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
Soros Fund Management, led by George Soros, maintains a diversified portfolio with a focus on technology, consumer, and industrial sectors. The fund’s top holdings include significant investments in major tech companies and ETFs, while recent activity shows new investments in utilities, healthcare, and consumer discretionary, alongside reductions in technology and industrials.
3 sector-specific insights
- The top holdings reflect a balanced approach across technology, consumer, and industrial sectors, with major investments in companies like Alphabet and AstraZeneca.
- New investments in utilities, healthcare, and consumer discretionary suggest a strategic diversification into these sectors.
- Reductions in technology and industrial holdings indicate a rebalancing or profit-taking strategy.
Top 5 holdings, additions, and reduced positions
- AER (AerCap Holdings N.V.): Industrials sector, engages in aircraft leasing and aviation finance.
- GOOGL (Alphabet Inc.): Technology sector, provides a wide range of products and services, including search, advertising, operating systems, and hardware.
- WRK (WestRock Company): Materials sector, provides paper and packaging solutions.
- AZN (AstraZeneca plc): Healthcare sector, engages in the research, development, and manufacture of pharmaceutical products.
- SPY (SPDR S&P 500 ETF Trust): Financial sector, tracks the performance of the S&P 500 Index, representing large-cap U.S. equities.
New Holdings
- NEE+S (NextEra Energy, Inc. Series S): Utilities sector, generates renewable energy from wind and solar projects.
- SRCL (Stericycle, Inc.): Industrials sector, provides regulated waste management and secure information destruction services.
- BABA (Alibaba Group Holding Limited): Consumer discretionary sector, operates as a Chinese multinational technology company specializing in e-commerce, retail, and technology.
- CHX (ChampionX Corporation): Energy sector, provides chemistry solutions and engineered equipment and technologies to oil and gas companies.
- SPY (SPDR S&P 500 ETF Trust): Financial sector, tracks the performance of the S&P 500 Index, representing large-cap U.S. equities.
Reduced Holdings
- CRH (CRH plc): Materials sector, engages in the manufacture and supply of building materials.
- AMZN (Amazon.com, Inc.): Consumer discretionary sector, engages in e-commerce, cloud computing, digital streaming, and artificial intelligence.
- BKNG (Booking Holdings Inc.): Consumer discretionary sector, provides online travel and related services.
- AER (AerCap Holdings N.V.): Industrials sector, engages in aircraft leasing and aviation finance.
- GOOGL (Alphabet Inc.): Technology sector, provides a wide range of products and services, including search, advertising, operating systems, and hardware.
