Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
53 HOUSE LLP (CIK 1636974) reported $113.3M across 8 reported positions in its SEC 13F filing for 2025-03-31. Largest positions: UNH ($45.2M, 39.93%), VIK ($15.8M, 13.93%), ILMN ($12.1M, 10.65%), CI ($11.4M, 10.06%), WDC ($11.3M, 10.00%). Source: SEC Form 13F.
| 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