Every quarter Lumida Wealth presents a visual summary of the 45+ hedge funds we track every quarter that shape the future investing trends.
Enjoy the visual summary below or Check out the full data along with Ram’s insights in spreadsheet format here.
Please note:
– AUM indicates assets under management in managed 13F securities only, the overall AUM due to other positions (Debt, options etc) may be higher.
– Color intensity indicates relative weight.
– Individual stock Rectangles optimized for mobile readability and are not to scale
– Percentages are rounded to nearest decimal and indicate current portfolio weights
– We have prioritized top 5 stock positions wherever available.
– Each manager has a summary, sector analysis and legend for stock information.
Compliance Disclaimer: The information is for general informational purposes only and does not constitute investment advice. Past performance is not indicative of future results, and investments in hedge funds carry risks, including the potential loss of principal. We recommend that you seek independent financial advice before making any investment decisions.
Data Sources: Hedgefollow, Whalewisdom, Lumida analysis
Summary Overview
Point 72 Asset Management, led by Steven Cohen, maintains a diversified portfolio with a focus on technology and consumer sectors. The fund’s top holdings include significant investments in major tech companies and consumer goods, while recent activity shows new investments in financial services, semiconductors, and energy, alongside reductions in existing technology and consumer holdings.
3 sector-specific insights
- The top holdings reflect a balanced approach across technology and consumer sectors, with major investments in companies like Amazon and Apple.
- New investments in financial services, semiconductors, and energy suggest a strategic diversification into these sectors.
- Reductions in existing technology and consumer holdings indicate a rebalancing or profit-taking strategy.
Top 5 holdings, additions, and reduced positions
- KR (The Kroger Co.): Consumer staples sector, operates supermarkets and multi-department stores.
- COHR (Coherent Corp.): Technology sector, provides lasers and laser-based technology for scientific, commercial, and industrial customers.
- AAPL (Apple Inc.): Technology sector, designs, manufactures, and markets consumer electronics, software, and services.
- DELL (Dell Technologies Inc.): Technology sector, provides information technology solutions, including hardware, software, and services.
- AMZN (Amazon.com, Inc.): Consumer discretionary sector, engages in e-commerce, cloud computing, digital streaming, and artificial intelligence.
New Holdings
- GPN (Global Payments Inc.): Financial sector, provides payment technology and software solutions.
- TER (Teradyne, Inc.): Technology sector, supplies automatic test equipment for semiconductor, wireless, and other electronic systems.
- COP (ConocoPhillips): Energy sector, engages in the exploration, production, transportation, and marketing of crude oil, bitumen, natural gas, liquefied natural gas, and natural gas liquids.
- CMCSA (Comcast Corporation): Communication services sector, provides media and technology services, including cable, internet, and phone services.
- AAPL (Apple Inc.): Technology sector, designs, manufactures, and markets consumer electronics, software, and services.
Reduced Holdings
- KR (The Kroger Co.): Consumer staples sector, operates supermarkets and multi-department stores.
- COHR (Coherent Corp.): Technology sector, provides lasers and laser-based technology for scientific, commercial, and industrial customers.
- AAPL (Apple Inc.): Technology sector, designs, manufactures, and markets consumer electronics, software, and services.
- DELL (Dell Technologies Inc.): Technology sector, provides information technology solutions, including hardware, software, and services.
- AMZN (Amazon.com, Inc.): Consumer discretionary sector, engages in e-commerce, cloud computing, digital streaming, and artificial intelligence.
