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
Berkshire Hathaway, under Warren Buffett’s leadership, maintains a strong focus on technology and financial sectors, with Apple as the largest holding. The fund’s recent activity includes new investments in consumer discretionary and industrial sectors, while reducing positions in energy and technology.
3 sector-specific insights
- The significant position in Apple highlights a strong emphasis on the technology sector.
- New investments in Ulta Beauty and HEICO suggest a strategic interest in expanding into consumer discretionary and industrial sectors.
- Reductions in energy and telecommunications holdings indicate a rebalancing of the portfolio.
Top 5 holdings, additions, and reduced positions
- CVX (Chevron Corporation): Energy sector, engages in integrated energy and chemicals operations worldwide.
- KO (The Coca-Cola Company): Consumer goods sector, a leading beverage company with a global presence.
- AXP (American Express Company): Financial sector, provides charge and credit payment card products and travel-related services.
- BAC (Bank of America Corporation): Financial sector, provides banking and financial services to individual consumers, small and middle-market businesses, and large corporations.
- AAPL (Apple Inc.): Technology sector, designs, manufactures, and markets consumer electronics, software, and services.
New Holdings
- HEI.A (HEICO Corporation Class A): Industrial sector, designs, manufactures, and sells aerospace, defense, and electronic-related products and services.
- ULTA (Ulta Beauty, Inc.): Consumer discretionary sector, operates as a beauty retailer offering cosmetics, fragrance, skin, and hair care products.
Reduced Holdings
- LPX (Louisiana-Pacific Corporation): Industrial sector, manufactures building materials and engineered wood products.
- TMUS (T-Mobile US, Inc.): Telecommunications sector, provides wireless voice, messaging, and data services.
- COF (Capital One Financial Corporation): Financial sector, offers a broad spectrum of financial products and services.
- CVX (Chevron Corporation): Energy sector, engages in integrated energy and chemicals operations worldwide.
- AAPL (Apple Inc.): Technology sector, designs, manufactures, and markets consumer electronics, software, and services.
