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53 HOUSE LLP13F | |
| 53 HOUSE LLP | |
| Last update 2025-05-15 | 8 Stocks (6 new) |
| Value $113.00 Mil | Turnover 62 % |
53 HOUSE LLP Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UNH | UnitedHealth Group Inc | 86,361 | 45,231.6 | +26.79% | 39.930 | +8.44% | 0.010 | -48.91% | -39.20% | 275,861.4 | Healthcare Plans | |
VIK | Viking Holdings Ltd | 396,963 | 15,779.3 | New Holding | 13.930 | +13.93% | 0.090 | +42.44% | +28.12% | 25,016.3 | Travel & Leisure | |
ILMN | Illumina Inc | 152,073 | 12,065.5 | +71.21% | 10.650 | +4.43% | 0.100 | +32.72% | -25.73% | 15,711.3 | Medical Diagnostics & Research | |
CI | The Cigna Group | 34,638 | 11,395.9 | New Holding | 10.060 | +10.06% | 0.010 | -7.71% | +10.90% | 81,016.3 | Healthcare Plans | |
WDC | Western Digital Corp | 280,201 | 11,328.5 | New Holding | 10.000 | +10.00% | 0.080 | +92.63% | +47.11% | 23,074.8 | Hardware | |
HUM | Humana Inc | 36,921 | 9,769.3 | New Holding | 8.630 | +8.63% | 0.030 | -21.53% | -8.44% | 27,840.4 | Healthcare Plans | |
SNDK | SanDisk Corp | 93,400 | 4,446.8 | New Holding | 3.930 | +3.93% | 0.060 | +44.17% | 0% | 6,696.9 | Hardware | |
NTES | NetEase Inc | 31,546 | 3,246.7 | New Holding | 2.870 | +2.87% | 0.000 | +29.82% | +46.31% | 81,226.9 | Interactive Media | |
TAL | TAL Education Group | 0 | 0 | Sold Out | 0.000 | -25.07% | 0.000 | +9.38% | +4.79% | 6,389.5 | Education |
53 HOUSE LLP's Historical Top Holdings Breakdowns
53 HOUSE LLP's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
TAL | TAL Education Group | 2025-03-31 | Sold Out Sold Out | -25.07% | 9.04 ($12.47) 14.79 | $10.50 | -15.80% | Sold Out | 0 | -1,546,820 | |
VIK | Viking Holdings Ltd | 2025-03-31 | New Buy New Buy | +13.93% | 38.99 ($46.11) 52.84 | $56.45 | 22.42% | New holding | 396,963 | 396,963 | |
CI | The Cigna Group | 2025-03-31 | New Buy New Buy | +10.06% | 274.49 ($301.26) 329 | $303.27 | 0.67% | New holding | 34,638 | 34,638 | |
WDC | Western Digital Corp | 2025-03-31 | New Buy New Buy | +10.00% | 40.43 ($47.42) 54.41 | $66.14 | 39.48% | New holding | 280,201 | 280,201 | |
HUM | Humana Inc | 2025-03-31 | New Buy New Buy | +8.63% | 249.11 ($270.45) 303.11 | $230.67 | -14.71% | New holding | 36,921 | 36,921 | |
UNH | UnitedHealth Group Inc | 2025-03-31 | Add Add | +8.44% | 461.52 ($511.2) 548.18 | $304.10 | -40.51% | Add 26.79% | 86,361 | 18,245 | |
ILMN | Illumina Inc | 2025-03-31 | Add Add | +4.43% | 79.34 ($108.24) 144.22 | $99.25 | -8.31% | Add 71.21% | 152,073 | 63,249 | |
SNDK | SanDisk Corp | 2025-03-31 | New Buy New Buy | +3.93% | 36 ($49.67) 56.42 | $46.09 | -7.21% | New holding | 93,400 | 93,400 | |
NTES | NetEase Inc | 2025-03-31 | New Buy New Buy | +2.87% | 87.76 ($100.54) 109.14 | $128.28 | 27.59% | New holding | 31,546 | 31,546 | |
ILMN | Illumina Inc | 2024-12-31 | New Buy New Buy | +19.20% | 130.74 ($142.62) 155.15 | $99.25 | -30.41% | New holding | 88,824 | 88,824 |
53 HOUSE LLP Total Holding History ($B)
53 HOUSE LLP's Asset Allocation
53 HOUSE LLP Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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53 HOUSE LLP's Hypothetical Growth since 2025-03-31
53 HOUSE LLP's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
53 HOUSE LLP's Holdings Heat Map
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53 HOUSE LLP's Holdings Bubble Chart
53 HOUSE LLP News
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