Lumida Wealth Whale Watch
A visual summary of the 30 hedge funds we track every quarter that shape the future investing trends
Select Fund Style
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
- 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
For any issues reach out to marketing@lumida.com
Sources: Hedgefollow, Whalewisdom, Lumida Analysis
Sources: Hedgefollow, Whalewisdom, Lumida Analysis
Bridgewater seems bullish on technology (with new positions in Broadcom and NVIDIA) and possibly financials and energy, with new additions in those sectors. They may be bearish on healthcare and consumer discretionary sectors, given the reduction in companies like Johnson & Johnson and Pinduoduo. However, it's important to note that the top holdings are largely in diversified ETFs, which does not point to a specific sector but rather a broader market exposure.
Bridgewater seems bullish on technology (with new positions in Broadcom and NVIDIA) and possibly financials and energy, with new additions in those sectors. They may be bearish on healthcare and consumer discretionary sectors, given the reduction in companies like Johnson & Johnson and Pinduoduo. However, it's important to note that the top holdings are largely in diversified ETFs, which does not point to a specific sector but rather a broader market exposure.
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Value Funds
Value funds focus on stocks they perceive as undervalued relative to their intrinsic value.
These funds aim for long-term growth by investing in companies with strong fundamentals but low market prices, appealing to investors with a patient, value-driven investment approach.
These funds aim for long-term growth by investing in companies with strong fundamentals but low market prices, appealing to investors with a patient, value-driven investment approach.
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Warren Buffett - Berkshire Hathaway
Summary:
Warren Buffett's Berkshire Hathaway continues to hold significant positions in financials, consumer staples, and technology sectors, while making a notable new investment in the insurance sector.
Sector specific insights:
Technology: The substantial holding in AAPL highlights a strong commitment to this sector.
Financials: Significant investments in BAC and AXP, along with a new position in CB, indicate a robust focus on financial services.
Consumer Staples: The large stake in KO emphasizes confidence in established consumer brands.
Financials: Significant investments in BAC and AXP, along with a new position in CB, indicate a robust focus on financial services.
Consumer Staples: The large stake in KO emphasizes confidence in established consumer brands.
Legend:
Top 5 Holdings:
CVX (Chevron Corporation): Energy sector, engages in integrated energy and chemicals operations worldwide.
KO (The Coca-Cola Company): Consumer Staples sector, manufactures and sells various nonalcoholic beverages worldwide.
AXP (American Express Company): Financials sector, provides charge and credit payment card products and travel-related services.
BAC (Bank of America Corporation): Financials sector, provides banking and financial services.
AAPL (Apple Inc.): Technology sector, designs, manufactures, and markets smartphones, personal computers, tablets, wearables, and accessories.
Top New Addition:
CB (Chubb Limited): Financials sector, provides a range of insurance and reinsurance products worldwide.
Top 5 Reduced Positions:
PARA (Paramount Global): Communication Services sector, operates as a media and entertainment company worldwide.
SIRI (Sirius XM Holdings Inc.): Communication Services sector, provides satellite radio and online radio services.
LPX (Louisiana-Pacific Corporation): Industrials sector, manufactures building materials and engineered wood products.
CVX (Chevron Corporation): Energy sector, engages in integrated energy and chemicals operations worldwide.
AAPL (Apple Inc.): Technology sector, designs, manufactures, and markets smartphones, personal computers, tablets, wearables, and accessories.
CVX (Chevron Corporation): Energy sector, engages in integrated energy and chemicals operations worldwide.
KO (The Coca-Cola Company): Consumer Staples sector, manufactures and sells various nonalcoholic beverages worldwide.
AXP (American Express Company): Financials sector, provides charge and credit payment card products and travel-related services.
BAC (Bank of America Corporation): Financials sector, provides banking and financial services.
AAPL (Apple Inc.): Technology sector, designs, manufactures, and markets smartphones, personal computers, tablets, wearables, and accessories.
Top New Addition:
CB (Chubb Limited): Financials sector, provides a range of insurance and reinsurance products worldwide.
Top 5 Reduced Positions:
PARA (Paramount Global): Communication Services sector, operates as a media and entertainment company worldwide.
SIRI (Sirius XM Holdings Inc.): Communication Services sector, provides satellite radio and online radio services.
LPX (Louisiana-Pacific Corporation): Industrials sector, manufactures building materials and engineered wood products.
CVX (Chevron Corporation): Energy sector, engages in integrated energy and chemicals operations worldwide.
AAPL (Apple Inc.): Technology sector, designs, manufactures, and markets smartphones, personal computers, tablets, wearables, and accessories.
Harris Kupperman -Praetorian PR LLC
Summary:
Harris Kupperman's Praetorian PR LLC shows a strong emphasis on energy and materials sectors, with significant new investments in precious metals and mining.
Sector specific insights:
Energy: Major holdings in TDW and VAL, along with new additions like GENK, indicate a strong focus on the energy sector, particularly in oil and gas services.
Materials: Significant positions in AMRK and JOE, and new additions such as FNV and SSRM, highlight an interest in precious metals and mining.
Industrials: Holding in ATRO suggests a strategic interest in aerospace and defense manufacturing.
Materials: Significant positions in AMRK and JOE, and new additions such as FNV and SSRM, highlight an interest in precious metals and mining.
Industrials: Holding in ATRO suggests a strategic interest in aerospace and defense manufacturing.
Legend:
Top 5 Holdings:
ATRO (Astronics Corporation): Industrials sector, designs and manufactures products for the aerospace, defense, and electronics industries.
AMRK (A-Mark Precious Metals, Inc.): Materials sector, operates as a precious metals trading company.
TDW (Tidewater Inc.): Energy sector, provides offshore service vessels and marine support services to the offshore energy industry.
JOE (The St. Joe Company): Real Estate sector, operates as a real estate development, asset management, and operating company.
VAL (Valaris plc): Energy sector, provides offshore contract drilling services for oil and gas wells.
Top 5 New Additions:
RGLD (Royal Gold, Inc.): Materials sector, acquires and manages precious metal streams, royalties, and related interests.
SILJ (ETFMG Prime Junior Silver Miners ETF): Materials sector, an exchange-traded fund that focuses on small-cap silver mining companies.
GENK (Genesis Energy, L.P.): Energy sector, operates pipelines and terminals for the transportation of crude oil, refined products, and other liquids.
FNV (Franco-Nevada Corporation): Materials sector, engages in gold-focused royalty and stream acquisitions.
SSRM (SSR Mining Inc.): Materials sector, engages in the acquisition, exploration, development, and operation of precious metal resource properties.
Top Reduced Positions:
URA (Global X Uranium ETF): Materials sector, an exchange-traded fund that invests in uranium mining and nuclear component production.
NXE (NexGen Energy Ltd.): Energy sector, engages in the acquisition, exploration, and development of uranium properties.
Seth Klarman -Baupost Group
Summary:
Seth Klarman's Baupost Group shows a diversified portfolio with significant investments in financial services, technology, and industrials, while adding new positions in tech and building materials sectors.
Sector Specific Insights:
Technology: Significant holdings in VSAT and new additions like GDS and SOUN indicate a strong focus on tech and communications.
Financial Services: Large positions in FIS and new addition FTRE highlight an interest in financial technology and services.
Industrials: Holdings in CRH and new addition EXP suggest a strategic interest in building materials and infrastructure.
Legend:
Top 5 Holdings:
CLVT (Clarivate Plc): Technology sector, provides insights and analytics for the scientific research, intellectual property, and life sciences sectors.
CRH (CRH plc): Industrials sector, manufactures and distributes building materials.
VSAT (Viasat, Inc.): Technology sector, provides broadband and communications products and services.
FIS (Fidelity National Information Services, Inc.): Financials sector, offers technology solutions for merchants, banks, and capital markets firms.
WTW (Willis Towers Watson Public Limited Company): Financials sector, provides advisory, broking, and solutions for clients worldwide.
Top 5 New Additions:
SOUN (SoundHound AI, Inc.): Technology sector, provides voice recognition and natural language understanding solutions.
FTRE (Fortrea Holdings Inc.): Financials sector, provides contract research services to the biopharmaceutical industry.
GDS (GDS Holdings Limited): Technology sector, develops and operates data centers in China.
WCC (WESCO International, Inc.): Industrials sector, provides electrical, industrial, and communications maintenance, repair, and operations products.
EXP (Eagle Materials Inc.): Industrials sector, produces and supplies construction products, building materials, and materials used for oil and natural gas extraction.
Top 5 Reduced Positions:
LSXMA (Liberty SiriusXM Group - Series A): Communication Services sector, engages in entertainment and media services.
LSXMK (Liberty SiriusXM Group - Series C): Communication Services sector, engages in entertainment and media services.
CRH (CRH plc): Industrials sector, manufactures and distributes building materials.Klarman's Baupost Group reveals a strategic emphasis on communications and information technology with new entries and trimming in tech giants.
VSAT (Viasat, Inc.): Technology sector, provides broadband and communications products and services.
FIS (Fidelity National Information Services, Inc.): Financials sector, offers technology solutions for merchants, banks, and capital markets firms.
Seth Klarman's Baupost Group shows a diversified portfolio with significant investments in financial services, technology, and industrials, while adding new positions in tech and building materials sectors.
Sector Specific Insights:
Technology: Significant holdings in VSAT and new additions like GDS and SOUN indicate a strong focus on tech and communications.
Financial Services: Large positions in FIS and new addition FTRE highlight an interest in financial technology and services.
Industrials: Holdings in CRH and new addition EXP suggest a strategic interest in building materials and infrastructure.
Legend:
Top 5 Holdings:
CLVT (Clarivate Plc): Technology sector, provides insights and analytics for the scientific research, intellectual property, and life sciences sectors.
CRH (CRH plc): Industrials sector, manufactures and distributes building materials.
VSAT (Viasat, Inc.): Technology sector, provides broadband and communications products and services.
FIS (Fidelity National Information Services, Inc.): Financials sector, offers technology solutions for merchants, banks, and capital markets firms.
WTW (Willis Towers Watson Public Limited Company): Financials sector, provides advisory, broking, and solutions for clients worldwide.
Top 5 New Additions:
SOUN (SoundHound AI, Inc.): Technology sector, provides voice recognition and natural language understanding solutions.
FTRE (Fortrea Holdings Inc.): Financials sector, provides contract research services to the biopharmaceutical industry.
GDS (GDS Holdings Limited): Technology sector, develops and operates data centers in China.
WCC (WESCO International, Inc.): Industrials sector, provides electrical, industrial, and communications maintenance, repair, and operations products.
EXP (Eagle Materials Inc.): Industrials sector, produces and supplies construction products, building materials, and materials used for oil and natural gas extraction.
Top 5 Reduced Positions:
LSXMA (Liberty SiriusXM Group - Series A): Communication Services sector, engages in entertainment and media services.
LSXMK (Liberty SiriusXM Group - Series C): Communication Services sector, engages in entertainment and media services.
CRH (CRH plc): Industrials sector, manufactures and distributes building materials.Klarman's Baupost Group reveals a strategic emphasis on communications and information technology with new entries and trimming in tech giants.
VSAT (Viasat, Inc.): Technology sector, provides broadband and communications products and services.
FIS (Fidelity National Information Services, Inc.): Financials sector, offers technology solutions for merchants, banks, and capital markets firms.
Thomas Steyer - Farallon Capital
Summary:
Thomas Steyer's Farallon Capital demonstrates a diverse portfolio with significant investments in healthcare, technology, and financial services, while adding new positions in biotech and insurance sectors.
Sector Specific Insights:
Healthcare: Major holdings in UNH and IQV, along with new additions like ICLR and AON, indicate a strong focus on healthcare services and life sciences.
Technology: Significant investments in CRM and MSFT, with new positions in GBTC, highlight an interest in enterprise software and digital assets.
Energy: The position in PXD suggests a strategic interest in oil and gas exploration and production.
Legend:
Top 5 Holdings:
CRM (Salesforce, Inc.): Technology sector, provides customer relationship management software and applications.
EXEL (Exelixis, Inc.): Healthcare sector, focuses on developing and commercializing therapies for the treatment of cancer.
IQV (IQVIA Holdings Inc.): Healthcare sector, provides advanced analytics, technology solutions, and contract research services to the life sciences industry.
UNH (UnitedHealth Group Incorporated): Healthcare sector, offers healthcare products and insurance services.
PXD (Pioneer Natural Resources Company): Energy sector, explores and produces oil and gas.
Top 5 New Additions:
LQDA (Liquidia Corporation): Healthcare sector, focuses on the development and commercialization of products using its proprietary PRINT technology.
ICLR (ICON plc): Healthcare sector, provides outsourced development and commercialization services to pharmaceutical, biotechnology, and medical device industries.
GBTC (Grayscale Bitcoin Trust): Financials sector, an investment vehicle that allows investors to gain exposure to Bitcoin.
AON (Aon plc): Financials sector, provides risk, retirement, and health consulting services.
ABNB (Airbnb, Inc.): Consumer Discretionary sector, operates an online marketplace for lodging, primarily homestays for vacation rentals, and tourism activities.
Top 5 Reduced Positions:
WB (Weibo Corporation): Communication Services sector, operates as a social media platform in China.
TMO (Thermo Fisher Scientific Inc.): Healthcare sector, provides analytical instruments, equipment, reagents and consumables, software, and services for research, analysis, discovery, and diagnostics.
TRU (TransUnion): Financials sector, provides risk and information solutions.
MSFT (Microsoft Corporation): Technology sector, a dominant force in personal computing, cloud services, and software.
IQV (IQVIA Holdings Inc.): Healthcare sector, provides advanced analytics, technology solutions, and contract research services to the life sciences industry.
Thomas Steyer's Farallon Capital demonstrates a diverse portfolio with significant investments in healthcare, technology, and financial services, while adding new positions in biotech and insurance sectors.
Sector Specific Insights:
Healthcare: Major holdings in UNH and IQV, along with new additions like ICLR and AON, indicate a strong focus on healthcare services and life sciences.
Technology: Significant investments in CRM and MSFT, with new positions in GBTC, highlight an interest in enterprise software and digital assets.
Energy: The position in PXD suggests a strategic interest in oil and gas exploration and production.
Legend:
Top 5 Holdings:
CRM (Salesforce, Inc.): Technology sector, provides customer relationship management software and applications.
EXEL (Exelixis, Inc.): Healthcare sector, focuses on developing and commercializing therapies for the treatment of cancer.
IQV (IQVIA Holdings Inc.): Healthcare sector, provides advanced analytics, technology solutions, and contract research services to the life sciences industry.
UNH (UnitedHealth Group Incorporated): Healthcare sector, offers healthcare products and insurance services.
PXD (Pioneer Natural Resources Company): Energy sector, explores and produces oil and gas.
Top 5 New Additions:
LQDA (Liquidia Corporation): Healthcare sector, focuses on the development and commercialization of products using its proprietary PRINT technology.
ICLR (ICON plc): Healthcare sector, provides outsourced development and commercialization services to pharmaceutical, biotechnology, and medical device industries.
GBTC (Grayscale Bitcoin Trust): Financials sector, an investment vehicle that allows investors to gain exposure to Bitcoin.
AON (Aon plc): Financials sector, provides risk, retirement, and health consulting services.
ABNB (Airbnb, Inc.): Consumer Discretionary sector, operates an online marketplace for lodging, primarily homestays for vacation rentals, and tourism activities.
Top 5 Reduced Positions:
WB (Weibo Corporation): Communication Services sector, operates as a social media platform in China.
TMO (Thermo Fisher Scientific Inc.): Healthcare sector, provides analytical instruments, equipment, reagents and consumables, software, and services for research, analysis, discovery, and diagnostics.
TRU (TransUnion): Financials sector, provides risk and information solutions.
MSFT (Microsoft Corporation): Technology sector, a dominant force in personal computing, cloud services, and software.
IQV (IQVIA Holdings Inc.): Healthcare sector, provides advanced analytics, technology solutions, and contract research services to the life sciences industry.
Paul Singer - Elliott Investment
Summary:
Paul Singer's Elliott Investment Management shows a strong focus on energy and consumer discretionary sectors, with notable new investments in technology and financial services, while reducing positions in financials and energy.
Sector Specific Insights:
Energy: Significant holdings in SU, TFPM, and MPC, alongside new additions like RIG, highlight a strong commitment to the energy sector.
Consumer Discretionary: The substantial position in PINS indicates confidence in digital advertising and social media.
Financial Services: New positions in HDB and reduced positions in FIS indicate a strategic approach to financial services and fintech.
Legend:
Top 5 Holdings:
NRG (NRG Energy, Inc.): Utilities sector, produces and sells energy and related services.
PINS (Pinterest, Inc.): Communication Services sector, operates a visual discovery engine for finding ideas like recipes, home and style inspiration, and more.
MPC (Marathon Petroleum Corporation): Energy sector, engages in refining, marketing, and transportation of petroleum products.
TFPM (Triple Flag Precious Metals Corp.): Materials sector, engages in the acquisition and management of precious metals streams and royalties.
SU (Suncor Energy Inc.): Energy sector, produces synthetic crude from oil sands and engages in petroleum refining and marketing.
Top 5 New Additions:
NVDA (NVIDIA Corporation): Technology sector, specializes in GPUs for gaming and professional markets, as well as system on a chip units for the mobile computing and automotive market.
IBIT (iShares Trust - iShares Bitcoin Strategy ETF): Financials sector, an exchange-traded fund that provides exposure to Bitcoin futures.
HDB (HDFC Bank Limited): Financials sector, offers a range of banking and financial services, including retail banking, wholesale banking, and treasury operations.
RIG (Transocean Ltd.): Energy sector, provides offshore contract drilling services for oil and gas wells.
Top 5 Reduced Positions:
FIS (Fidelity National Information Services, Inc.): Financials sector, offers technology solutions for merchants, banks, and capital markets firms.
HWM (Howmet Aerospace Inc.): Industrials sector, provides engineered solutions for aerospace and industrial gas turbine markets.
BTU (Peabody Energy Corporation): Energy sector, engages in the mining of coal.
SDRL (Seadrill Limited): Energy sector, provides offshore drilling services to the oil and gas industry.
MPC (Marathon Petroleum Corporation): Energy sector, engages in refining, marketing, and transportation of petroleum products.
Paul Singer's Elliott Investment Management shows a strong focus on energy and consumer discretionary sectors, with notable new investments in technology and financial services, while reducing positions in financials and energy.
Sector Specific Insights:
Energy: Significant holdings in SU, TFPM, and MPC, alongside new additions like RIG, highlight a strong commitment to the energy sector.
Consumer Discretionary: The substantial position in PINS indicates confidence in digital advertising and social media.
Financial Services: New positions in HDB and reduced positions in FIS indicate a strategic approach to financial services and fintech.
Legend:
Top 5 Holdings:
NRG (NRG Energy, Inc.): Utilities sector, produces and sells energy and related services.
PINS (Pinterest, Inc.): Communication Services sector, operates a visual discovery engine for finding ideas like recipes, home and style inspiration, and more.
MPC (Marathon Petroleum Corporation): Energy sector, engages in refining, marketing, and transportation of petroleum products.
TFPM (Triple Flag Precious Metals Corp.): Materials sector, engages in the acquisition and management of precious metals streams and royalties.
SU (Suncor Energy Inc.): Energy sector, produces synthetic crude from oil sands and engages in petroleum refining and marketing.
Top 5 New Additions:
NVDA (NVIDIA Corporation): Technology sector, specializes in GPUs for gaming and professional markets, as well as system on a chip units for the mobile computing and automotive market.
IBIT (iShares Trust - iShares Bitcoin Strategy ETF): Financials sector, an exchange-traded fund that provides exposure to Bitcoin futures.
HDB (HDFC Bank Limited): Financials sector, offers a range of banking and financial services, including retail banking, wholesale banking, and treasury operations.
RIG (Transocean Ltd.): Energy sector, provides offshore contract drilling services for oil and gas wells.
Top 5 Reduced Positions:
FIS (Fidelity National Information Services, Inc.): Financials sector, offers technology solutions for merchants, banks, and capital markets firms.
HWM (Howmet Aerospace Inc.): Industrials sector, provides engineered solutions for aerospace and industrial gas turbine markets.
BTU (Peabody Energy Corporation): Energy sector, engages in the mining of coal.
SDRL (Seadrill Limited): Energy sector, provides offshore drilling services to the oil and gas industry.
MPC (Marathon Petroleum Corporation): Energy sector, engages in refining, marketing, and transportation of petroleum products.
Michael Burry - Scion Asset
Summary:
Michael Burry's Scion Asset Management is showing a diversified portfolio with significant positions in healthcare, technology, and consumer discretionary sectors, while making new investments in energy and insurance.
Sector Specific Insights:
Healthcare: Strong holdings in HCA and new addition CI indicate a focused approach to healthcare services and insurance.
Technology: Significant investments in BABA and JD, along with new additions like BIDU, highlight a robust interest in Chinese tech companies.
Energy: New positions in BP suggest a strategic interest in the energy sector.
Legend:
Top 5 Holdings:
PHYS (Sprott Physical Gold Trust): Materials sector, a trust that holds physical gold bullion.
C (Citigroup Inc.): Financials sector, provides various financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, and wealth management.
HCA (HCA Healthcare, Inc.): Healthcare sector, operates hospitals and provides healthcare services.
BABA (Alibaba Group Holding Limited): Consumer Discretionary sector, operates as an online and mobile commerce company in China and internationally.
JD (JD.com, Inc.): Consumer Discretionary sector, operates as an e-commerce company and retail infrastructure service provider in China.
Top 5 New Additions:
BIDU (Baidu, Inc.): Technology sector, provides internet search services and AI solutions in China.
FSLR (First Solar, Inc.): Technology sector, manufactures solar panels and provides utility-scale PV power plants.
BP (BP p.l.c.): Energy sector, engages in the energy business worldwide, including oil and gas exploration and production.
CI (Cigna Corporation): Healthcare sector, provides insurance and related products and services.
PHYS (Sprott Physical Gold Trust): Materials sector, a trust that holds physical gold bullion.
Top 5 Reduced Positions:
CVS (CVS Health Corporation): Healthcare sector, provides health services and plans.
MGM (MGM Resorts International): Consumer Discretionary sector, operates casinos, hotels, and entertainment resorts.
BIG (Big Lots, Inc.): Consumer Discretionary sector, operates as a broad-line closeout retailer.
QRTEA (Qurate Retail, Inc. - Series A): Consumer Discretionary sector, engages in video and online commerce industries.
ORCL (Oracle Corporation): Technology sector, provides enterprise software and hardware products and services.
Michael Burry's Scion Asset Management is showing a diversified portfolio with significant positions in healthcare, technology, and consumer discretionary sectors, while making new investments in energy and insurance.
Sector Specific Insights:
Healthcare: Strong holdings in HCA and new addition CI indicate a focused approach to healthcare services and insurance.
Technology: Significant investments in BABA and JD, along with new additions like BIDU, highlight a robust interest in Chinese tech companies.
Energy: New positions in BP suggest a strategic interest in the energy sector.
Legend:
Top 5 Holdings:
PHYS (Sprott Physical Gold Trust): Materials sector, a trust that holds physical gold bullion.
C (Citigroup Inc.): Financials sector, provides various financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, and wealth management.
