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
Altimeter Capital, led by Brad Gerstner, focuses heavily on the technology sector, with significant positions in major tech companies. The fund’s top holdings include substantial investments in companies like Snowflake and Meta Platforms, while recent activity shows new investments in technology and consumer electronics, alongside reductions in existing technology holdings.
3 sector-specific insights
- The top holdings reflect a strong emphasis on technology, with major investments in companies like Snowflake, Meta Platforms, and NVIDIA.
- New investments in technology and consumer electronics suggest a strategic interest in expanding into these growing sectors.
- Reductions in existing technology holdings indicate a rebalancing or profit-taking strategy.
Top 5 holdings, additions, and reduced positions
- MSFT (Microsoft Corporation): Technology sector, develops, licenses, and supports a wide range of software products, services, and devices.
- NVDA (NVIDIA Corporation): Technology sector, designs and manufactures graphics processing units (GPUs) for gaming and professional markets, and system on a chip units (SoCs) for the mobile computing and automotive market.
- UBER (Uber Technologies, Inc.): Industrials sector, operates a technology platform that allows users to access ride-sharing, food delivery, and freight services.
- META (Meta Platforms, Inc.): Technology sector, operates social media platforms and is involved in virtual reality and digital advertising.
- SNOW (Snowflake Inc.): Technology sector, provides a cloud-based data platform.
New Holdings
- RBRK (Rebar Systems, Inc.): Technology sector, provides software solutions for financial services.
- IOT (Samsara Inc.): Technology sector, provides an Internet of Things (IoT) platform for operations.
- AAPL (Apple Inc.): Technology sector, designs, manufactures, and markets consumer electronics, software, and services.
- CRM (Salesforce, Inc.): Technology sector, provides customer relationship management software and applications focused on sales and customer service.
- APH (Amphenol Corporation): Technology sector, designs, manufactures, and markets electrical, electronic, and fiber optic connectors and interconnect systems.
Reduced Holdings
- CFLT (Confluent, Inc.): Technology sector, provides a data streaming platform based on Apache Kafka.
- MSFT (Microsoft Corporation): Technology sector, develops, licenses, and supports a wide range of software products, services, and devices.
- NVDA (NVIDIA Corporation): Technology sector, designs and manufactures graphics processing units (GPUs) for gaming and professional markets, and system on a chip units (SoCs) for the mobile computing and automotive market.
- META (Meta Platforms, Inc.): Technology sector, operates social media platforms and is involved in virtual reality and digital advertising.
- SNOW (Snowflake Inc.): Technology sector, provides a cloud-based data platform.
