Q1 2025 · 13F-HR
53 HOUSE LLPholdings as filed
Filed 2025-05-14 · accession 0001636974-25-000003
$113.3M
Reported value
8
Positions
2025-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 91324P102 | UNH | UNITEDHEALTH GROUP INC | $45.2M | 39.9% | 86,361 | Common | SOLE |
| G93A5A101 | VIK | VIKING HOLDINGS LTD | $15.8M | 13.9% | 396,963 | Common | SOLE |
| 452327109 | ILMN | ILLUMINA INC | $12.1M | 10.7% | 152,073 | Common | SOLE |
| 125523100 | CI | THE CIGNA GROUP | $11.4M | 10.1% | 34,638 | Common | SOLE |
| 958102105 | WDC | WESTERN DIGITAL CORP | $11.3M | 10.0% | 280,201 | Common | SOLE |
| 444859102 | HUM | HUMANA INC | $9.8M | 8.63% | 36,921 | Common | SOLE |
| 80004C200 | SNDK | SANDISK CORP | $4.4M | 3.93% | 93,400 | Common | SOLE |
| 64110W102 | NTES | NETEASE INC | $3.2M | 2.87% | 31,546 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.