HCA (HCA Healthcare, Inc.): Healthcare sector, operates hospitals and provides healthcare services.
BABA (Alibaba Group Holding Limited): Consumer Discretionary sector, operates as an online and mobile commerce company in China and internationally.
JD (JD.com, Inc.): Consumer Discretionary sector, operates as an e-commerce company and retail infrastructure service provider in China.
Top 5 New Additions:
BIDU (Baidu, Inc.): Technology sector, provides internet search services and AI solutions in China.
FSLR (First Solar, Inc.): Technology sector, manufactures solar panels and provides utility-scale PV power plants.
BP (BP p.l.c.): Energy sector, engages in the energy business worldwide, including oil and gas exploration and production.
CI (Cigna Corporation): Healthcare sector, provides insurance and related products and services.
PHYS (Sprott Physical Gold Trust): Materials sector, a trust that holds physical gold bullion.
Top 5 Reduced Positions:
CVS (CVS Health Corporation): Healthcare sector, provides health services and plans.
MGM (MGM Resorts International): Consumer Discretionary sector, operates casinos, hotels, and entertainment resorts.
BIG (Big Lots, Inc.): Consumer Discretionary sector, operates as a broad-line closeout retailer.
QRTEA (Qurate Retail, Inc. - Series A): Consumer Discretionary sector, engages in video and online commerce industries.
ORCL (Oracle Corporation): Technology sector, provides enterprise software and hardware products and services.
Bob Robotti - Robotti Robert
Summary:
Bob Robotti's Robotti Robert portfolio demonstrates a strong focus on the industrials and materials sectors, with notable new investments in manufacturing and retail.
Sector Specific Insights:
Industrials: Major holdings in TDW and BLDR, along with new additions like DE, indicate a strong emphasis on industrial and construction services.
Materials: Significant investments in WFG and LXU, and new additions like CNHI and MT, highlight a robust interest in the materials and chemicals sectors.
Consumer Discretionary: The new position in ASO suggests a strategic interest in retail and consumer services.
Legend:
Top 5 Holdings:
WLK (Westlake Chemical Corporation): Materials sector, manufactures and supplies petrochemicals, polymers, and fabricated building products.
WFG (West Fraser Timber Co. Ltd.): Materials sector, produces and sells lumber, wood chips, laminated veneer lumber, medium-density fiberboard, plywood, and other wood products.
LXU (LSB Industries, Inc.): Materials sector, manufactures and sells chemical products for the agricultural, industrial, and mining markets.
BLDR (Builders FirstSource, Inc.): Industrials sector, supplies building materials and manufactured components for residential and commercial construction.
TDW (Tidewater Inc.): Energy sector, provides offshore service vessels and marine support services to the offshore energy industry.
Top 5 New Additions:
GIFI (Gulf Island Fabrication, Inc.): Industrials sector, fabricates and repairs marine vessels and provides related services.
CNHI (CNH Industrial N.V.): Industrials sector, designs, produces, and sells agricultural and construction equipment, trucks, commercial vehicles, buses, and specialty vehicles.
DE (Deere & Company): Industrials sector, manufactures and distributes agriculture and turf, and construction and forestry equipment.
MT (ArcelorMittal S.A.): Materials sector, engages in the production of steel and mining of iron ore.
ASO (Academy Sports and Outdoors, Inc.): Consumer Discretionary sector, operates as a sporting goods and outdoor recreational products retailer.
Top 5 Reduced Positions:
SMHI (SEACOR Marine Holdings Inc.): Industrials sector, provides marine transportation and logistics services to offshore oil and gas and wind farm markets.
FTI (TechnipFMC plc): Energy sector, provides oilfield services and equipment.
WLK (Westlake Chemical Corporation): Materials sector, manufactures and supplies petrochemicals, polymers, and fabricated building products.
BLDR (Builders FirstSource, Inc.): Industrials sector, supplies building materials and manufactured components for residential and commercial construction.
TDW (Tidewater Inc.): Energy sector, provides offshore service vessels and marine support services to the offshore energy industry.
Bob Robotti's Robotti Robert portfolio demonstrates a strong focus on the industrials and materials sectors, with notable new investments in manufacturing and retail.
Sector Specific Insights:
Industrials: Major holdings in TDW and BLDR, along with new additions like DE, indicate a strong emphasis on industrial and construction services.
Materials: Significant investments in WFG and LXU, and new additions like CNHI and MT, highlight a robust interest in the materials and chemicals sectors.
Consumer Discretionary: The new position in ASO suggests a strategic interest in retail and consumer services.
Legend:
Top 5 Holdings:
WLK (Westlake Chemical Corporation): Materials sector, manufactures and supplies petrochemicals, polymers, and fabricated building products.
WFG (West Fraser Timber Co. Ltd.): Materials sector, produces and sells lumber, wood chips, laminated veneer lumber, medium-density fiberboard, plywood, and other wood products.
LXU (LSB Industries, Inc.): Materials sector, manufactures and sells chemical products for the agricultural, industrial, and mining markets.
BLDR (Builders FirstSource, Inc.): Industrials sector, supplies building materials and manufactured components for residential and commercial construction.
TDW (Tidewater Inc.): Energy sector, provides offshore service vessels and marine support services to the offshore energy industry.
Top 5 New Additions:
GIFI (Gulf Island Fabrication, Inc.): Industrials sector, fabricates and repairs marine vessels and provides related services.
CNHI (CNH Industrial N.V.): Industrials sector, designs, produces, and sells agricultural and construction equipment, trucks, commercial vehicles, buses, and specialty vehicles.
DE (Deere & Company): Industrials sector, manufactures and distributes agriculture and turf, and construction and forestry equipment.
MT (ArcelorMittal S.A.): Materials sector, engages in the production of steel and mining of iron ore.
ASO (Academy Sports and Outdoors, Inc.): Consumer Discretionary sector, operates as a sporting goods and outdoor recreational products retailer.
Top 5 Reduced Positions:
SMHI (SEACOR Marine Holdings Inc.): Industrials sector, provides marine transportation and logistics services to offshore oil and gas and wind farm markets.
FTI (TechnipFMC plc): Energy sector, provides oilfield services and equipment.
WLK (Westlake Chemical Corporation): Materials sector, manufactures and supplies petrochemicals, polymers, and fabricated building products.
BLDR (Builders FirstSource, Inc.): Industrials sector, supplies building materials and manufactured components for residential and commercial construction.
TDW (Tidewater Inc.): Energy sector, provides offshore service vessels and marine support services to the offshore energy industry.
Mackenzie Davis - Sailing Stone
Summary:
Mackenzie Davis's SailingStone Capital exhibits a strong focus on energy and materials sectors, with substantial new investments in mining and commodities.
Sector Specific Insights:
Energy: Significant holdings in RRC, AR, and EPD, along with a reduced position in CCJ, indicate a robust focus on natural gas and energy infrastructure.
Materials: Large stakes in MTAL and new additions like CMP highlight a strategic interest in metals and mining.
Mining: New positions in GOLD suggest a growing interest in precious metals mining.
Legend:
Top 5 Holdings:
EPD (Enterprise Products Partners L.P.): Energy sector, provides midstream energy services to producers and consumers of natural gas, natural gas liquids, crude oil, petrochemicals, and refined products.
MTAL (Metals Acquisition Corp): Materials sector, a special purpose acquisition company (SPAC) focused on acquiring businesses in the metals and mining industry.
RRC (Range Resources Corporation): Energy sector, engages in the exploration, development, and acquisition of natural gas and oil properties.
AR (Antero Resources Corporation): Energy sector, focuses on the exploration and production of natural gas, natural gas liquids, and oil.
IE (Ivanhoe Electric Inc.): Materials sector, a mineral exploration and development company focused on electric metals such as copper and gold.
Top New Additions:
GOLD (Barrick Gold Corporation): Materials sector, one of the largest gold mining companies in the world.
CMP (Compass Minerals International, Inc.): Materials sector, produces and markets essential minerals, including salt, plant nutrients, and magnesium chloride.
Top 5 Reduced Positions:
CCJ (Cameco Corporation): Energy sector, one of the world's largest uranium producers.
LIN (Linde plc): Materials sector, an industrial gas company that supplies gases and engineering solutions.
EPD (Enterprise Products Partners L.P.): Energy sector, provides midstream energy services to producers and consumers of natural gas, natural gas liquids, crude oil, petrochemicals, and refined products.
MTAL (Metals Acquisition Corp): Materials sector, a special purpose acquisition company (SPAC) focused on acquiring businesses in the metals and mining industry.
IE (Ivanhoe Electric Inc.): Materials sector, a mineral exploration and development company focused on electric metals such as copper and gold.
Mackenzie Davis's SailingStone Capital exhibits a strong focus on energy and materials sectors, with substantial new investments in mining and commodities.
Sector Specific Insights:
Energy: Significant holdings in RRC, AR, and EPD, along with a reduced position in CCJ, indicate a robust focus on natural gas and energy infrastructure.
Materials: Large stakes in MTAL and new additions like CMP highlight a strategic interest in metals and mining.
Mining: New positions in GOLD suggest a growing interest in precious metals mining.
Legend:
Top 5 Holdings:
EPD (Enterprise Products Partners L.P.): Energy sector, provides midstream energy services to producers and consumers of natural gas, natural gas liquids, crude oil, petrochemicals, and refined products.
MTAL (Metals Acquisition Corp): Materials sector, a special purpose acquisition company (SPAC) focused on acquiring businesses in the metals and mining industry.
RRC (Range Resources Corporation): Energy sector, engages in the exploration, development, and acquisition of natural gas and oil properties.
AR (Antero Resources Corporation): Energy sector, focuses on the exploration and production of natural gas, natural gas liquids, and oil.
IE (Ivanhoe Electric Inc.): Materials sector, a mineral exploration and development company focused on electric metals such as copper and gold.
Top New Additions:
GOLD (Barrick Gold Corporation): Materials sector, one of the largest gold mining companies in the world.
CMP (Compass Minerals International, Inc.): Materials sector, produces and markets essential minerals, including salt, plant nutrients, and magnesium chloride.
Top 5 Reduced Positions:
CCJ (Cameco Corporation): Energy sector, one of the world's largest uranium producers.
LIN (Linde plc): Materials sector, an industrial gas company that supplies gases and engineering solutions.
EPD (Enterprise Products Partners L.P.): Energy sector, provides midstream energy services to producers and consumers of natural gas, natural gas liquids, crude oil, petrochemicals, and refined products.
MTAL (Metals Acquisition Corp): Materials sector, a special purpose acquisition company (SPAC) focused on acquiring businesses in the metals and mining industry.
IE (Ivanhoe Electric Inc.): Materials sector, a mineral exploration and development company focused on electric metals such as copper and gold.
Quant Funds
Quant funds use algorithmic and statistical models to make investment decisions, focusing on data-driven analysis to identify market opportunities. They minimize emotional bias and aim for efficiency in trading, appealing to investors looking for technology-driven, systematic investment approaches.
Israel Englander - Millenium Management
Summary:
Israel Englander's Millennium Management displays a well-diversified portfolio with strong positions in technology, healthcare, and consumer discretionary sectors, while making notable new investments in financial services and digital assets.
Sector Specific Insights:
Technology: Significant holdings in NVDA and AAPL, along with reduced positions in MSFT and NVDA, indicate a continued focus on tech leaders.
Healthcare: The position in MRK shows a strategic interest in pharmaceutical companies.
Financial Services: New additions like BX, TRU, and GBTC reflect an increased interest in financial services and digital currencies.
Legend:
Top 5 Holdings:
META (Meta Platforms, Inc.): Communication Services sector, operates Facebook, Instagram, and other social media platforms.
NVDA (NVIDIA Corporation): Technology sector, specializes in GPUs for gaming and professional markets, as well as system on a chip units for the mobile computing and automotive market.
AAPL (Apple Inc.): Technology sector, designs, manufactures, and markets smartphones, personal computers, tablets, wearables, and accessories.
MRK (Merck & Co., Inc.): Healthcare sector, develops, manufactures, and distributes pharmaceutical products.
AMZN (Amazon.com, Inc.): Consumer Discretionary sector, engages in the retail sale of consumer products and subscriptions through online and physical stores.
Top 5 New Additions:
BX (Blackstone Inc.): Financials sector, a global investment firm specializing in private equity, credit, and hedge fund investment strategies.
TRU (TransUnion): Financials sector, provides risk and information solutions.
GBTC (Grayscale Bitcoin Trust): Financials sector, an investment vehicle that allows investors to gain exposure to Bitcoin.
FBTC (Fidelity Bitcoin Trust): Financials sector, another investment vehicle providing exposure to Bitcoin.
IBIT (iShares Trust - iShares Bitcoin Strategy ETF): Financials sector, an exchange-traded fund that provides exposure to Bitcoin futures.
Top 5 Reduced Positions:
APO (Apollo Global Management, Inc.): Financials sector, a global alternative investment manager.
GOOGL (Alphabet Inc.): Communication Services sector, parent company of Google, specializing in internet-related services and products.
KKR (KKR & Co. Inc.): Financials sector, a global investment firm that manages multiple alternative asset classes.
MSFT (Microsoft Corporation): Technology sector, a dominant force in personal computing, cloud services, and software.
NVDA (NVIDIA Corporation): Technology sector, specializes in GPUs for gaming and professional markets, as well as system on a chip units for the mobile computing and automotive market.
Israel Englander's Millennium Management displays a well-diversified portfolio with strong positions in technology, healthcare, and consumer discretionary sectors, while making notable new investments in financial services and digital assets.
Sector Specific Insights:
Technology: Significant holdings in NVDA and AAPL, along with reduced positions in MSFT and NVDA, indicate a continued focus on tech leaders.
Healthcare: The position in MRK shows a strategic interest in pharmaceutical companies.
Financial Services: New additions like BX, TRU, and GBTC reflect an increased interest in financial services and digital currencies.
Legend:
Top 5 Holdings:
META (Meta Platforms, Inc.): Communication Services sector, operates Facebook, Instagram, and other social media platforms.
NVDA (NVIDIA Corporation): Technology sector, specializes in GPUs for gaming and professional markets, as well as system on a chip units for the mobile computing and automotive market.
AAPL (Apple Inc.): Technology sector, designs, manufactures, and markets smartphones, personal computers, tablets, wearables, and accessories.
MRK (Merck & Co., Inc.): Healthcare sector, develops, manufactures, and distributes pharmaceutical products.
AMZN (Amazon.com, Inc.): Consumer Discretionary sector, engages in the retail sale of consumer products and subscriptions through online and physical stores.
Top 5 New Additions:
BX (Blackstone Inc.): Financials sector, a global investment firm specializing in private equity, credit, and hedge fund investment strategies.
TRU (TransUnion): Financials sector, provides risk and information solutions.
GBTC (Grayscale Bitcoin Trust): Financials sector, an investment vehicle that allows investors to gain exposure to Bitcoin.
FBTC (Fidelity Bitcoin Trust): Financials sector, another investment vehicle providing exposure to Bitcoin.
IBIT (iShares Trust - iShares Bitcoin Strategy ETF): Financials sector, an exchange-traded fund that provides exposure to Bitcoin futures.
Top 5 Reduced Positions:
APO (Apollo Global Management, Inc.): Financials sector, a global alternative investment manager.
GOOGL (Alphabet Inc.): Communication Services sector, parent company of Google, specializing in internet-related services and products.
KKR (KKR & Co. Inc.): Financials sector, a global investment firm that manages multiple alternative asset classes.
MSFT (Microsoft Corporation): Technology sector, a dominant force in personal computing, cloud services, and software.
NVDA (NVIDIA Corporation): Technology sector, specializes in GPUs for gaming and professional markets, as well as system on a chip units for the mobile computing and automotive market.
Jim Simons - Renaissance Technologies
Summary:
Jim Simons's Renaissance Technologies maintains a diversified portfolio with significant investments in technology, healthcare, and consumer discretionary sectors, while adding new positions in real estate and industrials.
Sector Specific Insights:
Technology: Strong holdings in AMZN, META, and PLTR, along with new additions like ADBE, indicate a continued focus on tech innovation and cloud computing.
Healthcare: Significant investments in NVO and new addition VRTX highlight a strategic interest in pharmaceuticals and biotech.
Consumer Discretionary: The position in ABNB suggests confidence in the travel and leisure industry.
Legend:
Top 5 Holdings:
AMZN (Amazon.com, Inc.): Consumer Discretionary sector, engages in the retail sale of consumer products and subscriptions through online and physical stores.
ABNB (Airbnb, Inc.): Consumer Discretionary sector, operates an online marketplace for lodging, primarily homestays for vacation rentals, and tourism activities.
META (Meta Platforms, Inc.): Communication Services sector, operates Facebook, Instagram, and other social media platforms.
PLTR (Palantir Technologies Inc.): Technology sector, provides data analytics software and services.
NVO (Novo Nordisk A/S): Healthcare sector, a global healthcare company with a leading position in diabetes care.
Top 5 New Additions:
AMT (American Tower Corporation): Real Estate sector, owns, operates, and develops multitenant communications real estate.
ADBE (Adobe Inc.): Technology sector, offers software products and services for creative professionals.
UNP (Union Pacific Corporation): Industrials sector, operates railroads and provides transportation services.
LIN (Linde plc): Materials sector, an industrial gas company that supplies gases and engineering solutions.
CVX (Chevron Corporation): Energy sector, engages in integrated energy and chemicals operations worldwide.
Top 5 Reduced Positions:
VRSN (VeriSign, Inc.): Technology sector, provides domain name registry services and internet infrastructure.
VRTX (Vertex Pharmaceuticals Incorporated): Healthcare sector, develops and commercializes therapies for the treatment of cystic fibrosis and other diseases.
AMZN (Amazon.com, Inc.): Consumer Discretionary sector, engages in the retail sale of consumer products and subscriptions through online and physical stores.
META (Meta Platforms, Inc.): Communication Services sector, operates Facebook, Instagram, and other social media platforms.
NVO (Novo Nordisk A/S): Healthcare sector, a global healthcare company with a leading position in diabetes care.
Jim Simons's Renaissance Technologies maintains a diversified portfolio with significant investments in technology, healthcare, and consumer discretionary sectors, while adding new positions in real estate and industrials.
Sector Specific Insights:
Technology: Strong holdings in AMZN, META, and PLTR, along with new additions like ADBE, indicate a continued focus on tech innovation and cloud computing.
Healthcare: Significant investments in NVO and new addition VRTX highlight a strategic interest in pharmaceuticals and biotech.
Consumer Discretionary: The position in ABNB suggests confidence in the travel and leisure industry.
Legend:
Top 5 Holdings:
AMZN (Amazon.com, Inc.): Consumer Discretionary sector, engages in the retail sale of consumer products and subscriptions through online and physical stores.
ABNB (Airbnb, Inc.): Consumer Discretionary sector, operates an online marketplace for lodging, primarily homestays for vacation rentals, and tourism activities.
META (Meta Platforms, Inc.): Communication Services sector, operates Facebook, Instagram, and other social media platforms.
PLTR (Palantir Technologies Inc.): Technology sector, provides data analytics software and services.
NVO (Novo Nordisk A/S): Healthcare sector, a global healthcare company with a leading position in diabetes care.
Top 5 New Additions:
AMT (American Tower Corporation): Real Estate sector, owns, operates, and develops multitenant communications real estate.
ADBE (Adobe Inc.): Technology sector, offers software products and services for creative professionals.
UNP (Union Pacific Corporation): Industrials sector, operates railroads and provides transportation services.
LIN (Linde plc): Materials sector, an industrial gas company that supplies gases and engineering solutions.
CVX (Chevron Corporation): Energy sector, engages in integrated energy and chemicals operations worldwide.
Top 5 Reduced Positions:
VRSN (VeriSign, Inc.): Technology sector, provides domain name registry services and internet infrastructure.
VRTX (Vertex Pharmaceuticals Incorporated): Healthcare sector, develops and commercializes therapies for the treatment of cystic fibrosis and other diseases.
AMZN (Amazon.com, Inc.): Consumer Discretionary sector, engages in the retail sale of consumer products and subscriptions through online and physical stores.
META (Meta Platforms, Inc.): Communication Services sector, operates Facebook, Instagram, and other social media platforms.
NVO (Novo Nordisk A/S): Healthcare sector, a global healthcare company with a leading position in diabetes care.
Cliff Asness -AQR Capital
Summary:
Cliff Asness's AQR Capital Management shows a strong emphasis on technology and communication services sectors, with significant new investments in diversified equity ETFs and metals, while reducing positions in several major tech stocks.
Sector Specific Insights:
Technology: Major holdings in MSFT and NVDA, along with reduced positions in AVGO and CSCO, indicate a nuanced approach to tech investments.
Communication Services: Significant positions in META and AMZN, with a new addition in SNAP, underscore confidence in digital platforms and social media.
Diversified Investments: New positions in SCHX and GSIE suggest a strategy to diversify across broad equity markets.
Legend:
Top 5 Holdings:
META (Meta Platforms, Inc.): Communication Services sector, operates Facebook, Instagram, and other social media platforms.
AMZN (Amazon.com, Inc.): Consumer Discretionary sector, engages in the retail sale of consumer products and subscriptions through online and physical stores.
AAPL (Apple Inc.): Technology sector, designs, manufactures, and markets smartphones, personal computers, tablets, wearables, and accessories.
NVDA (NVIDIA Corporation): Technology sector, specializes in GPUs for gaming and professional markets, as well as system on a chip units for the mobile computing and automotive market.
MSFT (Microsoft Corporation): Technology sector, a dominant force in personal computing, cloud services, and software.
Top 5 New Additions:
SCHX (Schwab U.S. Large-Cap ETF): Financials sector, an exchange-traded fund that provides exposure to large-cap U.S. equities.
GSIE (Goldman Sachs ActiveBeta International Equity ETF): Financials sector, an exchange-traded fund that provides exposure to international equities.
GLD (SPDR Gold Trust): Materials sector, an exchange-traded fund that tracks the price of gold bullion.
CNHI (CNH Industrial N.V.): Industrials sector, designs, produces, and sells agricultural and construction equipment, trucks, commercial vehicles, buses, and specialty vehicles.
SNAP (Snap Inc.): Communication Services sector, operates Snapchat, a multimedia messaging app.
Top 5 Reduced Positions:
AVGO (Broadcom Inc.): Technology sector, designs, develops, and supplies semiconductor and infrastructure software solutions.
GE (General Electric Company): Industrials sector, operates as a high-tech industrial company providing products and services ranging from aircraft engines to power generation.
CSCO (Cisco Systems, Inc.): Technology sector, designs, manufactures, and sells networking hardware, telecommunications equipment, and other high-technology services and products.
META (Meta Platforms, Inc.): Communication Services sector, operates Facebook, Instagram, and other social media platforms.
MSFT (Microsoft Corporation): Technology sector, a dominant force in personal computing, cloud services, and software.
Cliff Asness's AQR Capital Management shows a strong emphasis on technology and communication services sectors, with significant new investments in diversified equity ETFs and metals, while reducing positions in several major tech stocks.
Sector Specific Insights:
Technology: Major holdings in MSFT and NVDA, along with reduced positions in AVGO and CSCO, indicate a nuanced approach to tech investments.
Communication Services: Significant positions in META and AMZN, with a new addition in SNAP, underscore confidence in digital platforms and social media.
