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
Elliott Investment Management, led by Paul Singer, has a diversified portfolio with a focus on energy and consumer discretionary sectors. The fund’s top positions include significant investments in airlines and energy companies, while recent activity shows new investments in semiconductors and technology, alongside reductions in the energy sector.
3 sector-specific insights
- The top holdings reflect a strong focus on energy and consumer discretionary sectors, with major investments in companies like Southwest Airlines and Suncor Energy.
- New investments in semiconductors and technology suggest a strategic interest in expanding into these sectors.
- Reduction in energy holdings indicates a rebalancing or profit-taking strategy.
Top 5 holdings, additions, and reduced positions
- PINS (Pinterest, Inc.): Communication services sector, operates a visual discovery engine that allows users to find ideas like recipes, home and style inspiration, and more.
- MPC (Marathon Petroleum Corporation): Energy sector, engages in refining, marketing, and transportation of petroleum products.
- LUV (Southwest Airlines Co.): Industrials sector, operates a major passenger airline that provides scheduled air transportation in the United States and near-international markets.
- SU (Suncor Energy Inc.): Energy sector, focuses on the production of synthetic crude from oil sands.
- TFPM (Triple Flag Precious Metals Corp.): Materials sector, engages in the acquisition of precious metal streams and royalties.
New Holdings
- ARM (Arm Holdings plc): Technology sector, designs and licenses semiconductor and software design for processors.
- ST (Sensata Technologies Holding plc): Industrials sector, develops, manufactures, and sells sensors and controls for various applications.
Reduced Holdings
- SDRL (Seadrill Limited): Energy sector, provides offshore drilling services to the oil and gas industry.
