For any issues reach out to marketing@lumida.com
Sources: Hedgefollow, Whalewisdom, Lumida Analysis
Sources: Hedgefollow, Whalewisdom, Lumida Analysis
Lumida Wealth Whale Watch
A visual summary of the 30+ hedge funds we track every quarter that shape the future investing trends
Select Fund Style
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
- 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
For any issues reach out to marketing@lumida.com
Sources: Hedgefollow, Whalewisdom, Lumida Analysis
Sources: Hedgefollow, Whalewisdom, Lumida Analysis
Bridgewater seems bullish on technology (with new positions in Broadcom and NVIDIA) and possibly financials and energy, with new additions in those sectors. They may be bearish on healthcare and consumer discretionary sectors, given the reduction in companies like Johnson & Johnson and Pinduoduo. However, it's important to note that the top holdings are largely in diversified ETFs, which does not point to a specific sector but rather a broader market exposure.
Bridgewater seems bullish on technology (with new positions in Broadcom and NVIDIA) and possibly financials and energy, with new additions in those sectors. They may be bearish on healthcare and consumer discretionary sectors, given the reduction in companies like Johnson & Johnson and Pinduoduo. However, it's important to note that the top holdings are largely in diversified ETFs, which does not point to a specific sector but rather a broader market exposure.
DOWNLOAD
Value Funds
Value funds focus on stocks they perceive as undervalued relative to their intrinsic value.
These funds aim for long-term growth by investing in companies with strong fundamentals but low market prices, appealing to investors with a patient, value-driven investment approach.
These funds aim for long-term growth by investing in companies with strong fundamentals but low market prices, appealing to investors with a patient, value-driven investment approach.
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Warren Buffett - Berkshire Hathaway
Summary:
Berkshire Hathaway displays a concentrated investment strategy, with a significant portion in tech and a keen interest in financial and consumer goods sectors.
Sector specific insights:
Technology: Over half the portfolio is in AAPL, showing strong confidence in tech.
Financials: Investments in BAC and AXP underline a steady belief in financial services.
Consumer Goods: KO and CVX suggest a value-based approach to consumer staples and energy.
Financials: Investments in BAC and AXP underline a steady belief in financial services.
Consumer Goods: KO and CVX suggest a value-based approach to consumer staples and energy.
Legend:
1. Top 5 Holdings:
AAPL (Apple Inc.): Technology sector, specifically consumer electronics.
BAC (Bank of America Corporation): Financials sector, specifically banking services.
AXP (American Express Company): Financials sector, credit services.
KO (Coca-Cola Company): Consumer Goods sector, specifically beverages.
CVX (Chevron Corporation): Energy sector, specifically oil and gas
2. Top New Additions:
No new additions
3. Top 5 Reduced Positions:
AAPL (Apple Inc.): Reduced yet still significant position in the technology sector.
PARA (Paramount Global): Slight reduction in the media and entertainment sector.
HPQ (HP Inc.): Minor reduction in technology and computing hardware.
STNE (StoneCo Ltd.): Complete divestment in technology-based financial services.
MKL (Markel Corporation): Total divestment in the financials sector, focusing on insurance and investments.
AAPL (Apple Inc.): Technology sector, specifically consumer electronics.
BAC (Bank of America Corporation): Financials sector, specifically banking services.
AXP (American Express Company): Financials sector, credit services.
KO (Coca-Cola Company): Consumer Goods sector, specifically beverages.
CVX (Chevron Corporation): Energy sector, specifically oil and gas
2. Top New Additions:
No new additions
3. Top 5 Reduced Positions:
AAPL (Apple Inc.): Reduced yet still significant position in the technology sector.
PARA (Paramount Global): Slight reduction in the media and entertainment sector.
HPQ (HP Inc.): Minor reduction in technology and computing hardware.
STNE (StoneCo Ltd.): Complete divestment in technology-based financial services.
MKL (Markel Corporation): Total divestment in the financials sector, focusing on insurance and investments.
David Einhorn - Greenlight Capital
Summary:
Einhorn's Greenlight Capital exhibits a diversified strategy with a strong lean towards real estate and technology.
Sector specific insights:
Real Estate: Substantial investment in GRBK suggests a strategic focus on residential construction and real estate.
Technology: Positions in VTRS and KVUE indicate a targeted approach in pharmaceutical tech and digital services.
Energy: CEIX, a coal production company, shows a contrarian investment in energy amidst a shifting market landscape.
Technology: Positions in VTRS and KVUE indicate a targeted approach in pharmaceutical tech and digital services.
Energy: CEIX, a coal production company, shows a contrarian investment in energy amidst a shifting market landscape.
Legend:
1. Top 5 Holdings:
- GRBK (Green Brick Partners): Real Estate sector, specifically residential construction and land development.
- CEIX (CONSOL Energy Inc.): Energy sector, specifically coal production.
- BHF (Brighthouse Financial, Inc.): Financials sector, specifically life insurance.
- KD (Kyndryl Holdings, Inc.): Technology sector, specifically IT services.
- THC (Tenet Healthcare Corporation): Healthcare sector, specifically hospital and healthcare services.
2. Top 5 New Additions:
- ALIT (Alight Inc.): Technology sector, specifically cloud-based human capital solutions.
- VTRS (Viatris Inc.): Healthcare sector, specifically generic pharmaceuticals.
- AER (AerCap Holdings N.V.): Industrials sector, specifically aviation leasing.
- KVUE (Kyndryl Holdings, Inc.): Technology sector, specifically IT services.
- TEVA (Teva Pharmaceutical Industries): Healthcare sector, specifically generic and specialty medicines.
3. Top 5 Reduced Positions:
- GRBK (Green Brick Partners): Reduction in real estate, still a top holding.
- CEIX (CONSOL Energy Inc.): Scaled back on energy, but retains a noteworthy position.
- BHF (Brighthouse Financial, Inc.): Slight reduction in financials, maintaining a stable position.
- AAP (Advance Auto Parts, Inc.): Complete divestment from the consumer discretionary sector.
- SWN (Southwestern Energy Company): Complete divestment from the natural gas and oil exploration sector.
- GRBK (Green Brick Partners): Real Estate sector, specifically residential construction and land development.
- CEIX (CONSOL Energy Inc.): Energy sector, specifically coal production.
- BHF (Brighthouse Financial, Inc.): Financials sector, specifically life insurance.
- KD (Kyndryl Holdings, Inc.): Technology sector, specifically IT services.
- THC (Tenet Healthcare Corporation): Healthcare sector, specifically hospital and healthcare services.
2. Top 5 New Additions:
- ALIT (Alight Inc.): Technology sector, specifically cloud-based human capital solutions.
- VTRS (Viatris Inc.): Healthcare sector, specifically generic pharmaceuticals.
- AER (AerCap Holdings N.V.): Industrials sector, specifically aviation leasing.
- KVUE (Kyndryl Holdings, Inc.): Technology sector, specifically IT services.
- TEVA (Teva Pharmaceutical Industries): Healthcare sector, specifically generic and specialty medicines.
3. Top 5 Reduced Positions:
- GRBK (Green Brick Partners): Reduction in real estate, still a top holding.
- CEIX (CONSOL Energy Inc.): Scaled back on energy, but retains a noteworthy position.
- BHF (Brighthouse Financial, Inc.): Slight reduction in financials, maintaining a stable position.
- AAP (Advance Auto Parts, Inc.): Complete divestment from the consumer discretionary sector.
- SWN (Southwestern Energy Company): Complete divestment from the natural gas and oil exploration sector.
Harris Kupperman -Praetorian PR LLC
Summary:
Kupperman's firm is focused on resource and real estate, hinting at a strategy favoring tangible assets and essential industries.
Sector specific insights:
1. Real Estate: Large stake in JOE suggests a bullish outlook on real estate development.
2. Materials: Investment in VAL indicates a strong position in coatings and specialty materials.
3. Precious Metals: AMRK and URA investments reveal a focus on metals trading and uranium resources, respectively.
2. Materials: Investment in VAL indicates a strong position in coatings and specialty materials.
3. Precious Metals: AMRK and URA investments reveal a focus on metals trading and uranium resources, respectively.
Legend:
1. Top 5 Holdings:
- JOE (The St. Joe Company): Real Estate sector, specifically land development and real estate services.
- VAL (Valspar Corporation): Materials sector, known for paints and coatings.
- AMRK (A-Mark Precious Metals, Inc.): Basic Materials sector, specifically precious metals trading.
- TDW (Tidewater Inc.): Energy sector, offshore service vessels and marine support services.
- URA (Global X Uranium ETF): Basic Materials sector, investment related to uranium mining and the production of nuclear components.
2. Top 5 New Additions:
- There are no new positions
3. Top 5 Reduced Positions:
- TGI (Triumph Group, Inc.): Reduced position in aerospace and defense manufacturing.
- CRESY (Cresud Sociedad Anónima): Complete divestment from agriculture and real estate in Latin America.
- IRS (IRSA Inversiones y Representaciones Sociedad Anónima): Divestment from a diverse set of businesses including real estate in Argentina.
- BMA (Banco Macro SA): Full exit from Argentinian banking services.
- YPF (YPF Sociedad Anónima): Divestment from the energy sector, specifically oil and gas in Argentina
- JOE (The St. Joe Company): Real Estate sector, specifically land development and real estate services.
- VAL (Valspar Corporation): Materials sector, known for paints and coatings.
- AMRK (A-Mark Precious Metals, Inc.): Basic Materials sector, specifically precious metals trading.
- TDW (Tidewater Inc.): Energy sector, offshore service vessels and marine support services.
- URA (Global X Uranium ETF): Basic Materials sector, investment related to uranium mining and the production of nuclear components.
2. Top 5 New Additions:
- There are no new positions
3. Top 5 Reduced Positions:
- TGI (Triumph Group, Inc.): Reduced position in aerospace and defense manufacturing.
- CRESY (Cresud Sociedad Anónima): Complete divestment from agriculture and real estate in Latin America.
- IRS (IRSA Inversiones y Representaciones Sociedad Anónima): Divestment from a diverse set of businesses including real estate in Argentina.
- BMA (Banco Macro SA): Full exit from Argentinian banking services.
- YPF (YPF Sociedad Anónima): Divestment from the energy sector, specifically oil and gas in Argentina
Seth Klarman -Baupost Group
Summary:
Klarman's Baupost Group reveals a strategic emphasis on communications and information technology with new entries and trimming in tech giants.
Sector specific insights:
1. Communications: LBTYK indicates a strong position in international telecommunications
2. Technology: Interest in VSAT and GOOG underscores a focus on communication technology and internet services
3. Financial Services: Investment in FIS suggests a belief in the growth potential of financial technology
2. Technology: Interest in VSAT and GOOG underscores a focus on communication technology and internet services
3. Financial Services: Investment in FIS suggests a belief in the growth potential of financial technology
Legend:
1. Top 5 Holdings:
- LBTYK (Liberty Global PLC - Class C): Communications sector, specifically international television and broadband company.
- VSAT (Viasat, Inc.): Technology sector, specifically satellite and wireless networking technology.
- LSXMK (Liberty Media Corporation - Liberty SiriusXM - Class C): Communications sector, related to broadcasting and entertainment.
- GOOG (Alphabet Inc. - Class C): Technology sector, majorly internet-related services like search engines, cloud computing.
- FIS (Fidelity National Information Services, Inc.): Financial services sector, particularly in financial technology.
2. Top 5 New Additions:
- There are no new positions
3. Top 5 Reduced Positions:
- GOOG (Alphabet Inc. - Class C): Reduced position in a leading internet services company.
- FIS (Fidelity National Information Services, Inc.): Decreased stake in financial technology services.
- TSEM (Tower Semiconductor Ltd.): Scaled back on semiconductor manufacturing services.
- LLYVA (Eli Lilly and Company - not able to identify the specific class or type): Reduced stake in pharmaceutical manufacturing.
- SSNC (SS&C Technologies Holdings, Inc.): Reduced position in investment and financial software solutions
- LBTYK (Liberty Global PLC - Class C): Communications sector, specifically international television and broadband company.
- VSAT (Viasat, Inc.): Technology sector, specifically satellite and wireless networking technology.
- LSXMK (Liberty Media Corporation - Liberty SiriusXM - Class C): Communications sector, related to broadcasting and entertainment.
- GOOG (Alphabet Inc. - Class C): Technology sector, majorly internet-related services like search engines, cloud computing.
- FIS (Fidelity National Information Services, Inc.): Financial services sector, particularly in financial technology.
2. Top 5 New Additions:
- There are no new positions
3. Top 5 Reduced Positions:
- GOOG (Alphabet Inc. - Class C): Reduced position in a leading internet services company.
- FIS (Fidelity National Information Services, Inc.): Decreased stake in financial technology services.
- TSEM (Tower Semiconductor Ltd.): Scaled back on semiconductor manufacturing services.
- LLYVA (Eli Lilly and Company - not able to identify the specific class or type): Reduced stake in pharmaceutical manufacturing.
- SSNC (SS&C Technologies Holdings, Inc.): Reduced position in investment and financial software solutions
Thomas Steyer - Farallon Capital
Summary:
Steyer's Farallon Capital demonstrates a balanced investment approach with a tilt towards healthcare and technology
Sector specific insights:
1. Healthcare: Investments in IQV, EXEL, and UNH suggest a strong focus on healthcare services and biotechnology.
2. Technology: TMO and TRU holdings indicate an interest in life sciences technology and credit reporting services.
3. Information Technology: Reductions in tech giants show a rebalancing, potentially to realize gains or redistribute assets.
2. Technology: TMO and TRU holdings indicate an interest in life sciences technology and credit reporting services.
3. Information Technology: Reductions in tech giants show a rebalancing, potentially to realize gains or redistribute assets.
Legend:
1. Top 5 Holdings:
- IQV (IQVIA Holdings Inc.): Healthcare sector, providing advanced analytics, technology solutions, and contract research services.
- EXEL (Exelixis, Inc.): Healthcare sector, a biotechnology company focused on developing cancer treatments.
- TMO (Thermo Fisher Scientific Inc.): Healthcare sector, life sciences solutions, analytical instruments, and specialty diagnostics.
- UNH (UnitedHealth Group Incorporated): Healthcare sector, diversified health and well-being company.
- TRU (TransUnion): Industrials sector, credit reporting agency providing various risk and information solutions.
2. Top 5 New Additions:
- VSTS (Vista Outdoor Inc.): Consumer goods sector, outdoor sports and recreation products.
- UTHR (United Therapeutics Corporation): Healthcare sector, biotechnology with a focus on innovative therapies.
- CTLT (Catalent, Inc.): Healthcare sector, provider of delivery technologies and development solutions for drugs.
- COR (CoreSite Realty Corporation): Real estate sector, data center and colocation services provider.
- IMGN (ImmunoGen, Inc.): Healthcare sector, clinical-stage biotechnology company focused on antibody-drug conjugates for cancer.
3. Top 5 Reduced Positions:
- UNH (UnitedHealth Group Incorporated): Slight reduction in healthcare services.
- TRU (TransUnion): Minor reduction in credit reporting services.
- CRM (Salesforce.com, Inc.): Technology sector, scaled back on enterprise cloud computing solutions.
- MSFT (Microsoft Corporation): Technology sector, reduction in a major software and cloud services provider.
- GOOG (Alphabet Inc.): Communication services sector, decreased stake in the parent company of Google
- IQV (IQVIA Holdings Inc.): Healthcare sector, providing advanced analytics, technology solutions, and contract research services.
- EXEL (Exelixis, Inc.): Healthcare sector, a biotechnology company focused on developing cancer treatments.
- TMO (Thermo Fisher Scientific Inc.): Healthcare sector, life sciences solutions, analytical instruments, and specialty diagnostics.
- UNH (UnitedHealth Group Incorporated): Healthcare sector, diversified health and well-being company.
- TRU (TransUnion): Industrials sector, credit reporting agency providing various risk and information solutions.
2. Top 5 New Additions:
- VSTS (Vista Outdoor Inc.): Consumer goods sector, outdoor sports and recreation products.
- UTHR (United Therapeutics Corporation): Healthcare sector, biotechnology with a focus on innovative therapies.
- CTLT (Catalent, Inc.): Healthcare sector, provider of delivery technologies and development solutions for drugs.
- COR (CoreSite Realty Corporation): Real estate sector, data center and colocation services provider.
- IMGN (ImmunoGen, Inc.): Healthcare sector, clinical-stage biotechnology company focused on antibody-drug conjugates for cancer.
