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
Millennium Management, led by Israel Englander, maintains a diversified portfolio with a strong focus on technology and broad market indices. The fund’s top positions include major tech companies and ETFs, while recent activity shows new investments in energy and consumer sectors, alongside reductions in technology and healthcare.
3 sector-specific insights
- The top holdings emphasize a strong focus on technology and broad market indices, with significant positions in NVIDIA and S&P 500 ETFs.
- New investments in energy and consumer sectors suggest a strategic diversification into these areas.
- Reductions in technology and healthcare holdings indicate a rebalancing or profit-taking strategy.
Top 5 holdings,
- 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.
- SPY (SPDR S&P 500 ETF Trust): Financial sector, tracks the performance of the S&P 500 Index, representing large-cap U.S. equities.
- AMZN (Amazon.com, Inc.): Consumer discretionary sector, engages in e-commerce, cloud computing, digital streaming, and artificial intelligence.
- AAPL (Apple Inc.): Technology sector, designs, manufactures, and markets consumer electronics, software, and services.
- IVV (iShares Core S&P 500 ETF): Financial sector, tracks the performance of the S&P 500 Index, representing large-cap U.S. equities.
New Holdings
- CHK (Chesapeake Energy Corporation): Energy sector, engages in the exploration and production of oil and natural gas.
- APG (APi Group Corporation): Industrials sector, provides safety, specialty, and industrial services.
- CASY (Casey’s General Stores, Inc.): Consumer discretionary sector, operates convenience stores in the Midwest and Southern United States.
- RGEN (Repligen Corporation): Healthcare sector, develops and commercializes bioprocessing technologies and systems.
- CALF (Pacer US Small Cap Cash Cows 100 ETF): Financial sector, focuses on small-cap U.S. equities with high free cash flow yields.
Reduced Holdings
- META (Meta Platforms, Inc.): Technology sector, operates social media platforms and is involved in virtual reality and digital advertising.
- MRK (Merck & Co., Inc.): Healthcare sector, provides health solutions through its prescription medicines, vaccines, biologic therapies, and animal health products.
- 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.
- SPY (SPDR S&P 500 ETF Trust): Financial sector, tracks the performance of the S&P 500 Index, representing large-cap U.S. equities.
- AMZN (Amazon.com, Inc.): Consumer discretionary sector, engages in e-commerce, cloud computing, digital streaming, and artificial intelligence.
