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
Coatue Management, led by Philippe Laffont, focuses heavily on the technology sector, with significant positions in major tech companies. The fund’s top holdings include substantial investments in companies like Meta Platforms and Amazon, while recent activity shows new investments in renewable energy, healthcare, and industrials, alongside reductions in existing technology holdings.
3 sector-specific insights
- The top holdings reflect a strong emphasis on technology, with major investments in companies like Microsoft, NVIDIA, and Taiwan Semiconductor Manufacturing.
- New investments in renewable energy, healthcare, and industrials suggest a strategic diversification into these sectors.
- Reductions in existing technology holdings indicate a rebalancing or profit-taking strategy.
Top 5 holdings, additions, and reduced positions
- MSFT (Microsoft Corporation): Technology sector, develops, licenses, and supports a wide range of software products, services, and devices.
- 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.
- TSM (Taiwan Semiconductor Manufacturing Company Limited): Technology sector, engages in the manufacture and sale of integrated circuits and semiconductors.
- AMZN (Amazon.com, Inc.): Consumer discretionary sector, engages in e-commerce, cloud computing, digital streaming, and artificial intelligence.
- META (Meta Platforms, Inc.): Technology sector, operates social media platforms and is involved in virtual reality and digital advertising.
New Holdings
- FSLR (First Solar, Inc.): Technology sector, provides photovoltaic solar energy solutions.
- PARA (Paramount Global): Communication services sector, operates as a global media and entertainment company.
- UNH (UnitedHealth Group Incorporated): Healthcare sector, operates as a diversified health care company in the United States.
- APH (Amphenol Corporation): Technology sector, designs, manufactures, and markets electrical, electronic, and fiber optic connectors and interconnect systems.
- GEV (General Electric Ventures): Industrials sector, focuses on investing in innovative companies and technologies.
Reduced Holdings
- NU (Nu Holdings Ltd.): Financial sector, provides digital banking services.
- VRT (Vertiv Holdings Co): Industrials sector, designs, manufactures, and services critical digital infrastructure technologies.
- AMD (Advanced Micro Devices, Inc.): Technology sector, operates as a semiconductor company.
- 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.
