53 House LLP 13F Holdings · last filed Q1 2025
53 House LLP reported 8 securities worth $113.26M in its SEC 13F filing for Q1 2025 (period ended 2025-03-31). Top holdings: UNH (39.93%), VIK (13.93%), ILMN (10.65%). Among its top 25 positions this quarter: 6 new, 2 added, 1 exited.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | UNH | UNITEDHEALTH GROUP INC | $45.2M | 39.93% | 86,361 | Added |
| 2 | VIK | VIKING HOLDINGS LTD | $15.8M | 13.93% | 396,963 | New |
| 3 | ILMN | ILLUMINA INC | $12.1M | 10.65% | 152,073 | Added |
| 4 | CI | THE CIGNA GROUP | $11.4M | 10.06% | 34,638 | New |
| 5 | WDC | WESTERN DIGITAL CORP | $11.3M | 10.00% | 280,201 | New |
| 6 | HUM | HUMANA INC | $9.8M | 8.63% | 36,921 | New |
| 7 | SNDK | SANDISK CORP | $4.4M | 3.93% | 93,400 | New |
| 8 | NTES | NETEASE INC | $3.2M | 2.87% | 31,546 | New |
| 9 | TAL | TAL EDUCATION GROUP | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2025-03-31
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR