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
Third Point, managed by Daniel Loeb, 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 utilities, while recent activity shows new investments in entertainment, industrials, and homebuilding, alongside reductions in technology and consumer goods.
3 sector-specific insights
- The top holdings reflect a balanced approach across technology and utilities, with major investments in companies like Amazon and Microsoft.
- New investments in entertainment, industrials, and homebuilding suggest a strategic diversification into these sectors.
- Reductions in technology and consumer goods holdings indicate a rebalancing or profit-taking strategy.
Top 5 holdings, additions, and reduced positions
- DHR (Danaher Corporation): Healthcare sector, designs, manufactures, and markets professional, medical, industrial, and commercial products and services.
- 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.
- PCG (PG&E Corporation): Utilities sector, provides natural gas and electricity to most of the northern two-thirds of California.
- AMZN (Amazon.com, Inc.): Consumer discretionary sector, engages in e-commerce, cloud computing, digital streaming, and artificial intelligence.
New Holdings
- LYV (Live Nation Entertainment, Inc.): Communication services sector, promotes, operates, and manages ticket sales for live entertainment events.
- ROP (Roper Technologies, Inc.): Industrials sector, designs and develops software, and engineered products and solutions for various niche markets.
- KBH (KB Home): Consumer discretionary sector, engages in the construction and sale of homes.
- APH (Amphenol Corporation): Technology sector, designs, manufactures, and markets electrical, electronic, and fiber optic connectors and interconnect systems.
- AAPL (Apple Inc.): Technology sector, designs, manufactures, and markets consumer electronics, software, and services.
Reduced Holdings
- GOOGL (Alphabet Inc.): Technology sector, provides a wide range of products and services, including search, advertising, operating systems, and hardware.
- BBWI (Bath & Body Works, Inc.): Consumer discretionary sector, operates specialty retail stores and direct-to-consumer operations.
- 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.
- PCG (PG&E Corporation): Utilities sector, provides natural gas and electricity to most of the northern two-thirds of California.
