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
Eversept Partners LP, managed by Rishi Shah, focuses heavily on the healthcare sector, with significant positions in pharmaceuticals and biotechnology. The fund’s top holdings include major investments in companies like GlaxoSmithKline and Natera, while recent activity shows new investments in emerging biotech firms, alongside reductions in existing healthcare positions.
3 sector-specific insights
- The top holdings reflect a strong emphasis on healthcare, particularly in pharmaceuticals and biotechnology, with significant investments in companies like GSK and Natera.
- New investments in emerging biotech firms suggest a strategic interest in innovative healthcare solutions and therapies.
- Reductions in existing healthcare holdings indicate a rebalancing or profit-taking strategy.
Top 5 holdings, additions, and reduced positions
- UTHR (United Therapeutics Corporation): Healthcare sector, focuses on the development and commercialization of unique products to address the unmet needs of patients with chronic and life-threatening conditions.
- TEVA (Teva Pharmaceutical Industries Limited): Healthcare sector, develops, manufactures, and markets generic and specialty medicines.
- INSM (Insmed Incorporated): Healthcare sector, focuses on the development of therapies for patients with serious and rare diseases.
- NTRA (Natera, Inc.): Healthcare sector, provides preconception and prenatal genetic testing services.
- GSK (GlaxoSmithKline plc): Healthcare sector, engages in the creation and discovery, development, manufacture, and marketing of pharmaceutical products, vaccines, and consumer healthcare products.
New Holdings
- EOLS (Evolus, Inc.): Healthcare sector, focuses on the development and commercialization of aesthetic products.
- CYTK (Cytokinetics, Incorporated): Healthcare sector, develops muscle activators as potential treatments for debilitating diseases.
- ARQT (Arcutis Biotherapeutics, Inc.): Healthcare sector, focuses on developing treatments for dermatological diseases.
- XBI (SPDR S&P Biotech ETF): Financial sector, provides exposure to the biotechnology segment of the S&P Total Market Index.
- INSM (Insmed Incorporated): Healthcare sector, focuses on the development of therapies for patients with serious and rare diseases.
Reduced Holdings
- RVTY (Revance Therapeutics, Inc.): Healthcare sector, focuses on innovative aesthetic and therapeutic offerings, including neuromodulators.
- UTHR (United Therapeutics Corporation): Healthcare sector, focuses on the development and commercialization of unique products to address the unmet needs of patients with chronic and life-threatening conditions.
- TEVA (Teva Pharmaceutical Industries Limited): Healthcare sector, develops, manufactures, and markets generic and specialty medicines.
- NTRA (Natera, Inc.): Healthcare sector, provides preconception and prenatal genetic testing services.
- GSK (GlaxoSmithKline plc): Healthcare sector, engages in the creation and discovery, development, manufacture, and marketing of pharmaceutical products, vaccines, and consumer healthcare products.
