Equal-WT
WhaleScore 2.0
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53 House LLP is based out of London. 53 House LLP is a registered investment advisory firm Their last reported 13F filing for Q1 2025 included $113,263,538 in managed 13F securities
and a top 10 holdings concentration of 100.0%. 53 House LLP's largest holding is UnitedHealth Group Inc with shares held of 86,361. Whalewisdom has at least 39 13F filings, and 3 13G filings
2025-03-31
Top Buys (13F)
| Name | % Change |
|---|---|
| VIK Viking Holdings Ltd | 13.93% |
| CI Cigna Holding Co | 10.06% |
| WDC Western Digital Corp | 10% |
| HUM Humana, Inc | 8.63% |
| SNDK Sandisk Corp | 3.93% |
2025-03-31
Top Sells (13F)
| Name | % Change |
|---|---|
| TAL TAL Education Group | 25.07% |
2025-03-31
13F Holdings Summary
| Name | $ Change |
|---|---|
| UNH UnitedHealth Group I | 39.93% |
| VIK Viking Holdings Ltd | 13.93% |
| ILMN Illumina Inc | 10.65% |
| CI Cigna Holding Co | 10.06% |
| WDC Western Digital Corp | 10% |
2025-03-31
13F Activity
| Market Value | $113m, Prior: $61.8m |
| Inflows (Outflows) as % of Total MV | +37.2109% |
| New Purchases | 6 stocks |
| Added To | 2 stocks |
| Sold out of | 1 stocks |
| Reduced holdings in | 0 stocks |
| Top 10 Holdings % | 100% |
| Turnover %[1] | 77.78% |
| Turnover Alt %[2] | 13.68% |
| Time Held Top 20 | 0.5 quarters |
| Time Held Top 10 | 0.5 quarters |
| Time Held All | 0.5 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.
2025-03-31
13F Sector Allocation Over Time
limited to past 4 quarters. Subscribe to see all available data
2025-03-31
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2025-03-31