3. Top 5 Reduced Positions:
- UNH (UnitedHealth Group Incorporated): Slight reduction in healthcare services.
- TRU (TransUnion): Minor reduction in credit reporting services.
- CRM (Salesforce.com, Inc.): Technology sector, scaled back on enterprise cloud computing solutions.
- MSFT (Microsoft Corporation): Technology sector, reduction in a major software and cloud services provider.
- GOOG (Alphabet Inc.): Communication services sector, decreased stake in the parent company of Google
Paul Singer - Elliott Investment
Summary:
Singer’s portfolio indicates a strategic allocation towards healthcare, energy, and social media, with a mix of steady and high-growth companies.
Sector specific insights:
1. Healthcare: Significant stake in TFFP and BMRN shows a targeted investment in pharmaceuticals and biotech.
2. Energy: MPC and NRG reflect a substantial interest in petroleum refining and power generation.
3. Technology: Investment in PINS and SU suggests a focus on social media and software services.
2. Energy: MPC and NRG reflect a substantial interest in petroleum refining and power generation.
3. Technology: Investment in PINS and SU suggests a focus on social media and software services.
Legend:
1. Top 5 Holdings:
- TFFP (TFF Pharmaceuticals, Inc.): Healthcare sector, specifically pharmaceuticals and drug delivery systems.
- MPC (Marathon Petroleum Corporation): Energy sector, engaged in petroleum refining, marketing, and transportation.
- PINS (Pinterest, Inc.): Technology sector, a social media platform focusing on image sharing and discovery.
- NRG (NRG Energy, Inc.): Utilities sector, involved in power generation and retail electricity.
- SU (Suncor Energy Inc.): Energy sector, specializing in synthetic crude oil production and refining.
2. Top 5 New Additions:
- BMRN (BioMarin Pharmaceutical Inc.): Healthcare sector, biotechnology firm specializing in orphan genetic diseases.
- ETSY (Etsy, Inc.): Consumer discretionary sector, e-commerce site focused on handmade or vintage items and craft supplies.
- CCI (Crown Castle International Corp.): Real estate sector, owner and operator of wireless infrastructure.
- MTCH (Match Group, Inc.): Technology sector, provider of dating products available globally.
- RSVR (Reservoir Media, Inc.): services sector, music rights management company.
3. Top 5 Reduced Positions:
- BTU (Peabody Energy Corporation): Energy sector, coal production, showing a divestment from traditional energy sources.
- SDRL (Seadrill Limited): Energy sector, offshore drilling contractor, reduced position in a high-risk industry.
- HWM (Howmet Aerospace Inc.): Industrials sector, engineered products and forging for aerospace, reduced holding.
- VAL (Valspar Corporation): Materials sector, major paint and coatings manufacturer, minor reduction.
- RSVR (Reservoir Media, Inc.): Communication services sector, music rights management, minimal reduction.
- TFFP (TFF Pharmaceuticals, Inc.): Healthcare sector, specifically pharmaceuticals and drug delivery systems.
- MPC (Marathon Petroleum Corporation): Energy sector, engaged in petroleum refining, marketing, and transportation.
- PINS (Pinterest, Inc.): Technology sector, a social media platform focusing on image sharing and discovery.
- NRG (NRG Energy, Inc.): Utilities sector, involved in power generation and retail electricity.
- SU (Suncor Energy Inc.): Energy sector, specializing in synthetic crude oil production and refining.
2. Top 5 New Additions:
- BMRN (BioMarin Pharmaceutical Inc.): Healthcare sector, biotechnology firm specializing in orphan genetic diseases.
- ETSY (Etsy, Inc.): Consumer discretionary sector, e-commerce site focused on handmade or vintage items and craft supplies.
- CCI (Crown Castle International Corp.): Real estate sector, owner and operator of wireless infrastructure.
- MTCH (Match Group, Inc.): Technology sector, provider of dating products available globally.
- RSVR (Reservoir Media, Inc.): services sector, music rights management company.
3. Top 5 Reduced Positions:
- BTU (Peabody Energy Corporation): Energy sector, coal production, showing a divestment from traditional energy sources.
- SDRL (Seadrill Limited): Energy sector, offshore drilling contractor, reduced position in a high-risk industry.
- HWM (Howmet Aerospace Inc.): Industrials sector, engineered products and forging for aerospace, reduced holding.
- VAL (Valspar Corporation): Materials sector, major paint and coatings manufacturer, minor reduction.
- RSVR (Reservoir Media, Inc.): Communication services sector, music rights management, minimal reduction.
Michael Burry - Scion Asset
Summary:
Burry's Scion Asset Management displays a diversified investment approach, with a focus on technology, e-commerce, and healthcare sectors.
Sector specific insights:
1. E-commerce: Strong positions in BABA and JD indicate a significant bet on Chinese e-commerce platforms.
2. Healthcare: Investment in HCA points to a conviction in the health services industry's growth potential.
3. Technology & Financials: Holdings in ORCL and C suggest a balanced interest in tech solutions and financial services.
2. Healthcare: Investment in HCA points to a conviction in the health services industry's growth potential.
3. Technology & Financials: Holdings in ORCL and C suggest a balanced interest in tech solutions and financial services.
Legend:
1. Top 5 Holdings:
- BABA (Alibaba Group Holding Limited): Consumer Discretionary sector, primarily e-commerce, retail, and technology.
- JD (JD.com, Inc.): Consumer Discretionary sector, e-commerce company and direct retailer.
- HCA (HCA Healthcare, Inc.): Healthcare sector, operates health care facilities.
- ORCL (Oracle Corporation): Technology sector, provides database software, cloud-engineered systems, and enterprise software products.
- C (Citigroup Inc.): Financials sector, provides various financial products and services.
2. Top 5 New Additions:
- HCA (HCA Healthcare, Inc.): Further increased position in the healthcare provider sector.
- ORCL (Oracle Corporation): Increased stake in enterprise software and cloud solutions.
- C (Citigroup Inc.): Additional investment in banking and financial services.
- CVS (CVS Health Corporation): Healthcare sector, provider of health services and retail pharmacy.
- GOOGL (Alphabet Inc.): Communication Services sector, parent of Google, YouTube, and the Android operating system.
3. Top 5 Reduced Positions:
- NXST (Nexstar Media Group, Inc.): Communication Services sector, operates television stations and provides media content.
- SBLK (Star Bulk Carriers Corp.): Industrials sector, shipping services, showing a reduced bet on dry bulk shipping.
- BKNG (Booking Holdings Inc.): Consumer Discretionary sector, online travel and related services, trimmed position.
- REAL (The RealReal, Inc.): Consumer Discretionary sector, online marketplace for consigned luxury goods, reduced stake.
- SB (Safe Bulkers): Additional reduction in the shipping sector.
- BABA (Alibaba Group Holding Limited): Consumer Discretionary sector, primarily e-commerce, retail, and technology.
- JD (JD.com, Inc.): Consumer Discretionary sector, e-commerce company and direct retailer.
- HCA (HCA Healthcare, Inc.): Healthcare sector, operates health care facilities.
- ORCL (Oracle Corporation): Technology sector, provides database software, cloud-engineered systems, and enterprise software products.
- C (Citigroup Inc.): Financials sector, provides various financial products and services.
2. Top 5 New Additions:
- HCA (HCA Healthcare, Inc.): Further increased position in the healthcare provider sector.
- ORCL (Oracle Corporation): Increased stake in enterprise software and cloud solutions.
- C (Citigroup Inc.): Additional investment in banking and financial services.
- CVS (CVS Health Corporation): Healthcare sector, provider of health services and retail pharmacy.
- GOOGL (Alphabet Inc.): Communication Services sector, parent of Google, YouTube, and the Android operating system.
3. Top 5 Reduced Positions:
- NXST (Nexstar Media Group, Inc.): Communication Services sector, operates television stations and provides media content.
- SBLK (Star Bulk Carriers Corp.): Industrials sector, shipping services, showing a reduced bet on dry bulk shipping.
- BKNG (Booking Holdings Inc.): Consumer Discretionary sector, online travel and related services, trimmed position.
- REAL (The RealReal, Inc.): Consumer Discretionary sector, online marketplace for consigned luxury goods, reduced stake.
- SB (Safe Bulkers): Additional reduction in the shipping sector.
Quant Funds
Quant funds use algorithmic and statistical models to make investment decisions, focusing on data-driven analysis to identify market opportunities. They minimize emotional bias and aim for efficiency in trading, appealing to investors looking for technology-driven, systematic investment approaches.
Israel Englander - Millenium Management
Summary:
Englander's Millennium Management exhibits a tech-centric portfolio, favoring industry leaders in software, e-commerce, and hardware.
Sector specific insights:
1. Technology: Heavyweight positions in MSFT, AMZN, AAPL, NVDA, and GOOGL reflect a deep commitment to big tech.
2. Diversification: Minor new positions across various sectors indicate a strategy of diversification and opportunity seeking.
3. Portfolio Adjustment: Reductions in tech staples suggest profit-taking or strategic rebalancing amidst market shifts.
2. Diversification: Minor new positions across various sectors indicate a strategy of diversification and opportunity seeking.
3. Portfolio Adjustment: Reductions in tech staples suggest profit-taking or strategic rebalancing amidst market shifts.
Legend:
1. Top 5 Holdings:
- MSFT (Microsoft Corporation): Technology sector, major software and cloud services provider.
- AMZN (Amazon.com, Inc.): Consumer Discretionary sector, e-commerce giant and cloud computing services.
- AAPL (Apple Inc.): Technology sector, consumer electronics and digital services.
- NVDA (NVIDIA Corporation): Technology sector, artificial intelligence computing and gaming graphics.
- GOOGL (Alphabet Inc.): Communication Services sector, parent company of Google and various internet services.
2. Top 5 New Additions:
- FERG (Ferguson plc): Industrials sector, a leading distributor of plumbing and heating products.
- FTV (Fortive Corporation): Industrials sector, diversified industrial growth company driving innovation.
- ZBH (Zimmer Biomet Holdings, Inc.): Healthcare sector, medical devices company.
- TPG (TPG Inc.): Financials sector, global alternative asset management firm.
- MTN (Vail Resorts, Inc.): Consumer Discretionary sector, a premier mountain resort company.
3. Top 5 Reduced Positions:
- MSFT (Microsoft Corporation): Slight reduction in tech sector holdings.
- NVDA (NVIDIA Corporation): Decrease in position within the tech hardware industry.
- META (Meta Platforms, Inc.): Communication Services sector, slight reduction in social media and technology services.
- GOOG (Alphabet Inc.): Communication Services sector, small reduction in the tech giant’s shares.
- CRH (CRH plc): Materials sector, a global building materials company, slight portfolio reduction.
- MSFT (Microsoft Corporation): Technology sector, major software and cloud services provider.
- AMZN (Amazon.com, Inc.): Consumer Discretionary sector, e-commerce giant and cloud computing services.
- AAPL (Apple Inc.): Technology sector, consumer electronics and digital services.
- NVDA (NVIDIA Corporation): Technology sector, artificial intelligence computing and gaming graphics.
- GOOGL (Alphabet Inc.): Communication Services sector, parent company of Google and various internet services.
2. Top 5 New Additions:
- FERG (Ferguson plc): Industrials sector, a leading distributor of plumbing and heating products.
- FTV (Fortive Corporation): Industrials sector, diversified industrial growth company driving innovation.
- ZBH (Zimmer Biomet Holdings, Inc.): Healthcare sector, medical devices company.
- TPG (TPG Inc.): Financials sector, global alternative asset management firm.
- MTN (Vail Resorts, Inc.): Consumer Discretionary sector, a premier mountain resort company.
3. Top 5 Reduced Positions:
- MSFT (Microsoft Corporation): Slight reduction in tech sector holdings.
- NVDA (NVIDIA Corporation): Decrease in position within the tech hardware industry.
- META (Meta Platforms, Inc.): Communication Services sector, slight reduction in social media and technology services.
- GOOG (Alphabet Inc.): Communication Services sector, small reduction in the tech giant’s shares.
- CRH (CRH plc): Materials sector, a global building materials company, slight portfolio reduction.
Jim Simons - Renaissance Technologies
Summary:
Simons’ Renaissance Technologies indicates a quantitative, data-driven investment strategy with a focus on healthcare, technology, and transport.
Sector specific insights:
1. Healthcare: NVO suggests a strong position in pharmaceuticals with an interest in diabetes care.
2. Technology & Communication: Investments in NVDA and META, and reductions in PLTR and VRSN, point to a rebalancing within tech.
3. Transport & Services: Holding in UBER reflects a bet on the ride-sharing and mobility sector.
2. Technology & Communication: Investments in NVDA and META, and reductions in PLTR and VRSN, point to a rebalancing within tech.
3. Transport & Services: Holding in UBER reflects a bet on the ride-sharing and mobility sector.
Legend:
1. Top 5 Holdings:
- NVO (Novo Nordisk A/S): Healthcare sector, a global healthcare company with a leading position in diabetes care.
- UBER (Uber Technologies, Inc.): Industrials sector, offering ridesharing, food delivery, and transportation.
- NVDA (NVIDIA Corporation): Technology sector, designs GPUs for gaming and professional markets as well as system on chip units for the mobile computing and automotive market.
- PLTR (Palantir Technologies Inc.): Technology sector, specializes in big data analytics.
- META (Meta Platforms, Inc.): Communication Services sector, focuses on social media platforms like Facebook and Instagram.
2. Top 5 New Additions:
- AMZN (Amazon.com, Inc.): Consumer Discretionary sector, e-commerce and cloud computing services.
- PG (Procter & Gamble Co.): Consumer Goods sector, provides branded consumer packaged goods.
- GOOG (Alphabet Inc.): Communication Services sector, parent of Google, YouTube, and the Android operating system.
- ROKU (Roku, Inc.): Consumer Discretionary sector, provides streaming entertainment services.
- JPM (JPMorgan Chase & Co.): Financial sector, multinational banking and financial services holding company.
3. Top 5 Reduced Positions:
- NVO (Novo Nordisk A/S): Reduced stake in the healthcare and pharmaceutical sector.
- PLTR (Palantir Technologies Inc.): Decrease in big data analytics investment.
- VRTX (Vertex Pharmaceuticals Incorporated): Healthcare sector, biotechnology firm specializing in treatment of cystic fibrosis, reduced position.
- VRSN (Verisign, Inc.): Technology sector, provides domain name registry services and internet security, reduced position.
- ABNB (Airbnb, Inc.): Consumer Discretionary sector, online marketplace for lodging, primarily homestays for vacation rentals, and tourism activities, reduced stake.
- NVO (Novo Nordisk A/S): Healthcare sector, a global healthcare company with a leading position in diabetes care.
- UBER (Uber Technologies, Inc.): Industrials sector, offering ridesharing, food delivery, and transportation.
- NVDA (NVIDIA Corporation): Technology sector, designs GPUs for gaming and professional markets as well as system on chip units for the mobile computing and automotive market.
- PLTR (Palantir Technologies Inc.): Technology sector, specializes in big data analytics.
- META (Meta Platforms, Inc.): Communication Services sector, focuses on social media platforms like Facebook and Instagram.
2. Top 5 New Additions:
- AMZN (Amazon.com, Inc.): Consumer Discretionary sector, e-commerce and cloud computing services.
- PG (Procter & Gamble Co.): Consumer Goods sector, provides branded consumer packaged goods.
- GOOG (Alphabet Inc.): Communication Services sector, parent of Google, YouTube, and the Android operating system.
- ROKU (Roku, Inc.): Consumer Discretionary sector, provides streaming entertainment services.
- JPM (JPMorgan Chase & Co.): Financial sector, multinational banking and financial services holding company.
3. Top 5 Reduced Positions:
- NVO (Novo Nordisk A/S): Reduced stake in the healthcare and pharmaceutical sector.
- PLTR (Palantir Technologies Inc.): Decrease in big data analytics investment.
- VRTX (Vertex Pharmaceuticals Incorporated): Healthcare sector, biotechnology firm specializing in treatment of cystic fibrosis, reduced position.
- VRSN (Verisign, Inc.): Technology sector, provides domain name registry services and internet security, reduced position.
- ABNB (Airbnb, Inc.): Consumer Discretionary sector, online marketplace for lodging, primarily homestays for vacation rentals, and tourism activities, reduced stake.
Cliff Asness -AQR Capital
Summary:
Asness's AQR Capital Management shows a strong inclination towards big tech, with a balanced approach across key technology and semiconductor leaders.
Sector specific insights:
1. Technology Leaders: Significant holdings in AAPL and MSFT denote confidence in the long-term growth of established tech firms.
