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CIK: 0001636974
Total reported value
—
$113.3M
8 檔
84.6%
During the Q1 2025 filing period, 53 House LLP (CIK: 0001636974) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $113.3M across 8 reported positions.
In Q1 2025, 53 House LLP displayed an active expansion posture, initiating 8 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 39.93% | — | +26.79% | |
| 2 | VIK | Viking Holdings Ltd | Stock-Consumer Disc | 13.93% | — | — | |
| 3 | ILMN | Illumina Inc | Stock-Healthcare | 10.65% | — | +71.21% | |
| 4 | CI | THE Cigna Group | Stock-Healthcare | 10.06% | — | — | |
| 5 | WDC | Western Digital CORP | Stock-Tech | 10.00% | — | — | |
| 6 | HUM | Humana Inc | Stock-Healthcare | 8.63% | — | — | |
| 7 | SNDK | Sandisk CORP | Stock-Tech | 3.93% | — | — | |
| 8 | NTES | Netease Inc-adr | Stock-Comm Services | 2.87% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | UNH | Unitedhealth Group Inc | — | NEW | New buy |
| 2 | VIK | Viking Holdings Ltd | — | NEW | New buy |
| 3 | ILMN | Illumina Inc | — | NEW | New buy |
| 4 | CI | THE Cigna Group | — | NEW | New buy |
| 5 | WDC | Western Digital CORP | — | NEW | New buy |
| 6 | HUM | Humana Inc | — | NEW | New buy |
| 7 | SNDK | Sandisk CORP | — | NEW | New buy |
| 8 | NTES | Netease Inc-adr | — | NEW | New buy |
According to official SEC Form 13F filings, 53 House LLP reported a total U.S. public equity portfolio value of $113.3M across 8 disclosed positions in Q1 2025.
During Q1 2025, 53 House LLP's top holdings by market value included UNH (39.9%)、VIK (13.9%)、ILMN (10.7%). The largest single position, UNH, represented 39.9% of total portfolio value.
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In terms of portfolio concentration, the top 5 core holdings (including UNH, VIK, ILMN) accounted for 84.6% of total reported equity market value during Q1 2025.
Top New Position Initiated
UNH
市值: $45.2M
In Q1 2025, 53 House LLP made 8 total portfolio adjustments, initiating 8 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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