CIK: 0001605541
Total reported value
$241.9M
Reporting period: 2014-12-31 · Number of holdings: 32
Condorcet Global Opportunity Fund, LLC disclosed 32 holdings in its latest 13F filing for the period ending 2014-12-31, with total reported value of $241.9M and a quarterly turnover rate of 0.0%.
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Condorcet Global Opportunity Fund, LLC's disclosed holdings carry a Herfindahl concentration index of 0.057 — mathematically equivalent to about 18 equally-sized positions, well below its 32 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes are fairly uniform across the portfolio (a coefficient of variation of 0.92), 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 3% 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.
No holding changes this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ✓ | Directv | Stock-Other | 9.32% | — | — | — |
| 2 | ✓ | Auxilium Pharmaceuticals | Stock-Other | 8.15% | — | — | — |
| 3 | ✓ | Stock-Other | 8.14% | — | — | — | |
| 4 | ✓ | Allergan INC | Stock-Other | 7.95% | — | — | — |
| 5 | ✓ | Trw Automotive Hldgs CORP | Stock-Other | 6.97% | — | — | — |
| 6 | DRCEUR | Dresser-rand Group INC | Stock-Other | 6.70% | — | — | — |
| 7 | GME | GameStop Corp. | Stock-Consumer Disc | 6.67% | — | — | — |
| 8 | ✓ | Stock-Other | 6.66% | — | — | — | |
| 9 | ✓ | Liberty Global Cl B Ord | Stock-Other | 6.13% | — | — | — |
| 10 | ✓ | Cubist Pharmaceuticals INC | Stock-Other | 3.50% | — | — | — |
| 11 | ✓ | Digital Riv INC Com | Stock-Other | 3.24% | — | — | — |
| 12 | ✓ | Stock-Other | 2.70% | — | — | — | |
| 13 | GT | Goodyear Tire & Rubber Co | Stock-Consumer Disc | 2.28% | — | — | — |
| 14 | ✓ | Riverbed Technology INC | Stock-Other | 2.13% | — | — | — |
| 15 | ✓ | Safeway INC | Stock-Other | 1.81% | — | — | — |
| 16 | ✓ | Yahoo INC | Stock-Other | 1.70% | — | — | — |
| 17 | ✓ | Salix Pharmaceuticals INC | Stock-Other | 1.66% | — | — | — |
| 18 | DISH | Dish Network Corp-a | Stock-Other | 1.66% | — | — | — |
| 19 | GE | GE Aerospace | Stock-Industrials | 1.63% | — | — | — |
| 20 | Z | Zillow Group, Inc. | Stock-Comm Services | 1.48% | — | — | — |
| 21 | ✓ | Lorillard INC | Stock-Other | 1.30% | — | — | — |
| 22 | ARL | American Realty Capital Properties Inc | Stock-Other | 1.20% | — | — | — |
| 23 | TMUS | T-mobile US INC | Stock-Comm Services | 1.19% | — | — | — |
| 24 | ✓ | Volcano Corporation | Stock-Other | 1.05% | — | — | — |
| 25 | STWD | Starwood Property Trust, Inc. | Stock-Real Estate | 0.93% | — | — | — |
| 26 | VOD | Vodafone Group Plc-sp Adr | Stock-Comm Services | 0.93% | — | — | — |
| 27 | LAMR | Lamar Advertising Co-a | Stock-Real Estate | 0.89% | — | — | — |
| 28 | NUANEUR | Nuance Communications INC | Stock-Other | 0.74% | — | — | — |
| 29 | KLXE | KLX Energy Services Holdings, Inc. | Stock-Other | 0.58% | — | — | — |
| 30 | ✓ | Avanir Pharmaceuticals INC | Stock-Other | 0.48% | — | — | — |
| 31 | ✓ | Sprint CORP | Stock-Other | 0.21% | — | — | — |
| 32 | ✓ | Community Health Cvr | Stock-Other | 0.01% | — | — | — |
Not enough priced holdings yet to compute performance
Not enough data yet to compute personality scores
Not enough sector-mapped data yet
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2014-12-31 | 32 | $241.9M | 0 | 125490A205334D3G2554F |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2014-12-31 | 2015-02-17 | 13F-HR | View on EDGAR |
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