2. Semiconductors: Investments in NVDA and TSM indicate a strategic interest in the semiconductor manufacturing and design industry.
3. E-commerce: Stake in AMZN shows an understanding of the growing dominance of online retail platforms.
2. Semiconductors: Investments in NVDA and TSM indicate a strategic interest in the semiconductor manufacturing and design industry.
3. E-commerce: Stake in AMZN shows an understanding of the growing dominance of online retail platforms.
Legend:
1. Top 5 Holdings:
- AAPL (Apple Inc.): Technology sector, known for consumer electronics, computer software, and online services.
- MSFT (Microsoft Corporation): Technology sector, major provider of software, cloud computing, and personal computing systems.
- NVDA (NVIDIA Corporation): Technology sector, designs graphics processing units for gaming and professional markets.
- AMZN (Amazon.com, Inc.): Consumer Discretionary sector, leading e-commerce platform and cloud service provider.
- TSM (Taiwan Semiconductor Manufacturing Company): Technology sector, the world's largest dedicated independent semiconductor foundry.
2. Top 5 New Additions:
- NATL (National Instruments Corporation): Technology sector, produces automated test equipment and virtual instrumentation software.
- RARE (Ultragenyx Pharmaceutical Inc.): Healthcare sector, biopharmaceutical company focused on serious rare diseases.
- WS (Walker & Dunlop, Inc.): Financial sector, provides commercial real estate financial services.
- PATH (UiPath Inc.): Technology sector, provides robotic process automation software.
- LESA (Lesaka Technologies, Inc.): Technology sector, formerly Net1 UEPS Technologies, provides payment solutions and transaction processing services.
3. Top 5 Reduced Positions:
- AAPL (Apple Inc.): Slight reduction in the consumer technology segment.
- MSFT (Microsoft Corporation): Minor scaling back in software and cloud services.
- AVGO (Broadcom Inc.): Technology sector, designs and develops a broad range of semiconductor and infrastructure software solutions, reduced holding.
- PHM (PulteGroup, Inc.): Consumer Discretionary sector, home construction company, reduced position.
- CI (Cigna Corporation): Healthcare sector, global health service company, slightly decreased investment.
- AAPL (Apple Inc.): Technology sector, known for consumer electronics, computer software, and online services.
- MSFT (Microsoft Corporation): Technology sector, major provider of software, cloud computing, and personal computing systems.
- NVDA (NVIDIA Corporation): Technology sector, designs graphics processing units for gaming and professional markets.
- AMZN (Amazon.com, Inc.): Consumer Discretionary sector, leading e-commerce platform and cloud service provider.
- TSM (Taiwan Semiconductor Manufacturing Company): Technology sector, the world's largest dedicated independent semiconductor foundry.
2. Top 5 New Additions:
- NATL (National Instruments Corporation): Technology sector, produces automated test equipment and virtual instrumentation software.
- RARE (Ultragenyx Pharmaceutical Inc.): Healthcare sector, biopharmaceutical company focused on serious rare diseases.
- WS (Walker & Dunlop, Inc.): Financial sector, provides commercial real estate financial services.
- PATH (UiPath Inc.): Technology sector, provides robotic process automation software.
- LESA (Lesaka Technologies, Inc.): Technology sector, formerly Net1 UEPS Technologies, provides payment solutions and transaction processing services.
3. Top 5 Reduced Positions:
- AAPL (Apple Inc.): Slight reduction in the consumer technology segment.
- MSFT (Microsoft Corporation): Minor scaling back in software and cloud services.
- AVGO (Broadcom Inc.): Technology sector, designs and develops a broad range of semiconductor and infrastructure software solutions, reduced holding.
- PHM (PulteGroup, Inc.): Consumer Discretionary sector, home construction company, reduced position.
- CI (Cigna Corporation): Healthcare sector, global health service company, slightly decreased investment.
Man Group PLC
Summary:
Man Group's portfolio prioritizes technology giants and semiconductor leaders, with a strategy that adjusts holdings in major tech stocks.
Sector specific insights:
1. Big Tech: Strong positions in MSFT, AAPL, and GOOGL underscore a conviction in the enduring value and growth of leading tech companies.
2. Semiconductors: NVDA and TSM holdings highlight a focus on the critical role of semiconductors in tech innovation.
3. Diversification: Small new positions across various sectors suggest a strategy to diversify and potentially tap into emerging opportunities.
2. Semiconductors: NVDA and TSM holdings highlight a focus on the critical role of semiconductors in tech innovation.
3. Diversification: Small new positions across various sectors suggest a strategy to diversify and potentially tap into emerging opportunities.
Legend:
1. Top 5 Holdings:
- MSFT (Microsoft Corporation): Technology sector, focusing on software, cloud computing, and AI.
- AAPL (Apple Inc.): Technology sector, specializing in consumer electronics, software, and services.
- NVDA (NVIDIA Corporation): Technology sector, leading in GPU design for gaming and professional markets.
- TSM (Taiwan Semiconductor Manufacturing Company): Technology sector, the world’s largest semiconductor foundry.
- GOOGL (Alphabet Inc.): Communication Services sector, parent company of Google, offering a variety of internet services and products.
2. Top 5 New Additions:
- EDU (New Oriental Education & Technology Group): Consumer Discretionary sector, provides education services in China.
- PENN (Penn National Gaming, Inc.): Consumer Discretionary sector, operates gaming and racing facilities and video gaming terminal operations.
- BPMC (Blueprint Medicines Corporation): Healthcare sector, biopharmaceutical company focused on targeted cancer therapies.
- KIM (Kimco Realty Corporation): Real Estate sector, one of North America's largest publicly traded owners and operators of open-air shopping centers.
- AMH (American Homes 4 Rent): Real Estate sector, involved in the acquisition, renovation, leasing, and operating single-family homes as rental properties.
3. Top 5 Reduced Positions:
- MSFT (Microsoft Corporation): Reduction in a leading software and cloud computing company.
- AAPL (Apple Inc.): Slight trimming in a major consumer electronics and services provider.
- NVDA (NVIDIA Corporation): Decreased stake in a prominent GPU designer.
- GOOGL (Alphabet Inc.): Reduced investment in the parent company of Google, indicating a possible reallocation or profit-taking.
- GOOG (Alphabet Inc.): Additional reduction in Alphabet shares, further signaling a strategy shift or diversification.
- MSFT (Microsoft Corporation): Technology sector, focusing on software, cloud computing, and AI.
- AAPL (Apple Inc.): Technology sector, specializing in consumer electronics, software, and services.
- NVDA (NVIDIA Corporation): Technology sector, leading in GPU design for gaming and professional markets.
- TSM (Taiwan Semiconductor Manufacturing Company): Technology sector, the world’s largest semiconductor foundry.
- GOOGL (Alphabet Inc.): Communication Services sector, parent company of Google, offering a variety of internet services and products.
2. Top 5 New Additions:
- EDU (New Oriental Education & Technology Group): Consumer Discretionary sector, provides education services in China.
- PENN (Penn National Gaming, Inc.): Consumer Discretionary sector, operates gaming and racing facilities and video gaming terminal operations.
- BPMC (Blueprint Medicines Corporation): Healthcare sector, biopharmaceutical company focused on targeted cancer therapies.
- KIM (Kimco Realty Corporation): Real Estate sector, one of North America's largest publicly traded owners and operators of open-air shopping centers.
- AMH (American Homes 4 Rent): Real Estate sector, involved in the acquisition, renovation, leasing, and operating single-family homes as rental properties.
3. Top 5 Reduced Positions:
- MSFT (Microsoft Corporation): Reduction in a leading software and cloud computing company.
- AAPL (Apple Inc.): Slight trimming in a major consumer electronics and services provider.
- NVDA (NVIDIA Corporation): Decreased stake in a prominent GPU designer.
- GOOGL (Alphabet Inc.): Reduced investment in the parent company of Google, indicating a possible reallocation or profit-taking.
- GOOG (Alphabet Inc.): Additional reduction in Alphabet shares, further signaling a strategy shift or diversification.
Kevin Jacobs - Voloridge Investment
Summary:
Voloridge Investment's strategy shows a strong inclination towards technology and consumer goods, with Apple leading the portfolio.
Sector specific insights:
1. Technology Sector: Major stakes in AAPL, NVDA, and MSFT reflect a high conviction in the growth and stability of tech giants.
2. Consumer Goods: Investment in PG and BMY indicates a balanced interest in stable consumer staples and pharmaceuticals.
3. Energy and Healthcare: New additions in XOM and CI suggest diversification into energy and healthcare insurance services.
2. Consumer Goods: Investment in PG and BMY indicates a balanced interest in stable consumer staples and pharmaceuticals.
3. Energy and Healthcare: New additions in XOM and CI suggest diversification into energy and healthcare insurance services.
Legend:
1. Top 5 Holdings:
- AAPL (Apple Inc.): Technology sector, renowned for its consumer electronics and software services.
- NVDA (NVIDIA Corporation): Technology sector, a leader in graphics processing technology.
- MSFT (Microsoft Corporation): Technology sector, a dominant player in software and cloud services.
- PG (Procter & Gamble Co.): Consumer Goods sector, a multinational manufacturer of personal care and hygiene products.
- BMY (Bristol Myers Squibb Company): Healthcare sector, a major pharmaceutical company.
2. Top 5 New Additions:
- AAPL (Apple Inc.): Increased their stake in the consumer technology leader.
- SNOW (Snowflake Inc.): Technology sector, cloud-based data-warehousing company.
- XOM (Exxon Mobil Corporation): Energy sector, multinational oil and gas corporation.
- CI (Cigna Corporation): Healthcare sector, global health service and insurance company.
- AMZN (Amazon.com, Inc.): Consumer Discretionary sector, e-commerce giant also offering cloud computing and AI technology.
3. Top 5 Reduced Positions:
- NVDA (NVIDIA Corporation): Reduced their holding in the GPU and AI technology firm.
- CCL (Carnival Corporation & plc): Consumer Discretionary sector, a reduction in the cruise line company suggests shifting sentiment on travel.
- MCD (McDonald's Corporation): Consumer Discretionary sector, decreased investment in the global fast-food chain.
- T (AT&T Inc.): Communication Services sector, trimmed position in telecommunications.
- COIN (Coinbase Global, Inc.): Financials sector, lowered stake in the cryptocurrency exchange platform.
- AAPL (Apple Inc.): Technology sector, renowned for its consumer electronics and software services.
- NVDA (NVIDIA Corporation): Technology sector, a leader in graphics processing technology.
- MSFT (Microsoft Corporation): Technology sector, a dominant player in software and cloud services.
- PG (Procter & Gamble Co.): Consumer Goods sector, a multinational manufacturer of personal care and hygiene products.
- BMY (Bristol Myers Squibb Company): Healthcare sector, a major pharmaceutical company.
2. Top 5 New Additions:
- AAPL (Apple Inc.): Increased their stake in the consumer technology leader.
- SNOW (Snowflake Inc.): Technology sector, cloud-based data-warehousing company.
- XOM (Exxon Mobil Corporation): Energy sector, multinational oil and gas corporation.
- CI (Cigna Corporation): Healthcare sector, global health service and insurance company.
- AMZN (Amazon.com, Inc.): Consumer Discretionary sector, e-commerce giant also offering cloud computing and AI technology.
3. Top 5 Reduced Positions:
- NVDA (NVIDIA Corporation): Reduced their holding in the GPU and AI technology firm.
- CCL (Carnival Corporation & plc): Consumer Discretionary sector, a reduction in the cruise line company suggests shifting sentiment on travel.
- MCD (McDonald's Corporation): Consumer Discretionary sector, decreased investment in the global fast-food chain.
- T (AT&T Inc.): Communication Services sector, trimmed position in telecommunications.
- COIN (Coinbase Global, Inc.): Financials sector, lowered stake in the cryptocurrency exchange platform.
Stock Picker Funds
Stock picker funds are actively managed investment funds where fund managers select stocks based on detailed analysis and their expertise. These funds aim to outperform market indices by carefully choosing individual stocks, appealing to investors who prefer active management and specialized investment judgment.
Bill Ackman -Pershing Square Capital
Summary:
Ackman's Pershing Square Capital favors consumer services and technology, maintaining substantial positions while strategically reducing in certain areas.
Sector specific insights:
1. Consumer Services: Heavy investments in CMG and QSR indicate a bullish view on the fast-casual dining and quick-service restaurant industry.
2. Hospitality: A significant stake in HLT suggests confidence in the hotel and hospitality market's recovery and growth.
3. Technology and Transport: Holdings in GOOG and CP show a diversified approach, blending technology with transportation logistics.
2. Hospitality: A significant stake in HLT suggests confidence in the hotel and hospitality market's recovery and growth.
3. Technology and Transport: Holdings in GOOG and CP show a diversified approach, blending technology with transportation logistics.
Legend:
1. Top 5 Holdings:
- CMG (Chipotle Mexican Grill, Inc.): Consumer Discretionary sector, operates a chain of fast-casual restaurants.
- QSR (Restaurant Brands International Inc.): Consumer Discretionary sector, holds a portfolio of quick-service restaurant chains.
- HLT (Hilton Worldwide Holdings Inc.): Consumer Discretionary sector, multinational hospitality company.
- GOOG (Alphabet Inc.): Communication Services sector, parent company of Google, offering internet-related services.
- CP (Canadian Pacific Railway Limited): Industrials sector, provides rail and logistics services in North America.
2. Top 5 New Additions:
- There are no new positions
3. Top 5 Reduced Positions:
- CMG (Chipotle Mexican Grill, Inc.): The same as the top holding, indicating a sizable but reduced position in the fast-casual dining sector.
- HLT (Hilton Worldwide Holdings Inc.): Reduction in the hospitality sector, possibly realizing gains or reallocating investments.
- LOW (Lowe's Companies, Inc.): Consumer Discretionary sector, a reduction in the home improvement retail company.
- CMG (Chipotle Mexican Grill, Inc.): Consumer Discretionary sector, operates a chain of fast-casual restaurants.
- QSR (Restaurant Brands International Inc.): Consumer Discretionary sector, holds a portfolio of quick-service restaurant chains.
- HLT (Hilton Worldwide Holdings Inc.): Consumer Discretionary sector, multinational hospitality company.
- GOOG (Alphabet Inc.): Communication Services sector, parent company of Google, offering internet-related services.
- CP (Canadian Pacific Railway Limited): Industrials sector, provides rail and logistics services in North America.
2. Top 5 New Additions:
- There are no new positions
3. Top 5 Reduced Positions:
- CMG (Chipotle Mexican Grill, Inc.): The same as the top holding, indicating a sizable but reduced position in the fast-casual dining sector.
- HLT (Hilton Worldwide Holdings Inc.): Reduction in the hospitality sector, possibly realizing gains or reallocating investments.
- LOW (Lowe's Companies, Inc.): Consumer Discretionary sector, a reduction in the home improvement retail company.
John Rogers - Ariel Investments
Summary:
Rogers' Ariel Investments presents a portfolio geared towards industrial and healthcare sectors, with selective adjustments across holdings.
Sector specific insights:
1. Industrial and Real Estate: Investments in JLL and GNRC show a focus on commercial real estate services and power generation equipment.
2. Consumer Goods: Position in MAT indicates an interest in the consumer discretionary sector, specifically in entertainment products.
3. Life Sciences: CRL holding reflects a strategy towards the burgeoning contract research organization (CRO) industry.
2. Consumer Goods: Position in MAT indicates an interest in the consumer discretionary sector, specifically in entertainment products.
3. Life Sciences: CRL holding reflects a strategy towards the burgeoning contract research organization (CRO) industry.
Legend:
1. Top 5 Holdings:
- JLL (Jones Lang LaSalle Incorporated): Real Estate sector, professional services company specializing in commercial real estate services and investment management.
- MAT (Mattel, Inc.): Consumer Discretionary sector, multinational toy manufacturing company.
- GNRC (Generac Holdings Inc.): Industrials sector, designer and manufacturer of power generation equipment and other engine-powered products.
- CG (The Carlyle Group Inc.): Financial sector, global investment firm specializing in private equity, real estate, and private credit.
- CRL (Charles River Laboratories International, Inc.): Healthcare sector, provides a variety of preclinical and clinical laboratory services for the pharmaceutical, medical device and biotechnology industries.
2. Top 5 New Additions:
- DVA (DaVita Inc.): Healthcare sector, a leading provider of kidney care services in the United States.
- INTC (Intel Corporation): Technology sector, one of the world's largest and highest valued semiconductor chip makers.