Diversified Investments: New positions in SCHX and GSIE suggest a strategy to diversify across broad equity markets.
Legend:
Top 5 Holdings:
META (Meta Platforms, Inc.): Communication Services sector, operates Facebook, Instagram, and other social media platforms.
AMZN (Amazon.com, Inc.): Consumer Discretionary sector, engages in the retail sale of consumer products and subscriptions through online and physical stores.
AAPL (Apple Inc.): Technology sector, designs, manufactures, and markets smartphones, personal computers, tablets, wearables, and accessories.
NVDA (NVIDIA Corporation): Technology sector, specializes in GPUs for gaming and professional markets, as well as system on a chip units for the mobile computing and automotive market.
MSFT (Microsoft Corporation): Technology sector, a dominant force in personal computing, cloud services, and software.
Top 5 New Additions:
SCHX (Schwab U.S. Large-Cap ETF): Financials sector, an exchange-traded fund that provides exposure to large-cap U.S. equities.
GSIE (Goldman Sachs ActiveBeta International Equity ETF): Financials sector, an exchange-traded fund that provides exposure to international equities.
GLD (SPDR Gold Trust): Materials sector, an exchange-traded fund that tracks the price of gold bullion.
CNHI (CNH Industrial N.V.): Industrials sector, designs, produces, and sells agricultural and construction equipment, trucks, commercial vehicles, buses, and specialty vehicles.
SNAP (Snap Inc.): Communication Services sector, operates Snapchat, a multimedia messaging app.
Top 5 Reduced Positions:
AVGO (Broadcom Inc.): Technology sector, designs, develops, and supplies semiconductor and infrastructure software solutions.
GE (General Electric Company): Industrials sector, operates as a high-tech industrial company providing products and services ranging from aircraft engines to power generation.
CSCO (Cisco Systems, Inc.): Technology sector, designs, manufactures, and sells networking hardware, telecommunications equipment, and other high-technology services and products.
META (Meta Platforms, Inc.): Communication Services sector, operates Facebook, Instagram, and other social media platforms.
MSFT (Microsoft Corporation): Technology sector, a dominant force in personal computing, cloud services, and software.
Robyn Grew - Man Group PLC
Summary:
Robyn Grew's Man Group plc maintains a portfolio with strong investments in technology and consumer discretionary sectors, while making new additions in healthcare and financial services.
Sector Specific Insights:
Technology: Significant holdings in MSFT, NVDA, and AAPL, along with reduced positions in NVDA and MSFT, indicate a balanced approach to tech giants.
Consumer Discretionary: Investments in AMZN and new addition KMX highlight interest in retail and automotive services.
Healthcare: New positions in SRPT and AXNX suggest a strategic interest in biotech and medical devices.
Legend:
Top 5 Holdings:
GOOGL (Alphabet Inc.): Communication Services sector, parent company of Google, specializing in internet-related services and products.
AMZN (Amazon.com, Inc.): Consumer Discretionary sector, engages in the retail sale of consumer products and subscriptions through online and physical stores.
NVDA (NVIDIA Corporation): Technology sector, specializes in GPUs for gaming and professional markets, as well as system on a chip units for the mobile computing and automotive market.
AAPL (Apple Inc.): Technology sector, designs, manufactures, and markets smartphones, personal computers, tablets, wearables, and accessories.
MSFT (Microsoft Corporation): Technology sector, a dominant force in personal computing, cloud services, and software.
Top 5 New Additions:
SRPT (Sarepta Therapeutics, Inc.): Healthcare sector, focuses on developing precision genetic medicines to treat rare diseases.
KMX (CarMax, Inc.): Consumer Discretionary sector, operates as a retailer of used vehicles.
KKR (KKR & Co. Inc.): Financials sector, a global investment firm that manages multiple alternative asset classes.
PLNT (Planet Fitness, Inc.): Consumer Discretionary sector, operates and franchises fitness centers.
AXNX (Axonics, Inc.): Healthcare sector, develops and commercializes products for the treatment of bladder and bowel dysfunction.
Top 5 Reduced Positions:
TSM (Taiwan Semiconductor Manufacturing Company Limited): Technology sector, engages in manufacturing and selling integrated circuits and semiconductors.
GOOGL (Alphabet Inc.): Communication Services sector, parent company of Google, specializing in internet-related services and products.
AMZN (Amazon.com, Inc.): Consumer Discretionary sector, engages in the retail sale of consumer products and subscriptions through online and physical stores.
NVDA (NVIDIA Corporation): Technology sector, specializes in GPUs for gaming and professional markets, as well as system on a chip units for the mobile computing and automotive market.
MSFT (Microsoft Corporation): Technology sector, a dominant force in personal computing, cloud services, and software.
Robyn Grew's Man Group plc maintains a portfolio with strong investments in technology and consumer discretionary sectors, while making new additions in healthcare and financial services.
Sector Specific Insights:
Technology: Significant holdings in MSFT, NVDA, and AAPL, along with reduced positions in NVDA and MSFT, indicate a balanced approach to tech giants.
Consumer Discretionary: Investments in AMZN and new addition KMX highlight interest in retail and automotive services.
Healthcare: New positions in SRPT and AXNX suggest a strategic interest in biotech and medical devices.
Legend:
Top 5 Holdings:
GOOGL (Alphabet Inc.): Communication Services sector, parent company of Google, specializing in internet-related services and products.
AMZN (Amazon.com, Inc.): Consumer Discretionary sector, engages in the retail sale of consumer products and subscriptions through online and physical stores.
NVDA (NVIDIA Corporation): Technology sector, specializes in GPUs for gaming and professional markets, as well as system on a chip units for the mobile computing and automotive market.
AAPL (Apple Inc.): Technology sector, designs, manufactures, and markets smartphones, personal computers, tablets, wearables, and accessories.
MSFT (Microsoft Corporation): Technology sector, a dominant force in personal computing, cloud services, and software.
Top 5 New Additions:
SRPT (Sarepta Therapeutics, Inc.): Healthcare sector, focuses on developing precision genetic medicines to treat rare diseases.
KMX (CarMax, Inc.): Consumer Discretionary sector, operates as a retailer of used vehicles.
KKR (KKR & Co. Inc.): Financials sector, a global investment firm that manages multiple alternative asset classes.
PLNT (Planet Fitness, Inc.): Consumer Discretionary sector, operates and franchises fitness centers.
AXNX (Axonics, Inc.): Healthcare sector, develops and commercializes products for the treatment of bladder and bowel dysfunction.
Top 5 Reduced Positions:
TSM (Taiwan Semiconductor Manufacturing Company Limited): Technology sector, engages in manufacturing and selling integrated circuits and semiconductors.
GOOGL (Alphabet Inc.): Communication Services sector, parent company of Google, specializing in internet-related services and products.
AMZN (Amazon.com, Inc.): Consumer Discretionary sector, engages in the retail sale of consumer products and subscriptions through online and physical stores.
NVDA (NVIDIA Corporation): Technology sector, specializes in GPUs for gaming and professional markets, as well as system on a chip units for the mobile computing and automotive market.
MSFT (Microsoft Corporation): Technology sector, a dominant force in personal computing, cloud services, and software.
Barry Miller- Voloridge Investment
Summary:
Barry Miller's Voloridge Investment shows a diversified portfolio with strong investments in technology and consumer discretionary sectors, while adding new positions in healthcare and retail.
Sector Specific Insights:
Technology: Significant holdings in AAPL and META, along with new additions like ASML, indicate a robust focus on tech innovation.
Consumer Discretionary: Major positions in NFLX and AZO, with new additions like TJX, highlight an interest in retail and entertainment.
Healthcare: New positions in GILD suggest a growing interest in biopharmaceuticals.
Legend:
Top 5 Holdings:
MA (Mastercard Incorporated): Financials sector, provides transaction processing and other payment-related products and services.
NFLX (Netflix, Inc.): Communication Services sector, provides subscription-based streaming service offering online streaming of a library of films and television programs.
META (Meta Platforms, Inc.): Communication Services sector, operates Facebook, Instagram, and other social media platforms.
AZO (AutoZone, Inc.): Consumer Discretionary sector, retails and distributes automotive replacement parts and accessories.
AAPL (Apple Inc.): Technology sector, designs, manufactures, and markets smartphones, personal computers, tablets, wearables, and accessories.
Top 5 New Additions:
ASML (ASML Holding N.V.): Technology sector, designs, manufactures, and services advanced semiconductor equipment systems.
DKS (Dick's Sporting Goods, Inc.): Consumer Discretionary sector, operates as a sporting goods retailer offering an extensive assortment of sports equipment, apparel, and footwear.
TJX (The TJX Companies, Inc.): Consumer Discretionary sector, operates as an off-price apparel and home fashions retailer.
GILD (Gilead Sciences, Inc.): Healthcare sector, researches, develops, and commercializes therapeutics in areas such as HIV, liver diseases, and cancer.
META (Meta Platforms, Inc.): Communication Services sector, operates Facebook, Instagram, and other social media platforms.
Top 5 Reduced Positions:
ADP (Automatic Data Processing, Inc.): Industrials sector, provides business outsourcing solutions including payroll, tax, and benefits administration.
MSFT (Microsoft Corporation): Technology sector, a dominant force in personal computing, cloud services, and software.
PG (Procter & Gamble Co.): Consumer Staples sector, manufactures a wide range of consumer health, hygiene, and home products.
ORLY (O'Reilly Automotive, Inc.): Consumer Discretionary sector, operates as a retailer of automotive aftermarket parts, tools, supplies, equipment, and accessories.
AAPL (Apple Inc.): Technology sector, designs, manufactures, and markets smartphones, personal computers, tablets, wearables, and accessories.
Barry Miller's Voloridge Investment shows a diversified portfolio with strong investments in technology and consumer discretionary sectors, while adding new positions in healthcare and retail.
Sector Specific Insights:
Technology: Significant holdings in AAPL and META, along with new additions like ASML, indicate a robust focus on tech innovation.
Consumer Discretionary: Major positions in NFLX and AZO, with new additions like TJX, highlight an interest in retail and entertainment.
Healthcare: New positions in GILD suggest a growing interest in biopharmaceuticals.
Legend:
Top 5 Holdings:
MA (Mastercard Incorporated): Financials sector, provides transaction processing and other payment-related products and services.
NFLX (Netflix, Inc.): Communication Services sector, provides subscription-based streaming service offering online streaming of a library of films and television programs.
META (Meta Platforms, Inc.): Communication Services sector, operates Facebook, Instagram, and other social media platforms.
AZO (AutoZone, Inc.): Consumer Discretionary sector, retails and distributes automotive replacement parts and accessories.
AAPL (Apple Inc.): Technology sector, designs, manufactures, and markets smartphones, personal computers, tablets, wearables, and accessories.
Top 5 New Additions:
ASML (ASML Holding N.V.): Technology sector, designs, manufactures, and services advanced semiconductor equipment systems.
DKS (Dick's Sporting Goods, Inc.): Consumer Discretionary sector, operates as a sporting goods retailer offering an extensive assortment of sports equipment, apparel, and footwear.
TJX (The TJX Companies, Inc.): Consumer Discretionary sector, operates as an off-price apparel and home fashions retailer.
GILD (Gilead Sciences, Inc.): Healthcare sector, researches, develops, and commercializes therapeutics in areas such as HIV, liver diseases, and cancer.
META (Meta Platforms, Inc.): Communication Services sector, operates Facebook, Instagram, and other social media platforms.
Top 5 Reduced Positions:
ADP (Automatic Data Processing, Inc.): Industrials sector, provides business outsourcing solutions including payroll, tax, and benefits administration.
MSFT (Microsoft Corporation): Technology sector, a dominant force in personal computing, cloud services, and software.
PG (Procter & Gamble Co.): Consumer Staples sector, manufactures a wide range of consumer health, hygiene, and home products.
ORLY (O'Reilly Automotive, Inc.): Consumer Discretionary sector, operates as a retailer of automotive aftermarket parts, tools, supplies, equipment, and accessories.
AAPL (Apple Inc.): Technology sector, designs, manufactures, and markets smartphones, personal computers, tablets, wearables, and accessories.
Ken Griffin - Citadel Advisors
Summary:
Ken Griffin's Citadel Advisors demonstrates a well-rounded portfolio with notable investments in energy and technology sectors, while strategically adding new positions in industrials and information technology.
Sector Specific Insights:
Energy: Significant holdings in HES and PXD reflect a strong focus on energy production and exploration.
Technology: Major positions in MSFT and AMZN, indicating continued confidence in tech giants.
Industrials: New positions in SNX suggest a growing interest in industrial services and solutions.
Information Technology: The addition of MSTR highlights a strategic move towards data analytics and business intelligence.
Legend:
Top 5 Holdings:
BAC (Bank of America Corporation): Financials sector, a multinational investment bank and financial services company.
AMZN (Amazon.com, Inc.): Consumer Discretionary sector, an e-commerce and cloud computing giant.
MSFT (Microsoft Corporation): Technology sector, a leader in personal computing, cloud services, and software.
HES (Hess Corporation): Energy sector, involved in oil and gas exploration and production.
PXD (Pioneer Natural Resources Company): Energy sector, focuses on hydrocarbon exploration.
Top 5 New Additions:
ALAB (Alabama Power Company): Utilities sector, provides electricity and related services.
CPRIT (Cooper Tire & Rubber Company): Consumer Discretionary sector, designs, manufactures, and sells tires.
KSPI (Koppers Holdings Inc.): Materials sector, produces treated wood products, wood treatment chemicals, and carbon compounds.
MSTR (MicroStrategy Incorporated): Technology sector, specializes in business intelligence, mobile software, and cloud-based services.
SNX (Synnex Corporation): Industrials sector, provides business process services.
Top 5 Reduced Positions:
BSX (Boston Scientific Corporation): Healthcare sector, develops and manufactures medical devices.
META (Meta Platforms, Inc.): Communication Services sector, operates social media platforms like Facebook and Instagram.
JPM (JPMorgan Chase & Co.): Financials sector, a global financial services firm.
NVDA (NVIDIA Corporation): Technology sector, designs graphics processing units (GPUs) for gaming and professional markets.
MSFT (Microsoft Corporation): Technology sector, a dominant force in personal computing, cloud services, and software.
Ken Griffin's Citadel Advisors demonstrates a well-rounded portfolio with notable investments in energy and technology sectors, while strategically adding new positions in industrials and information technology.
Sector Specific Insights:
Energy: Significant holdings in HES and PXD reflect a strong focus on energy production and exploration.
Technology: Major positions in MSFT and AMZN, indicating continued confidence in tech giants.
Industrials: New positions in SNX suggest a growing interest in industrial services and solutions.
Information Technology: The addition of MSTR highlights a strategic move towards data analytics and business intelligence.
Legend:
Top 5 Holdings:
BAC (Bank of America Corporation): Financials sector, a multinational investment bank and financial services company.
AMZN (Amazon.com, Inc.): Consumer Discretionary sector, an e-commerce and cloud computing giant.
MSFT (Microsoft Corporation): Technology sector, a leader in personal computing, cloud services, and software.
HES (Hess Corporation): Energy sector, involved in oil and gas exploration and production.
PXD (Pioneer Natural Resources Company): Energy sector, focuses on hydrocarbon exploration.
Top 5 New Additions:
ALAB (Alabama Power Company): Utilities sector, provides electricity and related services.
CPRIT (Cooper Tire & Rubber Company): Consumer Discretionary sector, designs, manufactures, and sells tires.
KSPI (Koppers Holdings Inc.): Materials sector, produces treated wood products, wood treatment chemicals, and carbon compounds.
MSTR (MicroStrategy Incorporated): Technology sector, specializes in business intelligence, mobile software, and cloud-based services.
SNX (Synnex Corporation): Industrials sector, provides business process services.
Top 5 Reduced Positions:
BSX (Boston Scientific Corporation): Healthcare sector, develops and manufactures medical devices.
META (Meta Platforms, Inc.): Communication Services sector, operates social media platforms like Facebook and Instagram.
JPM (JPMorgan Chase & Co.): Financials sector, a global financial services firm.
NVDA (NVIDIA Corporation): Technology sector, designs graphics processing units (GPUs) for gaming and professional markets.
MSFT (Microsoft Corporation): Technology sector, a dominant force in personal computing, cloud services, and software.
Stock Picker Funds
Stock picker funds are actively managed investment funds where fund managers select stocks based on detailed analysis and their expertise. These funds aim to outperform market indices by carefully choosing individual stocks, appealing to investors who prefer active management and specialized investment judgment.
Bill Ackman -Pershing Square Capital
Summary:
Bill Ackman's Pershing Square Capital is heavily focused on the consumer discretionary and communication services sectors, with significant holdings in restaurant chains and hospitality, while reducing a major position in home improvement retail.
Sector Specific Insights:
Consumer Discretionary: The largest holdings in CMG, QSR, and HLT reflect a strong commitment to the restaurant and hospitality industries.
Communication Services: A significant position in GOOG indicates confidence in digital advertising and internet services.
Retail: The reduced position in LOW suggests a shift away from home improvement retail.
Legend:
Top 5 Holdings:
HHH (Howard Hughes Corporation): Real Estate sector, develops and operates master planned communities and mixed-use properties.
GOOG (Alphabet Inc.): Communication Services sector, parent company of Google, specializing in internet-related services and products.
QSR (Restaurant Brands International Inc.): Consumer Discretionary sector, owns and operates quick-service restaurant chains including Burger King, Tim Hortons, and Popeyes.
HLT (Hilton Worldwide Holdings Inc.): Consumer Discretionary sector, operates a global portfolio of hotels and resorts.
CMG (Chipotle Mexican Grill, Inc.): Consumer Discretionary sector, operates fast-casual Mexican food restaurants.
Top Reduced Positions:
LOW (Lowe's Companies, Inc.): Consumer Discretionary sector, operates a chain of retail home improvement and appliance stores.
CMG (Chipotle Mexican Grill, Inc.): Consumer Discretionary sector, operates fast-casual Mexican food restaurants.
Bill Ackman's Pershing Square Capital is heavily focused on the consumer discretionary and communication services sectors, with significant holdings in restaurant chains and hospitality, while reducing a major position in home improvement retail.
Sector Specific Insights:
Consumer Discretionary: The largest holdings in CMG, QSR, and HLT reflect a strong commitment to the restaurant and hospitality industries.
Communication Services: A significant position in GOOG indicates confidence in digital advertising and internet services.
Retail: The reduced position in LOW suggests a shift away from home improvement retail.
Legend:
Top 5 Holdings:
HHH (Howard Hughes Corporation): Real Estate sector, develops and operates master planned communities and mixed-use properties.
GOOG (Alphabet Inc.): Communication Services sector, parent company of Google, specializing in internet-related services and products.
QSR (Restaurant Brands International Inc.): Consumer Discretionary sector, owns and operates quick-service restaurant chains including Burger King, Tim Hortons, and Popeyes.
HLT (Hilton Worldwide Holdings Inc.): Consumer Discretionary sector, operates a global portfolio of hotels and resorts.
CMG (Chipotle Mexican Grill, Inc.): Consumer Discretionary sector, operates fast-casual Mexican food restaurants.
Top Reduced Positions:
LOW (Lowe's Companies, Inc.): Consumer Discretionary sector, operates a chain of retail home improvement and appliance stores.
CMG (Chipotle Mexican Grill, Inc.): Consumer Discretionary sector, operates fast-casual Mexican food restaurants.
John Rogers - Ariel Investments
Summary:
John Rogers's Ariel Investments Holdings maintains a diversified portfolio with strong investments in real estate, consumer discretionary, and utilities sectors, while adding new positions in financial services and technology.
Sector Specific Insights:
Real Estate: Significant holdings in JLL and new addition JLL underscore a strategic focus on commercial real estate services.
Consumer Discretionary: Major positions in MAT and MSGE, along with new additions like TDC, indicate a robust interest in entertainment and consumer products.
Utilities: Holdings in GNRC and REZI highlight an interest in energy solutions and home automation.
Legend:
Top 5 Holdings:
REZI (Resideo Technologies, Inc.): Industrials sector, provides home comfort and security solutions.
GNRC (Generac Holdings Inc.): Industrials sector, designs and manufactures power generation equipment and other engine-powered products.
MSGE (Madison Square Garden Entertainment Corp.): Communication Services sector, engages in live entertainment and media businesses.
JLL (Jones Lang LaSalle Incorporated): Real Estate sector, provides commercial real estate and investment management services.
MAT (Mattel, Inc.): Consumer Discretionary sector, designs and manufactures toys and consumer products.
Top 5 New Additions:
MGPI (MGP Ingredients, Inc.): Consumer Staples sector, produces and supplies distilled spirits, specialty wheat proteins, and starch food ingredients.
TDC (Teradata Corporation): Technology sector, provides database and analytics-related software, products, and services.
COF (Capital One Financial Corporation): Financials sector, offers a range of financial products and services including credit cards, loans, and banking.
CVS (CVS Health Corporation): Healthcare sector, provides health services and plans.
APTV (Aptiv PLC): Consumer Discretionary sector, designs and manufactures vehicle components and provides electrical, electronic, and safety technology solutions.
Top 5 Reduced Positions:
LAZ (Lazard Ltd): Financials sector, provides financial advisory and asset management services.
REZI (Resideo Technologies, Inc.): Industrials sector, provides home comfort and security solutions.
GNRC (Generac Holdings Inc.): Industrials sector, designs and manufactures power generation equipment and other engine-powered products.
MSGE (Madison Square Garden Entertainment Corp.): Communication Services sector, engages in live entertainment and media businesses.
JLL (Jones Lang LaSalle Incorporated): Real Estate sector, provides commercial real estate and investment management services.
John Rogers's Ariel Investments Holdings maintains a diversified portfolio with strong investments in real estate, consumer discretionary, and utilities sectors, while adding new positions in financial services and technology.
Sector Specific Insights:
Real Estate: Significant holdings in JLL and new addition JLL underscore a strategic focus on commercial real estate services.
Consumer Discretionary: Major positions in MAT and MSGE, along with new additions like TDC, indicate a robust interest in entertainment and consumer products.
Utilities: Holdings in GNRC and REZI highlight an interest in energy solutions and home automation.
Legend:
Top 5 Holdings:
REZI (Resideo Technologies, Inc.): Industrials sector, provides home comfort and security solutions.
GNRC (Generac Holdings Inc.): Industrials sector, designs and manufactures power generation equipment and other engine-powered products.
MSGE (Madison Square Garden Entertainment Corp.): Communication Services sector, engages in live entertainment and media businesses.
JLL (Jones Lang LaSalle Incorporated): Real Estate sector, provides commercial real estate and investment management services.
MAT (Mattel, Inc.): Consumer Discretionary sector, designs and manufactures toys and consumer products.
Top 5 New Additions:
MGPI (MGP Ingredients, Inc.): Consumer Staples sector, produces and supplies distilled spirits, specialty wheat proteins, and starch food ingredients.
TDC (Teradata Corporation): Technology sector, provides database and analytics-related software, products, and services.
COF (Capital One Financial Corporation): Financials sector, offers a range of financial products and services including credit cards, loans, and banking.
CVS (CVS Health Corporation): Healthcare sector, provides health services and plans.
APTV (Aptiv PLC): Consumer Discretionary sector, designs and manufactures vehicle components and provides electrical, electronic, and safety technology solutions.
