JEEREDDI INVESTMENTS, LP

PrivateCIK: 1451460
Location

LOS ANGELES, CA

40
Positions
$38.06M
Total AUM (reported)
831.85K
Total Shares

Allocation by class

TOTAL AUM$38.06M40 positions
TR UNIT$10.90M28.6%
COM$8.04M21.1%
CL A$4.02M10.6%
SPONSORED ADS A$3.43M9.0%
SPONSORED ADS$2.17M5.7%
CAP STK CL A$2.16M5.7%
COM CL A$1.72M4.5%

Portfolio Concentration

Top 344.2%4–1024.7%11–2523.0%Rest8.0%TOP 1068.9%0%100%
Top 3$16.84M44.2%
4–10$9.40M24.7%
11–25$8.77M23.0%
Rest$3.06M8.0%

Top 3 weight

44.2%

Top 10 weight

68.9%

Voting Authority Distribution

Total shares with voting rights: 831.85K

Sole

Full voting authority

831.85K

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)

Sole40
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings40
Rows:

SPDR S&P 500 ETF TR

SOLE
TR UNIT
Shares28.50K
TypeSH
Market value$10.90M
28.64%
Sole
28.50K
Shared
0.00
None
0.00

VIPSHOP HOLDINGS LIMITED

SOLE
SPONSORED ADS A
Shares251.10K
TypeSH
Market value$3.43M
9.00%
Sole
251.10K
Shared
0.00
None
0.00

MASTERCARD INCORPORATED

SOLE
CL A
Shares7.23K
TypeSH
Market value$2.51M
6.60%
Sole
7.23K
Shared
0.00
None
0.00

ALPHABET INC

SOLE
CAP STK CL A
Shares24.46K
TypeSH
Market value$2.16M
5.67%
Sole
24.46K
Shared
0.00
None
0.00

VISA INC

SOLE
COM CL A
Shares7.84K
TypeSH
Market value$1.63M
4.28%
Sole
7.84K
Shared
0.00
None
0.00

MICROSOFT CORP

SOLE
COM
Shares5.08K
TypeSH
Market value$1.22M
3.20%
Sole
5.08K
Shared
0.00
None
0.00

ALPHABET INC

SOLE
CAP STK CL C
Shares13.66K
TypeSH
Market value$1.21M
3.18%
Sole
13.66K
Shared
0.00
None
0.00

FLEETCOR TECHNOLOGIES INC

SOLE
COM
Shares5.95K
TypeSH
Market value$1.09M
2.87%
Sole
5.95K
Shared
0.00
None
0.00

INVESCO QQQ TR

SOLE
UNIT SER 1
Shares4K
TypeSH
Market value$1.07M
2.80%
Sole
4K
Shared
0.00
None
0.00

HDFC BANK LTD

SOLE
SPONSORED ADS
Shares14.91K
TypeSH
Market value$1.02M
2.68%
Sole
14.91K
Shared
0.00
None
0.00

HCA HEALTHCARE INC

SOLE
COM
Shares3.33K
TypeSH
Market value$798.6K
2.10%
Sole
3.33K
Shared
0.00
None
0.00

DHT HOLDINGS INC

SOLE
SHS NEW
Shares87.92K
TypeSH
Market value$780.8K
2.05%
Sole
87.92K
Shared
0.00
None
0.00

FLUOR CORP NEW

SOLE
COM
Shares20.66K
TypeSH
Market value$715.9K
1.88%
Sole
20.66K
Shared
0.00
None
0.00

SPDR GOLD TR

SOLE
GOLD SHS
Shares4K
TypeSH
Market value$678.6K
1.78%
Sole
4K
Shared
0.00
None
0.00

MOHAWK INDS INC

SOLE
COM
Shares6.57K
TypeSH
Market value$671.7K
1.76%
Sole
6.57K
Shared
0.00
None
0.00

CHARTER COMMUNICATIONS INC N

SOLE
CL A
Shares1.91K
TypeSH
Market value$647.3K
1.70%
Sole
1.91K
Shared
0.00
None
0.00

TAIWAN SEMICONDUCTOR MFG LTD

SOLE
SPONSORED ADS
Shares8.27K
TypeSH
Market value$616.1K
1.62%
Sole
8.27K
Shared
0.00
None
0.00

CAMPING WORLD HLDGS INC

SOLE
CL A
Shares27.56K
TypeSH
Market value$615.1K
1.62%
Sole
27.56K
Shared
0.00
None
0.00

UNITEDHEALTH GROUP INC

SOLE
COM
Shares1.08K
TypeSH
Market value$572.1K
1.50%
Sole
1.08K
Shared
0.00
None
0.00

ALIBABA GROUP HLDG LTD

SOLE
SPONSORED ADS
Shares6.06K
TypeSH
Market value$534.1K
1.40%
Sole
6.06K
Shared
0.00
None
0.00

GREEN BRICK PARTNERS INC

SOLE
COM
Shares21.13K
TypeSH
Market value$511.9K
1.35%
Sole
21.13K
Shared
0.00
None
0.00

TRANSOCEAN LTD

SOLE
REG SHS
Shares95.56K
TypeSH
Market value$435.7K
1.14%
Sole
95.56K
Shared
0.00
None
0.00

MICRON TECHNOLOGY INC

SOLE
COM
Shares8.51K
TypeSH
Market value$425.5K
1.12%
Sole
8.51K
Shared
0.00
None
0.00

DAVITA INC

SOLE
COM
Shares5.56K
TypeSH
Market value$414.9K
1.09%
Sole
5.56K
Shared
0.00
None
0.00

TRONOX HOLDINGS PLC

SOLE
SHS
Shares25.60K
TypeSH
Market value$350.9K
0.92%
Sole
25.60K
Shared
0.00
None
0.00
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