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Showing Q1 2025 data
HedgeTrack has imported Q4 2025 data overall, but 53 HOUSE LLP's latest available filing here is Q1 2025.
53 HOUSE LLP
•CIK: 1636974•Filing: Q1 2025
**53 HOUSE LLP** manages $113M across a concentrated portfolio of 8 positions. The fund exhibits significant conviction in healthcare and technology, with UNH representing the largest holding at $45.2M. Notable allocations include substantial positions in WBKCY ($15.8M) and ILMN ($12.1M). This structure suggests a focused, high-conviction approach targeting sector leaders within its investment universe.
Total AUM
$113.3M
QoQ Performance
+83.2%
Positions
8
Top 10 Concentration
100.0%
Latest Filing
Q1 2025
Top Holdings Allocation
UNH
VIK
ILMN
CI
WDC
HUM
UNH39.9%
VIK13.9%
ILMN10.7%
CI10.1%
WDC10.0%
HUM8.6%
SNDK3.9%
NTES2.9%
📈 Biggest Buys
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Healthcare58.6%
Other41.4%
🚪 Exited Positionssold since Q4 2024
Changes from Q4 2024
NEW6 new positions
↑2 increased
Historical Filings
Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022