- TFC (Truist Financial Corporation): Financial sector, bank holding company formed as a result of the merger between BB&T and SunTrust Banks.
- CNHI (CNH Industrial NV): Industrials sector, a global leader in the capital goods sector that, through its various businesses, designs, produces, and sells agricultural and construction equipment.
- TSM (Taiwan Semiconductor Manufacturing Company): Technology sector, the world's largest dedicated independent semiconductor foundry.
3. Top 5 Reduced Positions:
- MAT (Mattel, Inc.): Reduced stake in the toy manufacturing company.
- CRL (Charles River Laboratories International, Inc.): Scaled back in the contract research organization industry.
- KMT (Kennametal Inc.): Industrials sector, reduction in the company providing tooling and industrial materials.
- REZI (Resideo Technologies, Inc.): Industrials sector, decreased position in the provider of residential comfort and security solutions.
- LAZ (Lazard Ltd): Financial sector, reduction in the investment bank specializing in asset management and financial advisory services.
- JLL (Jones Lang LaSalle Incorporated): Real Estate sector, professional services company specializing in commercial real estate services and investment management.
- MAT (Mattel, Inc.): Consumer Discretionary sector, multinational toy manufacturing company.
- GNRC (Generac Holdings Inc.): Industrials sector, designer and manufacturer of power generation equipment and other engine-powered products.
- CG (The Carlyle Group Inc.): Financial sector, global investment firm specializing in private equity, real estate, and private credit.
- CRL (Charles River Laboratories International, Inc.): Healthcare sector, provides a variety of preclinical and clinical laboratory services for the pharmaceutical, medical device and biotechnology industries.
2. Top 5 New Additions:
- DVA (DaVita Inc.): Healthcare sector, a leading provider of kidney care services in the United States.
- INTC (Intel Corporation): Technology sector, one of the world's largest and highest valued semiconductor chip makers.
- TFC (Truist Financial Corporation): Financial sector, bank holding company formed as a result of the merger between BB&T and SunTrust Banks.
- CNHI (CNH Industrial NV): Industrials sector, a global leader in the capital goods sector that, through its various businesses, designs, produces, and sells agricultural and construction equipment.
- TSM (Taiwan Semiconductor Manufacturing Company): Technology sector, the world's largest dedicated independent semiconductor foundry.
3. Top 5 Reduced Positions:
- MAT (Mattel, Inc.): Reduced stake in the toy manufacturing company.
- CRL (Charles River Laboratories International, Inc.): Scaled back in the contract research organization industry.
- KMT (Kennametal Inc.): Industrials sector, reduction in the company providing tooling and industrial materials.
- REZI (Resideo Technologies, Inc.): Industrials sector, decreased position in the provider of residential comfort and security solutions.
- LAZ (Lazard Ltd): Financial sector, reduction in the investment bank specializing in asset management and financial advisory services.
David Tepper - Appaloosa Holdings
Summary:
Tepper’s Appaloosa Holdings reflects a strong emphasis on major tech companies, with a balance of reductions and new positions indicating strategic realignment
Sector specific insights:
1. Technology & Communication: Top holdings in META, MSFT, AMZN, and NVDA show a robust investment in large-cap tech and online services.
2. Transportation & Healthcare: New stakes in UPS and HCA suggest diversification into logistics and healthcare services.
3. Portfolio Adjustments: Reductions across major tech stocks could signal profit-taking or a shift in investment strategy.
2. Transportation & Healthcare: New stakes in UPS and HCA suggest diversification into logistics and healthcare services.
3. Portfolio Adjustments: Reductions across major tech stocks could signal profit-taking or a shift in investment strategy.
Legend:
1. Top 5 Holdings:
- META (Meta Platforms, Inc.): Communication Services sector, focuses on social media, virtual reality, and related technology platforms.
- MSFT (Microsoft Corporation): Technology sector, offers software, cloud computing, and related tech services.
- AMZN (Amazon.com, Inc.): Consumer Discretionary sector, e-commerce giant with extensive cloud computing operations.
- NVDA (NVIDIA Corporation): Technology sector, specializes in GPU development for gaming and professional markets.
- UBER (Uber Technologies, Inc.): Technology sector, provides ride-hailing, food delivery, and transportation services.
2. Top 5 New Additions:
- ORCL (Oracle Corporation): Technology sector, known for its database software and cloud engineered systems.
- UPS (United Parcel Service, Inc.): Industrials sector, multinational package delivery and supply chain management company.
- HCA (HCA Healthcare, Inc.): Healthcare sector, operates healthcare facilities like hospitals and surgery centers.
- FMC (FMC Corporation): Materials sector, an agricultural sciences company that operates in crop protection, plant health, and professional pest and turf management.
- WHR (Whirlpool Corporation): Consumer Discretionary sector, a multinational manufacturer and marketer of home appliances.
3. Top 5 Reduced Positions:
- META (Meta Platforms, Inc.): Reduced investment in the social media and tech giant.
- NVDA (NVIDIA Corporation): Trimming position in the semiconductor and GPU manufacturer.
- UBER (Uber Technologies, Inc.): Lowering stake in the transportation network company.
- GOOG (Alphabet Inc.): Communication Services sector, decreased holding in the parent company of Google.
- AMD (Advanced Micro Devices, Inc.): Technology sector, scaled back on the semiconductor company known for its CPUs and GPUs.
- META (Meta Platforms, Inc.): Communication Services sector, focuses on social media, virtual reality, and related technology platforms.
- MSFT (Microsoft Corporation): Technology sector, offers software, cloud computing, and related tech services.
- AMZN (Amazon.com, Inc.): Consumer Discretionary sector, e-commerce giant with extensive cloud computing operations.
- NVDA (NVIDIA Corporation): Technology sector, specializes in GPU development for gaming and professional markets.
- UBER (Uber Technologies, Inc.): Technology sector, provides ride-hailing, food delivery, and transportation services.
2. Top 5 New Additions:
- ORCL (Oracle Corporation): Technology sector, known for its database software and cloud engineered systems.
- UPS (United Parcel Service, Inc.): Industrials sector, multinational package delivery and supply chain management company.
- HCA (HCA Healthcare, Inc.): Healthcare sector, operates healthcare facilities like hospitals and surgery centers.
- FMC (FMC Corporation): Materials sector, an agricultural sciences company that operates in crop protection, plant health, and professional pest and turf management.
- WHR (Whirlpool Corporation): Consumer Discretionary sector, a multinational manufacturer and marketer of home appliances.
3. Top 5 Reduced Positions:
- META (Meta Platforms, Inc.): Reduced investment in the social media and tech giant.
- NVDA (NVIDIA Corporation): Trimming position in the semiconductor and GPU manufacturer.
- UBER (Uber Technologies, Inc.): Lowering stake in the transportation network company.
- GOOG (Alphabet Inc.): Communication Services sector, decreased holding in the parent company of Google.
- AMD (Advanced Micro Devices, Inc.): Technology sector, scaled back on the semiconductor company known for its CPUs and GPUs.
Rajiv Jain -GQG Partners
Summary:
GQG Partners LLC exhibits a strong concentration in technology and energy sectors, with a dynamic approach to managing tech investments.
Sector specific insights:
1. Technology: Dominant stakes in NVDA and new investments in AMD and MU show a clear focus on semiconductor technology.
2. Internet Services: Positions in META and GOOG reflect confidence in the growth and influence of major internet service companies.
3. Diversification: A stake in PBR and reduced holdings in traditional energy companies indicate a nuanced approach to the energy sector.
2. Internet Services: Positions in META and GOOG reflect confidence in the growth and influence of major internet service companies.
3. Diversification: A stake in PBR and reduced holdings in traditional energy companies indicate a nuanced approach to the energy sector.
Legend:
1. Top 5 Holdings:
- NVDA (NVIDIA Corporation): Technology sector, leading in graphics processing units and gaming technologies.
- META (Meta Platforms, Inc.): Communication Services sector, owner of major social media platforms.
- PBR (Petróleo Brasileiro S.A. - Petrobras): Energy sector, a state-controlled Brazilian multinational corporation in the petroleum industry.
- GOOG (Alphabet Inc.): Communication Services sector, the parent company of Google and a leader in online advertising technologies.
- MSFT (Microsoft Corporation): Technology sector, known for its software products, cloud services, and hardware.
2. Top 5 New Additions:
- AMD (Advanced Micro Devices, Inc.): Technology sector, multinational semiconductor company and Intel's primary competitor in the CPU market.
- SHOP (Shopify Inc.): Technology sector, provides a cloud-based commerce platform designed for small and medium-sized businesses.
- MU (Micron Technology, Inc.): Technology sector, one of the leading providers of semiconductor memory solutions.
- SNOW (Snowflake Inc.): Technology sector, cloud-based data-warehousing startup that offers data exchange and analytics services.
- F (Ford Motor Company): Consumer Discretionary sector, a global automotive industry leader manufacturing automobiles and commercial vehicles.
3. Top 5 Reduced Positions:
- NVDA (NVIDIA Corporation): Despite being a top holding, the position in this tech giant was reduced, suggesting rebalancing or profit-taking.
- LLY (Eli Lilly and Company): Healthcare sector, a reduction in the pharmaceutical company indicates a shift in the healthcare investment strategy.
- LRCX (Lam Research Corporation): Technology sector, reduced stake in the company that supplies wafer fabrication equipment and services.
- AMZN (Amazon.com, Inc.): Consumer Discretionary sector, a decrease in the e-commerce and cloud computing company.
- SLB (Schlumberger Limited): Energy sector, trimming holdings in the world's largest oilfield services company.
- NVDA (NVIDIA Corporation): Technology sector, leading in graphics processing units and gaming technologies.
- META (Meta Platforms, Inc.): Communication Services sector, owner of major social media platforms.
- PBR (Petróleo Brasileiro S.A. - Petrobras): Energy sector, a state-controlled Brazilian multinational corporation in the petroleum industry.
- GOOG (Alphabet Inc.): Communication Services sector, the parent company of Google and a leader in online advertising technologies.
- MSFT (Microsoft Corporation): Technology sector, known for its software products, cloud services, and hardware.
2. Top 5 New Additions:
- AMD (Advanced Micro Devices, Inc.): Technology sector, multinational semiconductor company and Intel's primary competitor in the CPU market.
- SHOP (Shopify Inc.): Technology sector, provides a cloud-based commerce platform designed for small and medium-sized businesses.
- MU (Micron Technology, Inc.): Technology sector, one of the leading providers of semiconductor memory solutions.
- SNOW (Snowflake Inc.): Technology sector, cloud-based data-warehousing startup that offers data exchange and analytics services.
- F (Ford Motor Company): Consumer Discretionary sector, a global automotive industry leader manufacturing automobiles and commercial vehicles.
3. Top 5 Reduced Positions:
- NVDA (NVIDIA Corporation): Despite being a top holding, the position in this tech giant was reduced, suggesting rebalancing or profit-taking.
- LLY (Eli Lilly and Company): Healthcare sector, a reduction in the pharmaceutical company indicates a shift in the healthcare investment strategy.
- LRCX (Lam Research Corporation): Technology sector, reduced stake in the company that supplies wafer fabrication equipment and services.
- AMZN (Amazon.com, Inc.): Consumer Discretionary sector, a decrease in the e-commerce and cloud computing company.
- SLB (Schlumberger Limited): Energy sector, trimming holdings in the world's largest oilfield services company.
Mackenzie Davis - Sailing Stone
Summary:
SailingStone Capital demonstrates a concentrated investment in energy and natural resources, indicating a specialized focus within these sectors
Sector specific insights:
1. Energy: Large allocations to IE and EPD point to a strategy heavily invested in the energy infrastructure and services.
2. Metals & Mining: Holding in MTAL suggests an interest in the materials sector, particularly metals and mining operations.
3. Natural Gas: Investment in RRC indicates a focus on natural gas production, which aligns with the energy-centric portfolio.
2. Metals & Mining: Holding in MTAL suggests an interest in the materials sector, particularly metals and mining operations.
3. Natural Gas: Investment in RRC indicates a focus on natural gas production, which aligns with the energy-centric portfolio.
Legend:
1. Top 5 Holdings:
- IE (IEnova): Energy sector, engages in the development, construction, and operation of energy infrastructure in Mexico.
- EPD (Enterprise Products Partners L.P.): Energy sector, provider of midstream energy services like natural gas processing and transportation.
- MTAL (Metals Acquisition Corp): Industrials sector, focused on acquiring and operating metals and mining businesses.
- LIN (Linde plc): Materials sector, a multinational chemical company that is one of the largest industrial gas companies by market share and revenue.
- RRC (Range Resources Corporation): Energy sector, a natural gas exploration and production company.
2. Top 5 New Additions:
- There are no new positions
3. Top 5 Reduced Positions:
- IE (IEnova): Same as the top holding, indicating a significant reduction in the energy infrastructure sector.
- EPD (Enterprise Products Partners L.P.): Similar reduction as IE, possibly suggesting a reallocation within the energy sector.
- LIN (Linde plc): Decrease in stake in the industrial gas giant may reflect a strategy shift or profit-taking.
- CCJ (Cameco Corporation): Basic Materials sector, reduction in a company that focuses on uranium mining and related activities.
- NRGV (Energy Vault Holdings, Inc.): Industrials sector, decrease in position in a company specializing in renewable energy storage solutions.
- IE (IEnova): Energy sector, engages in the development, construction, and operation of energy infrastructure in Mexico.
- EPD (Enterprise Products Partners L.P.): Energy sector, provider of midstream energy services like natural gas processing and transportation.
- MTAL (Metals Acquisition Corp): Industrials sector, focused on acquiring and operating metals and mining businesses.
- LIN (Linde plc): Materials sector, a multinational chemical company that is one of the largest industrial gas companies by market share and revenue.
- RRC (Range Resources Corporation): Energy sector, a natural gas exploration and production company.
2. Top 5 New Additions:
- There are no new positions
3. Top 5 Reduced Positions:
- IE (IEnova): Same as the top holding, indicating a significant reduction in the energy infrastructure sector.
- EPD (Enterprise Products Partners L.P.): Similar reduction as IE, possibly suggesting a reallocation within the energy sector.
- LIN (Linde plc): Decrease in stake in the industrial gas giant may reflect a strategy shift or profit-taking.
- CCJ (Cameco Corporation): Basic Materials sector, reduction in a company that focuses on uranium mining and related activities.
- NRGV (Energy Vault Holdings, Inc.): Industrials sector, decrease in position in a company specializing in renewable energy storage solutions.
William Harnisch - Peconic Partners
Summary:
Peconic Partners, under William Harnisch, appears to have a strong focus on industrial and technology sectors, with significant positions in electrical equipment and building products.
Sector specific insights:
1. Industrial Focus: Large holdings in PWR and WCC indicate a heavy emphasis on the electrical equipment and industrial distribution sectors.
2. Construction: DY's inclusion suggests an investment interest in specialty construction and infrastructure development.
3. Materials: The stake in CLF points to an investment in the materials sector, particularly iron ore mining and processing
2. Construction: DY's inclusion suggests an investment interest in specialty construction and infrastructure development.
3. Materials: The stake in CLF points to an investment in the materials sector, particularly iron ore mining and processing
Legend:
1. Top 5 Holdings:
- PWR (Quanta Services, Inc.): Industrials sector, provides infrastructure services for electric power and oil & gas industries.
- WCC (WESCO International, Inc.): Industrials sector, a leading provider of electrical, industrial, and communications MRO and OEM products.
- DY (Dycom Industries, Inc.): Industrials sector, specializes in engineering services and specialty construction.
- CLF (Cleveland-Cliffs Inc.): Materials sector, a leading iron ore mining company.
- AMZN (Amazon.com, Inc.): Consumer Discretionary sector, e-commerce and cloud computing giant.
2. Top New Additions:
- CLF (Cleveland-Cliffs Inc.): Additional investment in the materials sector, with a focus on iron ore.
- GOOGL (Alphabet Inc.): Communication Services sector, increase in stake in the parent company of Google, indicating a bullish outlook on internet services.
- MU (Micron Technology, Inc.): Technology sector, a major producer of computer memory and computer data storage including dynamic random-access memory, flash memory, and USB flash drives.
3. Top 5 Reduced Positions:
- UBER (Uber Technologies, Inc.): Technology sector, minor reduction in the ride-sharing and delivery services company.
- SG (Sweetgreen) : American fast casual restaurant chain that serves salads
- MTZ (Mastec Inc): American multinational infrastructure engineering and construction company, provides engineering, building, installation, maintenance and upgrade of energy
- PWR (Quanta Services, Inc.): Industrials sector, provides infrastructure services for electric power and oil & gas industries.