Top 5 Reduced Positions:
LAZ (Lazard Ltd): Financials sector, provides financial advisory and asset management services.
REZI (Resideo Technologies, Inc.): Industrials sector, provides home comfort and security solutions.
GNRC (Generac Holdings Inc.): Industrials sector, designs and manufactures power generation equipment and other engine-powered products.
MSGE (Madison Square Garden Entertainment Corp.): Communication Services sector, engages in live entertainment and media businesses.
JLL (Jones Lang LaSalle Incorporated): Real Estate sector, provides commercial real estate and investment management services.
David Tepper - Appaloosa Holdings
Summary:
David Tepper's Appaloosa Holdings demonstrates a strong focus on technology and consumer discretionary sectors, with significant new investments in e-commerce and software, while reducing positions in major tech stocks.
Sector Specific Insights:
Technology: Major holdings in MSFT, NVDA, and new addition ADBE indicate a robust commitment to tech innovation and digital services.
Consumer Discretionary: Large stakes in AMZN and BABA, along with new additions like JD, highlight confidence in e-commerce and online retail.
Communication Services: Significant positions in META and new addition LYFT suggest a strategic interest in social media and ride-sharing platforms.
Legend:
Top 5 Holdings:
NVDA (NVIDIA Corporation): Technology sector, specializes in GPUs for gaming and professional markets, as well as system on a chip units for the mobile computing and automotive market.
META (Meta Platforms, Inc.): Communication Services sector, operates Facebook, Instagram, and other social media platforms.
MSFT (Microsoft Corporation): Technology sector, a dominant force in personal computing, cloud services, and software.
AMZN (Amazon.com, Inc.): Consumer Discretionary sector, engages in the retail sale of consumer products and subscriptions through online and physical stores.
BABA (Alibaba Group Holding Limited): Consumer Discretionary sector, operates as an online and mobile commerce company in China and internationally.
Top New Additions:
LYFT (Lyft, Inc.): Communication Services sector, operates a peer-to-peer marketplace for on-demand ridesharing.
BA (The Boeing Company): Industrials sector, designs, manufactures, and sells airplanes, rotorcraft, rockets, satellites, and telecommunications equipment.
JD (JD.com, Inc.): Consumer Discretionary sector, operates as an e-commerce company and retail infrastructure service provider in China.
ADBE (Adobe Inc.): Technology sector, offers software products and services for creative professionals.
Top 5 Reduced Positions:
GOOGL (Alphabet Inc.): Communication Services sector, parent company of Google, specializing in internet-related services and products.
NVDA (NVIDIA Corporation): Technology sector, specializes in GPUs for gaming and professional markets, as well as system on a chip units for the mobile computing and automotive market.
META (Meta Platforms, Inc.): Communication Services sector, operates Facebook, Instagram, and other social media platforms.
MSFT (Microsoft Corporation): Technology sector, a dominant force in personal computing, cloud services, and software.
AMZN (Amazon.com, Inc.): Consumer Discretionary sector, engages in the retail sale of consumer products and subscriptions through online and physical stores.
David Tepper's Appaloosa Holdings demonstrates a strong focus on technology and consumer discretionary sectors, with significant new investments in e-commerce and software, while reducing positions in major tech stocks.
Sector Specific Insights:
Technology: Major holdings in MSFT, NVDA, and new addition ADBE indicate a robust commitment to tech innovation and digital services.
Consumer Discretionary: Large stakes in AMZN and BABA, along with new additions like JD, highlight confidence in e-commerce and online retail.
Communication Services: Significant positions in META and new addition LYFT suggest a strategic interest in social media and ride-sharing platforms.
Legend:
Top 5 Holdings:
NVDA (NVIDIA Corporation): Technology sector, specializes in GPUs for gaming and professional markets, as well as system on a chip units for the mobile computing and automotive market.
META (Meta Platforms, Inc.): Communication Services sector, operates Facebook, Instagram, and other social media platforms.
MSFT (Microsoft Corporation): Technology sector, a dominant force in personal computing, cloud services, and software.
AMZN (Amazon.com, Inc.): Consumer Discretionary sector, engages in the retail sale of consumer products and subscriptions through online and physical stores.
BABA (Alibaba Group Holding Limited): Consumer Discretionary sector, operates as an online and mobile commerce company in China and internationally.
Top New Additions:
LYFT (Lyft, Inc.): Communication Services sector, operates a peer-to-peer marketplace for on-demand ridesharing.
BA (The Boeing Company): Industrials sector, designs, manufactures, and sells airplanes, rotorcraft, rockets, satellites, and telecommunications equipment.
JD (JD.com, Inc.): Consumer Discretionary sector, operates as an e-commerce company and retail infrastructure service provider in China.
ADBE (Adobe Inc.): Technology sector, offers software products and services for creative professionals.
Top 5 Reduced Positions:
GOOGL (Alphabet Inc.): Communication Services sector, parent company of Google, specializing in internet-related services and products.
NVDA (NVIDIA Corporation): Technology sector, specializes in GPUs for gaming and professional markets, as well as system on a chip units for the mobile computing and automotive market.
META (Meta Platforms, Inc.): Communication Services sector, operates Facebook, Instagram, and other social media platforms.
MSFT (Microsoft Corporation): Technology sector, a dominant force in personal computing, cloud services, and software.
AMZN (Amazon.com, Inc.): Consumer Discretionary sector, engages in the retail sale of consumer products and subscriptions through online and physical stores.
Rajiv Jain - GQG Partners
Summary:
GQG Partners LLC displays a strong focus on the technology and healthcare sectors, with substantial new investments in cloud computing and streaming services, while reducing positions in semiconductors and tech hardware.
Sector Specific Insights:
Technology: Major holdings in NVDA, MSFT, and new additions like SMCI and ANET indicate a robust commitment to tech innovation and infrastructure.
Healthcare: Significant positions in LLY highlight a strategic interest in pharmaceutical and biotech companies.
Communication Services: New investments in SPOT and NFLX suggest a growing interest in digital media and streaming platforms.
Legend:
Top 5 Holdings:
LLY (Eli Lilly and Company): Healthcare sector, develops and manufactures pharmaceutical drugs.
MSFT (Microsoft Corporation): Technology sector, a dominant force in personal computing, cloud services, and software.
AVGO (Broadcom Inc.): Technology sector, designs, develops, and supplies semiconductor and infrastructure software solutions.
META (Meta Platforms, Inc.): Communication Services sector, operates Facebook, Instagram, and other social media platforms.
NVDA (NVIDIA Corporation): Technology sector, specializes in GPUs for gaming and professional markets, as well as system on a chip units for the mobile computing and automotive market.
Top 5 New Additions:
SPOT (Spotify Technology S.A.): Communication Services sector, operates a digital music, podcast, and video streaming service.
ANET (Arista Networks, Inc.): Technology sector, provides networking solutions for large data centers and campus environments.
CRM (Salesforce, Inc.): Technology sector, provides customer relationship management software and applications.
SMCI (Super Micro Computer, Inc.): Technology sector, designs, develops, manufactures, and sells server solutions.
NFLX (Netflix, Inc.): Communication Services sector, provides subscription-based streaming service offering online streaming of a library of films and television programs.
Top 5 Reduced Positions:
ARM (Arm Holdings plc): Technology sector, designs semiconductor intellectual property and software development tools.
APP (AppLovin Corporation): Technology sector, provides a mobile application technology platform.
LRCX (Lam Research Corporation): Technology sector, supplies wafer fabrication equipment and services to the semiconductor industry.
PBR (Petróleo Brasileiro S.A. - Petrobras): Energy sector, engages in oil and gas exploration, production, refining, and transportation.
NVDA (NVIDIA Corporation): Technology sector, specializes in GPUs for gaming and professional markets, as well as system on a chip units for the mobile computing and automotive market
GQG Partners LLC displays a strong focus on the technology and healthcare sectors, with substantial new investments in cloud computing and streaming services, while reducing positions in semiconductors and tech hardware.
Sector Specific Insights:
Technology: Major holdings in NVDA, MSFT, and new additions like SMCI and ANET indicate a robust commitment to tech innovation and infrastructure.
Healthcare: Significant positions in LLY highlight a strategic interest in pharmaceutical and biotech companies.
Communication Services: New investments in SPOT and NFLX suggest a growing interest in digital media and streaming platforms.
Legend:
Top 5 Holdings:
LLY (Eli Lilly and Company): Healthcare sector, develops and manufactures pharmaceutical drugs.
MSFT (Microsoft Corporation): Technology sector, a dominant force in personal computing, cloud services, and software.
AVGO (Broadcom Inc.): Technology sector, designs, develops, and supplies semiconductor and infrastructure software solutions.
META (Meta Platforms, Inc.): Communication Services sector, operates Facebook, Instagram, and other social media platforms.
NVDA (NVIDIA Corporation): Technology sector, specializes in GPUs for gaming and professional markets, as well as system on a chip units for the mobile computing and automotive market.
Top 5 New Additions:
SPOT (Spotify Technology S.A.): Communication Services sector, operates a digital music, podcast, and video streaming service.
ANET (Arista Networks, Inc.): Technology sector, provides networking solutions for large data centers and campus environments.
CRM (Salesforce, Inc.): Technology sector, provides customer relationship management software and applications.
SMCI (Super Micro Computer, Inc.): Technology sector, designs, develops, manufactures, and sells server solutions.
NFLX (Netflix, Inc.): Communication Services sector, provides subscription-based streaming service offering online streaming of a library of films and television programs.
Top 5 Reduced Positions:
ARM (Arm Holdings plc): Technology sector, designs semiconductor intellectual property and software development tools.
APP (AppLovin Corporation): Technology sector, provides a mobile application technology platform.
LRCX (Lam Research Corporation): Technology sector, supplies wafer fabrication equipment and services to the semiconductor industry.
PBR (Petróleo Brasileiro S.A. - Petrobras): Energy sector, engages in oil and gas exploration, production, refining, and transportation.
NVDA (NVIDIA Corporation): Technology sector, specializes in GPUs for gaming and professional markets, as well as system on a chip units for the mobile computing and automotive market
William Harnisch - Peconic Partners
Summary:
William Harnisch's Peconic Partners demonstrates a strong focus on the energy and industrials sectors, with substantial new investments in utilities and consumer discretionary, while reducing positions in technology and communication services.
Sector Specific Insights:
Energy: Major holdings in PWR and new additions like FE and SO indicate a strong commitment to the energy sector, particularly in infrastructure and utilities.
Industrials: The significant stake in DY highlights an interest in engineering and construction services.
Consumer Discretionary: Holdings in CCL and new addition CCL suggest confidence in the travel and leisure industry.
Legend:
Top 5 Holdings:
NEE (NextEra Energy, Inc.): Utilities sector, generates renewable energy from wind and solar projects and operates power generation facilities.
CCL (Carnival Corporation & plc): Consumer Discretionary sector, operates as a cruise company and provides vacations to various destinations.
MU (Micron Technology, Inc.): Technology sector, designs, manufactures, and sells memory and storage products.
DY (Dycom Industries, Inc.): Industrials sector, provides specialty contracting services to the telecommunications and infrastructure industries.
PWR (Quanta Services, Inc.): Industrials sector, provides specialty contracting services, offering infrastructure solutions for the electric power, oil and gas, and communications industries.
Top 5 New Additions:
FE (FirstEnergy Corp.): Utilities sector, generates, transmits, and distributes electricity.
SO (The Southern Company): Utilities sector, engages in the generation, transmission, and distribution of electricity.
NEE (NextEra Energy, Inc.): Utilities sector, generates renewable energy from wind and solar projects and operates power generation facilities.
CCL (Carnival Corporation & plc): Consumer Discretionary sector, operates as a cruise company and provides vacations to various destinations.
Top 5 Reduced Positions:
GOOGL (Alphabet Inc.): Communication Services sector, parent company of Google, specializing in internet-related services and products.
CNK (Cinemark Holdings, Inc.): Communication Services sector, operates a chain of movie theaters.
CLF (Cleveland-Cliffs Inc.): Materials sector, produces flat-rolled steel products.
WC (Waste Connections, Inc.): Industrials sector, provides solid waste collection, transfer, disposal, and recycling services.
AMZN (Amazon.com, Inc.): Consumer Discretionary sector, engages in the retail sale of consumer products and subscriptions through online and physical stores.
William Harnisch's Peconic Partners demonstrates a strong focus on the energy and industrials sectors, with substantial new investments in utilities and consumer discretionary, while reducing positions in technology and communication services.
Sector Specific Insights:
Energy: Major holdings in PWR and new additions like FE and SO indicate a strong commitment to the energy sector, particularly in infrastructure and utilities.
Industrials: The significant stake in DY highlights an interest in engineering and construction services.
Consumer Discretionary: Holdings in CCL and new addition CCL suggest confidence in the travel and leisure industry.
Legend:
Top 5 Holdings:
NEE (NextEra Energy, Inc.): Utilities sector, generates renewable energy from wind and solar projects and operates power generation facilities.
CCL (Carnival Corporation & plc): Consumer Discretionary sector, operates as a cruise company and provides vacations to various destinations.
MU (Micron Technology, Inc.): Technology sector, designs, manufactures, and sells memory and storage products.
DY (Dycom Industries, Inc.): Industrials sector, provides specialty contracting services to the telecommunications and infrastructure industries.
PWR (Quanta Services, Inc.): Industrials sector, provides specialty contracting services, offering infrastructure solutions for the electric power, oil and gas, and communications industries.
Top 5 New Additions:
FE (FirstEnergy Corp.): Utilities sector, generates, transmits, and distributes electricity.
SO (The Southern Company): Utilities sector, engages in the generation, transmission, and distribution of electricity.
NEE (NextEra Energy, Inc.): Utilities sector, generates renewable energy from wind and solar projects and operates power generation facilities.
CCL (Carnival Corporation & plc): Consumer Discretionary sector, operates as a cruise company and provides vacations to various destinations.
Top 5 Reduced Positions:
GOOGL (Alphabet Inc.): Communication Services sector, parent company of Google, specializing in internet-related services and products.
CNK (Cinemark Holdings, Inc.): Communication Services sector, operates a chain of movie theaters.
CLF (Cleveland-Cliffs Inc.): Materials sector, produces flat-rolled steel products.
WC (Waste Connections, Inc.): Industrials sector, provides solid waste collection, transfer, disposal, and recycling services.
AMZN (Amazon.com, Inc.): Consumer Discretionary sector, engages in the retail sale of consumer products and subscriptions through online and physical stores.
Stepehen Sloan - Arcus Capital Partners
Summary:
Stephen S. Sloan's Arcus Capital Partners LLC exhibits a diversified portfolio with strong investments in consumer staples and technology sectors, while making new investments in e-commerce and industrials.
Sector Specific Insights:
Consumer Staples: Significant holdings in KO and DFH, along with reduced positions in the same stocks, indicate a continued focus on staple goods and beverages.
Technology: Holdings in AAPL and WDAY, along with new addition FTV, highlight a strong interest in tech innovation and enterprise software.
Consumer Discretionary: New positions in CPNG and CELH suggest a strategic interest in e-commerce and health-oriented consumer products.
Legend:
Top 5 Holdings:
AAPL (Apple Inc.): Technology sector, designs, manufactures, and markets smartphones, personal computers, tablets, wearables, and accessories.
WDAY (Workday, Inc.): Technology sector, provides enterprise cloud applications for finance and human resources.
CELH (Celsius Holdings, Inc.): Consumer Staples sector, develops, markets, and sells functional fitness drinks.
KO (The Coca-Cola Company): Consumer Staples sector, manufactures and sells various nonalcoholic beverages worldwide.
DFH (Dream Finders Homes, Inc.): Consumer Discretionary sector, engages in the homebuilding business.
Top 5 New Additions:
CPNG (Coupang, Inc.): Consumer Discretionary sector, a leading e-commerce platform in South Korea.
BDX (Becton, Dickinson and Company): Healthcare sector, develops, manufactures, and sells medical devices, instrument systems, and reagents.
AEE (Ameren Corporation): Utilities sector, generates and distributes electricity and natural gas.
FTV (Fortive Corporation): Industrials sector, designs, manufactures, and markets professional and industrial technologies.
V (Visa Inc.): Financials sector, operates as a global payments technology company.
Top 5 Reduced Positions:
AAPL (Apple Inc.): Technology sector, designs, manufactures, and markets smartphones, personal computers, tablets, wearables, and accessories.
WDAY (Workday, Inc.): Technology sector, provides enterprise cloud applications for finance and human resources.
CELH (Celsius Holdings, Inc.): Consumer Staples sector, develops, markets, and sells functional fitness drinks.
KO (The Coca-Cola Company): Consumer Staples sector, manufactures and sells various nonalcoholic beverages worldwide.
DFH (Dream Finders Homes, Inc.): Consumer Discretionary sector, engages in the homebuilding business.
Stephen S. Sloan's Arcus Capital Partners LLC exhibits a diversified portfolio with strong investments in consumer staples and technology sectors, while making new investments in e-commerce and industrials.
Sector Specific Insights:
Consumer Staples: Significant holdings in KO and DFH, along with reduced positions in the same stocks, indicate a continued focus on staple goods and beverages.
Technology: Holdings in AAPL and WDAY, along with new addition FTV, highlight a strong interest in tech innovation and enterprise software.
Consumer Discretionary: New positions in CPNG and CELH suggest a strategic interest in e-commerce and health-oriented consumer products.
Legend:
Top 5 Holdings:
AAPL (Apple Inc.): Technology sector, designs, manufactures, and markets smartphones, personal computers, tablets, wearables, and accessories.
WDAY (Workday, Inc.): Technology sector, provides enterprise cloud applications for finance and human resources.
CELH (Celsius Holdings, Inc.): Consumer Staples sector, develops, markets, and sells functional fitness drinks.
KO (The Coca-Cola Company): Consumer Staples sector, manufactures and sells various nonalcoholic beverages worldwide.
DFH (Dream Finders Homes, Inc.): Consumer Discretionary sector, engages in the homebuilding business.
Top 5 New Additions:
CPNG (Coupang, Inc.): Consumer Discretionary sector, a leading e-commerce platform in South Korea.
BDX (Becton, Dickinson and Company): Healthcare sector, develops, manufactures, and sells medical devices, instrument systems, and reagents.
AEE (Ameren Corporation): Utilities sector, generates and distributes electricity and natural gas.
FTV (Fortive Corporation): Industrials sector, designs, manufactures, and markets professional and industrial technologies.
V (Visa Inc.): Financials sector, operates as a global payments technology company.
Top 5 Reduced Positions:
AAPL (Apple Inc.): Technology sector, designs, manufactures, and markets smartphones, personal computers, tablets, wearables, and accessories.
WDAY (Workday, Inc.): Technology sector, provides enterprise cloud applications for finance and human resources.
CELH (Celsius Holdings, Inc.): Consumer Staples sector, develops, markets, and sells functional fitness drinks.
KO (The Coca-Cola Company): Consumer Staples sector, manufactures and sells various nonalcoholic beverages worldwide.
DFH (Dream Finders Homes, Inc.): Consumer Discretionary sector, engages in the homebuilding business.
Eric Bannasch - Cadian Capital
Summary:
Eric Bannasch's Cadian Capital Management shows a strong focus on technology and software sectors, with substantial new investments in software and digital services, while reducing positions in some existing tech holdings.
Sector Specific Insights:
Technology: Major holdings in VRNS, BRZE, and new additions like SMAR and ESTC indicate a strong commitment to tech innovation and enterprise software solutions.
Consumer Discretionary: Holdings in PLNT and new addition TKO suggest confidence in consumer services and entertainment.
Software & Services: New investments in RELY and GLBE highlight interest in fintech and e-commerce platforms.
Legend:
Top 5 Holdings:
CTRO (Certara, Inc.): Healthcare sector, provides biosimulation software and technology-enabled services to accelerate drug development.
VRNS (Varonis Systems, Inc.): Technology sector, provides software solutions for data security and analytics.
BRZE (Braze, Inc.): Technology sector, offers customer engagement platform that delivers messaging experiences across push, email, in-product, and more.
PCOR (Procore Technologies, Inc.): Technology sector, provides construction management software.
PLNT (Planet Fitness, Inc.): Consumer Discretionary sector, operates and franchises fitness centers.
Top 5 New Additions:
TKO (TKO Group Holdings, Inc.): Communication Services sector, operates as a media and entertainment company.
GLBE (Global-e Online Ltd.): Technology sector, provides cross-border e-commerce solutions.
SMAR (Smartsheet Inc.): Technology sector, provides cloud-based platform for work management and automation solutions.
ESTC (Elastic N.V.): Technology sector, provides open-source search and analytics engine for various data types.
RELY (Remitly Global, Inc.): Financials sector, offers digital financial services for immigrants and their families in over 135 countries.
Top 5 Reduced Positions:
PEGA (Pegasystems Inc.): Technology sector, develops software for customer relationship management and business process management.
HUBS (HubSpot, Inc.): Technology sector, provides a cloud-based marketing, sales, and customer service software platform.
CXM (Sprinklr, Inc.): Technology sector, provides enterprise software for customer experience management.
CTLT (Catalent, Inc.): Healthcare sector, provides delivery technologies, development, drug manufacturing, biologics, gene therapies, and consumer health products.
PCOR (Procore Technologies, Inc.): Technology sector, provides construction management software.
Eric Bannasch's Cadian Capital Management shows a strong focus on technology and software sectors, with substantial new investments in software and digital services, while reducing positions in some existing tech holdings.
Sector Specific Insights:
Technology: Major holdings in VRNS, BRZE, and new additions like SMAR and ESTC indicate a strong commitment to tech innovation and enterprise software solutions.
Consumer Discretionary: Holdings in PLNT and new addition TKO suggest confidence in consumer services and entertainment.
Software & Services: New investments in RELY and GLBE highlight interest in fintech and e-commerce platforms.
Legend:
Top 5 Holdings:
CTRO (Certara, Inc.): Healthcare sector, provides biosimulation software and technology-enabled services to accelerate drug development.
VRNS (Varonis Systems, Inc.): Technology sector, provides software solutions for data security and analytics.
BRZE (Braze, Inc.): Technology sector, offers customer engagement platform that delivers messaging experiences across push, email, in-product, and more.
PCOR (Procore Technologies, Inc.): Technology sector, provides construction management software.
PLNT (Planet Fitness, Inc.): Consumer Discretionary sector, operates and franchises fitness centers.
Top 5 New Additions:
TKO (TKO Group Holdings, Inc.): Communication Services sector, operates as a media and entertainment company.
GLBE (Global-e Online Ltd.): Technology sector, provides cross-border e-commerce solutions.
SMAR (Smartsheet Inc.): Technology sector, provides cloud-based platform for work management and automation solutions.
ESTC (Elastic N.V.): Technology sector, provides open-source search and analytics engine for various data types.
RELY (Remitly Global, Inc.): Financials sector, offers digital financial services for immigrants and their families in over 135 countries.
Top 5 Reduced Positions:
PEGA (Pegasystems Inc.): Technology sector, develops software for customer relationship management and business process management.
HUBS (HubSpot, Inc.): Technology sector, provides a cloud-based marketing, sales, and customer service software platform.
CXM (Sprinklr, Inc.): Technology sector, provides enterprise software for customer experience management.
CTLT (Catalent, Inc.): Healthcare sector, provides delivery technologies, development, drug manufacturing, biologics, gene therapies, and consumer health products.
