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:
Managed by Jim Simons, Renaissance Technologies is known for its quantitative investment strategies. The fund’s top holdings reflect a focus on technology and healthcare sectors, with significant positions in companies that are leaders in innovation and growth.
3 sector-specific insights:
- The fund’s top holdings strongly emphasize the biotechnology sector, with investments in companies like Vertex Pharmaceuticals.
- Adding semiconductor companies like AMD and Qualcomm suggests a bullish outlook on the tech hardware sector.
- Reducing positions such as Meta Platforms may indicate a strategic shift or profit-taking in the social media and digital advertising space.
Top 5 holdings:
- UTHR (United Therapeutics Corporation): Biotechnology sector, focuses on the development and commercialization of unique products to address the unmet needs of patients with chronic and life-threatening conditions.
- VRTX (Vertex Pharmaceuticals Incorporated): Biotechnology sector, specializes in developing therapies for cystic fibrosis and other serious diseases.
- NVDA (NVIDIA Corporation): Technology sector, designs and manufactures graphics processing units (GPUs) for gaming and professional markets, and system on a chip units (SoCs) for the mobile computing and automotive market.
- PLTR (Palantir Technologies Inc.): Technology sector, provides software solutions for data analytics and decision-making.
- NVO (Novo Nordisk A/S): Healthcare sector, focuses on diabetes care and hormone replacement therapies.
New Holdings:
- QCOM (Qualcomm Incorporated): Technology sector engages in developing and commercializing foundational technologies for the wireless industry.
- AMD (Advanced Micro Devices, Inc.): Technology sector, it develops computer processors and related technologies for business and consumer markets.
- AVGO (Broadcom Inc.): Technology sector, designs, develops, and supplies a broad range of semiconductor and infrastructure software solutions.
Reduced Holdings:
- META (Meta Platforms, Inc.): Technology sector, operates social media platforms and is involved in virtual reality and digital advertising.
- VRSN (VeriSign, Inc.): Technology sector, provides domain name registry services and internet infrastructure.
- VRTX (Vertex Pharmaceuticals Incorporated): Biotechnology sector, specializes in developing therapies for cystic fibrosis and other serious diseases.
- PLTR (Palantir Technologies Inc.): Technology sector, provides software solutions for data analytics and decision-making.
- NVO (Novo Nordisk A/S): Healthcare sector, focuses on diabetes care and hormone replacement therapies.
