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
Voloridge Investment, managed by Barry Miller, has a diversified portfolio with a focus on consumer discretionary and technology sectors. The fund’s top positions include major retail and streaming companies, while recent activity shows new investments in e-commerce and semiconductors, alongside reductions in consumer and tech holdings.
3 sector-specific insights
- The top holdings reflect a strong focus on consumer discretionary, with significant investments in companies like O’Reilly Automotive and AutoZone.
- New investments in e-commerce and semiconductor sectors suggest a strategic diversification into these areas.
- Reductions in consumer and technology holdings indicate a rebalancing or profit-taking strategy.
Top 5 holdings, additions, and reduced positions
- ORLY (O’Reilly Automotive, Inc.): Consumer discretionary sector, operates as a retailer of automotive aftermarket parts, tools, supplies, equipment, and accessories.
- AZO (AutoZone, Inc.): Consumer discretionary sector, engages in the retail and distribution of automotive replacement parts and accessories.
- NFLX (Netflix, Inc.): Communication services sector, provides streaming entertainment services.
- HES (Hess Corporation): Energy sector, engages in the exploration and production of crude oil and natural gas.
- COR (CoreSite Realty Corporation): Real estate sector, provides data center solutions and interconnection services.
New Holdings
- MELI (MercadoLibre, Inc.): Consumer discretionary sector, operates online commerce platforms in Latin America.
- AVGO (Broadcom Inc.): Technology sector, designs, develops, and supplies a broad range of semiconductor and infrastructure software solutions.
- HD (The Home Depot, Inc.): Consumer discretionary sector, operates as a home improvement retailer.
- INTC (Intel Corporation): Technology sector, designs and manufactures essential technologies that serve as the foundation for the world’s computing devices.
- PDD (Pinduoduo Inc.): Consumer discretionary sector, operates an e-commerce platform in China.
Reduced Holdings
- ORLY (O’Reilly Automotive, Inc.): Consumer discretionary sector, operates as a retailer of automotive aftermarket parts, tools, supplies, equipment, and accessories.
- MSFT (Microsoft Corporation): Technology sector, develops, licenses, and supports a wide range of software products, services, and devices.
- AZO (AutoZone, Inc.): Consumer discretionary sector, engages in the retail and distribution of automotive replacement parts and accessories.
- NFLX (Netflix, Inc.): Communication services sector, provides streaming entertainment services.
- HES (Hess Corporation): Energy sector, engages in the exploration and production of crude oil and natural gas.
