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
Brevan Howard Capital, led by Alan Howard, maintains a diversified portfolio with a focus on energy, healthcare, and technology sectors. The fund’s top holdings include significant investments in major energy companies and ETFs, while recent activity shows new investments in mining, energy, and technology, alongside reductions in existing technology and industrial holdings.
3 sector-specific insights
- The top holdings reflect a balanced approach across energy, healthcare, and technology sectors, with major investments in companies like ExxonMobil and Apple.
- New investments in mining, energy, and technology suggest a strategic diversification into these sectors.
- Reductions in existing technology and industrial holdings indicate a rebalancing or profit-taking strategy.
Top 5 holdings, additions, and reduced positions
- XOM (Exxon Mobil Corporation): Energy sector, engages in the exploration, production, transportation, and sale of crude oil and natural gas, and the manufacture of petroleum products.
- UNH (UnitedHealth Group Incorporated): Healthcare sector, operates as a diversified health care company in the United States.
- XLF (Financial Select Sector SPDR Fund): Financial sector, provides exposure to the financial sector of the S&P 500 Index.
- AAPL (Apple Inc.): Technology sector, designs, manufactures, and markets consumer electronics, software, and services.
- HYG (iShares iBoxx $ High Yield Corporate Bond ETF): Financial sector, provides exposure to high yield corporate bonds.
New Holdings
- FCX (Freeport-McMoRan Inc.): Materials sector, engages in the mining of mineral properties, primarily copper, gold, and molybdenum.
- COP (ConocoPhillips): Energy sector, engages in the exploration, production, transportation, and marketing of crude oil, bitumen, natural gas, liquefied natural gas, and natural gas liquids.
- SMCI (Super Micro Computer, Inc.): Technology sector, provides high-performance server and storage solutions.
- XLF (Financial Select Sector SPDR Fund): Financial sector, provides exposure to the financial sector of the S&P 500 Index.
- HYG (iShares iBoxx $ High Yield Corporate Bond ETF): Financial sector, provides exposure to high yield corporate bonds.
Reduced Holdings
- APO (Apollo Global Management, Inc.): Financial sector, operates as an alternative investment manager.
- RTX (Raytheon Technologies Corporation): Industrials sector, provides advanced systems and services for commercial, military, and government customers worldwide.
- SMH (VanEck Vectors Semiconductor ETF): Technology sector, provides exposure to the semiconductor sector.
- META (Meta Platforms, Inc.): Technology sector, operates social media platforms and is involved in virtual reality and digital advertising.
- HES (Hess Corporation): Energy sector, engages in the exploration and production of crude oil and natural gas.
