• 13F History

MENLO ADVISORS LLC

13F Filings History

Latest 13F report
Q1 2025 - Apr 14, 2025
Value $
$210M
Signature - Title
tracey seymour - CFO
Location
Menlo Park, CA
Summary
This page shows a list of all the recent 13F filings made by MENLO ADVISORS LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. MENLO ADVISORS LLC reported 27 stock holdings with total value $210M as of Q1 2025. Top holdings included BRKB, GLD, GOOG, AAPL, and GDX.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 27 $210M +$29.3M -$15.3M +$14M BRKB, GLD, GOOG, AAPL, GDX 13F-HR 4/11/2025, 07:05 PM
Q4 2024 29 $196M +$5.87M -$7.47M -$1.6M BRKB, GOOG, GLD, AAPL, GOOGL 13F-HR 2/6/2025, 03:17 PM
Q3 2024 29 $194M +$8.54M -$7.88M +$656K BRKB, GOOG, GLD, AAPL, MSFT 13F-HR 11/15/2024, 05:50 PM
Q2 2024 32 $180M +$6.28M -$3.91M +$2.37M BRKB, GOOG, MSFT, GOOGL, GLD 13F-HR 8/9/2024, 05:21 PM
Q1 2024 29 $175M +$2.08M -$1.28M +$795K BRKB, GOOG, MSFT, QVAL, GLD 13F-HR 4/19/2024, 10:19 AM
Q4 2023 28 $163M +$4.72M -$5.71M -$995K BRKB, GOOG, MSFT, AAPL, GLD 13F-HR 2/13/2024, 05:19 PM
Q3 2023 33 $151M +$3.98M -$10.1M -$6.14M BRKB, GOOG, AAPL, GLD, QVAL 13F-HR 10/12/2023, 04:04 PM
Q2 2023 32 $159M +$7.11M -$3.48M +$3.64M BRKB, AAPL, GOOG, MSFT, GLD 13F-HR 8/15/2023, 02:12 PM
Q1 2023 29 $146M +$7.56M -$3.08M +$4.48M BRKB, GLD, AAPL, GOOG, MSFT 13F-HR 4/12/2023, 07:24 PM
Q4 2022 28 $133M +$2.02M -$3.1M -$1.08M BRKB, GLD, QVAL, AAPL, GOOG 13F-HR 2/14/2023, 03:24 PM
Q3 2022 29 $143M +$29.8M -$2.63M +$27.1M BRKB, GLD, AAPL, GOOG, QVAL 13F-HR 11/15/2022, 01:36 PM
Q2 2022 32 $151M +$5.78M -$679K +$5.1M BRKB, GLD, GOOG, MSFT, AAPL 13F-HR 7/20/2022, 11:01 AM
Q1 2022 37 $189M +$10.2M -$1.15M +$9.04M BRKB, GOOG, AAPL, GLD, MSFT 13F-HR 4/27/2022, 09:22 PM
Q4 2021 45 $201M +$5.64M -$10.3M -$4.7M BRKB, GOOG, AAPL, MSFT, GOOGL 13F-HR 2/15/2022, 08:21 PM
Q3 2021 42 $189M +$7.71M -$2.5M +$5.21M BRKB, GOOG, GOOGL, GLD, AAPL 13F-HR 11/15/2021, 05:08 PM
Q2 2021 42 $185M +$10.8M -$5.26M +$5.54M BRKB, GOOG, AAPL, GLD, GOOGL 13F-HR 8/30/2021, 11:33 AM
Q1 2021 38 $168M +$10.9M -$4.33M +$6.57M BRKB, GLD, GOOG, AAPL, QVAL 13F-HR 4/12/2021, 09:09 PM
Q4 2020 39 $151M +$8.35M -$2.74M +$5.61M BRKB, GLD, AAPL, MSFT, GOOG 13F-HR 2/16/2021, 02:52 PM
Q3 2020 35 $128M +$8.83M -$8.13M +$704K BRKB, GLD, AAPL, MSFT, GDX 13F-HR 11/10/2020, 11:25 AM
Q2 2020 36 $128M +$22M -$7.73M +$14.2M BRKB, GLD, MSFT, GDX, GOOG 13F-HR 7/17/2020, 04:14 PM
Q1 2020 30 $106M +$3.35M -$7.25M -$3.9M BRKB, GLD, MSFT, GOOG, DIS 13F-HR 4/13/2020, 01:59 PM
Q4 2019 35 $153M +$428K -$671K -$243K BRKB, GLD, MSFT, DIS, BAC 13F-HR 1/7/2020, 01:49 PM
Q3 2019 36 $143M +$1.32M -$261K +$1.06M BRKB, GLD, MSFT, HHC, DIS 13F-HR 10/8/2019, 01:24 PM
Q2 2019 39 $145M +$5.01M -$2.95M +$2.06M BRKB, GLD, DIS, MSFT, HHC 13F-HR 7/17/2019, 01:52 PM