- WCC (WESCO International, Inc.): Industrials sector, a leading provider of electrical, industrial, and communications MRO and OEM products.
- DY (Dycom Industries, Inc.): Industrials sector, specializes in engineering services and specialty construction.
- CLF (Cleveland-Cliffs Inc.): Materials sector, a leading iron ore mining company.
- AMZN (Amazon.com, Inc.): Consumer Discretionary sector, e-commerce and cloud computing giant.
2. Top New Additions:
- CLF (Cleveland-Cliffs Inc.): Additional investment in the materials sector, with a focus on iron ore.
- GOOGL (Alphabet Inc.): Communication Services sector, increase in stake in the parent company of Google, indicating a bullish outlook on internet services.
- MU (Micron Technology, Inc.): Technology sector, a major producer of computer memory and computer data storage including dynamic random-access memory, flash memory, and USB flash drives.
3. Top 5 Reduced Positions:
- UBER (Uber Technologies, Inc.): Technology sector, minor reduction in the ride-sharing and delivery services company.
- SG (Sweetgreen) : American fast casual restaurant chain that serves salads
- MTZ (Mastec Inc): American multinational infrastructure engineering and construction company, provides engineering, building, installation, maintenance and upgrade of energy
Stepehen Sloan - Arcus Capital Partners
Summary:
Arcus Capital Partners' portfolio shows a strong emphasis on homebuilding and beverages, with strategic additions in technology and healthcare.
Sector specific insights:
1. Homebuilding: The substantial holding in DFH indicates a focused investment in the residential construction industry.
2. Consumer Staples: A significant position in KO suggests a long-term confidence in the beverage industry's staple companies.
3. Health & Technology: New stakes in NVDA, LIN, and ABBV reflect diversification into high-tech and pharmaceuticals.
2. Consumer Staples: A significant position in KO suggests a long-term confidence in the beverage industry's staple companies.
3. Health & Technology: New stakes in NVDA, LIN, and ABBV reflect diversification into high-tech and pharmaceuticals.
Legend:
1. Top 5 Holdings:
- DFH (Dream Finders Homes, Inc.): Consumer Discretionary sector, a homebuilder in the United States.
- KO (Coca-Cola Company): Consumer Staples sector, multinational beverage corporation.
- CELH (Celsius Holdings, Inc.): Consumer Staples sector, provides fitness drinks.
- WDAY (Workday, Inc.): Technology sector, offers enterprise cloud applications for finance and human resources.
- AAPL (Apple Inc.): Technology sector, known for consumer electronics, software, and online services.
2. Top 5 New Additions:
- NVDA (NVIDIA Corporation): Technology sector, designs GPUs for gaming and professional markets.
- LIN (Linde plc): Materials sector, industrial gas and engineering company.
- TMO (Thermo Fisher Scientific Inc.): Healthcare sector, provides scientific instrumentation, reagents and consumables, and software services.
- ABBV (AbbVie Inc.): Healthcare sector, biopharmaceutical company.
- LLY (Eli Lilly and Company): Healthcare sector, pharmaceutical company.
3. Top 5 Reduced Positions:
- DFH (Dream Finders Homes, Inc.): Despite being a top holding, there was a significant reduction, possibly for rebalancing or profit-taking.
- KO (Coca-Cola Company): Slight reduction in this staple beverage company.
- GE (General Electric Company): Industrials sector, reduced position in the multinational conglomerate.
- MSFT (Microsoft Corporation): Technology sector, slight reduction in the software giant.
- AMZN (Amazon.com, Inc.): Consumer Discretionary sector, minor trimming in the e-commerce leader.
- DFH (Dream Finders Homes, Inc.): Consumer Discretionary sector, a homebuilder in the United States.
- KO (Coca-Cola Company): Consumer Staples sector, multinational beverage corporation.
- CELH (Celsius Holdings, Inc.): Consumer Staples sector, provides fitness drinks.
- WDAY (Workday, Inc.): Technology sector, offers enterprise cloud applications for finance and human resources.
- AAPL (Apple Inc.): Technology sector, known for consumer electronics, software, and online services.
2. Top 5 New Additions:
- NVDA (NVIDIA Corporation): Technology sector, designs GPUs for gaming and professional markets.
- LIN (Linde plc): Materials sector, industrial gas and engineering company.
- TMO (Thermo Fisher Scientific Inc.): Healthcare sector, provides scientific instrumentation, reagents and consumables, and software services.
- ABBV (AbbVie Inc.): Healthcare sector, biopharmaceutical company.
- LLY (Eli Lilly and Company): Healthcare sector, pharmaceutical company.
3. Top 5 Reduced Positions:
- DFH (Dream Finders Homes, Inc.): Despite being a top holding, there was a significant reduction, possibly for rebalancing or profit-taking.
- KO (Coca-Cola Company): Slight reduction in this staple beverage company.
- GE (General Electric Company): Industrials sector, reduced position in the multinational conglomerate.
- MSFT (Microsoft Corporation): Technology sector, slight reduction in the software giant.
- AMZN (Amazon.com, Inc.): Consumer Discretionary sector, minor trimming in the e-commerce leader.
Bob Robotti - Robotti Robert
Summary:
Robotti's portfolio is heavily weighted towards energy and construction, with minimal new movements and consistent reductions across the board.
Sector specific insights:
1. Energy Services: The majority stake in TDW suggests a deep commitment to the energy sector, particularly in offshore services.
2. Construction and Materials: Investments in BLDR and LXU indicate a focus on construction supplies and chemical products.
3. Industrials: Holdings in WLK and WFG represent an interest in plastics and forest products, aligning with a theme of industrial and material investment.
2. Construction and Materials: Investments in BLDR and LXU indicate a focus on construction supplies and chemical products.
3. Industrials: Holdings in WLK and WFG represent an interest in plastics and forest products, aligning with a theme of industrial and material investment.
Legend:
1. Top 5 Holdings:
- TDW (Tidewater Inc.): Energy sector, provides offshore service vessels and marine support services to the global energy industry.
- BLDR (Builders FirstSource, Inc.): Industrials sector, supplies and manufactures building materials.
- LXU (LSB Industries, Inc.): Basic Materials sector, manufactures and sells chemical products for the agricultural, mining, and industrial markets.
- WLK (Westlake Chemical Corporation): Basic Materials sector, manufactures and markets basic chemicals, vinyls, polymers, and building products.
- WFG (West Fraser Timber Co. Ltd.): Basic Materials sector, a diversified wood products company.
2. Top 5 New Additions:
- AAPL (Apple Inc.): Technology sector, a minor new position in the consumer electronics and software giant, indicating a potential diversification into technology.
3. Top 5 Reduced Positions:
- TDW (Tidewater Inc.): Identical to the top holding, this reduction could suggest rebalancing or cashing in on gains.
- BLDR (Builders FirstSource, Inc.): Maintains a position but with reduced exposure to the construction supply sector.
- LXU (LSB Industries, Inc.): Same as the top holding, indicating a reduced position in industrial chemicals.
- WLK (Westlake Chemical Corporation): Consistent with the holdings, a reduction in this chemical manufacturer.
- WFG (West Fraser Timber Co. Ltd.): A decrease in stake in the wood products industry, perhaps to reallocate or due to market strategy adjustments.
- TDW (Tidewater Inc.): Energy sector, provides offshore service vessels and marine support services to the global energy industry.
- BLDR (Builders FirstSource, Inc.): Industrials sector, supplies and manufactures building materials.
- LXU (LSB Industries, Inc.): Basic Materials sector, manufactures and sells chemical products for the agricultural, mining, and industrial markets.
- WLK (Westlake Chemical Corporation): Basic Materials sector, manufactures and markets basic chemicals, vinyls, polymers, and building products.
- WFG (West Fraser Timber Co. Ltd.): Basic Materials sector, a diversified wood products company.
2. Top 5 New Additions:
- AAPL (Apple Inc.): Technology sector, a minor new position in the consumer electronics and software giant, indicating a potential diversification into technology.
3. Top 5 Reduced Positions:
- TDW (Tidewater Inc.): Identical to the top holding, this reduction could suggest rebalancing or cashing in on gains.
- BLDR (Builders FirstSource, Inc.): Maintains a position but with reduced exposure to the construction supply sector.
- LXU (LSB Industries, Inc.): Same as the top holding, indicating a reduced position in industrial chemicals.
- WLK (Westlake Chemical Corporation): Consistent with the holdings, a reduction in this chemical manufacturer.
- WFG (West Fraser Timber Co. Ltd.): A decrease in stake in the wood products industry, perhaps to reallocate or due to market strategy adjustments.
Eric Bannasch - Cadian Capital
Summary:
Cadian Capital, led by Eric Bannasch, focuses on diverse sectors with significant stakes in consumer services, technology, and healthcare.
Sector specific insights:
1. Consumer Services: Large investment in PLNT indicates a focus on fitness and wellness services.
2. Technology: Holdings in CTLT and PCOR suggest an interest in pharmaceutical services and software solutions.
3. Digital Platforms: Investment in HUBS and reduction in NYT point towards a strategy that values digital marketing and media platforms
2. Technology: Holdings in CTLT and PCOR suggest an interest in pharmaceutical services and software solutions.
3. Digital Platforms: Investment in HUBS and reduction in NYT point towards a strategy that values digital marketing and media platforms
Legend:
1. Top 5 Holdings:
- PLNT (Planet Fitness, Inc.): Consumer Discretionary sector, operates and franchises fitness centers.
- CTLT (Catalent, Inc.): Healthcare sector, provides delivery technologies and development solutions for drugs and biologics.
- PCOR (Procore Technologies, Inc.): Technology sector, provides construction management software.
- HUBS (HubSpot, Inc.): Technology sector, develops and markets a software product for inbound marketing and sales.
- CXM (Sprinklr, Inc.): Technology sector, offers a unified customer experience management (Unified-CXM) platform.
2. Top 5 New Additions:
- LAD (Lithia Motors, Inc.): Consumer Discretionary sector, operates as an automotive retailer.
- IQV (IQVIA Holdings Inc.): Healthcare sector, provides advanced analytics, technology solutions, and contract research services.
- BBWI (Bath & Body Works, Inc.): Consumer Discretionary sector, retails bath and body products.
- MXCT (MaxCyte, Inc.): Healthcare sector, provides cell-engineering platform technologies.
- TCMD (Tactile Systems Technology, Inc.): Healthcare sector, develops and provides medical devices for the treatment of chronic diseases at home.
3. Top 5 Reduced Positions:
- VRNS (Varonis Systems, Inc.): Technology sector, reduced position in data security and analytics company.
- BRZE (Braze, Inc.): Technology sector, reduced stake in customer engagement platform.
- PANW (Palo Alto Networks, Inc.): Technology sector, decreased investment in cybersecurity solutions.
- NYT (The New York Times Company): Communication Services sector, trimmed position in the media company.
- H (Hyatt Hotels Corporation): Consumer Discretionary sector, reduced holdings in the hospitality company.
- PLNT (Planet Fitness, Inc.): Consumer Discretionary sector, operates and franchises fitness centers.
- CTLT (Catalent, Inc.): Healthcare sector, provides delivery technologies and development solutions for drugs and biologics.
- PCOR (Procore Technologies, Inc.): Technology sector, provides construction management software.
- HUBS (HubSpot, Inc.): Technology sector, develops and markets a software product for inbound marketing and sales.
- CXM (Sprinklr, Inc.): Technology sector, offers a unified customer experience management (Unified-CXM) platform.
2. Top 5 New Additions:
- LAD (Lithia Motors, Inc.): Consumer Discretionary sector, operates as an automotive retailer.
- IQV (IQVIA Holdings Inc.): Healthcare sector, provides advanced analytics, technology solutions, and contract research services.
- BBWI (Bath & Body Works, Inc.): Consumer Discretionary sector, retails bath and body products.
- MXCT (MaxCyte, Inc.): Healthcare sector, provides cell-engineering platform technologies.
- TCMD (Tactile Systems Technology, Inc.): Healthcare sector, develops and provides medical devices for the treatment of chronic diseases at home.
3. Top 5 Reduced Positions:
- VRNS (Varonis Systems, Inc.): Technology sector, reduced position in data security and analytics company.
- BRZE (Braze, Inc.): Technology sector, reduced stake in customer engagement platform.
- PANW (Palo Alto Networks, Inc.): Technology sector, decreased investment in cybersecurity solutions.
- NYT (The New York Times Company): Communication Services sector, trimmed position in the media company.
- H (Hyatt Hotels Corporation): Consumer Discretionary sector, reduced holdings in the hospitality company.
Eversept Partners LP
Summary:
Eversept Partners LP exhibits a portfolio heavily weighted in healthcare, with a keen focus on pharmaceuticals and biotechnology.
Sector specific insights:
1. Biotech & Pharma: Significant positions in NTRA, GSK, and TEVA indicate a strategic investment in drug development and healthcare services.
2. Medical Devices: SNDX and INSP represent a focus on niche markets within oncology and medical technology.
3. Healthcare Diversification: New stakes in biotech and healthcare-related companies suggest an expanding interest in innovative medical solutions.
2. Medical Devices: SNDX and INSP represent a focus on niche markets within oncology and medical technology.
3. Healthcare Diversification: New stakes in biotech and healthcare-related companies suggest an expanding interest in innovative medical solutions.
Legend:
1. Top 5 Holdings:
- NTRA (Natera, Inc.): Healthcare sector, a diagnostics company specializing in genetic testing and analysis.
- GSK (GlaxoSmithKline plc): Healthcare sector, a multinational pharmaceutical company.
- SNDX (Syndax Pharmaceuticals, Inc.): Healthcare sector, a clinical-stage biopharmaceutical company.
- INSP (Inspire Medical Systems, Inc.): Healthcare sector, offers medical solutions for sleep apnea.
- TEVA (Teva Pharmaceutical Industries Limited): Healthcare sector, a multinational generic pharmaceuticals manufacturer.
2. Top 5 New Additions:
- IMGN (ImmunoGen, Inc.): Healthcare sector, a clinical-stage biotechnology company focused on antibody-drug conjugates for cancer treatment.
- THC (Tenet Healthcare Corporation): Healthcare sector, operates a diversified healthcare services company.
- ZIMV (ZimVie Inc.): Healthcare sector, recently spun-off from Zimmer Biomet, focuses on dental and spine medical technologies.
- IMVT (Immunovant, Inc.): Healthcare sector, a clinical-stage biopharmaceutical company focusing on enabling normal lives for patients with autoimmune diseases.
3. Top 5 Reduced Positions:
- NTRA (Natera, Inc.): Despite being the top holding, there was a significant reduction, possibly indicating a rebalancing or profit-taking.
- GSK (GlaxoSmithKline plc): Reduction in one of the world's leading healthcare companies.
- TEVA (Teva Pharmaceutical Industries Limited): A decrease in the stake of this generic drug manufacturer.
- UTHR (United Therapeutics Corporation): Healthcare sector, reduced stake in a company that focuses on the development of treatments for pulmonary arterial hypertension.
- SWAV (ShockWave Medical, Inc.): Healthcare sector, reduced investment in a company specializing in medical devices for cardiovascular disease.
- NTRA (Natera, Inc.): Healthcare sector, a diagnostics company specializing in genetic testing and analysis.
- GSK (GlaxoSmithKline plc): Healthcare sector, a multinational pharmaceutical company.
- SNDX (Syndax Pharmaceuticals, Inc.): Healthcare sector, a clinical-stage biopharmaceutical company.
- INSP (Inspire Medical Systems, Inc.): Healthcare sector, offers medical solutions for sleep apnea.
- TEVA (Teva Pharmaceutical Industries Limited): Healthcare sector, a multinational generic pharmaceuticals manufacturer.
2. Top 5 New Additions:
- IMGN (ImmunoGen, Inc.): Healthcare sector, a clinical-stage biotechnology company focused on antibody-drug conjugates for cancer treatment.
- THC (Tenet Healthcare Corporation): Healthcare sector, operates a diversified healthcare services company.
- ZIMV (ZimVie Inc.): Healthcare sector, recently spun-off from Zimmer Biomet, focuses on dental and spine medical technologies.
- IMVT (Immunovant, Inc.): Healthcare sector, a clinical-stage biopharmaceutical company focusing on enabling normal lives for patients with autoimmune diseases.
3. Top 5 Reduced Positions:
- NTRA (Natera, Inc.): Despite being the top holding, there was a significant reduction, possibly indicating a rebalancing or profit-taking.
