AC
Autonomy Capital (Jersey) L.P. Historical SEC 13F Holdings & Archive (Q4 2023)
Autonomy Capital (Jersey) L.P.CIK: 0001484153
Quality / disciplined sizingLong-term holderSector-focused
Total reported value
$54.8M
Reporting period: 2023-12-31 · Number of holdings: 14
Autonomy Capital (Jersey) L.P. disclosed 14 holdings in its latest 13F filing for the period ending 2023-12-31, with total reported value of $54.8M and a quarterly turnover rate of 0.0%.
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Personality snowflake
- Concentration
- 45.91
- Portfolio Stability
- 0
- Momentum
- 50
- Sector conviction
- 83.85
- Diversification
- 28
- Sizing Uniformity
- 91.92
Autonomy Capital (Jersey) L.P.'s disclosed holdings carry a Herfindahl concentration index of 0.115 — mathematically equivalent to about 9 equally-sized positions, close to its 14 actual disclosed holdings. Value is spread relatively evenly across the portfolio rather than concentrated in a handful of names.
Position sizes are fairly uniform across the portfolio (a coefficient of variation of 0.81), suggesting a disciplined, rules-based approach to how much capital goes into each idea.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 49% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govNo holding changes this quarter
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MRNA | Moderna Inc | Stock-Healthcare | 15.61% | — | +6.71% | |
| 2 | TSLA | Tesla Inc | Stock-Consumer Disc | 14.87% | — | +13.10% | |
| 3 | PAM | Pampa Energia Sa-spon Adr | Stock-Other | 13.73% | — | +8.53% | |
| 4 | ASML | ASML Holding N.V. | Stock-Tech | 13.17% | — | — | |
| 5 | CEPU | Central Puerto-sponsored Adr | Stock-Other | 12.78% | — | +1.30% | |
| 6 | DIDIY | Didi Global Inc | Stock-Other | 7.10% | — | — | |
| 7 | STEM | Stem, Inc. | Stock-Other | 6.79% | — | — | |
| 8 | NEE | Nextera Energy Inc | Stock-Utilities | 5.10% | — | — | |
| 9 | STEM 0.5 12-01-28Bond | Stem Inc | Bond | 4.12% | — | — | |
| 10 | LOMA | Loma Negra Cia Ind-spon Adr | Stock-Other | 3.25% | — | -63.91% | |
| 11 | IRS | Irsa -sp Adr | Stock-Other | 2.70% | — | -63.33% | |
| 12 | ✓ | Wallbox NV | Stock-Other | 0.56% | — | — | |
| 13 | BIOX | Bioceres Crop Solutions Corp. | Stock-Other | 0.12% | — | — | |
| 14 | EDN | Emp Distrib Y Comerc Nor-adr | Stock-Other | 0.11% | — | -53.85% |
* This report is exclusively curated by the AlphaSMO team. AlphaSMO is the web's most authoritative 13F / Inside Trader database, delivering precise insider trading and institutional holdings insights.
Portfolio Performance
Performance for Q3 2026
-2.1%
Performance Last 4 Quarters
+18.8%
- Stdev
- +36.6%
- Beta
- +0.79
- Alpha
- -29.2%
- Max Drawdown
- -55%
- Annualized Perf
- -18.3%
- Batting Avg vs S&P
- +41.7%
- Sortino
- -0.51
- Stutzer
- -0.11
- Treynor
- -0.17
- Sterling
- -0.45
- Calmar
- -0.33
- Information Ratio
- -0.95
- Tracking Error
- +35.3%
- Stdev Down
- +26.5%
- Winning Months %
- +44.4%
- Losing Months %
- +55.6%
- Best 12 Months
- +49.5%
- Worst 12 Months
- -59.4%
- Efficiency Ratio
- +0.15
- Sharpe
- -0.37
- Stdev Sectors
- +8.6%
- Skewness
- +0.41
- Kurtosis
- -0.02
- Upside Potential
- +1.61
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
| Period | Holdings | Total value | Stability | Top holdings | |
|---|---|---|---|---|---|
| 2023 Q4 | 14 | $54.8M | 0 | ||