Q1 2019 38 $140M +$10.7M -$1.33M +$9.41M BRKB, CSCO, GLD, MSFT, HHC 13F-HR 4/10/2019, 03:22 PM
Q4 2018 36 $129M +$5.95M -$4.23M +$1.72M BRKB, GLD, CSCO, SH, DEM 13F-HR 1/9/2019, 11:47 AM
Q3 2018 41 $148M +$8.36M -$3.21M +$5.15M BRKB, CSCO, MSFT, HHC, DXJ 13F-HR 10/10/2018, 12:12 PM
Q2 2018 40 $136M +$5.84M -$1.95M +$3.88M BRKB, MSFT, HHC, CSCO, QVAL 13F-HR 7/11/2018, 05:13 PM
Q1 2018 42 $138M +$9.99M -$5.17M +$4.82M BRKB, MKL, MSFT, HHC, CSCO 13F-HR 4/11/2018, 02:21 PM
Q4 2017 43 $138M +$831K -$2.17M -$1.34M BRKB, BAC, MKL, ABBV, CSCO 13F-HR 1/9/2018, 01:58 PM
Q3 2017 43 $132M +$2.2M -$7.37M -$5.18M BRKB, MKL, ABBV, BAC, GLD 13F-HR 10/13/2017, 02:41 PM
Q2 2017 44 $136M +$921K -$178K +$743K BRKB, FWONKXXXX, MSFT, MKL, BAC 13F-HR 7/12/2017, 04:29 PM
Q1 2017 47 $133M +$6.39M -$2.35M +$4.04M BRKB, FWONKXXXX, MKL, MSFT, BAC 13F-HR 4/13/2017, 03:00 PM
Q4 2016 43 $124M +$3.21M -$1.82M +$1.39M BRKB, BAC, FWONKXXXX, MSFT, MKL 13F-HR 1/23/2017, 02:07 PM
Q3 2016 43 $125M +$578K -$150K +$428K BRKB, MKL, FWONKXXXX, GLD, MDT 13F-HR 10/20/2016, 02:38 PM
Q2 2016 43 $118M +$21.7M -$2.07M +$19.6M BRKB, MKL, GLD, MDT, HHC 13F-HR 7/12/2016, 02:18 PM
Q1 2016 38 $109M +$6.16M -$3.98M +$2.18M BRKB, MKL, MSFT, HHC, MDT 13F-HR 4/13/2016, 01:25 PM
Q4 2015 39 $114M +$1.88M -$16.4M -$14.6M BRKB, MKL, AIG, BAC, HHC 13F-HR 1/21/2016, 11:14 AM
Q3 2015 36 $127M +$14.1M -$1.52M +$12.5M BRKB, SHXXXX, MKL, AIG, MSFT 13F-HR 10/15/2015, 11:52 AM
Q2 2015 39 $143M BRKB, DXJ, HHC, MKL, AIG New Holdings 12/7/2015, 02:54 PM
Q2 2015 42 $148M +$9.66M -$3.97M +$5.69M BRKB, DXJ, HHC, MKL, AIG 13F-HR 7/15/2015, 02:37 PM
Q1 2015 37 $140M BRKB, HHC, MDT, DXJ, MKL New Holdings 12/7/2015, 02:41 PM
Q1 2015 39 $145M +$3.54M -$4.39M -$851K BRKB, HHC, MDT, DXJ, MKL 13F-HR 4/17/2015, 12:06 PM
Q4 2014 36 $141M BRKB, MSFT, YHOO, MDT, BAC New Holdings 12/7/2015, 02:33 PM
Q4 2014 39 $152M +$882K -$1.26M -$380K BRKB, MSFT, YHOO, MDT, MDTXXXX 13F-HR 1/16/2015, 01:34 PM
Q3 2014 36 $138M BRKB, MSFT, HHC, DXJ, BAC New Holdings 12/7/2015, 02:26 PM
Q3 2014 39 $149M +$7.06M -$2.22M +$4.85M BRKB, MSFT, HHC, DXJ, BAC 13F-HR 10/30/2014, 01:31 PM
Q2 2014 37 $139M BRKB, HHC, MSFT, GLW, AIG New Holdings 12/7/2015, 02:18 PM
Q2 2014 40 $151M +$11.5M -$2.11M +$9.34M BRKB, HHC, MSFT, GLW, AIG 13F-HR 7/16/2014, 01:13 PM
Q1 2014 34 $133M BRKB, MSFT, HHC, YHOO, GLW New Holdings 12/7/2015, 02:08 PM
Q1 2014 36 $144M +$10.5M -$10.3M +$189K BRKB, MSFT, HHC, YHOO, GLW 13F-HR 4/22/2014, 01:48 PM
Q4 2013 33 $134M BRKB, VOD, HRS, YHOO, GOOGL New Holdings 12/7/2015, 01:55 PM
Q4 2013 31 $132M BRKB, VODXXXX, HRS, YHOO, GOOGLXXXX 13F-HR 1/10/2014, 11:33 AM
Q3 2013 35 $122M BRKB, AIG, VOD, HRS, YHOO New Holdings 12/7/2015, 01:19 PM