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
Whale Rock Capital Management, led by Alex Sacerdote, focuses heavily on technology, with significant positions in major tech companies. The fund’s top holdings include substantial investments in companies like NVIDIA and Alphabet, while recent activity shows new investments in semiconductors and e-commerce, 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 NVIDIA, Microsoft, and Amazon.
- New investments in semiconductors and e-commerce 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
- CLS (Celestica Inc.): Technology sector, provides supply chain solutions to original equipment manufacturers and service providers.
- AMZN (Amazon.com, Inc.): Consumer discretionary sector, engages in e-commerce, cloud computing, digital streaming, and artificial intelligence.
- MSFT (Microsoft Corporation): Technology sector, develops, licenses, and supports a wide range of software products, services, and devices.
- GOOGL (Alphabet Inc.): Technology sector, provides a wide range of products and services, including search, advertising, operating systems, and hardware.
- 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
- QCOM (Qualcomm Incorporated): Technology sector, engages in the development and commercialization of foundational technologies for the wireless industry.
- PINS (Pinterest, Inc.): Communication services sector, operates a visual discovery engine that allows users to find ideas like recipes, home and style inspiration, and more.
- CPNG (Coupang, Inc.): Consumer discretionary sector, operates an e-commerce platform in South Korea.
- AVGO (Broadcom Inc.): Technology sector, designs, develops, and supplies a broad range of semiconductor and infrastructure software solutions.
- GOOGL (Alphabet Inc.): Technology sector, provides a wide range of products and services, including search, advertising, operating systems, and hardware.
Reduced Holdings
- NU (Nu Holdings Ltd.): Financial sector, provides digital banking services.
- META (Meta Platforms, Inc.): Technology sector, operates social media platforms and is involved in virtual reality and digital advertising.
- AMZN (Amazon.com, Inc.): Consumer discretionary sector, engages in e-commerce, cloud computing, digital streaming, and artificial intelligence.
- 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.