PCOR (Procore Technologies, Inc.): Technology sector, provides construction management software.
Rishi Shah - Eversept Partners LP
Summary:
Rishi Shah's Eversept Partners LP shows a strong focus on the healthcare sector, with significant new investments in pharmaceuticals and medical devices, while reducing positions in some existing healthcare holdings.
Sector Specific Insights:
Healthcare: The portfolio is heavily weighted towards the healthcare sector, with major holdings in NTRA, GSK, and TEVA, and new additions like PFE and MNKD indicating a strong commitment to pharmaceuticals and medical devices.
Pharmaceuticals: New positions in LLY and GH suggest a strategic interest in biopharmaceuticals and diagnostic technologies.
Medical Devices: The significant stake in INSP and new addition MNKD highlight a focus on innovative medical device companies.
Legend:
Top 5 Holdings:
VERA (Vera Therapeutics, Inc.): Healthcare sector, focuses on developing and commercializing transformative treatments for immunological diseases.
TEVA (Teva Pharmaceutical Industries Limited): Healthcare sector, a global pharmaceutical company that develops, manufactures, and markets generic and specialty medicines.
INSP (Inspire Medical Systems, Inc.): Healthcare sector, develops and manufactures medical devices for treating obstructive sleep apnea.
GSK (GlaxoSmithKline plc): Healthcare sector, a global healthcare company that researches, develops, and manufactures pharmaceutical medicines, vaccines, and consumer healthcare products.
NTRA (Natera, Inc.): Healthcare sector, provides cell-free DNA testing technology.
Top 5 New Additions:
GH (Guardant Health, Inc.): Healthcare sector, provides blood tests, data sets, and analytics for cancer management.
LLY (Eli Lilly and Company): Healthcare sector, develops and manufactures pharmaceutical drugs.
MNKD (MannKind Corporation): Healthcare sector, focuses on the development and commercialization of inhaled therapeutic products for patients with diseases such as diabetes and pulmonary arterial hypertension.
VTRS (Viatris Inc.): Healthcare sector, provides access to medicines, sustainable operations, and innovative solutions.
PFE (Pfizer Inc.): Healthcare sector, a global biopharmaceutical company engaged in the discovery, development, and manufacture of healthcare products.
Top 5 Reduced Positions:
HCA (HCA Healthcare, Inc.): Healthcare sector, operates hospitals and provides healthcare services.
SNDX (Syndax Pharmaceuticals, Inc.): Healthcare sector, focuses on the development and commercialization of therapies for various cancer indications.
VERA (Vera Therapeutics, Inc.): Healthcare sector, focuses on developing and commercializing transformative treatments for immunological diseases.
TEVA (Teva Pharmaceutical Industries Limited): Healthcare sector, a global pharmaceutical company that develops, manufactures, and markets generic and specialty medicines.
NTRA (Natera, Inc.): Healthcare sector, provides cell-free DNA testing technology.
Rishi Shah's Eversept Partners LP shows a strong focus on the healthcare sector, with significant new investments in pharmaceuticals and medical devices, while reducing positions in some existing healthcare holdings.
Sector Specific Insights:
Healthcare: The portfolio is heavily weighted towards the healthcare sector, with major holdings in NTRA, GSK, and TEVA, and new additions like PFE and MNKD indicating a strong commitment to pharmaceuticals and medical devices.
Pharmaceuticals: New positions in LLY and GH suggest a strategic interest in biopharmaceuticals and diagnostic technologies.
Medical Devices: The significant stake in INSP and new addition MNKD highlight a focus on innovative medical device companies.
Legend:
Top 5 Holdings:
VERA (Vera Therapeutics, Inc.): Healthcare sector, focuses on developing and commercializing transformative treatments for immunological diseases.
TEVA (Teva Pharmaceutical Industries Limited): Healthcare sector, a global pharmaceutical company that develops, manufactures, and markets generic and specialty medicines.
INSP (Inspire Medical Systems, Inc.): Healthcare sector, develops and manufactures medical devices for treating obstructive sleep apnea.
GSK (GlaxoSmithKline plc): Healthcare sector, a global healthcare company that researches, develops, and manufactures pharmaceutical medicines, vaccines, and consumer healthcare products.
NTRA (Natera, Inc.): Healthcare sector, provides cell-free DNA testing technology.
Top 5 New Additions:
GH (Guardant Health, Inc.): Healthcare sector, provides blood tests, data sets, and analytics for cancer management.
LLY (Eli Lilly and Company): Healthcare sector, develops and manufactures pharmaceutical drugs.
MNKD (MannKind Corporation): Healthcare sector, focuses on the development and commercialization of inhaled therapeutic products for patients with diseases such as diabetes and pulmonary arterial hypertension.
VTRS (Viatris Inc.): Healthcare sector, provides access to medicines, sustainable operations, and innovative solutions.
PFE (Pfizer Inc.): Healthcare sector, a global biopharmaceutical company engaged in the discovery, development, and manufacture of healthcare products.
Top 5 Reduced Positions:
HCA (HCA Healthcare, Inc.): Healthcare sector, operates hospitals and provides healthcare services.
SNDX (Syndax Pharmaceuticals, Inc.): Healthcare sector, focuses on the development and commercialization of therapies for various cancer indications.
VERA (Vera Therapeutics, Inc.): Healthcare sector, focuses on developing and commercializing transformative treatments for immunological diseases.
TEVA (Teva Pharmaceutical Industries Limited): Healthcare sector, a global pharmaceutical company that develops, manufactures, and markets generic and specialty medicines.
NTRA (Natera, Inc.): Healthcare sector, provides cell-free DNA testing technology.
Andreas Halvorsen - Viking Global Investors
Summary:
Andreas Halvorsen's Viking Global Investors exhibits a diversified portfolio with substantial investments in information technology and consumer discretionary sectors, while actively adding new positions in software and retail.
Sector Specific Insights:
Information Technology: Significant holdings in AMZN and WDAY reflect a robust focus on cloud services and enterprise software solutions.
Consumer Discretionary: Major positions in V and PM demonstrate confidence in the payments industry and consumer goods.
Software: New positions in ADBE and MSFT highlight an increased emphasis on software innovation and productivity tools.
Retail: The addition of DLTR suggests a strategic move towards value retail.
Legend:
Top 5 Holdings:
APG (American Public Education, Inc.): Consumer Discretionary sector, provides online and on-campus postsecondary education.
PM (Philip Morris International Inc.): Consumer Staples sector, manufactures and sells cigarettes, other nicotine-containing products, and reduced-risk products.
AMZN (Amazon.com, Inc.): Consumer Discretionary sector, an e-commerce and cloud computing giant.
WDAY (Workday, Inc.): Information Technology sector, provides enterprise cloud applications for finance and human resources.
V (Visa Inc.): Financials sector, operates a global payments technology network facilitating digital and electronic payments.
Top 5 New Additions:
ADBE (Adobe Inc.): Information Technology sector, provides software solutions for creative and digital marketing professionals.
DLTR (Dollar Tree, Inc.): Consumer Discretionary sector, operates discount variety stores.
AAPL (Apple Inc.): Technology sector, designs, manufactures, and markets smartphones, personal computers, tablets, wearables, and accessories.
MSFT (Microsoft Corporation): Technology sector, a leader in personal computing, cloud services, and software.
LVS (Las Vegas Sands Corp.): Consumer Discretionary sector, develops, owns, and operates integrated resorts in the United States and Asia.
Top 5 Reduced Positions:
DHR (Danaher Corporation): Healthcare sector, designs, manufactures, and markets professional, medical, industrial, and commercial products and services.
AMP (Ameriprise Financial, Inc.): Financials sector, provides financial planning, products, and services.
AMD (Advanced Micro Devices, Inc.): Technology sector, designs and produces microprocessors and graphics processors.
FTV (Fortive Corporation): Industrials sector, designs, manufactures, and markets professional, medical, industrial, and commercial products and services.
APG (American Public Education, Inc.): Consumer Discretionary sector, provides online and on-campus postsecondary education.
Andreas Halvorsen's Viking Global Investors exhibits a diversified portfolio with substantial investments in information technology and consumer discretionary sectors, while actively adding new positions in software and retail.
Sector Specific Insights:
Information Technology: Significant holdings in AMZN and WDAY reflect a robust focus on cloud services and enterprise software solutions.
Consumer Discretionary: Major positions in V and PM demonstrate confidence in the payments industry and consumer goods.
Software: New positions in ADBE and MSFT highlight an increased emphasis on software innovation and productivity tools.
Retail: The addition of DLTR suggests a strategic move towards value retail.
Legend:
Top 5 Holdings:
APG (American Public Education, Inc.): Consumer Discretionary sector, provides online and on-campus postsecondary education.
PM (Philip Morris International Inc.): Consumer Staples sector, manufactures and sells cigarettes, other nicotine-containing products, and reduced-risk products.
AMZN (Amazon.com, Inc.): Consumer Discretionary sector, an e-commerce and cloud computing giant.
WDAY (Workday, Inc.): Information Technology sector, provides enterprise cloud applications for finance and human resources.
V (Visa Inc.): Financials sector, operates a global payments technology network facilitating digital and electronic payments.
Top 5 New Additions:
ADBE (Adobe Inc.): Information Technology sector, provides software solutions for creative and digital marketing professionals.
DLTR (Dollar Tree, Inc.): Consumer Discretionary sector, operates discount variety stores.
AAPL (Apple Inc.): Technology sector, designs, manufactures, and markets smartphones, personal computers, tablets, wearables, and accessories.
MSFT (Microsoft Corporation): Technology sector, a leader in personal computing, cloud services, and software.
LVS (Las Vegas Sands Corp.): Consumer Discretionary sector, develops, owns, and operates integrated resorts in the United States and Asia.
Top 5 Reduced Positions:
DHR (Danaher Corporation): Healthcare sector, designs, manufactures, and markets professional, medical, industrial, and commercial products and services.
AMP (Ameriprise Financial, Inc.): Financials sector, provides financial planning, products, and services.
AMD (Advanced Micro Devices, Inc.): Technology sector, designs and produces microprocessors and graphics processors.
FTV (Fortive Corporation): Industrials sector, designs, manufactures, and markets professional, medical, industrial, and commercial products and services.
APG (American Public Education, Inc.): Consumer Discretionary sector, provides online and on-campus postsecondary education.
Daniel Loeb - Third Point
Summary:
Daniel Loeb's Third Point showcases a diversified portfolio with significant investments in technology and consumer discretionary sectors, while actively adding new positions in financials and semiconductors.
Sector Specific Insights:
Technology: Significant holdings in MSFT and GOOGL reflect a strong focus on tech innovation and digital services.
Consumer Discretionary: Major positions in AMZN and BBWI indicate confidence in e-commerce and retail sectors.
Financials: New positions in GS highlight a strategic move towards financial services.
Semiconductors: The addition of MRVL suggests a growing interest in semiconductor technology.
Legend:
Top 5 Holdings:
META (Meta Platforms, Inc.): Communication Services sector, operates social media platforms like Facebook and Instagram.
BBWI (Bath & Body Works, Inc.): Consumer Discretionary sector, operates a specialty retailer of personal care and beauty products.
MSFT (Microsoft Corporation): Technology sector, a leader in personal computing, cloud services, and software.
AMZN (Amazon.com, Inc.): Consumer Discretionary sector, an e-commerce and cloud computing giant.
PCG (Pacific Gas and Electric Company): Utilities sector, provides natural gas and electricity.
Top 5 New Additions:
GS (The Goldman Sachs Group, Inc.): Financials sector, a leading global investment banking, securities, and investment management firm.
MRVL (Marvell Technology, Inc.): Technology sector, develops and markets semiconductors and related technology.
AAP (Advance Auto Parts, Inc.): Consumer Discretionary sector, provides automotive aftermarket parts.
APGI (American Power Group Corporation): Industrials sector, specializes in the conversion of commercial engines to operate on natural gas.
GOOGL (Alphabet Inc.): Communication Services sector, operates Google and various other digital services.
Top 5 Reduced Positions:
UBER (Uber Technologies, Inc.): Industrials sector, operates a ride-hailing platform and food delivery services.
IFF (International Flavors & Fragrances Inc.): Materials sector, produces flavors and fragrances for the food, beverage, personal care, and household products industries.
VST (Vistra Corp.): Utilities sector, operates an integrated power company.
BBWI (Bath & Body Works, Inc.): Consumer Discretionary sector, operates a specialty retailer of personal care and beauty products.
MSFT (Microsoft Corporation): Technology sector, a dominant force in personal computing, cloud services, and software.
Daniel Loeb's Third Point showcases a diversified portfolio with significant investments in technology and consumer discretionary sectors, while actively adding new positions in financials and semiconductors.
Sector Specific Insights:
Technology: Significant holdings in MSFT and GOOGL reflect a strong focus on tech innovation and digital services.
Consumer Discretionary: Major positions in AMZN and BBWI indicate confidence in e-commerce and retail sectors.
Financials: New positions in GS highlight a strategic move towards financial services.
Semiconductors: The addition of MRVL suggests a growing interest in semiconductor technology.
Legend:
Top 5 Holdings:
META (Meta Platforms, Inc.): Communication Services sector, operates social media platforms like Facebook and Instagram.
BBWI (Bath & Body Works, Inc.): Consumer Discretionary sector, operates a specialty retailer of personal care and beauty products.
MSFT (Microsoft Corporation): Technology sector, a leader in personal computing, cloud services, and software.
AMZN (Amazon.com, Inc.): Consumer Discretionary sector, an e-commerce and cloud computing giant.
PCG (Pacific Gas and Electric Company): Utilities sector, provides natural gas and electricity.
Top 5 New Additions:
GS (The Goldman Sachs Group, Inc.): Financials sector, a leading global investment banking, securities, and investment management firm.
MRVL (Marvell Technology, Inc.): Technology sector, develops and markets semiconductors and related technology.
AAP (Advance Auto Parts, Inc.): Consumer Discretionary sector, provides automotive aftermarket parts.
APGI (American Power Group Corporation): Industrials sector, specializes in the conversion of commercial engines to operate on natural gas.
GOOGL (Alphabet Inc.): Communication Services sector, operates Google and various other digital services.
Top 5 Reduced Positions:
UBER (Uber Technologies, Inc.): Industrials sector, operates a ride-hailing platform and food delivery services.
IFF (International Flavors & Fragrances Inc.): Materials sector, produces flavors and fragrances for the food, beverage, personal care, and household products industries.
VST (Vistra Corp.): Utilities sector, operates an integrated power company.
BBWI (Bath & Body Works, Inc.): Consumer Discretionary sector, operates a specialty retailer of personal care and beauty products.
MSFT (Microsoft Corporation): Technology sector, a dominant force in personal computing, cloud services, and software.
Bill Peckford - Polar Asset Management
Summary:
Bill Peckford's Polar Asset Management shows a diversified portfolio with substantial investments in healthcare and consumer discretionary sectors, while actively adding new positions in technology and communication services.
Sector Specific Insights:
Healthcare: Significant holdings in PODD and BSX reflect a strong focus on medical devices and healthcare technology.
Consumer Discretionary: Major positions in AEO and BSX indicate confidence in retail and consumer health products.
Technology: New positions in TRMB and TCN highlight a strategic move towards technology services and infrastructure.
Communication Services: The addition of CMCSA suggests a growing interest in media and telecommunications.
Legend:
Top 5 Holdings:
HUBB (Hubbell Incorporated): Industrials sector, designs, manufactures, and sells electrical and electronic products.
BSX (Boston Scientific Corporation): Healthcare sector, develops and manufactures medical devices.
AEON (Aeon Co., Ltd.): Consumer Discretionary sector, operates general merchandise stores and supermarkets.
PXD (Pioneer Natural Resources Company): Energy sector, focuses on hydrocarbon exploration.
PODD (Insulet Corporation): Healthcare sector, develops and manufactures insulin delivery systems.
Top 5 New Additions:
TCN (Tricon Residential Inc.): Real Estate sector, owns and manages rental properties.
MRK (Merck & Co., Inc.): Healthcare sector, develops and manufactures pharmaceuticals.
TRMB (Trimble Inc.): Technology sector, provides positioning, modeling, connectivity, and data analytics solutions.
CMCSA (Comcast Corporation): Communication Services sector, provides media, entertainment, and communication services.
BDX (Becton, Dickinson and Company): Healthcare sector, manufactures and sells medical devices, instrument systems, and reagents.
Top 5 Reduced Positions:
NOA (North American Construction Group Ltd.): Energy sector, provides mining and heavy construction services.
META (Meta Platforms, Inc.): Communication Services sector, operates social media platforms like Facebook and Instagram.
PNR (Pentair plc): Industrials sector, provides water treatment solutions.
BSX (Boston Scientific Corporation): Healthcare sector, develops and manufactures medical devices.
AEON (Aeon Co., Ltd.): Consumer Discretionary sector, operates general merchandise stores and supermarkets.
Bill Peckford's Polar Asset Management shows a diversified portfolio with substantial investments in healthcare and consumer discretionary sectors, while actively adding new positions in technology and communication services.
Sector Specific Insights:
Healthcare: Significant holdings in PODD and BSX reflect a strong focus on medical devices and healthcare technology.
Consumer Discretionary: Major positions in AEO and BSX indicate confidence in retail and consumer health products.
Technology: New positions in TRMB and TCN highlight a strategic move towards technology services and infrastructure.
Communication Services: The addition of CMCSA suggests a growing interest in media and telecommunications.
Legend:
Top 5 Holdings:
HUBB (Hubbell Incorporated): Industrials sector, designs, manufactures, and sells electrical and electronic products.
BSX (Boston Scientific Corporation): Healthcare sector, develops and manufactures medical devices.
AEON (Aeon Co., Ltd.): Consumer Discretionary sector, operates general merchandise stores and supermarkets.
PXD (Pioneer Natural Resources Company): Energy sector, focuses on hydrocarbon exploration.
PODD (Insulet Corporation): Healthcare sector, develops and manufactures insulin delivery systems.
Top 5 New Additions:
TCN (Tricon Residential Inc.): Real Estate sector, owns and manages rental properties.
MRK (Merck & Co., Inc.): Healthcare sector, develops and manufactures pharmaceuticals.
TRMB (Trimble Inc.): Technology sector, provides positioning, modeling, connectivity, and data analytics solutions.
CMCSA (Comcast Corporation): Communication Services sector, provides media, entertainment, and communication services.
BDX (Becton, Dickinson and Company): Healthcare sector, manufactures and sells medical devices, instrument systems, and reagents.
Top 5 Reduced Positions:
NOA (North American Construction Group Ltd.): Energy sector, provides mining and heavy construction services.
META (Meta Platforms, Inc.): Communication Services sector, operates social media platforms like Facebook and Instagram.
PNR (Pentair plc): Industrials sector, provides water treatment solutions.
BSX (Boston Scientific Corporation): Healthcare sector, develops and manufactures medical devices.
AEON (Aeon Co., Ltd.): Consumer Discretionary sector, operates general merchandise stores and supermarkets.
Tiger Funds
Tiger funds, named after the famous 'Tiger Management' hedge fund, typically follow a similar investment approach that blends macroeconomic analysis with stock picking. They often invest in a diverse range of assets, seeking high returns through both traditional and alternative strategies, appealing to risk-tolerant investors.
Chase Coleman -Tiger Global
Summary:
Chase Coleman's Tiger Global Management demonstrates a strong focus on technology and communication services sectors, with significant new investments in e-commerce and social media, while reducing positions in some existing tech and consumer discretionary stocks.
Sector Specific Insights:
Technology: Major holdings in MSFT and new additions like RDDT indicate a robust commitment to tech innovation and digital platforms.
Communication Services: Significant positions in META and GOOGL, along with new addition FWONK, highlight confidence in digital advertising and media.
Consumer Discretionary: Holdings in AMZN and reduced positions in JD and UBER suggest a strategic interest in e-commerce and ride-sharing services.
Legend:
Top 5 Holdings:
AMZN (Amazon.com, Inc.): Consumer Discretionary sector, engages in the retail sale of consumer products and subscriptions through online and physical stores.
APO (Apollo Global Management, Inc.): Financials sector, a global alternative investment manager.
GOOGL (Alphabet Inc.): Communication Services sector, parent company of Google, specializing in internet-related services and products.
MSFT (Microsoft Corporation): Technology sector, a dominant force in personal computing, cloud services, and software.
META (Meta Platforms, Inc.): Communication Services sector, operates Facebook, Instagram, and other social media platforms.
Top 5 New Additions:
ALAB (Allegiance Bancshares, Inc.): Financials sector, provides a range of commercial and personal banking services.
RDDT (Reddit, Inc.): Communication Services sector, operates a social news aggregation, web content rating, and discussion website.
FWONK (Formula One Group): Communication Services sector, operates as a motorsport business and holds the commercial rights to the FIA Formula One World Championship.
Top 5 Reduced Positions:
JD (JD.com, Inc.): Consumer Discretionary sector, operates as an e-commerce company and retail infrastructure service provider in China.
NU (Nu Holdings Ltd.): Financials sector, provides digital banking services.
UBER (Uber Technologies, Inc.): Technology sector, provides ride-hailing, food delivery, and freight services.
LRCX (Lam Research Corporation): Technology sector, supplies wafer fabrication equipment and services to the semiconductor industry.
WDAY (Workday, Inc.): Technology sector, provides enterprise cloud applications for finance and human resources.
Chase Coleman's Tiger Global Management demonstrates a strong focus on technology and communication services sectors, with significant new investments in e-commerce and social media, while reducing positions in some existing tech and consumer discretionary stocks.
Sector Specific Insights:
Technology: Major holdings in MSFT and new additions like RDDT indicate a robust commitment to tech innovation and digital platforms.
Communication Services: Significant positions in META and GOOGL, along with new addition FWONK, highlight confidence in digital advertising and media.
Consumer Discretionary: Holdings in AMZN and reduced positions in JD and UBER suggest a strategic interest in e-commerce and ride-sharing services.
Legend:
Top 5 Holdings:
AMZN (Amazon.com, Inc.): Consumer Discretionary sector, engages in the retail sale of consumer products and subscriptions through online and physical stores.
APO (Apollo Global Management, Inc.): Financials sector, a global alternative investment manager.
GOOGL (Alphabet Inc.): Communication Services sector, parent company of Google, specializing in internet-related services and products.
MSFT (Microsoft Corporation): Technology sector, a dominant force in personal computing, cloud services, and software.
META (Meta Platforms, Inc.): Communication Services sector, operates Facebook, Instagram, and other social media platforms.
Top 5 New Additions:
ALAB (Allegiance Bancshares, Inc.): Financials sector, provides a range of commercial and personal banking services.
RDDT (Reddit, Inc.): Communication Services sector, operates a social news aggregation, web content rating, and discussion website.
FWONK (Formula One Group): Communication Services sector, operates as a motorsport business and holds the commercial rights to the FIA Formula One World Championship.
Top 5 Reduced Positions:
JD (JD.com, Inc.): Consumer Discretionary sector, operates as an e-commerce company and retail infrastructure service provider in China.
NU (Nu Holdings Ltd.): Financials sector, provides digital banking services.
UBER (Uber Technologies, Inc.): Technology sector, provides ride-hailing, food delivery, and freight services.
