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
Lone Pine Capital, led by Steve Mandel, 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 financial services, industrials, and healthcare, alongside reductions in existing technology and consumer holdings.
3 sector-specific insights
- The top holdings reflect a balanced approach across technology and consumer sectors, with major investments in companies like Taiwan Semiconductor Manufacturing and Microsoft.
- New investments in financial services, industrials, and healthcare suggest a strategic diversification into these sectors.
- Reductions in existing technology and consumer holdings indicate a rebalancing or profit-taking strategy.
Top 5 holdings, additions, and reduced positions
- PM (Philip Morris International Inc.): Consumer staples sector, engages in the manufacture and sale of cigarettes and other nicotine-containing products.
- META (Meta Platforms, Inc.): Technology sector, operates social media platforms and is involved in virtual reality and digital advertising.
- AMZN (Amazon.com, Inc.): Consumer discretionary sector, engages in e-commerce, cloud computing, digital streaming, and artificial intelligence.
- MSFT (Microsoft Corporation): Technology sector, develops, licenses, and supports a wide range of software products, services, and devices.
- TSM (Taiwan Semiconductor Manufacturing Company Limited): Technology sector, engages in the manufacture and sale of integrated circuits and semiconductors.
New Holdings
- ARES (Ares Management Corporation): Financial sector, operates as an alternative asset manager.
- GEV (General Electric Ventures): Industrials sector, focuses on investing in innovative companies and technologies.
- HWM (Howmet Aerospace Inc.): Industrials sector, provides advanced engineered solutions for the aerospace and transportation industries.
- UNH (UnitedHealth Group Incorporated): Healthcare sector, operates as a diversified health care company in the United States.
Reduced Holdings
- PTC (PTC Inc.): Technology sector, provides software solutions and services for product development and lifecycle management.
- KKR (KKR & Co. Inc.): Financial sector, operates as a global investment firm.
- META (Meta Platforms, Inc.): Technology sector, operates social media platforms and is involved in virtual reality and digital advertising.
- AMZN (Amazon.com, Inc.): Consumer discretionary sector, engages in e-commerce, cloud computing, digital streaming, and artificial intelligence.
- TSM (Taiwan Semiconductor Manufacturing Company Limited): Technology sector, engages in the manufacture and sale of integrated circuits and semiconductors.
