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
Viking Global Investors, managed by Andreas Halvorsen, maintains a diversified portfolio with a strong focus on technology and consumer sectors. The fund’s top holdings include significant investments in major tech companies and consumer goods, while recent activity shows new investments in semiconductors, fast food, and financial services, alongside reductions in telecommunications and technology.
3 sector-specific insights
- The top holdings reflect a balanced approach across technology and consumer sectors, with major investments in companies like Amazon and Adobe.
- New investments in semiconductors, fast food, and financial services suggest a strategic diversification into these sectors.
- Reductions in telecommunications and technology holdings indicate a rebalancing or profit-taking strategy.
Top 5 holdings, additions, and reduced positions
- APG (APi Group Corporation): Industrials sector, provides safety, specialty, and industrial services.
- MSFT (Microsoft Corporation): Technology sector, develops, licenses, and supports a wide range of software products, services, and devices.
- PM (Philip Morris International Inc.): Consumer staples sector, engages in the manufacture and sale of cigarettes and other nicotine-containing products.
- 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.
- AMZN (Amazon.com, Inc.): Consumer discretionary sector, engages in e-commerce, cloud computing, digital streaming, and artificial intelligence.
New Holdings
- AVGO (Broadcom Inc.): Technology sector, designs, develops, and supplies a broad range of semiconductor and infrastructure software solutions.
- MCD (McDonald’s Corporation): Consumer discretionary sector, operates and franchises McDonald’s restaurants worldwide.
- DASH (DoorDash, Inc.): Technology sector, operates a logistics platform that connects merchants, consumers, and dashers.
- JPM (JPMorgan Chase & Co.): Financial sector, provides financial and investment banking services.
- NFLX (Netflix, Inc.): Communication services sector, provides streaming entertainment services.
Reduced Holdings
- TMUS (T-Mobile US, Inc.): Telecommunications sector, provides wireless voice, messaging, and data services.
- ROIV (Roivant Sciences Ltd.): Healthcare sector, focuses on developing transformative medicines and technologies.
- WDAY (Workday, Inc.): Technology sector, provides enterprise cloud applications for finance and human resources.
- APG (APi Group Corporation): Industrials sector, provides safety, specialty, and industrial services.
- PM (Philip Morris International Inc.): Consumer staples sector, engages in the manufacture and sale of cigarettes and other nicotine-containing products.
