53 House Llp

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 8Value: $113.3MLatest: 2025Q1

53 HOUSE LLP is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 8 holdings worth $0.1 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  "HUM",
  null,
  "VIK",
  "ILMN",
  "UNH",
  "CI",
  "NTES",
  "WDC"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-14
Total Holdings: 8
Total Value: 113263538
Accession Number: 0001636974-25-000003
Form Type: 13F-HR
CIK: 53-house-llp
Manager Name: 53-House-Llp

Data Enrichment

88% identified

7 identified1 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

8 positions • $113.3M total value

SEC FilingSEC DataHachi Filing

Manager:

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UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:86.4K

Value:$45.2M

% of Portfolio:39.9% ($45.2M/$113.3M)

Viking Holdings Ltd

VIK|G93A5A101

Shares:397.0K

Value:$15.8M

% of Portfolio:13.9% ($15.8M/$113.3M)

ILLUMINA, INC.

ILMN|452327109

Shares:152.1K

Value:$12.1M

% of Portfolio:10.7% ($12.1M/$113.3M)

Cigna Group

CI|125523100

Shares:34.6K

Value:$11.4M

% of Portfolio:10.1% ($11.4M/$113.3M)

WESTERN DIGITAL CORP

WDC|958102105

Shares:280.2K

Value:$11.3M

% of Portfolio:10.0% ($11.3M/$113.3M)

HUMANA INC

HUM|444859102

Shares:36.9K

Value:$9.8M

% of Portfolio:8.6% ($9.8M/$113.3M)

80004C200

Shares:93.4K

Value:$4.4M

% of Portfolio:3.9% ($4.4M/$113.3M)

NetEase, Inc.

NTES|64110W102

Shares:31.5K

Value:$3.2M

% of Portfolio:2.9% ($3.2M/$113.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	86.4K	QoQ +26.78% (+18.2K) YoY NEW(+86.4K)	All Managers (Combined)	$45.2M	39.9% ($45.2M/$113.3M)	QoQ +31.26% (+$10.8M) YoY NEW(+$45.2M)
Viking Holdings Ltd(VIKcusipG93A5A101)	397.0K	QoQ NEW(+397.0K) YoY NEW(+397.0K)	All Managers (Combined)	$15.8M	13.9% ($15.8M/$113.3M)	QoQ NEW(+$15.8M) YoY NEW(+$15.8M)
ILLUMINA, INC.(ILMNcusip452327109)	152.1K	QoQ +71.20% (+63.2K) YoY NEW(+152.1K)	All Managers (Combined)	$12.1M	10.7% ($12.1M/$113.3M)	QoQ +1.65% (+$195.9K) YoY NEW(+$12.1M)
Cigna Group(CIcusip125523100)	34.6K	QoQ NEW(+34.6K) YoY NEW(+34.6K)	All Managers (Combined)	$11.4M	10.1% ($11.4M/$113.3M)	QoQ NEW(+$11.4M) YoY NEW(+$11.4M)
WESTERN DIGITAL CORP(WDCcusip958102105)	280.2K	QoQ NEW(+280.2K) YoY -67.98% (-595.0K)	All Managers (Combined)	$11.3M	10.0% ($11.3M/$113.3M)	QoQ NEW(+$11.3M) YoY -81.03% (-$48.4M)
HUMANA INC(HUMcusip444859102)	36.9K	QoQ NEW(+36.9K) YoY NEW(+36.9K)	All Managers (Combined)	$9.8M	8.6% ($9.8M/$113.3M)	QoQ NEW(+$9.8M) YoY NEW(+$9.8M)
(cusip80004C200)✕	93.4K	QoQ NEW(+93.4K) YoY NEW(+93.4K)	All Managers (Combined)	$4.4M	3.9% ($4.4M/$113.3M)	QoQ NEW(+$4.4M) YoY NEW(+$4.4M)
NetEase, Inc.(NTEScusip64110W102)	31.5K	QoQ NEW(+31.5K) YoY NEW(+31.5K)	All Managers (Combined)	$3.2M	2.9% ($3.2M/$113.3M)	QoQ NEW(+$3.2M) YoY NEW(+$3.2M)