARES INC | $70.2M | 10.59% |
| 3 | COINBASE GLOBAL INC | $66.8M | 10.07% |
| 4 | TAIWAN SEMICONDUCTOR MFG LTD | $38.9M | 5.86% |
| 5 | THERMO FISHER SCIENTIFIC INC | $23.3M | 3.51% |
| 6 | ALPHABET INC | $20.5M | 3.08% |
| 7 | META PLATFORMS INC | $20.0M | 3.01% |
| 8 | VISA INC | $19.3M | 2.92% |
| 9 | APPLE INC | $19.3M | 2.92% |
| 10 | NVIDIA CORPORATION | $19.2M | 2.89% |
| 11 | AMAZON COM INC | $18.4M | 2.78% |
| 12 | SPDR S&P 500 ETF TR | $18.2M | 2.75% |
| 13 | BERKSHIRE HATHAWAY INC DEL | $18.1M | 2.73% |
| 14 | MICROSOFT CORP | $18.1M | 2.73% |
| 15 | CSX CORP | $12.6M | 1.90% |
| 16 | INTUIT | $11.8M | 1.77% |
| 17 | MERCADOLIBRE INC | $11.3M | 1.71% |
| 18 | DANAHER CORPORATION | $10.4M | 1.57% |
| 19 | SOMNIGROUP INTERNATIONAL INC | $7.6M | 1.15% |
| 20 | OFFERPAD SOLUTIONS INC | $1.7M | 0.25% |
| 21 | FIGMA INC | $496K | 0.07% |
| 22 | ISHARES TR | $487K | 0.07% |
| 23 | BROADCOM INC | $480K | 0.07% |
| 24 | TESLA INC | $391K | 0.06% |
| 25 | JPMORGAN CHASE & CO. | $342K | 0.05% |
For full quarterly history, transactions, and the investor profile, see Christopher Bloomstran's page →
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Semper Augustus Investments Group LLC — overview
Christopher Bloomstran runs Semper Augustus Investments Group LLC, a multi-strategy investment firm tracked here via SEC 13F filings. As of the Q4 2025 13F filing, the disclosed long-equity portfolio is valued at $663M across 859 positions. The largest holdings are VORNADO RLTY TR, ISHARES INC, and COINBASE GLOBAL INC (VORNADO RLTY TR alone is 29.3% of the book).
Key takeaways
- Disclosed Q4 2025 portfolio: $663M.
- Top holdings: VORNADO RLTY TR, ISHARES INC, and COINBASE GLOBAL INC.