Filed: 5/14/2025ACC: 0001636974-25-000003
📋 What this filing means
53 HOUSE LLP filed this quarterly 13F‑HR report disclosing 8 equity positions with a total reported market value of $113.26M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
8
Positions
$113.26M
Total AUM (reported)
1.11M
Total Shares
Allocation by class
COM$94.24M83.2%
ORD SHS$15.78M13.9%
SPONSORED ADS$3.25M2.9%
Portfolio Concentration
Top 3$73.08M64.5%
4–10$40.19M35.5%
Top 3 weight
64.5%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 1.11M
Sole
Full voting authority
1.11M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole8
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings8
Rows:
UNITEDHEALTH GROUP INC
SOLEShares86.36K
TypeSH
Market value$45.23M
39.93%
Sole
86.36K
Shared
0.00
None
0.00
VIKING HOLDINGS LTD
SOLEShares396.96K
TypeSH
Market value$15.78M
13.93%
Sole
396.96K
Shared
0.00
None
0.00
ILLUMINA INC
SOLEShares152.07K
TypeSH
Market value$12.07M
10.65%
Sole
152.07K
Shared
0.00
None
0.00
THE CIGNA GROUP
SOLEShares34.64K
TypeSH
Market value$11.40M
10.06%
Sole
34.64K
Shared
0.00
None
0.00
WESTERN DIGITAL CORP
SOLEShares280.20K
TypeSH
Market value$11.33M
10.00%
Sole
280.20K
Shared
0.00
None
0.00
HUMANA INC
SOLEShares36.92K
TypeSH
Market value$9.77M
8.63%
Sole
36.92K
Shared
0.00
None
0.00
SANDISK CORP
SOLEShares93.40K
TypeSH
Market value$4.45M
3.93%
Sole
93.40K
Shared
0.00
None
0.00
NETEASE INC
SOLEShares31.55K
TypeSH
Market value$3.25M
2.87%
Sole
31.55K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
UNITEDHEALTH GROUP INCSOLE | COM | 86.36K | SH | $45.23M 39.93% | 86.36K | 0.00 | 0.00 |
VIKING HOLDINGS LTDSOLE | ORD SHS | 396.96K | SH | $15.78M 13.93% | 396.96K | 0.00 | 0.00 |
ILLUMINA INCSOLE | COM | 152.07K | SH | $12.07M 10.65% | 152.07K | 0.00 | 0.00 |
THE CIGNA GROUPSOLE | COM | 34.64K | SH | $11.40M 10.06% | 34.64K | 0.00 | 0.00 |
WESTERN DIGITAL CORPSOLE | COM | 280.20K | SH | $11.33M 10.00% | 280.20K | 0.00 | 0.00 |
HUMANA INCSOLE | COM | 36.92K | SH | $9.77M 8.63% | 36.92K | 0.00 | 0.00 |
SANDISK CORPSOLE | COM | 93.40K | SH | $4.45M 3.93% | 93.40K | 0.00 | 0.00 |
NETEASE INCSOLE | SPONSORED ADS | 31.55K | SH | $3.25M 2.87% | 31.55K | 0.00 | 0.00 |