Every quarter Lumida Wealth presents a visual summary of the 45+ hedge funds we track every quarter that shape the future investing trends.
Enjoy the visual summary below or Check out the full data along with Ram’s insights in spreadsheet format here.
Please note:
– AUM indicates assets under management in managed 13F securities only, the overall AUM due to other positions (Debt, options etc) may be higher.
– Color intensity indicates relative weight.
– Individual stock Rectangles optimized for mobile readability and are not to scale
– Percentages are rounded to nearest decimal and indicate current portfolio weights
– We have prioritized top 5 stock positions wherever available.
– Each manager has a summary, sector analysis and legend for stock information.
Compliance Disclaimer: The information is for general informational purposes only and does not constitute investment advice. Past performance is not indicative of future results, and investments in hedge funds carry risks, including the potential loss of principal. We recommend that you seek independent financial advice before making any investment decisions.
Data Sources: Hedgefollow, Whalewisdom, Lumida analysis
Summary Overview
Duquesne Family Office, managed by Stanley Druckenmiller, maintains a diversified portfolio with a focus on technology and consumer sectors. The fund’s top holdings include significant investments in data storage and e-commerce, while recent activity shows new investments in e-commerce, gaming, and real estate, alongside reductions in technology and materials.
3 sector-specific insights
- The top holdings reflect a strong emphasis on technology and consumer sectors, with major investments in companies like Seagate Technology and Coupang.
- New investments in e-commerce, gaming, and real estate suggest a strategic diversification into these sectors.
- Reductions in technology and materials holdings indicate a rebalancing or profit-taking strategy.
Top 5 holdings, additions, and reduced positions
- STX (Seagate Technology Holdings plc): Technology sector, provides data storage technology and solutions.
- NTRA (Natera, Inc.): Healthcare sector, provides preconception and prenatal genetic testing services.
- VST (Vistra Corp.): Utilities sector, operates as an integrated retail electricity and power generation company.
- CPNG (Coupang, Inc.): Consumer discretionary sector, operates an e-commerce platform in South Korea.
- COHR (Coherent Corp.): Technology sector, provides lasers and laser-based technology for scientific, commercial, and industrial customers.
New Holdings
- MELI (MercadoLibre, Inc.): Consumer discretionary sector, operates online commerce platforms in Latin America.
- PDYPF (Flutter Entertainment plc): Consumer discretionary sector, operates as a global sports betting and gaming company.
- CPT (Camden Property Trust): Real estate sector, operates as a real estate investment trust (REIT) focused on multifamily apartment communities.
- PM (Philip Morris International Inc.): Consumer staples sector, engages in the manufacture and sale of cigarettes and other nicotine-containing products.
- MAA (Mid-America Apartment Communities, Inc.): Real estate sector, operates as a REIT focused on multifamily properties.
Reduced Holdings
- FLEX (Flex Ltd.): Technology sector, provides design, engineering, manufacturing, and supply chain services and solutions.
- FCX (Freeport-McMoRan Inc.): Materials sector, engages in the mining of mineral properties, primarily copper, gold, and molybdenum.
- TECK (Teck Resources Limited): Materials sector, engages in the exploration, development, and production of natural resources.
- MSFT (Microsoft Corporation): Technology sector, develops, licenses, and supports a wide range of software products, services, and devices.
- CPNG (Coupang, Inc.): Consumer discretionary sector, operates an e-commerce platform in South Korea.