LRCX (Lam Research Corporation): Technology sector, supplies wafer fabrication equipment and services to the semiconductor industry.
WDAY (Workday, Inc.): Technology sector, provides enterprise cloud applications for finance and human resources.
Philippe Laffont -Coatue Management
Summary:
Philippe Laffont's Coatue Management demonstrates a strong focus on technology and communication services sectors, with substantial new investments in semiconductors and tech hardware, while reducing positions in some of its major tech holdings.
Sector Specific Insights:
Technology: Major holdings in MSFT and new additions like AVGO and QCOM indicate a robust commitment to tech innovation, semiconductors, and enterprise software.
Communication Services: Significant positions in META and AMZN highlight confidence in digital platforms and e-commerce.
Energy: New positions in VST and CEG suggest an increased interest in the energy sector.
Legend:
Top 5 Holdings:
TSM (Taiwan Semiconductor Manufacturing Company Limited): Technology sector, engages in manufacturing and selling integrated circuits and semiconductors.
CRM (Salesforce, Inc.): Technology sector, provides customer relationship management software and applications.
MSFT (Microsoft Corporation): Technology sector, a dominant force in personal computing, cloud services, and software.
AMZN (Amazon.com, Inc.): Consumer Discretionary sector, engages in the retail sale of consumer products and subscriptions through online and physical stores.
META (Meta Platforms, Inc.): Communication Services sector, operates Facebook, Instagram, and other social media platforms.
Top 5 New Additions:
VST (Vistra Corp.): Utilities sector, operates as an integrated retail electricity and power generation company.
CEG (Constellation Energy Corporation): Utilities sector, provides energy solutions and electric power generation.
DELL (Dell Technologies Inc.): Technology sector, designs, develops, manufactures, markets, sells, and supports information technology products and services.
AVGO (Broadcom Inc.): Technology sector, designs, develops, and supplies semiconductor and infrastructure software solutions.
QCOM (QUALCOMM Incorporated): Technology sector, designs and markets wireless telecommunications products and services.
Top 5 Reduced Positions:
VRT (Vertiv Holdings Co.): Industrials sector, designs and services critical infrastructure for data centers, communication networks, and commercial and industrial environments.
AMD (Advanced Micro Devices, Inc.): Technology sector, designs and produces microprocessors and graphics processors.
NVDA (NVIDIA Corporation): Technology sector, specializes in GPUs for gaming and professional markets, as well as system on a chip units for the mobile computing and automotive market.
MSFT (Microsoft Corporation): Technology sector, a dominant force in personal computing, cloud services, and software.
META (Meta Platforms, Inc.): Communication Services sector, operates Facebook, Instagram, and other social media platforms.
Philippe Laffont's Coatue Management demonstrates a strong focus on technology and communication services sectors, with substantial new investments in semiconductors and tech hardware, while reducing positions in some of its major tech holdings.
Sector Specific Insights:
Technology: Major holdings in MSFT and new additions like AVGO and QCOM indicate a robust commitment to tech innovation, semiconductors, and enterprise software.
Communication Services: Significant positions in META and AMZN highlight confidence in digital platforms and e-commerce.
Energy: New positions in VST and CEG suggest an increased interest in the energy sector.
Legend:
Top 5 Holdings:
TSM (Taiwan Semiconductor Manufacturing Company Limited): Technology sector, engages in manufacturing and selling integrated circuits and semiconductors.
CRM (Salesforce, Inc.): Technology sector, provides customer relationship management software and applications.
MSFT (Microsoft Corporation): Technology sector, a dominant force in personal computing, cloud services, and software.
AMZN (Amazon.com, Inc.): Consumer Discretionary sector, engages in the retail sale of consumer products and subscriptions through online and physical stores.
META (Meta Platforms, Inc.): Communication Services sector, operates Facebook, Instagram, and other social media platforms.
Top 5 New Additions:
VST (Vistra Corp.): Utilities sector, operates as an integrated retail electricity and power generation company.
CEG (Constellation Energy Corporation): Utilities sector, provides energy solutions and electric power generation.
DELL (Dell Technologies Inc.): Technology sector, designs, develops, manufactures, markets, sells, and supports information technology products and services.
AVGO (Broadcom Inc.): Technology sector, designs, develops, and supplies semiconductor and infrastructure software solutions.
QCOM (QUALCOMM Incorporated): Technology sector, designs and markets wireless telecommunications products and services.
Top 5 Reduced Positions:
VRT (Vertiv Holdings Co.): Industrials sector, designs and services critical infrastructure for data centers, communication networks, and commercial and industrial environments.
AMD (Advanced Micro Devices, Inc.): Technology sector, designs and produces microprocessors and graphics processors.
NVDA (NVIDIA Corporation): Technology sector, specializes in GPUs for gaming and professional markets, as well as system on a chip units for the mobile computing and automotive market.
MSFT (Microsoft Corporation): Technology sector, a dominant force in personal computing, cloud services, and software.
META (Meta Platforms, Inc.): Communication Services sector, operates Facebook, Instagram, and other social media platforms.
Steve Mandel - Lone Pine Capital
Summary:
Steve Mandel's Lone Pine Capital maintains a diversified portfolio with strong investments in technology and communication services sectors, while making notable new investments in healthcare and utilities, and reducing positions in some key tech holdings.
Sector Specific Insights:
Technology: Significant holdings in MSFT and TSM, along with new additions like APP, indicate a continued focus on tech innovation and software solutions.
Communication Services: Major positions in META and new addition SPOT highlight confidence in digital platforms and streaming services.
Healthcare: New positions in MCK and CEG suggest a strategic interest in healthcare distribution and energy solutions.
Legend:
Top 5 Holdings:
CRM (Salesforce, Inc.): Technology sector, provides customer relationship management software and applications.
AMZN (Amazon.com, Inc.): Consumer Discretionary sector, engages in the retail sale of consumer products and subscriptions through online and physical stores.
MSFT (Microsoft Corporation): Technology sector, a dominant force in personal computing, cloud services, and software.
TSM (Taiwan Semiconductor Manufacturing Company Limited): Technology sector, engages in manufacturing and selling integrated circuits and semiconductors.
META (Meta Platforms, Inc.): Communication Services sector, operates Facebook, Instagram, and other social media platforms.
Top 5 New Additions:
CEG (Constellation Energy Corporation): Utilities sector, provides energy solutions and electric power generation.
MCK (McKesson Corporation): Healthcare sector, distributes pharmaceuticals and provides health information technology, medical supplies, and care management tools.
APP (AppLovin Corporation): Technology sector, provides a mobile application technology platform.
SPOT (Spotify Technology S.A.): Communication Services sector, operates a digital music, podcast, and video streaming service.
VST (Vistra Corp.): Utilities sector, operates as an integrated retail electricity and power generation company.
Top 5 Reduced Positions:
PTC (PTC Inc.): Technology sector, provides software and services that help companies design, manufacture, operate, and service products.
CRM (Salesforce, Inc.): Technology sector, provides customer relationship management software and applications.
AMZN (Amazon.com, Inc.): Consumer Discretionary sector, engages in the retail sale of consumer products and subscriptions through online and physical stores.
TSM (Taiwan Semiconductor Manufacturing Company Limited): Technology sector, engages in manufacturing and selling integrated circuits and semiconductors.
META (Meta Platforms, Inc.): Communication Services sector, operates Facebook, Instagram, and other social media platforms.
Steve Mandel's Lone Pine Capital maintains a diversified portfolio with strong investments in technology and communication services sectors, while making notable new investments in healthcare and utilities, and reducing positions in some key tech holdings.
Sector Specific Insights:
Technology: Significant holdings in MSFT and TSM, along with new additions like APP, indicate a continued focus on tech innovation and software solutions.
Communication Services: Major positions in META and new addition SPOT highlight confidence in digital platforms and streaming services.
Healthcare: New positions in MCK and CEG suggest a strategic interest in healthcare distribution and energy solutions.
Legend:
Top 5 Holdings:
CRM (Salesforce, Inc.): Technology sector, provides customer relationship management software and applications.
AMZN (Amazon.com, Inc.): Consumer Discretionary sector, engages in the retail sale of consumer products and subscriptions through online and physical stores.
MSFT (Microsoft Corporation): Technology sector, a dominant force in personal computing, cloud services, and software.
TSM (Taiwan Semiconductor Manufacturing Company Limited): Technology sector, engages in manufacturing and selling integrated circuits and semiconductors.
META (Meta Platforms, Inc.): Communication Services sector, operates Facebook, Instagram, and other social media platforms.
Top 5 New Additions:
CEG (Constellation Energy Corporation): Utilities sector, provides energy solutions and electric power generation.
MCK (McKesson Corporation): Healthcare sector, distributes pharmaceuticals and provides health information technology, medical supplies, and care management tools.
APP (AppLovin Corporation): Technology sector, provides a mobile application technology platform.
SPOT (Spotify Technology S.A.): Communication Services sector, operates a digital music, podcast, and video streaming service.
VST (Vistra Corp.): Utilities sector, operates as an integrated retail electricity and power generation company.
Top 5 Reduced Positions:
PTC (PTC Inc.): Technology sector, provides software and services that help companies design, manufacture, operate, and service products.
CRM (Salesforce, Inc.): Technology sector, provides customer relationship management software and applications.
AMZN (Amazon.com, Inc.): Consumer Discretionary sector, engages in the retail sale of consumer products and subscriptions through online and physical stores.
TSM (Taiwan Semiconductor Manufacturing Company Limited): Technology sector, engages in manufacturing and selling integrated circuits and semiconductors.
META (Meta Platforms, Inc.): Communication Services sector, operates Facebook, Instagram, and other social media platforms.
David Goel -Matrix Capital
Summary:
David Goel's Matrix Capital Management demonstrates a strong focus on the technology sector, with significant new investments in software and semiconductors, while reducing positions in some major tech holdings.
Sector Specific Insights:
Technology: Major holdings in NVDA, MRVL, and QCOM, along with new additions like ANSS and PTC, indicate a robust commitment to tech innovation, semiconductors, and software solutions.
Communication Services: The new position in GOOGL and reduced position in NVDA highlight an interest in digital platforms and internet services.
Consumer Discretionary: New investment in AMZN suggests confidence in e-commerce and cloud services.
Legend:
Top 5 Holdings:
MRVL (Marvell Technology, Inc.): Technology sector, designs, develops, and supplies semiconductor solutions.
ALTR (Altair Engineering Inc.): Technology sector, provides software and cloud solutions in the areas of product design and development.
QCOM (QUALCOMM Incorporated): Technology sector, designs and markets wireless telecommunications products and services.
TDG (TransDigm Group Incorporated): Industrials sector, designs, produces, and supplies highly engineered aerospace components.
NVDA (NVIDIA Corporation): Technology sector, specializes in GPUs for gaming and professional markets, as well as system on a chip units for the mobile computing and automotive market.
Top 5 New Additions:
U (Unity Software Inc.): Technology sector, provides a platform for creating and operating interactive, real-time 3D content.
ANSS (ANSYS, Inc.): Technology sector, develops and markets engineering simulation software and services.
PTC (PTC Inc.): Technology sector, provides software and services that help companies design, manufacture, operate, and service products.
GOOGL (Alphabet Inc.): Communication Services sector, parent company of Google, specializing in internet-related services and products.
QCOM (QUALCOMM Incorporated): Technology sector, designs and markets wireless telecommunications products and services.
Top 5 Reduced Positions:
ADSK (Autodesk, Inc.): Technology sector, provides software services for the architecture, engineering, construction, manufacturing, media, and entertainment industries.
ASML (ASML Holding N.V.): Technology sector, designs, manufactures, and services advanced semiconductor equipment systems.
AMZN (Amazon.com, Inc.): Consumer Discretionary sector, engages in the retail sale of consumer products and subscriptions through online and physical stores.
GFS (GlobalFoundries Inc.): Technology sector, provides semiconductor manufacturing services.
NVDA (NVIDIA Corporation): Technology sector, specializes in GPUs for gaming and professional markets, as well as system on a chip units for the mobile computing and automotive market.
David Goel's Matrix Capital Management demonstrates a strong focus on the technology sector, with significant new investments in software and semiconductors, while reducing positions in some major tech holdings.
Sector Specific Insights:
Technology: Major holdings in NVDA, MRVL, and QCOM, along with new additions like ANSS and PTC, indicate a robust commitment to tech innovation, semiconductors, and software solutions.
Communication Services: The new position in GOOGL and reduced position in NVDA highlight an interest in digital platforms and internet services.
Consumer Discretionary: New investment in AMZN suggests confidence in e-commerce and cloud services.
Legend:
Top 5 Holdings:
MRVL (Marvell Technology, Inc.): Technology sector, designs, develops, and supplies semiconductor solutions.
ALTR (Altair Engineering Inc.): Technology sector, provides software and cloud solutions in the areas of product design and development.
QCOM (QUALCOMM Incorporated): Technology sector, designs and markets wireless telecommunications products and services.
TDG (TransDigm Group Incorporated): Industrials sector, designs, produces, and supplies highly engineered aerospace components.
NVDA (NVIDIA Corporation): Technology sector, specializes in GPUs for gaming and professional markets, as well as system on a chip units for the mobile computing and automotive market.
Top 5 New Additions:
U (Unity Software Inc.): Technology sector, provides a platform for creating and operating interactive, real-time 3D content.
ANSS (ANSYS, Inc.): Technology sector, develops and markets engineering simulation software and services.
PTC (PTC Inc.): Technology sector, provides software and services that help companies design, manufacture, operate, and service products.
GOOGL (Alphabet Inc.): Communication Services sector, parent company of Google, specializing in internet-related services and products.
QCOM (QUALCOMM Incorporated): Technology sector, designs and markets wireless telecommunications products and services.
Top 5 Reduced Positions:
ADSK (Autodesk, Inc.): Technology sector, provides software services for the architecture, engineering, construction, manufacturing, media, and entertainment industries.
ASML (ASML Holding N.V.): Technology sector, designs, manufactures, and services advanced semiconductor equipment systems.
AMZN (Amazon.com, Inc.): Consumer Discretionary sector, engages in the retail sale of consumer products and subscriptions through online and physical stores.
GFS (GlobalFoundries Inc.): Technology sector, provides semiconductor manufacturing services.
NVDA (NVIDIA Corporation): Technology sector, specializes in GPUs for gaming and professional markets, as well as system on a chip units for the mobile computing and automotive market.
Multi Strategy Funds
Multi-strategy funds diversify across various strategies like long/short equity, market neutral, and arbitrage. They offer flexibility, risk management through strategy diversification, and potentially consistent returns, but can be complex and costly due to their varied approaches.
Steven Cohen - Point72
Summary:
Steven Cohen's Point 72 Asset Management demonstrates a strong focus on technology and consumer discretionary sectors, with notable new positions in healthcare and consumer staples.
Sector Specific Insights:
Technology: Significant holdings in MSFT and AVGO, along with new additions like ZBRA and NVDA, highlight a strong commitment to tech innovation.
Consumer Discretionary: Continued investment in AMZN underscores confidence in retail and e-commerce.
Healthcare: New additions like EW and reduced positions in ISRG indicate a balanced approach to healthcare investments.
Legend:
Top 5 Holdings:
FDX (FedEx Corporation): Industrials sector, provides transportation, e-commerce, and business services.
T (AT&T Inc.): Communication Services sector, provides telecommunications, media, and technology services.
MSFT (Microsoft Corporation): Technology sector, a dominant force in personal computing, cloud services, and software.
AVGO (Broadcom Inc.): Technology sector, designs, develops, and supplies semiconductor and infrastructure software solutions.
AMZN (Amazon.com, Inc.): Consumer Discretionary sector, engages in the retail sale of consumer products and subscriptions through online and physical stores.
Top 5 New Additions:
FN (Fabrinet): Technology sector, provides optical packaging and precision optical, electro-mechanical, and electronic manufacturing services.
KR (The Kroger Co.): Consumer Staples sector, operates supermarkets and multi-department stores.
ZBRA (Zebra Technologies Corporation): Technology sector, provides enterprise asset intelligence solutions.
EW (Edwards Lifesciences Corporation): Healthcare sector, specializes in heart valve therapies and critical care monitoring.
AVGO (Broadcom Inc.): Technology sector, designs, develops, and supplies semiconductor and infrastructure software solutions.
Top 5 Reduced Positions:
ISRG (Intuitive Surgical, Inc.): Healthcare sector, develops robotic-assisted surgical systems.
CSX (CSX Corporation): Industrials sector, provides rail-based freight transportation services.
NVDA (NVIDIA Corporation): Technology sector, specializes in GPUs for gaming and professional markets, as well as system on a chip units for the mobile computing and automotive market.
WDC (Western Digital Corporation): Technology sector, develops, manufactures, and provides data storage devices and solutions.
AMZN (Amazon.com, Inc.): Consumer Discretionary sector, engages in the retail sale of consumer products and subscriptions through online and physical stores.
Steven Cohen's Point 72 Asset Management demonstrates a strong focus on technology and consumer discretionary sectors, with notable new positions in healthcare and consumer staples.
Sector Specific Insights:
Technology: Significant holdings in MSFT and AVGO, along with new additions like ZBRA and NVDA, highlight a strong commitment to tech innovation.
Consumer Discretionary: Continued investment in AMZN underscores confidence in retail and e-commerce.
Healthcare: New additions like EW and reduced positions in ISRG indicate a balanced approach to healthcare investments.
Legend:
Top 5 Holdings:
FDX (FedEx Corporation): Industrials sector, provides transportation, e-commerce, and business services.
T (AT&T Inc.): Communication Services sector, provides telecommunications, media, and technology services.
MSFT (Microsoft Corporation): Technology sector, a dominant force in personal computing, cloud services, and software.
AVGO (Broadcom Inc.): Technology sector, designs, develops, and supplies semiconductor and infrastructure software solutions.
AMZN (Amazon.com, Inc.): Consumer Discretionary sector, engages in the retail sale of consumer products and subscriptions through online and physical stores.
Top 5 New Additions:
FN (Fabrinet): Technology sector, provides optical packaging and precision optical, electro-mechanical, and electronic manufacturing services.
KR (The Kroger Co.): Consumer Staples sector, operates supermarkets and multi-department stores.
ZBRA (Zebra Technologies Corporation): Technology sector, provides enterprise asset intelligence solutions.
EW (Edwards Lifesciences Corporation): Healthcare sector, specializes in heart valve therapies and critical care monitoring.
AVGO (Broadcom Inc.): Technology sector, designs, develops, and supplies semiconductor and infrastructure software solutions.
Top 5 Reduced Positions:
ISRG (Intuitive Surgical, Inc.): Healthcare sector, develops robotic-assisted surgical systems.
CSX (CSX Corporation): Industrials sector, provides rail-based freight transportation services.
NVDA (NVIDIA Corporation): Technology sector, specializes in GPUs for gaming and professional markets, as well as system on a chip units for the mobile computing and automotive market.
WDC (Western Digital Corporation): Technology sector, develops, manufactures, and provides data storage devices and solutions.
AMZN (Amazon.com, Inc.): Consumer Discretionary sector, engages in the retail sale of consumer products and subscriptions through online and physical stores.
Louis Moore Bacon - Moore Capital
Summary:
Louis Moore Bacon's Moore Capital Management shows a strong inclination towards technology and communication services sectors, with substantial new investments in financials and energy.
Sector Specific Insights:
Technology: Significant holdings in MSFT and AMZN, along with new additions like SMH, demonstrate a robust focus on the tech sector.
Communication Services: Large positions in META indicate a strong belief in social media and digital advertising.
Financials: New additions such as AIG and ALL suggest an increased interest in insurance and financial services.
Legend:
Top 5 Holdings:
DLR (Digital Realty Trust, Inc.): Real Estate sector, provides data center, colocation, and interconnection solutions.
VRT (Vertiv Holdings Co.): Industrials sector, designs and services critical infrastructure for data centers, communication networks, and commercial and industrial environments.
MSFT (Microsoft Corporation): Technology sector, a dominant force in personal computing, cloud services, and software.
META (Meta Platforms, Inc.): Communication Services sector, operates Facebook, Instagram, and other social media platforms.
AMZN (Amazon.com, Inc.): Consumer Discretionary sector, engages in the retail sale of consumer products and subscriptions through online and physical stores.
Top 5 New Additions:
CVX (Chevron Corporation): Energy sector, engages in integrated energy and chemicals operations worldwide.
APP (AppLovin Corporation): Technology sector, provides a mobile application technology platform.
AIG (American International Group, Inc.): Financials sector, offers a range of insurance products and services.
EQIX (Equinix, Inc.): Real Estate sector, provides data center and colocation services for enterprises, network services, and cloud services.
SMH (VanEck Vectors Semiconductor ETF): Technology sector, an exchange-traded fund that focuses on the semiconductor industry.
Top 5 Reduced Positions:
ALIT (Alight Solutions): Technology sector, provides integrated human capital and business solutions.
SLG (SL Green Realty Corp.): Real Estate sector, primarily involved in acquiring, managing, and maximizing value of Manhattan commercial properties.
ALL (The Allstate Corporation): Financials sector, provides property and casualty insurance, and other insurance products.
ALLY (Ally Financial Inc.): Financials sector, offers financial services including auto finance, corporate finance, insurance, and online banking.
META (Meta Platforms, Inc.): Communication Services sector, operates Facebook, Instagram, and other social media platforms.
Louis Moore Bacon's Moore Capital Management shows a strong inclination towards technology and communication services sectors, with substantial new investments in financials and energy.
Sector Specific Insights:
Technology: Significant holdings in MSFT and AMZN, along with new additions like SMH, demonstrate a robust focus on the tech sector.
Communication Services: Large positions in META indicate a strong belief in social media and digital advertising.
Financials: New additions such as AIG and ALL suggest an increased interest in insurance and financial services.
Legend:
Top 5 Holdings:
DLR (Digital Realty Trust, Inc.): Real Estate sector, provides data center, colocation, and interconnection solutions.
VRT (Vertiv Holdings Co.): Industrials sector, designs and services critical infrastructure for data centers, communication networks, and commercial and industrial environments.
MSFT (Microsoft Corporation): Technology sector, a dominant force in personal computing, cloud services, and software.
META (Meta Platforms, Inc.): Communication Services sector, operates Facebook, Instagram, and other social media platforms.
AMZN (Amazon.com, Inc.): Consumer Discretionary sector, engages in the retail sale of consumer products and subscriptions through online and physical stores.
Top 5 New Additions:
CVX (Chevron Corporation): Energy sector, engages in integrated energy and chemicals operations worldwide.
APP (AppLovin Corporation): Technology sector, provides a mobile application technology platform.
AIG (American International Group, Inc.): Financials sector, offers a range of insurance products and services.
EQIX (Equinix, Inc.): Real Estate sector, provides data center and colocation services for enterprises, network services, and cloud services.
SMH (VanEck Vectors Semiconductor ETF): Technology sector, an exchange-traded fund that focuses on the semiconductor industry.
Top 5 Reduced Positions:
ALIT (Alight Solutions): Technology sector, provides integrated human capital and business solutions.
SLG (SL Green Realty Corp.): Real Estate sector, primarily involved in acquiring, managing, and maximizing value of Manhattan commercial properties.
ALL (The Allstate Corporation): Financials sector, provides property and casualty insurance, and other insurance products.
