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
Matrix Capital Management, led by David Goel, focuses heavily on the technology sector, with significant positions in semiconductor and aerospace companies. The fund’s top holdings include substantial investments in companies like NVIDIA and Qualcomm, while recent activity shows new investments in biotechnology and cybersecurity.
3 sector-specific insights
- The top holdings reflect a strong emphasis on technology, particularly in semiconductors, with major investments in companies like NVIDIA and Marvell Technology.
- New investments in biotechnology and cybersecurity suggest a strategic interest in expanding into these growing sectors.
- The absence of reductions in existing holdings indicates a focus on maintaining current positions, possibly due to confidence in their long-term growth potential.
Top 5 holdings, additions, and reduced positions
- MRVL (Marvell Technology, Inc.): Technology sector, designs and develops semiconductors and related technology.
- ALTR (Altair Engineering Inc.): Technology sector, provides software and cloud solutions in the areas of simulation, high-performance computing, and artificial intelligence.
- TDG (TransDigm Group Incorporated): Industrials sector, designs, produces, and supplies aircraft components.
- QCOM (Qualcomm Incorporated): Technology sector, engages in the development and commercialization of foundational technologies for the wireless industry.
- 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.
New Holdings
- GERN (Geron Corporation): Healthcare sector, focuses on the development and commercialization of imetelstat, a therapeutic for hematologic myeloid malignancies.
- OKTA (Okta, Inc.): Technology sector, provides identity management solutions for enterprises, small and medium-sized businesses, universities, non-profits, and government agencies.
Reduced Holdings
- No reductions were reported, indicating a stable outlook on current investments.