- GSK (GlaxoSmithKline plc): Reduction in one of the world's leading healthcare companies.
- TEVA (Teva Pharmaceutical Industries Limited): A decrease in the stake of this generic drug manufacturer.
- UTHR (United Therapeutics Corporation): Healthcare sector, reduced stake in a company that focuses on the development of treatments for pulmonary arterial hypertension.
- SWAV (ShockWave Medical, Inc.): Healthcare sector, reduced investment in a company specializing in medical devices for cardiovascular disease.
Tiger Funds
Tiger funds, named after the famous 'Tiger Management' hedge fund, typically follow a similar investment approach that blends macroeconomic analysis with stock picking. They often invest in a diverse range of assets, seeking high returns through both traditional and alternative strategies, appealing to risk-tolerant investors.
Chase Coleman -Tiger Global
Summary:
Chase Coleman's Tiger Global Management displays a high concentration in technology and media, with strategic positions in large-cap tech firms.
Sector specific insights:
1. Social Media & Software: Top positions in META and MSFT indicate a strong belief in the growth potential of social media and enterprise software.
2. Private Equity: The stake in APO shows an investment in alternative asset management and financial services.
3. Gaming & Retail: Holdings in TTWO and AMZN suggest a diversified interest in entertainment and e-commerce.
2. Private Equity: The stake in APO shows an investment in alternative asset management and financial services.
3. Gaming & Retail: Holdings in TTWO and AMZN suggest a diversified interest in entertainment and e-commerce.
Legend:
1. Top 5 Holdings:
- META (Meta Platforms, Inc.): Communication Services sector, parent of Facebook, Instagram, and WhatsApp.
- MSFT (Microsoft Corporation): Technology sector, a leader in software, cloud computing, and AI.
- APO (Apollo Global Management, Inc.): Financial sector, provides investment management and consulting services.
- TTWO (Take-Two Interactive Software, Inc.): Communication Services sector, a video game holding company.
- AMZN (Amazon.com, Inc.): Consumer Discretionary sector, the largest global e-commerce retailer and cloud service provider.
2. Top 5 New Additions:
- AVGO (Broadcom Inc.): Technology sector, designs, develops, and supplies a broad range of semiconductor and infrastructure software solutions.
- DXCM (DexCom, Inc.): Healthcare sector, develops, manufactures, and distributes continuous glucose monitoring systems for diabetes management.
3. Top 5 Reduced Positions:
- META (Meta Platforms, Inc.): Despite being a top holding, there was a significant reduction, possibly reflecting market volatility or risk management.
- MSFT (Microsoft Corporation): Scaled back in one of the world's largest technology companies, potentially to rebalance the portfolio.
- TTWO (Take-Two Interactive Software, Inc.): Reduced stake in the gaming company, which may indicate a shift in the valuation or strategy.
- GOOGL (Alphabet Inc.): Communication Services sector, lessened exposure to the tech giant behind Google.
- WDAY (Workday, Inc.): Technology sector, decreased position in the provider of enterprise cloud applications for finance and human resources.
- META (Meta Platforms, Inc.): Communication Services sector, parent of Facebook, Instagram, and WhatsApp.
- MSFT (Microsoft Corporation): Technology sector, a leader in software, cloud computing, and AI.
- APO (Apollo Global Management, Inc.): Financial sector, provides investment management and consulting services.
- TTWO (Take-Two Interactive Software, Inc.): Communication Services sector, a video game holding company.
- AMZN (Amazon.com, Inc.): Consumer Discretionary sector, the largest global e-commerce retailer and cloud service provider.
2. Top 5 New Additions:
- AVGO (Broadcom Inc.): Technology sector, designs, develops, and supplies a broad range of semiconductor and infrastructure software solutions.
- DXCM (DexCom, Inc.): Healthcare sector, develops, manufactures, and distributes continuous glucose monitoring systems for diabetes management.
3. Top 5 Reduced Positions:
- META (Meta Platforms, Inc.): Despite being a top holding, there was a significant reduction, possibly reflecting market volatility or risk management.
- MSFT (Microsoft Corporation): Scaled back in one of the world's largest technology companies, potentially to rebalance the portfolio.
- TTWO (Take-Two Interactive Software, Inc.): Reduced stake in the gaming company, which may indicate a shift in the valuation or strategy.
- GOOGL (Alphabet Inc.): Communication Services sector, lessened exposure to the tech giant behind Google.
- WDAY (Workday, Inc.): Technology sector, decreased position in the provider of enterprise cloud applications for finance and human resources.
Philippe Laffont -Coatue Management
Summary:
Laffont's Coatue Management indicates a strategic focus on major technology and semiconductor companies, with adjustments suggesting portfolio optimization
Sector specific insights:
1. Semiconductors: High allocations to NVDA and AMD reflect a strong conviction in the semiconductor industry's growth.
2. Social Media & E-commerce: Investments in META and AMZN point to confidence in the staying power and expansion potential of these tech giants.
3. Software: A significant stake in MSFT and new investments in CRM and DOCU show a focus on enterprise and productivity software services.
2. Social Media & E-commerce: Investments in META and AMZN point to confidence in the staying power and expansion potential of these tech giants.
3. Software: A significant stake in MSFT and new investments in CRM and DOCU show a focus on enterprise and productivity software services.
Legend:
1. Top 5 Holdings:
- NVDA (NVIDIA Corporation): Technology sector, specializes in graphics processing units and gaming technologies.
- META (Meta Platforms, Inc.): Communication Services sector, owns major social media platforms like Facebook and Instagram.
- AMD (Advanced Micro Devices, Inc.): Technology sector, semiconductor company known for its CPUs and GPUs.
- AMZN (Amazon.com, Inc.): Consumer Discretionary sector, the leading online retailer with a strong presence in cloud computing.
- MSFT (Microsoft Corporation): Technology sector, a global leader in software, services, devices, and solutions.
2. Top 5 New Additions:
- CRM (Salesforce.com, Inc.): Technology sector, provides customer relationship management software and applications.
- AAPL (Apple Inc.): Technology sector, iconic designer and manufacturer of consumer electronics and software.
- DPZ (Domino's Pizza, Inc.): Consumer Discretionary sector, one of the largest pizza restaurant chains globally.
- DOCU (DocuSign, Inc.): Technology sector, offers e-signature solutions as part of its broader suite of document technology products.
- NOW (ServiceNow, Inc.): Technology sector, provides enterprise cloud computing solutions to manage digital workflows.
3. Top 5 Reduced Positions:
- NVDA (NVIDIA Corporation): Reduction in a key player in the GPU market, potentially for risk management or rebalancing.
- META (Meta Platforms, Inc.): Trimmed position in the social media conglomerate, which could suggest concerns over growth or regulatory challenges.
- AMZN (Amazon.com, Inc.): Decreased stake in the e-commerce leader, possibly to capitalize on market movements or reallocate capital.
- MSFT (Microsoft Corporation): Slight reduction in the technology mainstay, possibly due to valuation adjustments.
- LRCX (Lam Research Corporation): Technology sector, reduced holding in a company that serves the semiconductor industry.
- NVDA (NVIDIA Corporation): Technology sector, specializes in graphics processing units and gaming technologies.
- META (Meta Platforms, Inc.): Communication Services sector, owns major social media platforms like Facebook and Instagram.
- AMD (Advanced Micro Devices, Inc.): Technology sector, semiconductor company known for its CPUs and GPUs.
- AMZN (Amazon.com, Inc.): Consumer Discretionary sector, the leading online retailer with a strong presence in cloud computing.
- MSFT (Microsoft Corporation): Technology sector, a global leader in software, services, devices, and solutions.
2. Top 5 New Additions:
- CRM (Salesforce.com, Inc.): Technology sector, provides customer relationship management software and applications.
- AAPL (Apple Inc.): Technology sector, iconic designer and manufacturer of consumer electronics and software.
- DPZ (Domino's Pizza, Inc.): Consumer Discretionary sector, one of the largest pizza restaurant chains globally.
- DOCU (DocuSign, Inc.): Technology sector, offers e-signature solutions as part of its broader suite of document technology products.
- NOW (ServiceNow, Inc.): Technology sector, provides enterprise cloud computing solutions to manage digital workflows.
3. Top 5 Reduced Positions:
- NVDA (NVIDIA Corporation): Reduction in a key player in the GPU market, potentially for risk management or rebalancing.
- META (Meta Platforms, Inc.): Trimmed position in the social media conglomerate, which could suggest concerns over growth or regulatory challenges.
- AMZN (Amazon.com, Inc.): Decreased stake in the e-commerce leader, possibly to capitalize on market movements or reallocate capital.
- MSFT (Microsoft Corporation): Slight reduction in the technology mainstay, possibly due to valuation adjustments.
- LRCX (Lam Research Corporation): Technology sector, reduced holding in a company that serves the semiconductor industry.
Steve Mandel - Lone Pine Capital
Summary:
Lone Pine Capital's Steve Mandel, showcases a strong preference for tech and semiconductor stocks, alongside strategic shifts in financial and consumer services.
Sector specific insights:
1. Big Tech: Substantial holdings in META, AMZN, MSFT, and CRM point to a solid belief in the growth and influence of tech giants.
2. Semiconductors: The investment in TSM underscores a focus on the backbone of the technology hardware industry.
3. Financial Services: New positions in INTU and BX, and reductions in KKR and MA, indicate active management and a dynamic approach to financial sector investments.
2. Semiconductors: The investment in TSM underscores a focus on the backbone of the technology hardware industry.
3. Financial Services: New positions in INTU and BX, and reductions in KKR and MA, indicate active management and a dynamic approach to financial sector investments.
Legend:
1. Top 5 Holdings:
- META (Meta Platforms, Inc.): Communication Services sector, operates the world's largest social media network.
- AMZN (Amazon.com, Inc.): Consumer Discretionary sector, dominates global online retail and cloud computing.
- TSM (Taiwan Semiconductor Manufacturing Company): Technology sector, the world's premier semiconductor foundry.
- MSFT (Microsoft Corporation): Technology sector, a pivotal force in software, cloud computing, and personal computing.
- CRM (Salesforce.com, Inc.): Technology sector, a leader in customer relationship management software.
2. Top 5 New Additions:
- INTU (Intuit Inc.): Technology sector, specializes in financial software for consumers and small businesses.
- BX (The Blackstone Group Inc.): Financial sector, a multinational private equity, alternative asset management, and financial services firm.
- PM (Philip Morris International Inc.): Consumer Staples sector, manufactures and sells cigarettes, smoke-free products, and associated electronic devices and accessories.
- GE (General Electric Company): Industrials sector, a multinational conglomerate with a focus on aviation, power, renewable energy, and healthcare technology.
3. Top 5 Reduced Positions:
- TSM (Taiwan Semiconductor Manufacturing Company): Even as a top holding, there's a notable reduction in this key semiconductor company.
- KKR (KKR & Co. Inc.): Financial sector, reduced position in the global investment firm specializing in alternative asset management and capital markets.
- MA (Mastercard Incorporated): Financial sector, trimmed stake in the multinational financial services corporation.
- WDAY (Workday, Inc.): Technology sector, decreased holdings in the provider of enterprise cloud applications for finance and human resources.
- LYV (Live Nation Entertainment, Inc.): Slight reduction in the entertainment company, potentially reflecting a shift in market strategy or profit-taking.
- META (Meta Platforms, Inc.): Communication Services sector, operates the world's largest social media network.
- AMZN (Amazon.com, Inc.): Consumer Discretionary sector, dominates global online retail and cloud computing.
- TSM (Taiwan Semiconductor Manufacturing Company): Technology sector, the world's premier semiconductor foundry.
- MSFT (Microsoft Corporation): Technology sector, a pivotal force in software, cloud computing, and personal computing.
- CRM (Salesforce.com, Inc.): Technology sector, a leader in customer relationship management software.
2. Top 5 New Additions:
- INTU (Intuit Inc.): Technology sector, specializes in financial software for consumers and small businesses.
- BX (The Blackstone Group Inc.): Financial sector, a multinational private equity, alternative asset management, and financial services firm.
- PM (Philip Morris International Inc.): Consumer Staples sector, manufactures and sells cigarettes, smoke-free products, and associated electronic devices and accessories.
- GE (General Electric Company): Industrials sector, a multinational conglomerate with a focus on aviation, power, renewable energy, and healthcare technology.
3. Top 5 Reduced Positions:
- TSM (Taiwan Semiconductor Manufacturing Company): Even as a top holding, there's a notable reduction in this key semiconductor company.
- KKR (KKR & Co. Inc.): Financial sector, reduced position in the global investment firm specializing in alternative asset management and capital markets.
- MA (Mastercard Incorporated): Financial sector, trimmed stake in the multinational financial services corporation.
- WDAY (Workday, Inc.): Technology sector, decreased holdings in the provider of enterprise cloud applications for finance and human resources.
- LYV (Live Nation Entertainment, Inc.): Slight reduction in the entertainment company, potentially reflecting a shift in market strategy or profit-taking.
David Goel -Matrix Capital
Summary:
David Goel's Matrix Capital Management has a pronounced allocation in technology and semiconductors, with a keen eye on healthcare innovation.
Sector specific insights:
Sector-Specific Insights:
1. Semiconductors & Technology: Large investments in NVDA and AMAT suggest a strong belief in the semiconductor sector's continued growth.
2. E-commerce: Holding in AMZN reflects confidence in the dominant role of online retail and cloud computing.
3. Aerospace & Security: The stake in TDG indicates an investment in aerospace, defense, and industrial products.
1. Semiconductors & Technology: Large investments in NVDA and AMAT suggest a strong belief in the semiconductor sector's continued growth.
2. E-commerce: Holding in AMZN reflects confidence in the dominant role of online retail and cloud computing.
3. Aerospace & Security: The stake in TDG indicates an investment in aerospace, defense, and industrial products.
Legend:
1. Top 5 Holdings:
- NVDA (NVIDIA Corporation): Technology sector, leading in GPU innovation for gaming, professional markets, and AI.
- AMAT (Applied Materials, Inc.): Technology sector, a provider of materials engineering solutions used to produce new chip and advanced display technologies.
- AMZN (Amazon.com, Inc.): Consumer Discretionary sector, top e-commerce platform with extensive cloud services.
- TDG (TransDigm Group Incorporated): Industrials sector, manufactures aerospace components for commercial and military aircraft.
- GFS (GlobalFoundries): Technology sector, one of the world’s leading semiconductor manufacturers.
2. Top New Additions:
- MRNA (Moderna, Inc.): Healthcare sector, a biotechnology company focused on drug discovery, drug development, and vaccine technologies based on messenger RNA.
- VEEV (Veeva Systems Inc.): Technology sector, offers cloud-based software for the global life sciences industry.
3. Top 5 Reduced Positions:
- QCOM (Qualcomm Incorporated): Technology sector, reduction in the company specializing in wireless technology and smartphone chips.
- VTYX (Ventyx Biosciences, Inc.): Healthcare sector, decrease in the biopharmaceutical company focused on advancing new therapies for patients with inflammatory diseases and autoimmune disorders.
- NVDA (NVIDIA Corporation): Technology sector, leading in GPU innovation for gaming, professional markets, and AI.
- AMAT (Applied Materials, Inc.): Technology sector, a provider of materials engineering solutions used to produce new chip and advanced display technologies.
- AMZN (Amazon.com, Inc.): Consumer Discretionary sector, top e-commerce platform with extensive cloud services.
- TDG (TransDigm Group Incorporated): Industrials sector, manufactures aerospace components for commercial and military aircraft.
- GFS (GlobalFoundries): Technology sector, one of the world’s leading semiconductor manufacturers.
2. Top New Additions:
- MRNA (Moderna, Inc.): Healthcare sector, a biotechnology company focused on drug discovery, drug development, and vaccine technologies based on messenger RNA.
- VEEV (Veeva Systems Inc.): Technology sector, offers cloud-based software for the global life sciences industry.
3. Top 5 Reduced Positions:
- QCOM (Qualcomm Incorporated): Technology sector, reduction in the company specializing in wireless technology and smartphone chips.
- VTYX (Ventyx Biosciences, Inc.): Healthcare sector, decrease in the biopharmaceutical company focused on advancing new therapies for patients with inflammatory diseases and autoimmune disorders.
Multi Strategy Funds
Multi-strategy funds diversify across various strategies like long/short equity, market neutral, and arbitrage. They offer flexibility, risk management through strategy diversification, and potentially consistent returns, but can be complex and costly due to their varied approaches.