ALLY (Ally Financial Inc.): Financials sector, offers financial services including auto finance, corporate finance, insurance, and online banking.
META (Meta Platforms, Inc.): Communication Services sector, operates Facebook, Instagram, and other social media platforms.
Alan Howard - Brevan Howard Capital
Summary:
Alan Howard's Brevan Howard Capital displays a substantial commitment to the technology sector, particularly with a significant position in AME, while also diversifying into energy and financial services.
Sector Specific Insights:
Technology: The overwhelming position in AME, alongside new additions like SMH, indicates a heavy focus on tech and semiconductor industries.
Energy: Holdings in HES and PXD suggest a strategic interest in the energy sector.
Financial Services: Investments in CME and new positions in APO and KKR underscore a focus on financial markets and asset management.
Legend:
Top 5 Holdings:
HES (Hess Corporation): Energy sector, engaged in exploration and production of crude oil and natural gas.
CME (CME Group Inc.): Financials sector, operates contract markets for the trading of futures and options.
PXD (Pioneer Natural Resources Company): Energy sector, explores and produces oil and gas.
WDAY (Workday, Inc.): Technology sector, provides enterprise cloud applications for finance and human resources.
AME (AMETEK, Inc.): Industrials sector, manufactures electronic instruments and electromechanical devices.
Top 5 New Additions:
APO (Apollo Global Management, Inc.): Financials sector, a global alternative investment manager.
KKR (KKR & Co. Inc.): Financials sector, a global investment firm that manages multiple alternative asset classes.
SMH (VanEck Vectors Semiconductor ETF): Technology sector, an exchange-traded fund that focuses on the semiconductor industry.
CME (CME Group Inc.): Financials sector, operates contract markets for the trading of futures and options.
AME (AMETEK, Inc.): Industrials sector, manufactures electronic instruments and electromechanical devices.
Top 5 Reduced Positions:
IOVA (Iovance Biotherapeutics, Inc.): Healthcare sector, focuses on developing cancer immunotherapy products.
MA (Mastercard Incorporated): Financials sector, provides transaction processing and other payment-related products and services.
SPR (Spirit AeroSystems Holdings, Inc.): Industrials sector, manufactures aerostructures for commercial and military aircraft.
DIS (The Walt Disney Company): Communication Services sector, operates media networks, parks, experiences, and products, studio entertainment, and direct-to-consumer services.
NVDA (NVIDIA Corporation): Technology sector, specializes in GPUs for gaming and professional markets, as well as system on a chip units for the mobile computing and automotive market.
Alan Howard's Brevan Howard Capital displays a substantial commitment to the technology sector, particularly with a significant position in AME, while also diversifying into energy and financial services.
Sector Specific Insights:
Technology: The overwhelming position in AME, alongside new additions like SMH, indicates a heavy focus on tech and semiconductor industries.
Energy: Holdings in HES and PXD suggest a strategic interest in the energy sector.
Financial Services: Investments in CME and new positions in APO and KKR underscore a focus on financial markets and asset management.
Legend:
Top 5 Holdings:
HES (Hess Corporation): Energy sector, engaged in exploration and production of crude oil and natural gas.
CME (CME Group Inc.): Financials sector, operates contract markets for the trading of futures and options.
PXD (Pioneer Natural Resources Company): Energy sector, explores and produces oil and gas.
WDAY (Workday, Inc.): Technology sector, provides enterprise cloud applications for finance and human resources.
AME (AMETEK, Inc.): Industrials sector, manufactures electronic instruments and electromechanical devices.
Top 5 New Additions:
APO (Apollo Global Management, Inc.): Financials sector, a global alternative investment manager.
KKR (KKR & Co. Inc.): Financials sector, a global investment firm that manages multiple alternative asset classes.
SMH (VanEck Vectors Semiconductor ETF): Technology sector, an exchange-traded fund that focuses on the semiconductor industry.
CME (CME Group Inc.): Financials sector, operates contract markets for the trading of futures and options.
AME (AMETEK, Inc.): Industrials sector, manufactures electronic instruments and electromechanical devices.
Top 5 Reduced Positions:
IOVA (Iovance Biotherapeutics, Inc.): Healthcare sector, focuses on developing cancer immunotherapy products.
MA (Mastercard Incorporated): Financials sector, provides transaction processing and other payment-related products and services.
SPR (Spirit AeroSystems Holdings, Inc.): Industrials sector, manufactures aerostructures for commercial and military aircraft.
DIS (The Walt Disney Company): Communication Services sector, operates media networks, parks, experiences, and products, studio entertainment, and direct-to-consumer services.
NVDA (NVIDIA Corporation): Technology sector, specializes in GPUs for gaming and professional markets, as well as system on a chip units for the mobile computing and automotive market.
Mike Rockefeller - Woodline Partners
Summary:
Mike Rockefeller's Woodline Partners shows a balanced portfolio with significant investments in healthcare and technology, while adding new positions in industrials and financials.
Sector Specific Insights:
Healthcare: Strong holdings in LLY and REGN, along with reduced positions in JNJ and ABBV, indicate a focused approach to the healthcare sector.
Technology: Continued investment in ADI and new additions like MSFT and PANW highlight a robust interest in tech innovation.
Energy: Holdings in OVV and new addition ERF suggest a strategic interest in the energy sector.
Legend:
Top 5 Holdings:
ADI (Analog Devices, Inc.): Technology sector, designs and manufactures semiconductor products and solutions.
OVV (Ovintiv Inc.): Energy sector, explores and produces oil and natural gas.
REGN (Regeneron Pharmaceuticals, Inc.): Healthcare sector, discovers, develops, and commercializes medicines for serious medical conditions.
TEL (TE Connectivity Ltd.): Industrials sector, designs and manufactures connectivity and sensor solutions.
LLY (Eli Lilly and Company): Healthcare sector, develops and manufactures pharmaceutical drugs.
Top 5 New Additions:
MSFT (Microsoft Corporation): Technology sector, a dominant force in personal computing, cloud services, and software.
PANW (Palo Alto Networks, Inc.): Technology sector, provides cybersecurity solutions.
HON (Honeywell International Inc.): Industrials sector, operates as a diversified technology and manufacturing company.
AIG (American International Group, Inc.): Financials sector, offers a range of insurance products and services.
ERF (Enerplus Corporation): Energy sector, explores and produces crude oil and natural gas.
Top 5 Reduced Positions:
JNJ (Johnson & Johnson): Healthcare sector, a multinational corporation that develops medical devices, pharmaceuticals, and consumer packaged goods.
QRVO (Qorvo, Inc.): Technology sector, designs and manufactures radio frequency systems and solutions.
PR (Permian Resources Corporation): Energy sector, engaged in the acquisition, development, and production of oil and natural gas properties.
ABBV (AbbVie Inc.): Healthcare sector, develops and markets biopharmaceutical products.
OVV (Ovintiv Inc.): Energy sector, explores and produces oil and natural gas.
Mike Rockefeller's Woodline Partners shows a balanced portfolio with significant investments in healthcare and technology, while adding new positions in industrials and financials.
Sector Specific Insights:
Healthcare: Strong holdings in LLY and REGN, along with reduced positions in JNJ and ABBV, indicate a focused approach to the healthcare sector.
Technology: Continued investment in ADI and new additions like MSFT and PANW highlight a robust interest in tech innovation.
Energy: Holdings in OVV and new addition ERF suggest a strategic interest in the energy sector.
Legend:
Top 5 Holdings:
ADI (Analog Devices, Inc.): Technology sector, designs and manufactures semiconductor products and solutions.
OVV (Ovintiv Inc.): Energy sector, explores and produces oil and natural gas.
REGN (Regeneron Pharmaceuticals, Inc.): Healthcare sector, discovers, develops, and commercializes medicines for serious medical conditions.
TEL (TE Connectivity Ltd.): Industrials sector, designs and manufactures connectivity and sensor solutions.
LLY (Eli Lilly and Company): Healthcare sector, develops and manufactures pharmaceutical drugs.
Top 5 New Additions:
MSFT (Microsoft Corporation): Technology sector, a dominant force in personal computing, cloud services, and software.
PANW (Palo Alto Networks, Inc.): Technology sector, provides cybersecurity solutions.
HON (Honeywell International Inc.): Industrials sector, operates as a diversified technology and manufacturing company.
AIG (American International Group, Inc.): Financials sector, offers a range of insurance products and services.
ERF (Enerplus Corporation): Energy sector, explores and produces crude oil and natural gas.
Top 5 Reduced Positions:
JNJ (Johnson & Johnson): Healthcare sector, a multinational corporation that develops medical devices, pharmaceuticals, and consumer packaged goods.
QRVO (Qorvo, Inc.): Technology sector, designs and manufactures radio frequency systems and solutions.
PR (Permian Resources Corporation): Energy sector, engaged in the acquisition, development, and production of oil and natural gas properties.
ABBV (AbbVie Inc.): Healthcare sector, develops and markets biopharmaceutical products.
OVV (Ovintiv Inc.): Energy sector, explores and produces oil and natural gas.
Brad Gerstner - Altimeter Capital
Summary:
Brad Gerstner's Altimeter Capital showcases a strong commitment to technology and communication services sectors, with significant additions in tech hardware and software, while reducing positions in some of its major tech holdings.
Sector Specific Insights:
Technology: Heavy investments in SNOW and NVDA, along with new additions like AVGO and DELL, highlight a strong focus on tech infrastructure and cloud computing.
Communication Services: Large positions in META and new addition GOOGL indicate a continued belief in digital advertising and social media platforms.
Consumer Discretionary: The stake in UBER and new addition CPNG suggest an interest in consumer services and e-commerce.
Legend:
Top 5 Holdings:
MSFT (Microsoft Corporation): Technology sector, a dominant force in personal computing, cloud services, and software.
NVDA (NVIDIA Corporation): Technology sector, specializes in GPUs for gaming and professional markets, as well as system on a chip units for the mobile computing and automotive market.
UBER (Uber Technologies, Inc.): Technology sector, provides ride-hailing, food delivery, and freight services.
META (Meta Platforms, Inc.): Communication Services sector, operates Facebook, Instagram, and other social media platforms.
SNOW (Snowflake Inc.): Technology sector, offers a cloud-based data warehousing platform.
Top 5 New Additions:
ALAB (Allegiance Bancshares, Inc.): Financials sector, provides a range of commercial and personal banking services.
GOOGL (Alphabet Inc.): Communication Services sector, parent company of Google, specializing in internet-related services and products.
AVGO (Broadcom Inc.): Technology sector, designs, develops, and supplies semiconductor and infrastructure software solutions.
DELL (Dell Technologies Inc.): Technology sector, designs, develops, manufactures, markets, sells, and supports information technology products and services.
CPNG (Coupang, Inc.): Consumer Discretionary sector, a leading e-commerce platform in South Korea.
Top 5 Reduced Positions:
CFLT (Confluent, Inc.): Technology sector, provides a data streaming platform.
MSFT (Microsoft Corporation): Technology sector, a dominant force in personal computing, cloud services, and software.
NVDA (NVIDIA Corporation): Technology sector, specializes in GPUs for gaming and professional markets, as well as system on a chip units for the mobile computing and automotive market.
META (Meta Platforms, Inc.): Communication Services sector, operates Facebook, Instagram, and other social media platforms.
SNOW (Snowflake Inc.): Technology sector, offers a cloud-based data warehousing platform.
Brad Gerstner's Altimeter Capital showcases a strong commitment to technology and communication services sectors, with significant additions in tech hardware and software, while reducing positions in some of its major tech holdings.
Sector Specific Insights:
Technology: Heavy investments in SNOW and NVDA, along with new additions like AVGO and DELL, highlight a strong focus on tech infrastructure and cloud computing.
Communication Services: Large positions in META and new addition GOOGL indicate a continued belief in digital advertising and social media platforms.
Consumer Discretionary: The stake in UBER and new addition CPNG suggest an interest in consumer services and e-commerce.
Legend:
Top 5 Holdings:
MSFT (Microsoft Corporation): Technology sector, a dominant force in personal computing, cloud services, and software.
NVDA (NVIDIA Corporation): Technology sector, specializes in GPUs for gaming and professional markets, as well as system on a chip units for the mobile computing and automotive market.
UBER (Uber Technologies, Inc.): Technology sector, provides ride-hailing, food delivery, and freight services.
META (Meta Platforms, Inc.): Communication Services sector, operates Facebook, Instagram, and other social media platforms.
SNOW (Snowflake Inc.): Technology sector, offers a cloud-based data warehousing platform.
Top 5 New Additions:
ALAB (Allegiance Bancshares, Inc.): Financials sector, provides a range of commercial and personal banking services.
GOOGL (Alphabet Inc.): Communication Services sector, parent company of Google, specializing in internet-related services and products.
AVGO (Broadcom Inc.): Technology sector, designs, develops, and supplies semiconductor and infrastructure software solutions.
DELL (Dell Technologies Inc.): Technology sector, designs, develops, manufactures, markets, sells, and supports information technology products and services.
CPNG (Coupang, Inc.): Consumer Discretionary sector, a leading e-commerce platform in South Korea.
Top 5 Reduced Positions:
CFLT (Confluent, Inc.): Technology sector, provides a data streaming platform.
MSFT (Microsoft Corporation): Technology sector, a dominant force in personal computing, cloud services, and software.
NVDA (NVIDIA Corporation): Technology sector, specializes in GPUs for gaming and professional markets, as well as system on a chip units for the mobile computing and automotive market.
META (Meta Platforms, Inc.): Communication Services sector, operates Facebook, Instagram, and other social media platforms.
SNOW (Snowflake Inc.): Technology sector, offers a cloud-based data warehousing platform.
Macro Funds
Macro funds focus on global economic trends and events, employing strategies in equities, bonds, currencies, and commodities. They seek to capitalize on macroeconomic changes and are known for their flexibility and potential to profit in various market conditions, appealing to risk-aware investors.
Stanley Druckenmiller - Duquesne Family Office
Summary:
Stanley Druckenmiller's Duquesne Family Office shows a strong emphasis on technology and consumer discretionary sectors, with notable additions in industrials and energy.
Sector Specific Insights:
Technology: Heavy investment in MSFT and new positions in COHR and META highlight a significant focus on tech innovation and digital platforms.
Consumer Discretionary: Continued investment in CPNG and new addition DFS indicate a robust interest in consumer spending and retail.
Energy & Materials: Holdings in TECK and new positions in KMI suggest a diversified interest in mining and energy infrastructure.
Legend:
Top 5 Holdings:
NTRA (Natera, Inc.): Healthcare sector, provides cell-free DNA testing technology.
VST (Vistra Corp.): Utilities sector, operates as an integrated retail electricity and power generation company.
TECK (Teck Resources Limited): Materials sector, a major player in mining and mineral development.
CPNG (Coupang, Inc.): Consumer Discretionary sector, a leading e-commerce platform in South Korea.
MSFT (Microsoft Corporation): Technology sector, a dominant force in personal computing, cloud services, and software.
Top 5 New Additions:
META (Meta Platforms, Inc.): Communication Services sector, operates Facebook, Instagram, and other social media platforms.
WAB (Westinghouse Air Brake Technologies Corporation): Industrials sector, provides equipment and services for the rail industry.
KMI (Kinder Morgan, Inc.): Energy sector, operates pipelines and terminals for transporting natural gas, refined petroleum products, crude oil, and more.
DFS (Discover Financial Services): Financials sector, provides banking and payment services, including credit cards and loans.
COHR (Coherent, Inc.): Technology sector, manufactures lasers and laser-based technology for scientific, commercial, and industrial applications.
Top 5 Reduced Positions:
NWSA (News Corp): Communication Services sector, diversified media and information services company.
STX (Seagate Technology Holdings PLC): Technology sector, provides data storage solutions.
NVDA (NVIDIA Corporation): Technology sector, specializes in GPUs for gaming and professional markets, as well as system on a chip units for the mobile computing and automotive market.
TECK (Teck Resources Limited): Materials sector, a major player in mining and mineral development.
CPNG (Coupang, Inc.): Consumer Discretionary sector, a leading e-commerce platform in South Korea.
Stanley Druckenmiller's Duquesne Family Office shows a strong emphasis on technology and consumer discretionary sectors, with notable additions in industrials and energy.
Sector Specific Insights:
Technology: Heavy investment in MSFT and new positions in COHR and META highlight a significant focus on tech innovation and digital platforms.
Consumer Discretionary: Continued investment in CPNG and new addition DFS indicate a robust interest in consumer spending and retail.
Energy & Materials: Holdings in TECK and new positions in KMI suggest a diversified interest in mining and energy infrastructure.
Legend:
Top 5 Holdings:
NTRA (Natera, Inc.): Healthcare sector, provides cell-free DNA testing technology.
VST (Vistra Corp.): Utilities sector, operates as an integrated retail electricity and power generation company.
TECK (Teck Resources Limited): Materials sector, a major player in mining and mineral development.
CPNG (Coupang, Inc.): Consumer Discretionary sector, a leading e-commerce platform in South Korea.
MSFT (Microsoft Corporation): Technology sector, a dominant force in personal computing, cloud services, and software.
Top 5 New Additions:
META (Meta Platforms, Inc.): Communication Services sector, operates Facebook, Instagram, and other social media platforms.
WAB (Westinghouse Air Brake Technologies Corporation): Industrials sector, provides equipment and services for the rail industry.
KMI (Kinder Morgan, Inc.): Energy sector, operates pipelines and terminals for transporting natural gas, refined petroleum products, crude oil, and more.
DFS (Discover Financial Services): Financials sector, provides banking and payment services, including credit cards and loans.
COHR (Coherent, Inc.): Technology sector, manufactures lasers and laser-based technology for scientific, commercial, and industrial applications.
Top 5 Reduced Positions:
NWSA (News Corp): Communication Services sector, diversified media and information services company.
STX (Seagate Technology Holdings PLC): Technology sector, provides data storage solutions.
NVDA (NVIDIA Corporation): Technology sector, specializes in GPUs for gaming and professional markets, as well as system on a chip units for the mobile computing and automotive market.
TECK (Teck Resources Limited): Materials sector, a major player in mining and mineral development.
CPNG (Coupang, Inc.): Consumer Discretionary sector, a leading e-commerce platform in South Korea.
George Soros -Soros Fund Management
Summary:
George Soros's Soros Fund Management exhibits a diverse portfolio with significant investments in technology and financial sectors, while adding new positions in renewable energy and e-commerce.
Sector Specific Insights:
Technology: Major holdings in GOOGL and new addition OKTA indicate a strong focus on tech innovation and digital security.
Financial Services: Significant positions in AEL and new addition PCG highlight a strategic interest in financial products and services.
Renewable Energy: New investment in RUN suggests an increased focus on renewable energy solutions.
Legend:
Top 5 Holdings:
CERE (Cerevel Therapeutics Holdings, Inc.): Healthcare sector, focuses on developing therapies for neuroscience diseases.
NVO (Novo Nordisk A/S): Healthcare sector, a global healthcare company with a leading position in diabetes care.
AEL (American Equity Investment Life Holding Company): Financials sector, provides life insurance and annuity products.
AER (AerCap Holdings N.V.): Industrials sector, provides aircraft leasing and aviation finance.
GOOGL (Alphabet Inc.): Communication Services sector, parent company of Google, specializing in internet-related services and products.
Top 5 New Additions:
RUN (Sunrun Inc.): Utilities sector, provides residential solar electricity.
PCG (PG&E Corporation): Utilities sector, provides natural gas and electricity to customers in northern and central California.
WRK (WestRock Company): Materials sector, provides paper and packaging solutions.
OKTA (Okta, Inc.): Technology sector, provides identity and access management solutions.
CERE (Cerevel Therapeutics Holdings, Inc.): Healthcare sector, focuses on developing therapies for neuroscience diseases.
Top 5 Reduced Positions:
J (Jacobs Engineering Group Inc.): Industrials sector, provides technical, professional, and construction services.
CEH (CECONOMY AG): Consumer Discretionary sector, operates consumer electronics stores.
AMZN (Amazon.com, Inc.): Consumer Discretionary sector, engages in the retail sale of consumer products and subscriptions through online and physical stores.
NVO (Novo Nordisk A/S): Healthcare sector, a global healthcare company with a leading position in diabetes care.
AER (AerCap Holdings N.V.): Industrials sector, provides aircraft leasing and aviation finance.
George Soros's Soros Fund Management exhibits a diverse portfolio with significant investments in technology and financial sectors, while adding new positions in renewable energy and e-commerce.
Sector Specific Insights:
Technology: Major holdings in GOOGL and new addition OKTA indicate a strong focus on tech innovation and digital security.
Financial Services: Significant positions in AEL and new addition PCG highlight a strategic interest in financial products and services.
Renewable Energy: New investment in RUN suggests an increased focus on renewable energy solutions.
Legend:
Top 5 Holdings:
CERE (Cerevel Therapeutics Holdings, Inc.): Healthcare sector, focuses on developing therapies for neuroscience diseases.
NVO (Novo Nordisk A/S): Healthcare sector, a global healthcare company with a leading position in diabetes care.
AEL (American Equity Investment Life Holding Company): Financials sector, provides life insurance and annuity products.
AER (AerCap Holdings N.V.): Industrials sector, provides aircraft leasing and aviation finance.
GOOGL (Alphabet Inc.): Communication Services sector, parent company of Google, specializing in internet-related services and products.
Top 5 New Additions:
RUN (Sunrun Inc.): Utilities sector, provides residential solar electricity.
PCG (PG&E Corporation): Utilities sector, provides natural gas and electricity to customers in northern and central California.
WRK (WestRock Company): Materials sector, provides paper and packaging solutions.
OKTA (Okta, Inc.): Technology sector, provides identity and access management solutions.
CERE (Cerevel Therapeutics Holdings, Inc.): Healthcare sector, focuses on developing therapies for neuroscience diseases.
Top 5 Reduced Positions:
J (Jacobs Engineering Group Inc.): Industrials sector, provides technical, professional, and construction services.
CEH (CECONOMY AG): Consumer Discretionary sector, operates consumer electronics stores.
AMZN (Amazon.com, Inc.): Consumer Discretionary sector, engages in the retail sale of consumer products and subscriptions through online and physical stores.
NVO (Novo Nordisk A/S): Healthcare sector, a global healthcare company with a leading position in diabetes care.
AER (AerCap Holdings N.V.): Industrials sector, provides aircraft leasing and aviation finance.
Ray Dalio - Bridgewater Associates
Summary:
Ray Dalio's Bridgewater Associates is maintaining a diverse portfolio with significant investments in technology and consumer goods, while adding new positions in healthcare and technology sectors.
Sector Specific Insights:
Technology: Significant holdings in NVDA and new additions like AMD and AMZN indicate a strong focus on the tech sector.
Consumer Goods: Large positions in PG and reduced stakes in PEP and KO show a nuanced approach to consumer staples.
Healthcare: Investments in JNJ, MDT, and new addition SPGI highlight a balanced interest in both pharmaceuticals and medical devices.
Legend:
Top 5 Holdings:
JNJ (Johnson & Johnson): Healthcare sector, a multinational corporation that develops medical devices, pharmaceuticals, and consumer packaged goods.
META (Meta Platforms, Inc.): Communication Services sector, operates Facebook, Instagram, and other social media platforms.
NVDA (NVIDIA Corporation): Technology sector, specializes in GPUs for gaming and professional markets, as well as system on a chip units for the mobile computing and automotive market.
