JI
Jeereddi Investments, LP Historical SEC 13F Holdings & Archive (Q4 2022)
Jeereddi Investments, LPCIK: 0001451460
Long-term holderSector-focusedQuality / disciplined sizing
Total reported value
$38.1M
Reporting period: 2022-12-31 · Number of holdings: 40
Jeereddi Investments, LP disclosed 40 holdings in its latest 13F filing for the period ending 2022-12-31, with total reported value of $38.1M and a quarterly turnover rate of 0.0%.
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Personality snowflake
- Concentration
- 43.24
- Portfolio Stability
- 0
- Momentum
- 50
- Sector conviction
- 79.95
- Diversification
- 80
- Sizing Uniformity
- 81.53
Jeereddi Investments, LP's disclosed holdings carry a Herfindahl concentration index of 0.108 — mathematically equivalent to about 9 equally-sized positions, well below its 40 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 1.85), with a handful of outsized bets alongside many smaller positions.
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 33% 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 28.64% | — | -48.74% | |
| 2 | VIPS | Vipshop Holdings LTD - Adr | Stock-Consumer Disc | 9.00% | — | -16.69% | |
| 3 | MA | Mastercard Inc - A | Stock-Financials | 6.60% | — | — | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 5.67% | — | — | |
| 5 | V | Visa Inc-class A Shares | Stock-Financials | 4.28% | — | — | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 3.20% | — | — | |
| 7 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.18% | — | — | |
| 8 | FLT1EUR | Fleetcor Technologies Inc | Stock-Other | 2.87% | — | — | |
| 9 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.80% | — | -42.86% | |
| 10 | HDB | Hdfc Bank Ltd-adr | Stock-Financials | 2.68% | — | — | |
| 11 | HCA | Hca Healthcare Inc | Stock-Healthcare | 2.10% | — | — | |
| 12 | DHT | DHT Holdings, Inc. | Stock-Other | 2.05% | — | — | |
| 13 | FLR | Fluor CORP | Stock-Industrials | 1.88% | — | — | |
| 14 | GLD | Spdr Gold Shares | ETF-Commodities | 1.78% | — | — | |
| 15 | MHK | Mohawk Industries Inc | Stock-Consumer Disc | 1.76% | — | — | |
| 16 | CHTR | Charter Communications Inc-a | Stock-Comm Services | 1.70% | — | — | |
| 17 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.62% | — | — | |
| 18 | CWH | Camping World Holdings Inc-a | Stock-Other | 1.62% | — | — | |
| 19 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.50% | — | — | |
| 20 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 1.40% | — | — | |
| 21 | GRBK | Green Brick Partners Inc | Stock-Other | 1.35% | — | — | |
| 22 | RIG | Transocean Ltd. | Stock-Energy | 1.14% | — | — | |
| 23 | MU | Micron Technology Inc | Stock-Tech | 1.12% | — | — | |
| 24 | DVA | Davita Inc | Stock-Healthcare | 1.09% | — | +117.33% | |
| 25 | TROX | Tronox Holdings plc | Stock-Other | 0.92% | — | — | |
| 26 | TOL | Toll Brothers Inc | Stock-Consumer Disc | 0.82% | — | — | |
| 27 | MO | Altria Group Inc | Stock-Consumer Staples | 0.80% | — | — | |
| 28 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.79% | — | — | |
| 29 | DEO | Diageo Plc-sponsored Adr | Stock-Consumer Staples | 0.73% | — | — | |
| 30 | ✓ | Eagle Bulk Shipping Inc | Stock-Other | 0.68% | — | — | |
| 31 | VAL | Valaris Limited | Stock-Energy | 0.65% | — | — | |
| 32 | TEAM | Atlassian Corporation | Stock-Tech | 0.59% | — | — | |
| 33 | GNK | Genco Shipping & Trading Limited | Stock-Other | 0.58% | — | — | |
| 34 | ✓ | Cmb.Tech Nv Shs | Stock-Other | 0.57% | — | — | |
| 35 | CCI | Crown Castle Inc | Stock-Real Estate | 0.53% | — | — | |
| 36 | BIGGQ | Big Lots Inc | Stock-Other | 0.39% | — | — | |
| 37 | ET | Energy Transfer LP | Stock-Energy | 0.38% | — | — | |
| 38 | KRO | Kronos Worldwide Inc | Stock-Other | 0.25% | — | — | |
| 39 | 35OB | Sculptor Capital Management | Stock-Other | 0.24% | — | — | |
| 40 | ✓ | Cinedigm CORP | Stock-Other | 0.04% | — | — |
Portfolio Performance
Performance for Q3 2026
+2.8%
Performance Last 4 Quarters
+32.5%
- Stdev
- +15.4%
- Beta
- +1.11
- Alpha
- -1.2%
- Max Drawdown
- -10.3%
- Annualized Perf
- +21.7%
- Batting Avg vs S&P
- +44.4%
- Sortino
- +2.75
- Stutzer
- +0.4
- Treynor
- +0.19
- Sterling
- +1.24
- Calmar
- +2.11
- Information Ratio
- +0.16
- Tracking Error
- +5.9%
- Stdev Down
- +7.6%
- Winning Months %
- +63.9%
- Losing Months %
- +36.1%
- Best 12 Months
- +41.3%
- Worst 12 Months
- +4.1%
- Efficiency Ratio
- +0.58
- Sharpe
- +1.36
- Stdev Sectors
- +11.5%
- Skewness
- +0.11
- Kurtosis
- 0
- Upside Potential
- +4.42
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
Holding changes this quarter
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|
Filing History
FAQ
What is Jeereddi Investments, LP and what type of investor is it?
Jeereddi Investments, LP 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 (2022-12-31), the firm manages a tracked equity portfolio valued at approximately $38.1M, spread across 40 disclosed positions.
What are Jeereddi Investments, LP's largest equity positions?
Based on the latest 13F filing, Jeereddi Investments, LP's top holdings by market value are:
1. Ss Spdr S&p 500 ETF Trust-us (SPY) — $10.9M (28.6%)
2. Vipshop Holdings LTD - Adr (VIPS) — $3.4M (9.0%)
3. Mastercard Inc - A (MA) — $2.5M (6.6%)
4. Alphabet Inc-cl A (GOOGL) — $2.2M (5.7%)
5. Visa Inc-class A Shares (V) — $1.6M (4.3%)
What changes did Jeereddi Investments, LP make in its most recent portfolio filing?
No notable portfolio changes were recorded for Jeereddi Investments, LP in the most recent quarter. Holdings appear to have remained relatively stable.
What sectors does Jeereddi Investments, LP focus on?
Jeereddi Investments, LP is concentrated in the following sectors based on its current disclosed equity portfolio:
• Financials: 33.2%
• Communication Services: 32.2%
• Information Technology: 19.9%
• Health Care: 10.3%
• Consumer Discretionary: 4.3%
Investment Profile
Jeereddi Investments, LP returned an annualized 21.7% over the trailing 36 months — underperforming the S&P 500 by 1.2 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 1.11 (more volatile than the market) and a 44% quarterly batting average against the index.
Its portfolio is moderately concentrated and long-term-holding, with 33.2% of the portfolio concentrated in Financials.
Its concentration score has risen from 25 to 43 over the past 4 quarters — a shift toward higher-conviction positions.
It has added to its RIG position over the past two quarters (+$202.7K, now $435.7K), while trimming GOOGL over the same stretch (-$742.8K, still holding $2.2M).
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