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CIK: 0001995612
Total reported value
$744.1M
$744.1M
19 檔
62.4%
In Q4 2024, Helix Partners Management LP's U.S. equity holdings reached a combined market value of $744.1M, distributed across 19 disclosed stock positions.
During Q4 2024, Helix Partners Management LP's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 31.71% | — | — | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 17.72% | -7.04% | — | |
| 3 | CORZ | Core Scientific Inc | Stock-Tech | 15.16% | +10.03% | — | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 10.53% | -18.92% | EXIT | |
| 5 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 6.29% | +4.64% | NEW | |
| 6 | GNL | Global Net Lease Inc | Stock-Real Estate | 4.29% | -3.94% | — | |
| 7 | SLM | Slm CORP | Stock-Financials | 2.42% | — | — | |
| 8 | ECHO 3.875 11-30-30Bond | Echostar CORP | Bond | 1.98% | — | — | |
| 9 | CIFR | Cipher Digital Inc | Stock-Tech | 1.83% | -0.96% | EXIT | |
| 10 | ECHO | Echostar Corp-a | Stock-Comm Services | 1.44% | -2.28% | — | |
| 11 | AER | AerCap Holdings N.V. | Stock-Industrials | 1.26% | — | — | |
| 12 | PDM | Piedmont Realty Trust Inc | Stock-Other | 1.12% | -0.77% | EXIT | |
| 13 | SIRI | Sirius Xm Holdings Inc | Stock-Comm Services | 1.10% | — | — | |
| 14 | HIW | Highwoods Properties Inc | Stock-Real Estate | 1.07% | — | — | |
| 15 | CYH | Community Health Systems Inc | Stock-Other | 0.86% | +0.02% | — | |
| 16 | HUT | Hut 8 CORP | Stock-Financials | 0.70% | — | — | |
| 17 | UNIT | Uniti Group Inc. | Stock-Other | 0.27% | — | — | |
| 18 | IHRT | Iheartmedia Inc - Class A | Stock-Other | 0.16% | — | — | |
| 19 | HPP | Hudson Pacific Properties, Inc. | Stock-Other | 0.10% | — | — |
According to official SEC Form 13F filings, Helix Partners Management LP reported a total U.S. public equity portfolio value of $744.1M across 19 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including HYG, SPY, CORZ) accounted for 62.4% of total reported equity market value during Q4 2024.
During Q4 2024, Helix Partners Management LP's top holdings by market value included HYG (31.7%)、SPY (17.7%)、CORZ (15.2%). The largest single position, HYG, represented 31.7% of total portfolio value.
In Q4 2024, Helix Partners Management LP made 0 total portfolio adjustments, initiating 0 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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