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:
Baupost Group, managed by Seth Klarman, is known for its value-oriented investment approach. The fund’s top holdings reflect a diverse portfolio with significant positions in media and financial services, while recent additions indicate a focus on healthcare and technology.
3 sector-specific insights
- The fund’s top holdings show a strong presence in the media and telecommunications sector, particularly with Liberty Global.
- New investments in healthcare and technology suggest a strategic shift towards these growing sectors.
- The reduction in financial services holdings like FIS may indicate a reallocation of resources or profit-taking.
Top 5 holdings:
- CLVT (Clarivate Plc): Information services sector, provides insights and analytics to accelerate the pace of innovation.
- FIS (Fidelity National Information Services, Inc.): Financial services sector, offers technology solutions for merchants, banks, and capital markets firms.
- CRH (CRH plc): Industrial sector, engages in the manufacture and distribution of building materials.
- WTW (Willis Towers Watson Public Limited Company): Financial services sector, provides advisory and broking solutions.
- LBTYK (Liberty Global plc): Telecommunications sector, operates as an international provider of broadband internet, video, fixed-line telephony, and mobile services.
New Holdings:
- VRSN (VeriSign, Inc.): Technology sector, provides domain name registry services and internet infrastructure.
- CPRI (Capri Holdings Limited): Consumer discretionary sector, engages in the design, marketing, and retailing of branded apparel and accessories.
- WSC (WillScot Mobile Mini Holdings Corp.): Industrial sector, provides modular space and portable storage solutions.
- SOLV (Solvay SA): Chemicals sector, engages in the development and production of chemicals and advanced materials.
- HUM (Humana Inc.): Healthcare sector, offers health insurance services and products.
Reduced Holdings:
- TBPH (Theravance Biopharma, Inc.): Biotechnology sector, focuses on the discovery, development, and commercialization of organ-selective medicines.
- J (Jacobs Solutions Inc.): Industrial sector, provides technical, professional, and construction services.
- VSAT (Viasat, Inc.): Telecommunications sector, provides broadband and communication services.
- GOOG (Alphabet Inc.): Technology sector, provides a wide range of products and services, including search, advertising, operating systems, and hardware.
- FIS (Fidelity National Information Services, Inc.): Financial services sector, offers technology solutions for merchants, banks, and capital markets firms.
