13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001998597
Total reported value
$1.9B
$1.9B
10 檔
68.1%
As reported in its official Q1 2024 Form 13F filing, JANA Partners Management, LP's tracked investment portfolio stood at $1.9B with 10 total positions.
In Q1 2024, JANA Partners Management, LP displayed an active expansion posture, initiating 2 new positions and adding to 5 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 19.46% | -0.46% | +22.89% | |
| 2 | FIS | Fidelity National Info Serv | Stock-Tech | 13.94% | — | +3.75% | |
| 3 | TRMB | Trimble Inc | Stock-Tech | 13.23% | — | +0.02% | |
| 4 | FYBR | Frontier Communications Pare | Stock-Other | 13.02% | — | +7.74% | |
| 5 | MRCY | Mercury Systems Inc | Stock-Industrials | 11.17% | +6.81% | +32.89% | |
| 6 | THS | Treehouse Foods Inc | Stock-Other | 10.45% | — | — | |
| 7 | WOLF* | Wolfspeed Inc | Stock-Other | 7.35% | — | — | |
| 8 | FRPT | Freshpet Inc | Stock-Consumer Staples | 6.92% | — | -60.86% | |
| 9 | QDEL | Quidelortho CORP | Stock-Other | 3.13% | — | — | |
| 10 | EHABUSD | Enhabit Inc | Stock-Other | 1.33% | -1.83% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | WOLF* | Wolfspeed Inc | +7.4% | NEW | New buy |
| 2 | QDEL | Quidelortho CORP | +3.1% | NEW | New buy |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | +2.5% | +22.89% | Add |
| 4 | FIS | Fidelity National Info Serv | +1.1% | +3.75% | Add |
| 5 | TRMB | Trimble Inc | +0.3% | +0.02% | Add |
| 6 | EHABUSD | Enhabit Inc | -0.1% | -0.13% | Trim |
| 7 | MRCY | Mercury Systems Inc | -1.1% | +32.89% | Add |
| 8 | FYBR | Frontier Communications Pare | -1.7% | +7.74% | Add |
| 9 | THS | Treehouse Foods Inc | -2.7% | — | Unchanged |
| 10 | FRPT | Freshpet Inc | -8.7% | -60.86% | Trim |
According to official SEC Form 13F filings, JANA Partners Management, LP reported a total U.S. public equity portfolio value of $1.9B across 10 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPY, FIS, TRMB) accounted for 68.1% of total reported equity market value during Q1 2024.
Top New Position Initiated
WOLF*
市值: $134.5M
Top Position Liquidated / Trimmed
FRPT
前期市值: $242.4M
During Q1 2024, JANA Partners Management, LP's top holdings by market value included SPY (19.5%)、FIS (13.9%)、TRMB (13.2%). The largest single position, SPY, represented 19.5% of total portfolio value.
In Q1 2024, JANA Partners Management, LP made 9 total portfolio adjustments, initiating 2 new buys, adding to 5 positions, trimming 2 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.