STONE RIDGE HOLDINGS GROUP LP

PrivateCIK: 2019841
Location

NEW YORK, NY

12
Positions
$19.05M
Total AUM (reported)
201.82K
Total Shares

Allocation by class

TOTAL AUM$19.05M12 positions
LIFEX 2035 INCM$8.46M44.4%
LIFEX 2065 INF$1.56M8.2%
LIFEX 2060 LONGE$1.55M8.1%
LIFEX 2065 LON$1.49M7.8%
LIFEX 2055 INFLA$1.10M5.8%
LIFEX 2030 INCOM$973.5K5.1%
LIFEX 2055 LONGE$948.1K5.0%

Portfolio Concentration

Top 360.8%4–1035.7%11–253.5%TOP 1096.5%0%100%
Top 3$11.57M60.8%
4–10$6.80M35.7%
11–25$669.3K3.5%

Top 3 weight

60.8%

Top 10 weight

96.5%

Voting Authority Distribution

Total shares with voting rights: 201.82K

Sole

Full voting authority

201.82K

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)

Sole0
Shared0
Other12
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings12
Rows:

STONE RIDGE TR

DFND
LIFEX 2035 INCM
Shares103.64K
TypeSH
Market value$8.46M
44.44%
Sole
103.64K
Shared
0.00
None
0.00

STONE RIDGE TR

DFND
LIFEX 2065 INF
Shares5.63K
TypeSH
Market value$1.56M
8.19%
Sole
5.63K
Shared
0.00
None
0.00

STONE RIDGE TR

DFND
LIFEX 2060 LONGE
Shares8.72K
TypeSH
Market value$1.55M
8.13%
Sole
8.72K
Shared
0.00
None
0.00

STONE RIDGE TR

DFND
LIFEX 2065 LON
Shares7.95K
TypeSH
Market value$1.49M
7.81%
Sole
7.95K
Shared
0.00
None
0.00

STONE RIDGE TR

DFND
LIFEX 2055 INFLA
Shares4.66K
TypeSH
Market value$1.10M
5.78%
Sole
4.66K
Shared
0.00
None
0.00

STONE RIDGE TR

DFND
LIFEX 2030 INCOM
Shares22K
TypeSH
Market value$973.5K
5.11%
Sole
22K
Shared
0.00
None
0.00

STONE RIDGE TR

DFND
LIFEX 2055 LONGE
Shares5.70K
TypeSH
Market value$948.1K
4.98%
Sole
5.70K
Shared
0.00
None
0.00

STONE RIDGE TR

DFND
LIFEX 2028 INCOM
Shares33K
TypeSH
Market value$876.8K
4.60%
Sole
33K
Shared
0.00
None
0.00

STONE RIDGE TR

DFND
LIFEX 2060 INFLA
Shares3.05K
TypeSH
Market value$795.7K
4.18%
Sole
3.05K
Shared
0.00
None
0.00

STONE RIDGE TR

DFND
LIFEX 2050 LONGE
Shares4.08K
TypeSH
Market value$621.8K
3.26%
Sole
4.08K
Shared
0.00
None
0.00

STONE RIDGE TR

DFND
LIFEX DURABLE IN
Shares1.82K
TypeSH
Market value$340.6K
1.79%
Sole
1.82K
Shared
0.00
None
0.00

STONE RIDGE TR

DFND
LIFEX 2050 INFL
Shares1.58K
TypeSH
Market value$328.7K
1.73%
Sole
1.58K
Shared
0.00
None
0.00