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
Citadel Advisors, led by Ken Griffin, maintains a diversified portfolio with a focus on technology and consumer discretionary sectors. The fund’s top positions include major tech companies and broad market indices, while recent activity shows new investments in consumer services and industrials, alongside reductions in financials and technology.
3 sector-specific insights
- The top holdings reflect a balanced approach with investments in technology, consumer discretionary, and broad market indices.
- New investments in consumer services and industrials suggest a strategic interest in these sectors.
- Reductions in financials and technology holdings indicate a rebalancing or profit-taking strategy.
Top 5 holdings, additions, and reduced positions
- HES (Hess Corporation): Energy sector, engages in the exploration and production of crude oil and natural gas.
- AAPL (Apple Inc.): Technology sector, designs, manufactures, and markets consumer electronics, software, and services.
- AMZN (Amazon.com, Inc.): Consumer discretionary sector, engages in e-commerce, cloud computing, digital streaming, and artificial intelligence.
- QQQ (Invesco QQQ Trust): Financial sector, tracks the performance of the Nasdaq-100 Index.
- SPY (SPDR S&P 500 ETF Trust): Financial sector, tracks the performance of the S&P 500 Index, representing large-cap U.S. equities.
New Holdings
- YUM (Yum! Brands, Inc.): Consumer discretionary sector, operates quick-service restaurants under brands like KFC, Pizza Hut, and Taco Bell.
- VIK (Viking Therapeutics, Inc.): Healthcare sector, focuses on the development of novel therapies for metabolic and endocrine disorders.
- ACN (Accenture plc): Technology sector, provides consulting, technology, and outsourcing services.
- FULT (Fulton Financial Corporation): Financial sector, operates as a financial holding company providing banking services.
- CARR (Carrier Global Corporation): Industrials sector, provides heating, ventilating, air conditioning, refrigeration, fire, security, and building automation technologies.
Reduced Holdings
- SPGI (S&P Global Inc.): Financial sector, provides ratings, benchmarks, analytics, and data to the capital and commodity markets.
- MSFT (Microsoft Corporation): Technology sector, develops, licenses, and supports a wide range of software products, services, and devices.
- ISRG (Intuitive Surgical, Inc.): Healthcare sector, develops, manufactures, and markets robotic products designed to improve clinical outcomes of patients through minimally invasive surgery.
- BAC (Bank of America Corporation): Financial sector, provides banking and financial services to individual consumers, small and middle-market businesses, and large corporations.
- HES (Hess Corporation): Energy sector, engages in the exploration and production of crude oil and natural gas.