Steven Cohen - Point72
Summary:
Steven Cohen's Point 72 Asset Management showcases a diversified investment strategy with a tilt towards technology, e-commerce, and transportation.
Sector specific insights:
1. E-commerce & Social Media: Investments in AMZN and META show a focus on leading companies in online retail and social media platforms.
2. Technology & Computing: A stake in NVDA and new addition ORCL indicate a continued interest in the technology sector's growth potential.
3. Industrial & Energy: Holdings in UNP and new positions in energy companies like SHELL and XOM reflect a broad interest in industrial and energy sectors.
2. Technology & Computing: A stake in NVDA and new addition ORCL indicate a continued interest in the technology sector's growth potential.
3. Industrial & Energy: Holdings in UNP and new positions in energy companies like SHELL and XOM reflect a broad interest in industrial and energy sectors.
Legend:
1. Top 5 Holdings:
- AMZN (Amazon.com, Inc.): Consumer Discretionary sector, leading e-commerce platform and cloud services provider.
- META (Meta Platforms, Inc.): Communication Services sector, owner of major social media networks.
- DELL (Dell Technologies Inc.): Technology sector, multinational computer technology company.
- UNP (Union Pacific Corporation): Industrials sector, a railroad franchise that covers 23 states across the western two-thirds of the United States.
- NVDA (NVIDIA Corporation): Technology sector, a leader in computer graphics processor development.
2. Top 5 New Additions:
- ORCL (Oracle Corporation): Technology sector, known for its comprehensive and fully integrated stack of cloud applications and platform services.
- SHELL (Shell plc): Energy sector, a global group of energy and petrochemical companies.
- CLX (The Clorox Company): Consumer Staples sector, a manufacturer and marketer of consumer and professional products.
- XOM (Exxon Mobil Corporation): Energy sector, multinational oil and gas corporation.
- HUBS (HubSpot, Inc.): Technology sector, provides a cloud-based customer relationship management platform.
3. Top 5 Reduced Positions:
- META (Meta Platforms, Inc.): Slight reduction in the tech giant, potentially to reallocate investments or take profits.
- NVDA (NVIDIA Corporation): Trimming in the semiconductor and GPU company, possibly due to market movements or strategic shifts.
- BSX (Boston Scientific Corporation): Healthcare sector, reduced stake in the medical device manufacturer.
- ANET (Arista Networks, Inc.): Technology sector, decreased investment in the company specializing in cloud networking solutions.
- BP (BP plc): Energy sector, slightly lower exposure to the oil and gas company.
- AMZN (Amazon.com, Inc.): Consumer Discretionary sector, leading e-commerce platform and cloud services provider.
- META (Meta Platforms, Inc.): Communication Services sector, owner of major social media networks.
- DELL (Dell Technologies Inc.): Technology sector, multinational computer technology company.
- UNP (Union Pacific Corporation): Industrials sector, a railroad franchise that covers 23 states across the western two-thirds of the United States.
- NVDA (NVIDIA Corporation): Technology sector, a leader in computer graphics processor development.
2. Top 5 New Additions:
- ORCL (Oracle Corporation): Technology sector, known for its comprehensive and fully integrated stack of cloud applications and platform services.
- SHELL (Shell plc): Energy sector, a global group of energy and petrochemical companies.
- CLX (The Clorox Company): Consumer Staples sector, a manufacturer and marketer of consumer and professional products.
- XOM (Exxon Mobil Corporation): Energy sector, multinational oil and gas corporation.
- HUBS (HubSpot, Inc.): Technology sector, provides a cloud-based customer relationship management platform.
3. Top 5 Reduced Positions:
- META (Meta Platforms, Inc.): Slight reduction in the tech giant, potentially to reallocate investments or take profits.
- NVDA (NVIDIA Corporation): Trimming in the semiconductor and GPU company, possibly due to market movements or strategic shifts.
- BSX (Boston Scientific Corporation): Healthcare sector, reduced stake in the medical device manufacturer.
- ANET (Arista Networks, Inc.): Technology sector, decreased investment in the company specializing in cloud networking solutions.
- BP (BP plc): Energy sector, slightly lower exposure to the oil and gas company.
Louis Bacon -Moore Capital
Summary:
Moore Capital Management, displays a robust interest in technology and financial services, with strategic investments in renewable energy and infrastructure.
Sector specific insights:
1. Technology & Media: Significant holdings in META and CRM indicate a focus on social media and enterprise software services.
2. E-commerce: A substantial investment in AMZN shows confidence in the continued expansion of online retail.
3. Financial Services: The stake in ALLY suggests an investment in digital financial services and banking.
2. E-commerce: A substantial investment in AMZN shows confidence in the continued expansion of online retail.
3. Financial Services: The stake in ALLY suggests an investment in digital financial services and banking.
Legend:
1. Top 5 Holdings:
- META (Meta Platforms, Inc.): Communication Services sector, the parent company of Facebook, Instagram, and other key social media platforms.
- AMZN (Amazon.com, Inc.): Consumer Discretionary sector, the leading online retailer known for its e-commerce, cloud computing, and AI technologies.
- ALLY (Ally Financial Inc.): Financials sector, provides digital financial services including banking, auto finance, and corporate financing.
- ALL (The Allstate Corporation): Financials sector, offers personal property and casualty insurance along with life insurance and retirement solutions.
- CRM (Salesforce.com, Inc.): Technology sector, specializes in cloud-based customer relationship management services.
2. Top 5 New Additions:
- ENPH (Enphase Energy, Inc.): Technology sector, operates in the renewable energy space, focusing on home energy solutions.
- CCI (Crown Castle International Corp.): Real Estate sector, owns, operates, and leases more than 40,000 cell towers and approximately 80,000 route miles of fiber supporting small cells and fiber solutions.
- BLK (BlackRock, Inc.): Financials sector, is one of the world's largest asset managers, providing investment management services.
- FCX (Freeport-McMoRan Inc.): Materials sector, a leading international mining company with significant copper, gold, and molybdenum operations.
- RUN (Sunrun Inc.): Technology sector, provides residential solar electricity and operates as a solar power system installation company.
3. Top 5 Reduced Positions:
- ALLY (Ally Financial Inc.): Despite being a top holding, the position has been slightly reduced, possibly reflecting profit-taking or portfolio rebalancing.
- MSFT (Microsoft Corporation): Technology sector, a reduction in the software and cloud computing giant.
- DLR (Digital Realty Trust, Inc.): Real Estate sector, decreased exposure to a company that provides data center, colocation, and interconnection solutions.
- SIG (Signet Jewelers Limited): Consumer Discretionary sector, reduced stake in the world's largest retailer of diamond jewelry.
- ALIT (Alight Inc.): Technology sector, a slight decrease in the company offering cloud-based human capital solutions.
- META (Meta Platforms, Inc.): Communication Services sector, the parent company of Facebook, Instagram, and other key social media platforms.
- AMZN (Amazon.com, Inc.): Consumer Discretionary sector, the leading online retailer known for its e-commerce, cloud computing, and AI technologies.
- ALLY (Ally Financial Inc.): Financials sector, provides digital financial services including banking, auto finance, and corporate financing.
- ALL (The Allstate Corporation): Financials sector, offers personal property and casualty insurance along with life insurance and retirement solutions.
- CRM (Salesforce.com, Inc.): Technology sector, specializes in cloud-based customer relationship management services.
2. Top 5 New Additions:
- ENPH (Enphase Energy, Inc.): Technology sector, operates in the renewable energy space, focusing on home energy solutions.
- CCI (Crown Castle International Corp.): Real Estate sector, owns, operates, and leases more than 40,000 cell towers and approximately 80,000 route miles of fiber supporting small cells and fiber solutions.
- BLK (BlackRock, Inc.): Financials sector, is one of the world's largest asset managers, providing investment management services.
- FCX (Freeport-McMoRan Inc.): Materials sector, a leading international mining company with significant copper, gold, and molybdenum operations.
- RUN (Sunrun Inc.): Technology sector, provides residential solar electricity and operates as a solar power system installation company.
3. Top 5 Reduced Positions:
- ALLY (Ally Financial Inc.): Despite being a top holding, the position has been slightly reduced, possibly reflecting profit-taking or portfolio rebalancing.
- MSFT (Microsoft Corporation): Technology sector, a reduction in the software and cloud computing giant.
- DLR (Digital Realty Trust, Inc.): Real Estate sector, decreased exposure to a company that provides data center, colocation, and interconnection solutions.
- SIG (Signet Jewelers Limited): Consumer Discretionary sector, reduced stake in the world's largest retailer of diamond jewelry.
- ALIT (Alight Inc.): Technology sector, a slight decrease in the company offering cloud-based human capital solutions.
Brevan Howard Capital
Summary:
Brevan Howard Capital's portfolio indicates a diversified approach with strategic investments across retail, technology, and aerospace sectors.
Sector specific insights:
1. Retail & Technology: Investments in HD and NVDA suggest a balance between retail heavyweight and tech industry growth.
2. Consumer Electronics: The stake in AAPL reflects confidence in the enduring appeal and innovation of consumer technology.
3. Aerospace: Holding in SPR points to an interest in commercial, defense, and space industries.
2. Consumer Electronics: The stake in AAPL reflects confidence in the enduring appeal and innovation of consumer technology.
3. Aerospace: Holding in SPR points to an interest in commercial, defense, and space industries.
Legend:
1. Top 5 Holdings:
- HD (Home Depot, Inc.): Consumer Discretionary sector, a leading home improvement retailer.
- NVDA (NVIDIA Corporation): Technology sector, specializes in GPU and AI technology.
- AAPL (Apple Inc.): Technology sector, a global leader in consumer electronics and software.
- SPR (Spirit AeroSystems Holdings, Inc.): Industrials sector, manufactures commercial aerostructures.
- SPLK (Splunk Inc.): Technology sector, produces software for searching, monitoring, and analyzing machine-generated big data.
2. Top 5 New Additions:
- SPLK (Splunk Inc.): New investment in big data analytics.
- GOOG (Alphabet Inc.): Communication Services sector, parent of Google, showing a new stake in the internet services giant.
- PSTG (Pure Storage, Inc.): Technology sector, an enterprise data flash storage company.
- JPM (JPMorgan Chase & Co.): Financials sector, one of the largest banking institutions in the United States.
- UNH (UnitedHealth Group Incorporated): Healthcare sector, diversified health and well-being company offering health care products and insurance services.
3. Top 5 Reduced Positions:
- IOVA (Iovance Biotherapeutics, Inc.): Healthcare sector, decreased stake in the biotechnology company focusing on cancer treatment.
- DIS (The Walt Disney Company): Communication Services sector, trimmed position in the entertainment conglomerate.
- TPC (Tutor Perini Corporation): Industrials sector, reduction in the construction company.
- RUN (Sunrun Inc.): Technology sector, lessened investment in the residential solar panel company.
- DISH (DISH Network Corporation): Communication Services sector, scaled back stake in the television provider.
- HD (Home Depot, Inc.): Consumer Discretionary sector, a leading home improvement retailer.
- NVDA (NVIDIA Corporation): Technology sector, specializes in GPU and AI technology.
- AAPL (Apple Inc.): Technology sector, a global leader in consumer electronics and software.
- SPR (Spirit AeroSystems Holdings, Inc.): Industrials sector, manufactures commercial aerostructures.
- SPLK (Splunk Inc.): Technology sector, produces software for searching, monitoring, and analyzing machine-generated big data.
2. Top 5 New Additions:
- SPLK (Splunk Inc.): New investment in big data analytics.
- GOOG (Alphabet Inc.): Communication Services sector, parent of Google, showing a new stake in the internet services giant.
- PSTG (Pure Storage, Inc.): Technology sector, an enterprise data flash storage company.
- JPM (JPMorgan Chase & Co.): Financials sector, one of the largest banking institutions in the United States.
- UNH (UnitedHealth Group Incorporated): Healthcare sector, diversified health and well-being company offering health care products and insurance services.
3. Top 5 Reduced Positions:
- IOVA (Iovance Biotherapeutics, Inc.): Healthcare sector, decreased stake in the biotechnology company focusing on cancer treatment.
- DIS (The Walt Disney Company): Communication Services sector, trimmed position in the entertainment conglomerate.
- TPC (Tutor Perini Corporation): Industrials sector, reduction in the construction company.
- RUN (Sunrun Inc.): Technology sector, lessened investment in the residential solar panel company.
- DISH (DISH Network Corporation): Communication Services sector, scaled back stake in the television provider.
Woodline Partners
Summary:
Woodline Partners, managed by Mike Rockefeller, displays a strong emphasis on pharmaceuticals and technology, with selective positioning in other sectors
Sector specific insights:
1. Pharmaceuticals: Major stakes in ABBV and LLY indicate a focus on drug development and healthcare.
2. Biotechnology: Investment in REGN suggests a strategic position in biopharmaceuticals for innovative drug development.
3. Technology and Services: Holdings in PR and OVV, alongside new stakes in AMZN and HUBS, reflect an interest in both tech services and energy
2. Biotechnology: Investment in REGN suggests a strategic position in biopharmaceuticals for innovative drug development.
3. Technology and Services: Holdings in PR and OVV, alongside new stakes in AMZN and HUBS, reflect an interest in both tech services and energy
Legend:
1. Top 5 Holdings:
- ABBV (AbbVie Inc.): Healthcare sector, a pharmaceutical company that researches and develops a broad range of therapies.
- LLY (Eli Lilly and Company): Healthcare sector, a large, global pharmaceutical company with a focus on neuroscience, endocrinology, oncology, and immunology.
- REGN (Regeneron Pharmaceuticals, Inc.): Healthcare sector, a biotech company that discovers, invents, develops, manufactures, and commercializes medicines for the treatment of serious medical conditions.
- PR (ProAssurance Corporation): Financials sector, provides property and casualty insurance, and reinsurance products.
- OVV (Ovintiv Inc.): Energy sector, focuses on the exploration and production of oil, natural gas, and natural gas liquids.
2. Top 5 New Additions:
- AMZN (Amazon.com, Inc.): Consumer Discretionary sector, known for its e-commerce platform and cloud computing services.
- HUBS (HubSpot, Inc.): Technology sector, offers a cloud-based customer relationship management platform.
- MUR (Murphy Oil Corporation): Energy sector, an independent exploration and production company developing unconventional resources.
- SNPS (Synopsys, Inc.): Technology sector, provides electronic design automation software products used to design and test integrated circuits.
- TXN (Texas Instruments Incorporated): Technology sector, designs and manufactures semiconductors and various integrated circuits, which it sells to electronics designers and manufacturers globally.
3. Top 5 Reduced Positions:
- ADI (Analog Devices, Inc.): Technology sector, decreased stake in a semiconductor company specializing in data conversion and signal processing technology.
- MRK (Merck & Co., Inc.): Healthcare sector, trimmed position in the pharmaceutical company known for a wide range of prescription medicines, vaccines, and animal health products.
- LHX (L3Harris Technologies, Inc.): Industrials sector, reduction in the aerospace and defense technology company.
- META (Meta Platforms, Inc.): Communication Services sector, slight reduction in the social media conglomerate.
- RVMD (Revolution Medicines, Inc.): Healthcare sector, decreased investment in a company that focuses on developing new therapies for cancer.
- ABBV (AbbVie Inc.): Healthcare sector, a pharmaceutical company that researches and develops a broad range of therapies.
- LLY (Eli Lilly and Company): Healthcare sector, a large, global pharmaceutical company with a focus on neuroscience, endocrinology, oncology, and immunology.
- REGN (Regeneron Pharmaceuticals, Inc.): Healthcare sector, a biotech company that discovers, invents, develops, manufactures, and commercializes medicines for the treatment of serious medical conditions.
- PR (ProAssurance Corporation): Financials sector, provides property and casualty insurance, and reinsurance products.
- OVV (Ovintiv Inc.): Energy sector, focuses on the exploration and production of oil, natural gas, and natural gas liquids.
2. Top 5 New Additions:
- AMZN (Amazon.com, Inc.): Consumer Discretionary sector, known for its e-commerce platform and cloud computing services.
- HUBS (HubSpot, Inc.): Technology sector, offers a cloud-based customer relationship management platform.
- MUR (Murphy Oil Corporation): Energy sector, an independent exploration and production company developing unconventional resources.
- SNPS (Synopsys, Inc.): Technology sector, provides electronic design automation software products used to design and test integrated circuits.
- TXN (Texas Instruments Incorporated): Technology sector, designs and manufactures semiconductors and various integrated circuits, which it sells to electronics designers and manufacturers globally.
