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
Farallon Capital, managed by Thomas Steyer, maintains a diversified portfolio with a focus on healthcare and technology sectors. The fund’s top positions include major healthcare and software companies, while recent activity shows new investments in biotechnology and entertainment, alongside reductions in financials and healthcare.
3 sector-specific insights
- The top holdings reflect a strong focus on healthcare, with significant investments in companies like UnitedHealth Group and IQVIA.
- New investments in biotechnology and entertainment suggest a strategic diversification into these sectors.
- Reductions in financials and healthcare holdings indicate a rebalancing or profit-taking strategy.
Top 5 holdings, additions, and reduced positions
- ARMK (Aramark): Consumer services sector, provides food, facilities, and uniform services to various industries.
- EXEL (Exelixis, Inc.): Healthcare sector, focuses on the development and commercialization of new medicines to treat cancer.
- IQV (IQVIA Holdings Inc.): Healthcare sector, provides advanced analytics, technology solutions, and contract research services to the life sciences industry.
- CRM (Salesforce, Inc.): Technology sector, offers customer relationship management software and applications focused on sales and customer service.
- UNH (UnitedHealth Group Incorporated): Healthcare sector, offers health care coverage and benefits services.
New Holdings
- PDYPF (Flutter Entertainment plc): Consumer discretionary sector, operates as a global sports betting and gaming company.
- INSM (Insmed Incorporated): Healthcare sector, focuses on the development of therapies for patients with serious and rare diseases.
- CERE (Cerevel Therapeutics Holdings, Inc.): Healthcare sector, develops therapies for neuroscience diseases.
- AMGN (Amgen Inc.): Healthcare sector, focuses on discovering, developing, manufacturing, and delivering human therapeutics.
- DIS (The Walt Disney Company): Communication services sector, operates as a diversified international family entertainment and media enterprise.
Reduced Holdings
- NDAQ (Nasdaq, Inc.): Financial sector, operates as a global technology company serving the capital markets and other industries.
- NYT (The New York Times Company): Communication services sector, engages in the publication of newspapers and digital content.
- MSFT (Microsoft Corporation): Technology sector, develops, licenses, and supports a wide range of software products, services, and devices.
- ARMK (Aramark): Consumer services sector, provides food, facilities, and uniform services to various industries.
- UNH (UnitedHealth Group Incorporated): Healthcare sector, offers health care coverage and benefits services.
