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
Appaloosa Holdings, managed by David Tepper, has a strong focus on technology and consumer discretionary sectors, with significant positions in major tech companies. The fund’s top holdings include substantial investments in companies like Alibaba and Amazon, while recent activity shows new investments in transportation and aerospace, alongside reductions in technology.
3 sector-specific insights
- The top holdings emphasize a strong focus on technology, with major investments in NVIDIA, Microsoft, and Meta Platforms.
- New investments in transportation and aerospace suggest a strategic diversification into these sectors.
- Reductions in technology holdings indicate a rebalancing or profit-taking strategy.
Top 5 holdings, additions, and reduced positions
- 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.
- META (Meta Platforms, Inc.): Technology sector, operates social media platforms and is involved in virtual reality and digital advertising.
- MSFT (Microsoft Corporation): Technology sector, develops, licenses, and supports a wide range of software products, services, and devices.
- AMZN (Amazon.com, Inc.): Consumer discretionary sector, engages in e-commerce, cloud computing, digital streaming, and artificial intelligence.
- BABA (Alibaba Group Holding Limited): Consumer discretionary sector, operates as a Chinese multinational technology company specializing in e-commerce, retail, and technology.
New Holdings
- LYFT (Lyft, Inc.): Industrials sector, operates a peer-to-peer marketplace for on-demand ridesharing in the United States and Canada.
- BA (The Boeing Company): Industrials sector, designs, manufactures, and sells airplanes, rotorcraft, rockets, satellites, and telecommunications equipment.
- JD (JD.com, Inc.): Consumer discretionary sector, operates as a Chinese e-commerce company.
- ADBE (Adobe Inc.): Technology sector, offers products and services for professionals, marketers, application developers, enterprises, and consumers for creating, managing, delivering, and engaging with compelling content and experiences.
Reduced Holdings
- GOOG (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.
- META (Meta Platforms, Inc.): Technology sector, operates social media platforms and is involved in virtual reality and digital advertising.
- MSFT (Microsoft Corporation): Technology sector, develops, licenses, and supports a wide range of software products, services, and devices.
- AMZN (Amazon.com, Inc.): Consumer discretionary sector, engages in e-commerce, cloud computing, digital streaming, and artificial intelligence.
