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
The Public Investment Fund (PIF) has a diversified portfolio with a strong focus on technology and consumer sectors. The fund’s top holdings include significant investments in companies like Uber and Lucid Group, while recent activity shows reductions in financial and industrial holdings.
3 sector-specific insights
- The top holdings reflect a strong emphasis on technology and consumer sectors, with major investments in companies like Uber and Electronic Arts.
- The absence of new investments suggests a period of consolidation or strategic reassessment.
- Reductions in financial and industrial holdings indicate a rebalancing or profit-taking strategy.
Top 5 holdings, additions, and reduced positions
- LIN (Linde plc): Materials sector, operates as an industrial gas and engineering company.
- TTWO (Take-Two Interactive Software, Inc.): Communication services sector, develops, publishes, and markets interactive entertainment solutions.
- EA (Electronic Arts Inc.): Communication services sector, develops, markets, publishes, and distributes games, content, and services for game consoles, PCs, mobile phones, and tablets.
- LCID (Lucid Group, Inc.): Consumer discretionary sector, designs, engineers, and builds electric vehicles.
- UBER (Uber Technologies, Inc.): Industrials sector, operates a technology platform that allows users to access ride-sharing, food delivery, and freight services.
Reduced Holdings
- ALUR.WS (Alussa Energy Acquisition Corp. Warrants): Financial sector, involved in special purpose acquisition company (SPAC) activities.
- V (Visa Inc.): Financial sector, operates as a payments technology company.
- CMI (Cummins Inc.): Industrials sector, designs, manufactures, distributes, and services diesel and natural gas engines and related technologies.
