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
Tiger Global Management, led by Chase Coleman, maintains a diversified portfolio with a strong focus on technology and consumer sectors. The fund’s top holdings include significant investments in major tech companies, while recent activity shows new investments in semiconductors, healthcare, and financial services, alongside reductions in existing technology and healthcare holdings.
3 sector-specific insights
- The top holdings reflect a strong emphasis on technology, with major investments in companies like Meta Platforms, Microsoft, and Alphabet.
- New investments in semiconductors, healthcare, and financial services suggest a strategic diversification into these sectors.
- Reductions in existing technology and healthcare holdings indicate a rebalancing or profit-taking strategy.
Top 5 holdings, additions, and reduced positions
- AMZN (Amazon.com, Inc.): Consumer discretionary sector, engages in e-commerce, cloud computing, digital streaming, and artificial intelligence.
- APO (Apollo Global Management, Inc.): Financial sector, operates as an alternative investment manager.
- GOOGL (Alphabet Inc.): Technology sector, provides a wide range of products and services, including search, advertising, operating systems, and hardware.
- MSFT (Microsoft Corporation): Technology sector, develops, licenses, and supports a wide range of software products, services, and devices.
- META (Meta Platforms, Inc.): Technology sector, operates social media platforms and is involved in virtual reality and digital advertising.
New Holdings
- RBRK (Rebar Systems, Inc.): Technology sector, provides software solutions for financial services.
- ZKH (Zhongke Holdings Co., Ltd.): Industrials sector, operates in various industrial sectors.
- AMAT (Applied Materials, Inc.): Technology sector, provides manufacturing equipment, services, and software to the semiconductor industry.
- QCOM (Qualcomm Incorporated): Technology sector, engages in the development and commercialization of foundational technologies for the wireless industry.
- UNH (UnitedHealth Group Incorporated): Healthcare sector, operates as a diversified health care company in the United States.
Reduced Holdings
- ZI (ZoomInfo Technologies Inc.): Technology sector, provides a cloud-based platform for sales and marketing teams.
- AMAT (Applied Materials, Inc.): Technology sector, provides manufacturing equipment, services, and software to the semiconductor industry.
- CPAY (CPI Card Group Inc.): Technology sector, provides financial payment card solutions and services.
- QCOM (Qualcomm Incorporated): Technology sector, engages in the development and commercialization of foundational technologies for the wireless industry.
- UNH (UnitedHealth Group Incorporated): Healthcare sector, operates as a diversified health care company in the United States.
