53 House LLP
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 15, 2024), 53 House LLP reported 11 stock positions worth $389.7 million. Its top holding was Six Flags Entertainment (SIX) at 25.2% of the portfolio, followed by Western Digital (WDC, 15.3%) and Seagate Technology (STX, 13.4%). Compared with Q4 2023, it opened 1 new position, sold out of 1, added to 1 and reduced 9. The biggest buy was Jd.com Inc.-ADR (JD, shares +29%) and the biggest sale an exit from Micron Technology (MU).
- Most Recent 13F
- Q2 2026
- Location
- LONDON, X0
- CIK
- 0001636974
- Portfolio Value
- $389.7M (Q1 2024)
- SEC Filing
- 0001636974-24-000005 ↗ filed May 15, 2024
Holdings Value
Holdings 11 stocks · $389.7M
| SIX Six Flags Entertainment Corp. | 25.19% | 3,730,027 | $98.2M | Reduce -7.5% |
| WDC Western Digital Corp. | 15.32% | 875,159 | $59.7M | Reduce -7.5% |
| STX Seagate Technology Holdings | 13.38% | 560,308 | $52.1M | Reduce -11.9% |
| JD Jd.com Inc.-ADR | 10.84% | 1,542,317 | $42.2M | Add +29.3% |
| EDU New Oriental Educatio-SP ADR | 10.53% | 472,588 | $41.0M | Reduce -7.5% |
| PDD PDD Holdings Inc. | 9.85% | 330,174 | $38.4M | Reduce -11.1% |
| TAL Tal Education Group- ADR | 6.78% | 2,326,612 | $26.4M | Reduce -7.5% |
| GOOGL Alphabet Inc. Class A | 3.25% | 83,981 | $12.7M | Reduce -66.2% |
| BEKE Ke Holdings Inc.-ADR filed as KE HLDGS INC | 2.35% | 667,902 | $9.2M | Reduce -7.8% |
| GDXJ Vaneck Junior Gold Miners | 1.57% | 157,910 | $6.1M | New |
| HOG Harley-Davidson Inc. | 0.94% | 83,855 | $3.7M | Reduce -7.9% |
Portfolio Sells Q4 2023 → Q1 2024
| MU Micron Technology Inc. | Sold out | 0.00% | −10.99 |
| GOOGL Alphabet Inc. Class A | Reduce -66.2% | 3.25% | −4.24 |
| PDD PDD Holdings Inc. | Reduce -11.1% | 9.85% | −1.87 |
| BEKE Ke Holdings Inc.-ADR | Reduce -7.8% | 2.35% | −0.18 |
| TAL Tal Education Group- ADR | Reduce -7.5% | 6.78% | −0.07 |
| HOG Harley-Davidson Inc. | Reduce -7.9% | 0.94% | +0.22 |
| STX Seagate Technology Holdings | Reduce -11.9% | 13.38% | +1.67 |
| EDU New Oriental Educatio-SP ADR | Reduce -7.5% | 10.53% | +2.46 |
| SIX Six Flags Entertainment Corp. | Reduce -7.5% | 25.19% | +3.39 |
| WDC Western Digital Corp. | Reduce -7.5% | 15.32% | +4.64 |