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PUBLIC INVESTMENT FUND

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AL AQIQ DISTRICT, RIYADH T0
13F Summary

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Equal-WT
WhaleScore 2.0 ?

85

S&P 500
WhaleScore ?

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Equal-WT
WhaleScore 1.0 ?

Public Investment Fund is based out of Al Aqiq District, Riyadh. Their last reported 13F filing for Q4 2023 included $35,240,699,493 in managed 13F securities and a top 10 holdings concentration of 63.49%. Public Investment Fund's largest holding is Lucid Group Inc with shares held of 1,374,700,298. Whalewisdom has at least 30 13F filings, 1 13D filings, 21 13G filings, and 7 Form 4 filings

2023-12-31

Top Buys (13F)

Name % Change
ZGN Ermenegildo Zegna N. -0.01%

2023-12-31

Top Sells (13F)

Name % Change
ATVI Activision Blizzard 9.73%
PLUG Plug Power Inc. 0.12%
FDX FedEx Corporation 0.07%

2023-12-31

13F Holdings Summary

Name $ Change
LCID Lucid Group Inc 16.42%
UBER Uber Technologies In 12.73%
EA Electronic Arts, Inc 9.63%
XLU The Utilities Select 5.93%
TTWO Take-Two Interactive 5.21%

2023-12-31

13F Activity

Market Value $35.2b, Prior: $36.5b
New Purchases 0 stocks
Added To 1 stocks
Sold out of 2 stocks
Reduced holdings in 1 stocks
Top 10 Holdings % 63.49%
Turnover %[1] 4%
Turnover Alt %[2] 0%
Time Held Top 20 6.55 quarters
Time Held Top 10 9 quarters
Time Held All 8.44 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

2023-12-31

13F Sector Allocation Over Time

2023-12-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31

Portfolio Performance