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
Moore Capital Management, led by Louis Moore Bacon, maintains a diversified portfolio with a focus on financial services and technology sectors. The fund’s top holdings include significant investments in major tech companies and financial institutions, while recent activity shows new investments in banking and asset management, alongside reductions in existing technology and financial holdings.
3 sector-specific insights
- The top holdings reflect a balanced approach across technology and financial services, with major investments in companies like Amazon and Ally Financial.
- New investments in banking and asset management suggest a strategic diversification into these sectors.
- Reductions in existing technology and financial holdings indicate a rebalancing or profit-taking strategy.
Top 5 holdings, additions, and reduced positions
- CVNA (Carvana Co.): Consumer discretionary sector, operates an e-commerce platform for buying and selling used cars.
- ADBE (Adobe Inc.): Technology sector, offers products and services for professionals, marketers, application developers, enterprises, and consumers for creating, managing, delivering, and engaging with compelling content and experiences.
- GEV (General Electric Ventures): Industrials sector, focuses on investing in innovative companies and technologies.
- ALLY (Ally Financial Inc.): Financial sector, provides digital financial services, including banking, auto finance, and insurance.
- AMZN (Amazon.com, Inc.): Consumer discretionary sector, engages in e-commerce, cloud computing, digital streaming, and artificial intelligence.
New Holdings
- BAC (Bank of America Corporation): Financial sector, provides banking and financial services to individual consumers, small and middle-market businesses, and large corporations.
- IREN (Iris Energy Limited): Technology sector, focuses on sustainable Bitcoin mining operations.
- BLK (BlackRock, Inc.): Financial sector, provides investment management, risk management, and advisory services for institutional and retail clients worldwide.
- AAPL (Apple Inc.): Technology sector, designs, manufactures, and markets consumer electronics, software, and services.
- GEV (General Electric Ventures): Industrials sector, focuses on investing in innovative companies and technologies.
Reduced Holdings
- TFC (Truist Financial Corporation): Financial sector, provides banking and trust services.
- BLK (BlackRock, Inc.): Financial sector, provides investment management, risk management, and advisory services for institutional and retail clients worldwide.
- AAPL (Apple Inc.): Technology sector, designs, manufactures, and markets consumer electronics, software, and services.
- GEV (General Electric Ventures): Industrials sector, focuses on investing in innovative companies and technologies.
- AMZN (Amazon.com, Inc.): Consumer discretionary sector, engages in e-commerce, cloud computing, digital streaming, and artificial intelligence.
