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
AQR Capital Management, under the leadership of Cliff Asness, focuses heavily on technology, with significant positions in major tech companies. The fund’s recent activity includes new investments in diverse sectors such as energy and financial services, while reducing positions in technology.
3 sector-specific insights
- The top holdings reflect a strong emphasis on technology, with substantial investments in companies like Apple, Microsoft, and NVIDIA.
- New investments in energy and financial services suggest a strategic diversification into these sectors.
- Reductions in major tech holdings indicate a rebalancing or profit-taking strategy.
Top 5 holdings, additions, and reduced positions
- GOOGL (Alphabet Inc.): Technology sector, provides a wide range of products and services, including search, advertising, operating systems, and hardware.
- 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.
- 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.
New Holdings
- GEV (General Electric Vernova): Energy sector, focuses on renewable energy and power generation solutions.
- ATHM (Autohome Inc.): Consumer discretionary sector, operates as an online destination for automobile consumers in China.
- BZ (Kanzhun Limited): Technology sector, operates an online recruitment platform in China.
- QFIN (360 DigiTech, Inc.): Financial services sector, provides digital consumer finance services in China.
- SOLV (Solvay SA): Chemicals sector, engages in the development and production of chemicals and advanced materials.
Reduced Holdings
- META (Meta Platforms, Inc.): Technology sector, operates social media platforms and is involved in virtual reality and digital advertising.
- GOOGL (Alphabet Inc.): Technology sector, provides a wide range of products and services, including search, advertising, operating systems, and hardware.
- AAPL (Apple Inc.): Technology sector, designs, manufactures, and markets consumer electronics, software, and services.
- 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.