| 2023 Q3 | 12 | $42.1M | 0 | ||
| 2023 Q2 | 15 | $109.5M | 0 | ||
| 2023 Q1 | 12 | $70.2M | 0 | ||
| 2022 Q4 | 16 | $60.9M | 0 | ||
| 2022 Q3 | 13 | $242.6M | 0 | ||
| 2022 Q2 | 10 | $21.1M | 0 | ||
| 2022 Q1 | 18 | $39.8M | 0 | ||
| 2021 Q4 | 20 | $145.7M | 0 | ||
| 2021 Q3 | 25 | $183.4M | 0 | ||
| 2021 Q2 | 38 | $331.0M | 100 | ||
| 2021 Q1 | 5 | $1.0B | 100 | ||
| 2020 Q4 | 13 | $631.9M | 100 | ||
| 2020 Q3 | 9 | $187.6M | 100 | ||
| 2020 Q2 | 7 | $391.2M | 100 | ||
| 2020 Q1 | 7 | $163.4M | 100 | ||
| 2019 Q4 | 8 | $946.9M | 100 | ||
| 2019 Q3 | 8 | $174.9M | 96 | ||
| 2019 Q2 | 11 | $452.4M | 100 | ||
| 2019 Q1 | 13 | $832.3M | 71 | ||
| 2018 Q4 | 9 | $1.1B | 100 | ||
| 2018 Q3 | 7 | $48.5M | 100 | ||
| 2018 Q2 | 10 | $780.2M | 28 | ||
| 2018 Q1 | 8 | $893.3M | 100 | ||
| 2017 Q4 | 3 | $324.3M | 59 | ||
| 2017 Q3 | 6 | $587.0M | 100 | ||
| 2017 Q2 | 7 | $675.2M | 100 | ||
| 2017 Q1 | 5 | $133.5M | 100 | ||
| 2016 Q4 | 4 | $23.7M | 100 | ||
| 2016 Q3 | 6 | $236.2M | 13 | ||
| 2016 Q2 | 8 | $255.4M | 75 | ||
| 2016 Q1 | 5 | $525.2M | 58 | ||
| 2015 Q4 | 4 | $937.6M | 100 | ||
| 2015 Q3 | 3 | $120.7M | 100 | ||
| 2015 Q2 | 1 | $26.6M | 99 | ||
| 2015 Q1 | 3 | $78.5M | 100 | ||
| 2014 Q4 | 22 | $449.0M | 90 | ||
| 2014 Q3 | 19 | $711.8M | 89 | ||
| 2014 Q2 | 19 | $1.8B | 64 | ||
| 2014 Q1 | 18 | $1.1B | 90 | ||
| 2013 Q4 | 17 | $507.0M | 81 | ||
| 2013 Q3 | 22 | $350.5M | 50 | ||
| 2013 Q2 | 20 | $489.0M | 0 |
Holding changes this quarter
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|
Filing History
FAQ
What is Autonomy Capital (Jersey) L.P. and what type of investor is it?
Autonomy Capital (Jersey) L.P. is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2023-12-31), the firm manages a tracked equity portfolio valued at approximately $54.8M, spread across 14 disclosed positions.
What are Autonomy Capital (Jersey) L.P.'s largest equity positions?
Based on the latest 13F filing, Autonomy Capital (Jersey) L.P.'s top holdings by market value are:
1. Moderna Inc (MRNA) — $8.6M (15.6%)
2. Tesla Inc (TSLA) — $8.2M (14.9%)
3. Pampa Energia Sa-spon Adr (PAM) — $7.5M (13.7%)
4. ASML Holding N.V. (ASML) — $7.2M (13.2%)
5. Central Puerto-sponsored Adr (CEPU) — $7.0M (12.8%)
What changes did Autonomy Capital (Jersey) L.P. make in its most recent portfolio filing?
No notable portfolio changes were recorded for Autonomy Capital (Jersey) L.P. in the most recent quarter. Holdings appear to have remained relatively stable.
What sectors does Autonomy Capital (Jersey) L.P. focus on?
Autonomy Capital (Jersey) L.P. is concentrated in the following sectors based on its current disclosed equity portfolio:
• Health Care: 32.0%
• Consumer Discretionary: 30.5%
• Information Technology: 27.0%
• Utilities: 10.5%
Investment Profile
Autonomy Capital (Jersey) L.P. returned an annualized -18.3% over the trailing 36 months — underperforming the S&P 500 by 29.2 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 0.79 (less volatile than the market) and a 42% quarterly batting average against the index.
Its portfolio is moderately concentrated and long-term-holding, with 32.0% of the portfolio concentrated in Health Care.
It has added to its MRNA position over the past two quarters (+$268.8K, now $8.6M), while trimming LOMA over the same stretch (-$6.5M, still holding $1.8M).
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