AXS Thomson Reuters Private Equity Return Tracker Fund

AXS Thomson Reuters Private Equity Return Tracker Fund is a registered fund series of INVESTMENT MANAGERS SERIES TRUST II (series S000069732). Net assets $11.2M as of 2023-06-30.

Profile

Advisers

Top holdings (173 reported)

Showing 15 of 173 holdings by value.

HoldingTickerValue% of fund
NVIDIA Corp$513K456.94%
Apple Inc$502K447.22%
Microsoft Corp$475K423.69%
Alphabet Inc$447K398.13%
Amazon.com Inc$409K364.46%
Meta Platforms Inc$342K304.88%
BNPP Equity Swap BCKTAXPE /BCKTAXPE$307K274.04%
Berkshire Hathaway Inc$287K255.59%
Tesla Inc$245K218.37%
Visa Inc$218K193.87%
JPMorgan Chase & Co$191K170.19%
Mastercard Inc$187K166.50%
Exxon Mobil Corp$181K160.97%
Procter & Gamble Co/The$165K146.73%
Broadcom Inc$163K145.34%

Net asset history

Report dateNet assets
2023-06-30$11.2M
2023-03-31$12.5M
2022-12-31$14.0M
2022-09-30$14.5M
2022-06-30$15.7M
2022-03-31$23.2M
2021-12-31$28.9M
2021-09-30$25.8M

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