PG (Procter & Gamble Co.): Consumer Staples sector, manufactures a wide range of consumer health, hygiene, and home products.
GOOGL (Alphabet Inc.): Communication Services sector, parent company of Google, specializing in internet-related services and products.
Top 5 New Additions:
NFLX (Netflix, Inc.): Communication Services sector, provides subscription-based streaming service offering online streaming of a library of films and television programs.
SPGI (S&P Global Inc.): Financials sector, provides ratings, benchmarks, analytics, and data to the capital and commodity markets worldwide.
MDT (Medtronic plc): Healthcare sector, develops and manufactures medical devices and therapies.
AMD (Advanced Micro Devices, Inc.): Technology sector, designs and produces microprocessors and graphics processors.
AMZN (Amazon.com, Inc.): Consumer Discretionary sector, engages in the retail sale of consumer products and subscriptions through online and physical stores.
Top 5 Reduced Positions:
PEP (PepsiCo, Inc.): Consumer Staples sector, manufactures and distributes beverages and snack foods.
KO (The Coca-Cola Company): Consumer Staples sector, manufactures and sells various nonalcoholic beverages worldwide.
COST (Costco Wholesale Corporation): Consumer Staples sector, operates membership-only warehouse clubs.
WMT (Walmart Inc.): Consumer Staples sector, operates retail stores, including discount stores, supercenters, and neighborhood markets.
PG (Procter & Gamble Co.): Consumer Staples sector, manufactures a wide range of consumer health, hygiene, and home products.
Ray Dalio's Bridgewater Associates is maintaining a diverse portfolio with significant investments in technology and consumer goods, while adding new positions in healthcare and technology sectors.
Sector Specific Insights:
Technology: Significant holdings in NVDA and new additions like AMD and AMZN indicate a strong focus on the tech sector.
Consumer Goods: Large positions in PG and reduced stakes in PEP and KO show a nuanced approach to consumer staples.
Healthcare: Investments in JNJ, MDT, and new addition SPGI highlight a balanced interest in both pharmaceuticals and medical devices.
Legend:
Top 5 Holdings:
JNJ (Johnson & Johnson): Healthcare sector, a multinational corporation that develops medical devices, pharmaceuticals, and consumer packaged goods.
META (Meta Platforms, Inc.): Communication Services sector, operates Facebook, Instagram, and other social media platforms.
NVDA (NVIDIA Corporation): Technology sector, specializes in GPUs for gaming and professional markets, as well as system on a chip units for the mobile computing and automotive market.
PG (Procter & Gamble Co.): Consumer Staples sector, manufactures a wide range of consumer health, hygiene, and home products.
GOOGL (Alphabet Inc.): Communication Services sector, parent company of Google, specializing in internet-related services and products.
Top 5 New Additions:
NFLX (Netflix, Inc.): Communication Services sector, provides subscription-based streaming service offering online streaming of a library of films and television programs.
SPGI (S&P Global Inc.): Financials sector, provides ratings, benchmarks, analytics, and data to the capital and commodity markets worldwide.
MDT (Medtronic plc): Healthcare sector, develops and manufactures medical devices and therapies.
AMD (Advanced Micro Devices, Inc.): Technology sector, designs and produces microprocessors and graphics processors.
AMZN (Amazon.com, Inc.): Consumer Discretionary sector, engages in the retail sale of consumer products and subscriptions through online and physical stores.
Top 5 Reduced Positions:
PEP (PepsiCo, Inc.): Consumer Staples sector, manufactures and distributes beverages and snack foods.
KO (The Coca-Cola Company): Consumer Staples sector, manufactures and sells various nonalcoholic beverages worldwide.
COST (Costco Wholesale Corporation): Consumer Staples sector, operates membership-only warehouse clubs.
WMT (Walmart Inc.): Consumer Staples sector, operates retail stores, including discount stores, supercenters, and neighborhood markets.
PG (Procter & Gamble Co.): Consumer Staples sector, manufactures a wide range of consumer health, hygiene, and home products.
Biotech Funds
Biotech funds invest in companies developing new drugs and medical technologies. They capitalize on medical innovations, offering high growth potential but also higher risk due to regulatory and market volatility. These funds appeal to high-risk, healthcare-focused investors.
Peter Kolchinsky - RA Capital Management
Summary:
Peter Kolchinsky's RA Capital Management exhibits a concentrated portfolio with substantial investments in the biotechnology and healthcare sectors, while strategically adding new positions in pharmaceuticals and medical technology.
Sector Specific Insights:
Biotechnology: Significant holdings in ASND and PCVX reflect a strong focus on biopharmaceutical innovations.
Healthcare: Major positions in LEGN and JANX indicate confidence in health technology and medical devices.
Pharmaceuticals: New positions in DNTH and LBPH highlight a strategic move towards drug development and therapeutics.
Medical Technology: The addition of LENZ suggests a growing interest in advanced medical devices and technologies.
Legend:
Top 5 Holdings:
RYTM (Rhythm Pharmaceuticals, Inc.): Healthcare sector, develops therapies for rare genetic disorders.
JANX (Janux Therapeutics, Inc.): Healthcare sector, focuses on developing novel therapeutics for cancer.
LEGN (Legend Biotech Corporation): Healthcare sector, develops cell therapies for cancer treatment.
PCVX (Vaxcyte, Inc.): Biotechnology sector, develops next-generation vaccines for infectious diseases.
ASND (Ascendis Pharma A/S): Biotechnology sector, focuses on developing therapies for endocrine disorders.
Top 5 New Additions:
DNTH (Dianthus Therapeutics, Inc.): Pharmaceuticals sector, develops treatments for autoimmune diseases.
LBPH (Longboard Pharmaceuticals, Inc.): Pharmaceuticals sector, develops novel treatments for neurological diseases.
LENZ (Lenz Therapeutics, Inc.): Medical Technology sector, develops innovative ophthalmic therapies.
DYN (Dyne Therapeutics, Inc.): Pharmaceuticals sector, focuses on muscle diseases.
EWTX (Edgewise Therapeutics, Inc.): Biotechnology sector, develops therapies for rare muscle disorders.
Top 5 Reduced Positions:
CRVO (Corvus Pharmaceuticals, Inc.): Healthcare sector, develops immuno-oncology therapies.
BDTX (Black Diamond Therapeutics, Inc.): Biotechnology sector, develops targeted cancer therapies.
MGNX (MacroGenics, Inc.): Healthcare sector, focuses on monoclonal antibody-based therapeutics.
TSHA (Taysha Gene Therapies, Inc.): Biotechnology sector, develops gene therapies for monogenic diseases.
INBX (Inhibrx, Inc.): Biotechnology sector, develops protein engineering therapies.
Peter Kolchinsky's RA Capital Management exhibits a concentrated portfolio with substantial investments in the biotechnology and healthcare sectors, while strategically adding new positions in pharmaceuticals and medical technology.
Sector Specific Insights:
Biotechnology: Significant holdings in ASND and PCVX reflect a strong focus on biopharmaceutical innovations.
Healthcare: Major positions in LEGN and JANX indicate confidence in health technology and medical devices.
Pharmaceuticals: New positions in DNTH and LBPH highlight a strategic move towards drug development and therapeutics.
Medical Technology: The addition of LENZ suggests a growing interest in advanced medical devices and technologies.
Legend:
Top 5 Holdings:
RYTM (Rhythm Pharmaceuticals, Inc.): Healthcare sector, develops therapies for rare genetic disorders.
JANX (Janux Therapeutics, Inc.): Healthcare sector, focuses on developing novel therapeutics for cancer.
LEGN (Legend Biotech Corporation): Healthcare sector, develops cell therapies for cancer treatment.
PCVX (Vaxcyte, Inc.): Biotechnology sector, develops next-generation vaccines for infectious diseases.
ASND (Ascendis Pharma A/S): Biotechnology sector, focuses on developing therapies for endocrine disorders.
Top 5 New Additions:
DNTH (Dianthus Therapeutics, Inc.): Pharmaceuticals sector, develops treatments for autoimmune diseases.
LBPH (Longboard Pharmaceuticals, Inc.): Pharmaceuticals sector, develops novel treatments for neurological diseases.
LENZ (Lenz Therapeutics, Inc.): Medical Technology sector, develops innovative ophthalmic therapies.
DYN (Dyne Therapeutics, Inc.): Pharmaceuticals sector, focuses on muscle diseases.
EWTX (Edgewise Therapeutics, Inc.): Biotechnology sector, develops therapies for rare muscle disorders.
Top 5 Reduced Positions:
CRVO (Corvus Pharmaceuticals, Inc.): Healthcare sector, develops immuno-oncology therapies.
BDTX (Black Diamond Therapeutics, Inc.): Biotechnology sector, develops targeted cancer therapies.
MGNX (MacroGenics, Inc.): Healthcare sector, focuses on monoclonal antibody-based therapeutics.
TSHA (Taysha Gene Therapies, Inc.): Biotechnology sector, develops gene therapies for monogenic diseases.
INBX (Inhibrx, Inc.): Biotechnology sector, develops protein engineering therapies.
Roderick Wong - RTW Investments
Summary:
Roderick Wong's RTW Investments showcases a concentrated portfolio with strong investments in the biotechnology and healthcare sectors, while strategically adding new positions in medical devices and pharmaceuticals.
Sector Specific Insights:
Biotechnology: Significant holdings in IMCR and AXSM reflect a strong focus on innovative biopharmaceuticals.
Healthcare: Major positions in RCKT and BRKR indicate confidence in genetic medicine and diagnostic solutions.
Medical Devices: New positions in ISRG and SYK highlight a strategic move towards advanced surgical and medical technologies.
Pharmaceuticals: The addition of KYTX suggests a growing interest in drug development and therapeutics.
Legend:
Top 5 Holdings:
BRKR (Bruker Corporation): Healthcare sector, manufactures scientific instruments for molecular and materials research.
RARE (Ultragenyx Pharmaceutical Inc.): Biotechnology sector, focuses on developing treatments for rare and ultra-rare diseases.
AXSM (Axsome Therapeutics, Inc.): Biotechnology sector, develops therapies for central nervous system disorders.
IMCR (Immunocore Holdings plc): Biotechnology sector, develops T-cell receptor-based therapies for cancer.
RCKT (Rocket Pharmaceuticals, Inc.): Healthcare sector, focuses on gene therapy treatments for rare diseases.
Top 5 New Additions:
NGNE (Natera, Inc.): Healthcare sector, specializes in genetic testing and diagnostics.
ISRG (Intuitive Surgical, Inc.): Medical Devices sector, develops robotic-assisted surgical systems.
KYTX (Kymera Therapeutics, Inc.): Biotechnology sector, develops targeted protein degradation therapies.
DYN (Dyne Therapeutics, Inc.): Pharmaceuticals sector, focuses on muscle diseases.
SYK (Stryker Corporation): Medical Devices sector, provides medical and surgical equipment.
Top 5 Reduced Positions:
CRGX (Cargex Pharmaceuticals, Inc.): Healthcare sector, develops pharmaceutical products.
VCEL (Vericel Corporation): Biotechnology sector, specializes in advanced cell therapies.
MDGL (Madrigal Pharmaceuticals, Inc.): Biotechnology sector, develops therapies for cardiovascular diseases.
ARVN (Arvinas, Inc.): Biotechnology sector, focuses on targeted protein degradation therapies.
IMCR (Immunocore Holdings plc): Biotechnology sector, develops T-cell receptor-based therapies for cancer.
Roderick Wong's RTW Investments showcases a concentrated portfolio with strong investments in the biotechnology and healthcare sectors, while strategically adding new positions in medical devices and pharmaceuticals.
Sector Specific Insights:
Biotechnology: Significant holdings in IMCR and AXSM reflect a strong focus on innovative biopharmaceuticals.
Healthcare: Major positions in RCKT and BRKR indicate confidence in genetic medicine and diagnostic solutions.
Medical Devices: New positions in ISRG and SYK highlight a strategic move towards advanced surgical and medical technologies.
Pharmaceuticals: The addition of KYTX suggests a growing interest in drug development and therapeutics.
Legend:
Top 5 Holdings:
BRKR (Bruker Corporation): Healthcare sector, manufactures scientific instruments for molecular and materials research.
RARE (Ultragenyx Pharmaceutical Inc.): Biotechnology sector, focuses on developing treatments for rare and ultra-rare diseases.
AXSM (Axsome Therapeutics, Inc.): Biotechnology sector, develops therapies for central nervous system disorders.
IMCR (Immunocore Holdings plc): Biotechnology sector, develops T-cell receptor-based therapies for cancer.
RCKT (Rocket Pharmaceuticals, Inc.): Healthcare sector, focuses on gene therapy treatments for rare diseases.
Top 5 New Additions:
NGNE (Natera, Inc.): Healthcare sector, specializes in genetic testing and diagnostics.
ISRG (Intuitive Surgical, Inc.): Medical Devices sector, develops robotic-assisted surgical systems.
KYTX (Kymera Therapeutics, Inc.): Biotechnology sector, develops targeted protein degradation therapies.
DYN (Dyne Therapeutics, Inc.): Pharmaceuticals sector, focuses on muscle diseases.
SYK (Stryker Corporation): Medical Devices sector, provides medical and surgical equipment.
Top 5 Reduced Positions:
CRGX (Cargex Pharmaceuticals, Inc.): Healthcare sector, develops pharmaceutical products.
VCEL (Vericel Corporation): Biotechnology sector, specializes in advanced cell therapies.
MDGL (Madrigal Pharmaceuticals, Inc.): Biotechnology sector, develops therapies for cardiovascular diseases.
ARVN (Arvinas, Inc.): Biotechnology sector, focuses on targeted protein degradation therapies.
IMCR (Immunocore Holdings plc): Biotechnology sector, develops T-cell receptor-based therapies for cancer.
ADAR1 Capital Management
Summary:
ADAR1 Capital Management demonstrates a focused portfolio with significant investments in the biotechnology and healthcare sectors, while strategically adding new positions in pharmaceuticals and medical technology.
Sector Specific Insights:
Biotechnology: Significant holdings in ALNY and PTGX reflect a strong focus on advanced biopharmaceutical innovations.
Healthcare: Major positions in BOX and ROIV indicate confidence in medical technology and health services.
Pharmaceuticals: New positions in ACHV and ALKS highlight a strategic move towards drug development and therapies.
Medical Technology: The addition of HLXB suggests a growing interest in cutting-edge medical devices.
Legend:
Top 5 Holdings:
CYTK (Cytokinetics, Inc.): Biotechnology sector, develops muscle activators and inhibitors for diseases such as ALS.
PTGX (Protagonist Therapeutics, Inc.): Biotechnology sector, focuses on peptide-based drugs.
ALNY (Alnylam Pharmaceuticals, Inc.): Biotechnology sector, develops RNA interference (RNAi) therapeutics.
ROIV (Roivant Sciences Ltd.): Healthcare sector, focuses on developing and commercializing innovative medicines.
BOX (Box, Inc.): Technology sector, provides cloud content management and file sharing services.
Top 5 New Additions:
FUSN (Fusion Pharmaceuticals Inc.): Healthcare sector, develops targeted alpha therapies for cancer treatment.
ACHV (Achieve Life Sciences, Inc.): Pharmaceuticals sector, develops therapies for nicotine addiction.
HLXB (Helix BioPharma Corp.): Medical Technology sector, focuses on cancer therapeutics.
ALKS (Alkermes plc): Pharmaceuticals sector, develops therapies for central nervous system diseases.
BOX (Box, Inc.): Technology sector, provides cloud content management and file sharing services.
Top 5 Reduced Positions:
USFR (US Foods Holding Corp.): Consumer Staples sector, markets and distributes fresh, frozen, and dry food and non-food products.
FULC (Fulcrum Therapeutics, Inc.): Biotechnology sector, develops small molecule therapies.
ABUS (Arbutus Biopharma Corporation): Biotechnology sector, focuses on discovering, developing, and commercializing a cure for people with chronic hepatitis B virus infection.
RPRX (Royalty Pharma plc): Healthcare sector, invests in pharmaceutical royalties.
KROS (Keros Therapeutics, Inc.): Biotechnology sector, focuses on treatments for hematological and musculoskeletal disorders.
ADAR1 Capital Management demonstrates a focused portfolio with significant investments in the biotechnology and healthcare sectors, while strategically adding new positions in pharmaceuticals and medical technology.
Sector Specific Insights:
Biotechnology: Significant holdings in ALNY and PTGX reflect a strong focus on advanced biopharmaceutical innovations.
Healthcare: Major positions in BOX and ROIV indicate confidence in medical technology and health services.
Pharmaceuticals: New positions in ACHV and ALKS highlight a strategic move towards drug development and therapies.
Medical Technology: The addition of HLXB suggests a growing interest in cutting-edge medical devices.
Legend:
Top 5 Holdings:
CYTK (Cytokinetics, Inc.): Biotechnology sector, develops muscle activators and inhibitors for diseases such as ALS.
PTGX (Protagonist Therapeutics, Inc.): Biotechnology sector, focuses on peptide-based drugs.
ALNY (Alnylam Pharmaceuticals, Inc.): Biotechnology sector, develops RNA interference (RNAi) therapeutics.
ROIV (Roivant Sciences Ltd.): Healthcare sector, focuses on developing and commercializing innovative medicines.
BOX (Box, Inc.): Technology sector, provides cloud content management and file sharing services.
Top 5 New Additions:
FUSN (Fusion Pharmaceuticals Inc.): Healthcare sector, develops targeted alpha therapies for cancer treatment.
ACHV (Achieve Life Sciences, Inc.): Pharmaceuticals sector, develops therapies for nicotine addiction.
HLXB (Helix BioPharma Corp.): Medical Technology sector, focuses on cancer therapeutics.
ALKS (Alkermes plc): Pharmaceuticals sector, develops therapies for central nervous system diseases.
BOX (Box, Inc.): Technology sector, provides cloud content management and file sharing services.
Top 5 Reduced Positions:
USFR (US Foods Holding Corp.): Consumer Staples sector, markets and distributes fresh, frozen, and dry food and non-food products.
FULC (Fulcrum Therapeutics, Inc.): Biotechnology sector, develops small molecule therapies.
ABUS (Arbutus Biopharma Corporation): Biotechnology sector, focuses on discovering, developing, and commercializing a cure for people with chronic hepatitis B virus infection.
RPRX (Royalty Pharma plc): Healthcare sector, invests in pharmaceutical royalties.
KROS (Keros Therapeutics, Inc.): Biotechnology sector, focuses on treatments for hematological and musculoskeletal disorders.
Joseph Edelman - Perceptive Advisors
Summary:
Joseph Edelman's Perceptive Advisors exhibits a focused portfolio with substantial investments in the biotechnology and healthcare sectors, while actively adding new positions in pharmaceuticals and medical research.
Sector Specific Insights:
Biotechnology: Significant holdings in CERE and FOLD reflect a strong focus on innovative biopharmaceuticals.
Healthcare: Major positions in IOVA and ACLX indicate confidence in immuno-oncology and cell therapy.
Pharmaceuticals: New positions in PRAX and CNTA highlight a strategic move towards drug development and neurological treatments.
Medical Research: The addition of VKTX suggests a growing interest in metabolic and endocrine research.
Legend:
Top 5 Holdings:
NUVL (Nuvalent, Inc.): Biotechnology sector, develops precision oncology medicines.
ACLX (Arcellx, Inc.): Biotechnology sector, focuses on cell therapies for cancer treatment.
IOVA (Iovance Biotherapeutics, Inc.): Healthcare sector, develops T-cell-based immunotherapies.
FOLD (Amicus Therapeutics, Inc.): Biotechnology sector, focuses on therapies for rare diseases.
CERE (Cerevel Therapeutics Holdings, Inc.): Healthcare sector, develops therapies for neuroscience diseases.
Top 5 New Additions:
OCUL (Ocular Therapeutix, Inc.): Healthcare sector, develops therapies for eye diseases.
CNTA (Centessa Pharmaceuticals plc): Pharmaceuticals sector, focuses on rare diseases and oncology.
PRAX (Praxis Precision Medicines, Inc.): Pharmaceuticals sector, develops treatments for central nervous system disorders.
CGON (Cogent Biosciences, Inc.): Biotechnology sector, develops precision therapies for genetically defined diseases.
VKTX (Viking Therapeutics, Inc.): Biotechnology sector, focuses on metabolic and endocrine disorders.
Top 5 Reduced Positions:
NTRA (Natera, Inc.): Healthcare sector, specializes in genetic testing and diagnostics.
SYRE (Syros Pharmaceuticals, Inc.): Biotechnology sector, develops therapies for cancer and genetic diseases.
NUVL (Nuvalent, Inc.): Biotechnology sector, develops precision oncology medicines.
ACLX (Arcellx, Inc.): Biotechnology sector, focuses on cell therapies for cancer treatment.
CERE (Cerevel Therapeutics Holdings, Inc.): Healthcare sector, develops therapies for neuroscience diseases.
Joseph Edelman's Perceptive Advisors exhibits a focused portfolio with substantial investments in the biotechnology and healthcare sectors, while actively adding new positions in pharmaceuticals and medical research.
Sector Specific Insights:
Biotechnology: Significant holdings in CERE and FOLD reflect a strong focus on innovative biopharmaceuticals.
Healthcare: Major positions in IOVA and ACLX indicate confidence in immuno-oncology and cell therapy.
Pharmaceuticals: New positions in PRAX and CNTA highlight a strategic move towards drug development and neurological treatments.
Medical Research: The addition of VKTX suggests a growing interest in metabolic and endocrine research.
Legend:
Top 5 Holdings:
NUVL (Nuvalent, Inc.): Biotechnology sector, develops precision oncology medicines.
ACLX (Arcellx, Inc.): Biotechnology sector, focuses on cell therapies for cancer treatment.
IOVA (Iovance Biotherapeutics, Inc.): Healthcare sector, develops T-cell-based immunotherapies.
FOLD (Amicus Therapeutics, Inc.): Biotechnology sector, focuses on therapies for rare diseases.
CERE (Cerevel Therapeutics Holdings, Inc.): Healthcare sector, develops therapies for neuroscience diseases.
Top 5 New Additions:
OCUL (Ocular Therapeutix, Inc.): Healthcare sector, develops therapies for eye diseases.
CNTA (Centessa Pharmaceuticals plc): Pharmaceuticals sector, focuses on rare diseases and oncology.
PRAX (Praxis Precision Medicines, Inc.): Pharmaceuticals sector, develops treatments for central nervous system disorders.
CGON (Cogent Biosciences, Inc.): Biotechnology sector, develops precision therapies for genetically defined diseases.
VKTX (Viking Therapeutics, Inc.): Biotechnology sector, focuses on metabolic and endocrine disorders.
Top 5 Reduced Positions:
NTRA (Natera, Inc.): Healthcare sector, specializes in genetic testing and diagnostics.
SYRE (Syros Pharmaceuticals, Inc.): Biotechnology sector, develops therapies for cancer and genetic diseases.
NUVL (Nuvalent, Inc.): Biotechnology sector, develops precision oncology medicines.
ACLX (Arcellx, Inc.): Biotechnology sector, focuses on cell therapies for cancer treatment.
CERE (Cerevel Therapeutics Holdings, Inc.): Healthcare sector, develops therapies for neuroscience diseases.