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
Scion Asset Management, led by Michael Burry, has a strong focus on technology and healthcare sectors, with significant positions in Chinese tech companies and healthcare services. Recent activity includes new investments in biotechnology and real estate, while reducing positions in e-commerce.
3 sector-specific insights
- The top holdings highlight a strong emphasis on Chinese technology companies, with major investments in JD.com and Alibaba.
- New investments in biotechnology and real estate suggest a strategic diversification into these sectors.
- Reductions in e-commerce holdings indicate a rebalancing or profit-taking strategy.
Top 5 holdings, additions, and reduced positions
- JD (JD.com, Inc.): Consumer discretionary sector, operates as a Chinese e-commerce company.
- BIDU (Baidu, Inc.): Technology sector, provides internet search services and artificial intelligence solutions in China.
- MOH (Molina Healthcare, Inc.): Healthcare sector, provides managed health care services under the Medicaid and Medicare programs.
- FOUR (Shift4 Payments, Inc.): Technology sector, provides integrated payment processing and technology solutions.
- BABA (Alibaba Group Holding Limited): Consumer discretionary sector, operates as a Chinese multinational technology company specializing in e-commerce, retail, and technology.
New Holdings
- BCAB (BioAtla, Inc.): Healthcare sector, focuses on the development of conditionally active biologic therapeutics for the treatment of solid tumor cancer.
- OLPX (Olaplex Holdings, Inc.): Consumer discretionary sector, engages in the provision of hair care products.
- HPP (Hudson Pacific Properties, Inc.): Real estate sector, focuses on acquiring, repositioning, and operating office and studio properties.
- MOH (Molina Healthcare, Inc.): Healthcare sector, provides managed health care services under the Medicaid and Medicare programs.
- FOUR (Shift4 Payments, Inc.): Technology sector, provides integrated payment processing and technology solutions.
Reduced Holdings
- REAL (The RealReal, Inc.): Consumer discretionary sector, operates an online marketplace for authenticated, consigned luxury goods.
- JD (JD.com, Inc.): Consumer discretionary sector, operates as a Chinese e-commerce company.