3. Top 5 Reduced Positions:
- ADI (Analog Devices, Inc.): Technology sector, decreased stake in a semiconductor company specializing in data conversion and signal processing technology.
- MRK (Merck & Co., Inc.): Healthcare sector, trimmed position in the pharmaceutical company known for a wide range of prescription medicines, vaccines, and animal health products.
- LHX (L3Harris Technologies, Inc.): Industrials sector, reduction in the aerospace and defense technology company.
- META (Meta Platforms, Inc.): Communication Services sector, slight reduction in the social media conglomerate.
- RVMD (Revolution Medicines, Inc.): Healthcare sector, decreased investment in a company that focuses on developing new therapies for cancer.
Altimeter Capital
Summary:
Altimeter Capital, directed by Brad Gerstner, shows a concentrated investment in technology, with a major stake in a cloud computing company and strategic positions in social media, transportation, and software.
Sector specific insights:
1. Cloud Computing: The overwhelming position in SNOW indicates a high conviction in cloud data platforms.
2. Social Media & Transport: Investments in META and UBER suggest a focus on platforms that have transformed social interaction and urban mobility.
3. Tech Giants: Holdings in MSFT and NVDA demonstrate confidence in the enduring growth of established tech companies.
2. Social Media & Transport: Investments in META and UBER suggest a focus on platforms that have transformed social interaction and urban mobility.
3. Tech Giants: Holdings in MSFT and NVDA demonstrate confidence in the enduring growth of established tech companies.
Legend:
1. Top 5 Holdings:
- SNOW (Snowflake Inc.): Technology sector, cloud-based data-warehousing company that enables data storage, processing, and analytic solutions.
- META (Meta Platforms, Inc.): Communication Services sector, owner of the world’s largest social networks, including Facebook and Instagram.
- UBER (Uber Technologies, Inc.): Technology sector, offering ridesharing, food delivery, and transportation services.
- MSFT (Microsoft Corporation): Technology sector, leading provider of software, cloud services, and personal computing devices.
- NVDA (NVIDIA Corporation): Technology sector, a major player in the GPU market for gaming and professional markets.
2. Top New Additions:
- TSLA (Tesla, Inc.): Consumer Discretionary sector, renowned for its electric vehicles and clean energy products.
3. Top Reduced Positions:
- SNOW (Snowflake Inc.): Despite being a top holding, the significant reduction could suggest portfolio rebalancing or risk mitigation.
- CFLT (Coforge Limited): Technology sector, reduction in an IT solutions and services company.
- VLRS (Volaris): Industrials sector, the position was completely divested from this airline.
- SNOW (Snowflake Inc.): Technology sector, cloud-based data-warehousing company that enables data storage, processing, and analytic solutions.
- META (Meta Platforms, Inc.): Communication Services sector, owner of the world’s largest social networks, including Facebook and Instagram.
- UBER (Uber Technologies, Inc.): Technology sector, offering ridesharing, food delivery, and transportation services.
- MSFT (Microsoft Corporation): Technology sector, leading provider of software, cloud services, and personal computing devices.
- NVDA (NVIDIA Corporation): Technology sector, a major player in the GPU market for gaming and professional markets.
2. Top New Additions:
- TSLA (Tesla, Inc.): Consumer Discretionary sector, renowned for its electric vehicles and clean energy products.
3. Top Reduced Positions:
- SNOW (Snowflake Inc.): Despite being a top holding, the significant reduction could suggest portfolio rebalancing or risk mitigation.
- CFLT (Coforge Limited): Technology sector, reduction in an IT solutions and services company.
- VLRS (Volaris): Industrials sector, the position was completely divested from this airline.
Macro Funds
Macro funds focus on global economic trends and events, employing strategies in equities, bonds, currencies, and commodities. They seek to capitalize on macroeconomic changes and are known for their flexibility and potential to profit in various market conditions, appealing to risk-aware investors.
Stanley Druckenmiller - Duquesne Family Office
Summary:
Stanley Druckenmiller's Duquesne Family Office maintains a portfolio that spans technology, healthcare, and materials, with recent moves indicating a shift towards network and electronics services.
Sector specific insights:
1. Software & Computing: Large holdings in MSFT and NVDA highlight a commitment to software and semiconductor leaders.
2. E-commerce & Pharmaceuticals: Stakes in CPNG and LLY suggest a blend of growth-oriented and stable healthcare investments.
3. Diversification into Materials: The position in TECK underscores an interest in mining and mineral development.
2. E-commerce & Pharmaceuticals: Stakes in CPNG and LLY suggest a blend of growth-oriented and stable healthcare investments.
3. Diversification into Materials: The position in TECK underscores an interest in mining and mineral development.
Legend:
1. Top 5 Holdings:
- MSFT (Microsoft Corporation): Technology sector, a dominant force in personal computing, cloud services, and software.
- CPNG (Coupang, Inc.): Consumer Discretionary sector, a leading e-commerce platform in South Korea.
- NVDA (NVIDIA Corporation): Technology sector, specializes in GPUs for gaming and professional markets, as well as system on a chip units for the mobile computing and automotive market.
- LLY (Eli Lilly and Company): Healthcare sector, develops and manufactures pharmaceutical drugs.
- TECK (Teck Resources Limited): Materials sector, a major player in mining and mineral development.
2. Top 5 New Additions:
- ANET (Arista Networks, Inc.): Technology sector, provides networking solutions for large datacenter and campus environments.
- WWD (Woodward, Inc.): Industrials sector, designs, manufactures, and services control systems and components for aerospace and industrial markets.
- TPX (Tempur Sealy International, Inc.): Consumer Discretionary sector, develops and manufactures mattresses and bedding products.
- FLEX (Flex Ltd.): Technology sector, provides electronics manufacturing services and solutions.
- GOLD (Barrick Gold Corporation): Materials sector, one of the largest gold mining companies in the world.
3. Top 5 Reduced Positions:
- NVDA (NVIDIA Corporation): Reduced position in this technology and semiconductor company.
- LLY (Eli Lilly and Company): Slight decrease in the pharmaceutical company.
- NWSA (News Corp): Communication Services sector, reduced stake in a diversified media and information services company.
- LW (Lamb Weston Holdings, Inc.): Consumer Staples sector, decreased investment in the supplier of frozen potato, sweet potato, appetizer, and vegetable products.
- CP (Canadian Pacific Railway Limited): Industrials sector, trimmed position in the railroad services company.
- MSFT (Microsoft Corporation): Technology sector, a dominant force in personal computing, cloud services, and software.
- CPNG (Coupang, Inc.): Consumer Discretionary sector, a leading e-commerce platform in South Korea.
- NVDA (NVIDIA Corporation): Technology sector, specializes in GPUs for gaming and professional markets, as well as system on a chip units for the mobile computing and automotive market.
- LLY (Eli Lilly and Company): Healthcare sector, develops and manufactures pharmaceutical drugs.
- TECK (Teck Resources Limited): Materials sector, a major player in mining and mineral development.
2. Top 5 New Additions:
- ANET (Arista Networks, Inc.): Technology sector, provides networking solutions for large datacenter and campus environments.
- WWD (Woodward, Inc.): Industrials sector, designs, manufactures, and services control systems and components for aerospace and industrial markets.
- TPX (Tempur Sealy International, Inc.): Consumer Discretionary sector, develops and manufactures mattresses and bedding products.
- FLEX (Flex Ltd.): Technology sector, provides electronics manufacturing services and solutions.
- GOLD (Barrick Gold Corporation): Materials sector, one of the largest gold mining companies in the world.
3. Top 5 Reduced Positions:
- NVDA (NVIDIA Corporation): Reduced position in this technology and semiconductor company.
- LLY (Eli Lilly and Company): Slight decrease in the pharmaceutical company.
- NWSA (News Corp): Communication Services sector, reduced stake in a diversified media and information services company.
- LW (Lamb Weston Holdings, Inc.): Consumer Staples sector, decreased investment in the supplier of frozen potato, sweet potato, appetizer, and vegetable products.
- CP (Canadian Pacific Railway Limited): Industrials sector, trimmed position in the railroad services company.
George Soros -Soros Fund Management
Summary:
Soros Fund Management, directed by George Soros, is characterized by strategic allocations across technology, aviation, and healthcare, with recent activity indicating tactical adjustments within these sectors.
Sector specific insights:
1. Technology & Data Analysis: An emphasis on SPLK reflects a focus on big data and analytics.
2. Aviation Leasing: The holding in AER suggests an investment in the commercial aircraft leasing market.
3. Internet Services & Pharmaceuticals: Positions in GOOGL and NVO indicate a blend of technology services and pharmaceutical innovation
2. Aviation Leasing: The holding in AER suggests an investment in the commercial aircraft leasing market.
3. Internet Services & Pharmaceuticals: Positions in GOOGL and NVO indicate a blend of technology services and pharmaceutical innovation
Legend:
1. Top 5 Holdings:
- SPLK (Splunk Inc.): Technology sector, specializes in big data analytics software.
- AER (AerCap Holdings N.V.): Industrials sector, the world's largest aircraft leasing company.
- GOOGL (Alphabet Inc.): Communication Services sector, the parent company of Google, which dominates internet search and online advertising.
- NVO (Novo Nordisk A/S): Healthcare sector, a global healthcare company with a leading position in diabetes care.
- LBRDK (Liberty Broadband Corporation - Class C): Communication Services sector, involved in the broadband communications business.
2. Top 5 New Additions:
- BIRK (Berkshire Hathaway Inc. - Class A): Financial sector, a multinational conglomerate holding company.
- MNST (Monster Beverage Corporation): Consumer Staples sector, a leading marketer and distributor of energy drinks and alternative beverages.
- W (Wayfair Inc.): Consumer Discretionary sector, an e-commerce company that sells furniture and home-goods.
- MRK (Merck & Co., Inc.): Healthcare sector, a global pharmaceutical company.
- FXI (iShares China Large-Cap ETF): Financial sector, an exchange-traded fund that tracks the investment results of an index composed of large-capitalization Chinese equities.
3. Top 5 Reduced Positions:
- GOOGL (Alphabet Inc.): Reduced stake in this major internet services provider.
- CRH (CRH plc): Materials sector, decreased investment in the international group of diversified building materials businesses.
- AMZN (Amazon.com, Inc.): Consumer Discretionary sector, trimmed position in the e-commerce and cloud computing giant.
- UBER (Uber Technologies, Inc.): Technology sector, reduced holding in the ride-sharing and delivery services company.
- CBOE (Cboe Global Markets, Inc.): Financial sector, lowered stake in the company that owns the Chicago Board Options Exchange and the stock exchange operator BATS Global Markets.
- SPLK (Splunk Inc.): Technology sector, specializes in big data analytics software.
- AER (AerCap Holdings N.V.): Industrials sector, the world's largest aircraft leasing company.
- GOOGL (Alphabet Inc.): Communication Services sector, the parent company of Google, which dominates internet search and online advertising.
- NVO (Novo Nordisk A/S): Healthcare sector, a global healthcare company with a leading position in diabetes care.
- LBRDK (Liberty Broadband Corporation - Class C): Communication Services sector, involved in the broadband communications business.
2. Top 5 New Additions:
- BIRK (Berkshire Hathaway Inc. - Class A): Financial sector, a multinational conglomerate holding company.
- MNST (Monster Beverage Corporation): Consumer Staples sector, a leading marketer and distributor of energy drinks and alternative beverages.
- W (Wayfair Inc.): Consumer Discretionary sector, an e-commerce company that sells furniture and home-goods.
- MRK (Merck & Co., Inc.): Healthcare sector, a global pharmaceutical company.
- FXI (iShares China Large-Cap ETF): Financial sector, an exchange-traded fund that tracks the investment results of an index composed of large-capitalization Chinese equities.
3. Top 5 Reduced Positions:
- GOOGL (Alphabet Inc.): Reduced stake in this major internet services provider.
- CRH (CRH plc): Materials sector, decreased investment in the international group of diversified building materials businesses.
- AMZN (Amazon.com, Inc.): Consumer Discretionary sector, trimmed position in the e-commerce and cloud computing giant.
- UBER (Uber Technologies, Inc.): Technology sector, reduced holding in the ride-sharing and delivery services company.
- CBOE (Cboe Global Markets, Inc.): Financial sector, lowered stake in the company that owns the Chicago Board Options Exchange and the stock exchange operator BATS Global Markets.
Ray Dalio - Bridgewater Associates
Summary:
Bridgewater Associates, under Ray Dalio, focuses on stable consumer goods and healthcare, with prudent additions and reductions indicating a balanced and risk-aware investment approach.
Sector specific insights:
1. Consumer Staples: The firm's largest holdings in PG, KO, and PEP show a consistent preference for essential consumer products with predictable demand.
2. Retail & Healthcare: Investments in COST and JNJ demonstrate confidence in the retail sector's resilience and the healthcare industry's steady growth.
3. Financial and Airline: New positions in WFC and DAL may reflect a strategic move into financial services and a bet on the recovery of air travel
2. Retail & Healthcare: Investments in COST and JNJ demonstrate confidence in the retail sector's resilience and the healthcare industry's steady growth.
3. Financial and Airline: New positions in WFC and DAL may reflect a strategic move into financial services and a bet on the recovery of air travel
Legend:
1. Top 5 Holdings:
- PG (Procter & Gamble Co.): Consumer Staples sector, a multinational manufacturer of a wide range of consumer goods.
- KO (Coca-Cola Company): Consumer Staples sector, a leading beverage company with a global presence.
- COST (Costco Wholesale Corporation): Consumer Staples sector, an international chain of membership warehouses, offering bulk shopping.
- JNJ (Johnson & Johnson): Healthcare sector, a worldwide manufacturer of healthcare products and provider of related services.
- PEP (PepsiCo, Inc.): Consumer Staples sector, a global food and beverage leader.
2. Top 5 New Additions:
- CTRA (Coterra Energy Inc.): Energy sector, an independent oil and gas company engaged in the exploration, development, and production of oil and gas properties.
- WFC (Wells Fargo & Company): Financial sector, a diversified financial services company with banking, insurance, investments, mortgage, and consumer and commercial finance operations.
- DAL (Delta Air Lines, Inc.): Industrials sector, one of the major airlines of the United States serving domestic and international routes.
- CB (Chubb Limited): Financial sector, provides insurance and reinsurance products worldwide.
- KVUE (Not found in the reference databases; likely a ticker symbol error or a less prominent company).
3. Top 5 Reduced Positions:
- PG (Procter & Gamble Co.): Same as top holding, reduced stake in the consumer goods giant.
- KO (Coca-Cola Company): Slightly decreased investment in the beverage corporation.
- COST (Costco Wholesale Corporation): Reduction in the membership-only warehouse club.
- PEP (PepsiCo, Inc.): Trimmed position in the multinational food, snack, and beverage corporation.
- MCD (McDonald's Corporation): Consumer Discretionary sector, reduced stake in the global fast-food chain.\
- PG (Procter & Gamble Co.): Consumer Staples sector, a multinational manufacturer of a wide range of consumer goods.
- KO (Coca-Cola Company): Consumer Staples sector, a leading beverage company with a global presence.
- COST (Costco Wholesale Corporation): Consumer Staples sector, an international chain of membership warehouses, offering bulk shopping.
- JNJ (Johnson & Johnson): Healthcare sector, a worldwide manufacturer of healthcare products and provider of related services.
- PEP (PepsiCo, Inc.): Consumer Staples sector, a global food and beverage leader.
2. Top 5 New Additions:
- CTRA (Coterra Energy Inc.): Energy sector, an independent oil and gas company engaged in the exploration, development, and production of oil and gas properties.
- WFC (Wells Fargo & Company): Financial sector, a diversified financial services company with banking, insurance, investments, mortgage, and consumer and commercial finance operations.
- DAL (Delta Air Lines, Inc.): Industrials sector, one of the major airlines of the United States serving domestic and international routes.
- CB (Chubb Limited): Financial sector, provides insurance and reinsurance products worldwide.
- KVUE (Not found in the reference databases; likely a ticker symbol error or a less prominent company).
3. Top 5 Reduced Positions:
- PG (Procter & Gamble Co.): Same as top holding, reduced stake in the consumer goods giant.
- KO (Coca-Cola Company): Slightly decreased investment in the beverage corporation.
- COST (Costco Wholesale Corporation): Reduction in the membership-only warehouse club.
- PEP (PepsiCo, Inc.): Trimmed position in the multinational food, snack, and beverage corporation.
- MCD (McDonald's Corporation): Consumer Discretionary sector, reduced stake in the global fast-food chain.\