53 House LLP
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 13, 2024), 53 House LLP reported 11 stock positions worth $420.9 million. Its top holding was Six Flags Entertainment (SIX) at 28.3% of the portfolio, followed by Western Digital (WDC, 14.0%) and Seagate Technology (STX, 12.0%). Compared with Q1 2024, it opened 1 new position, sold out of 1, added to 1 and reduced 9. The biggest buy was a new position in Unitedhealth (UNH) and the biggest sale Jd.com Inc.-ADR (JD, shares −28%).
- Most Recent 13F
- Q2 2026
- Location
- LONDON, X0
- CIK
- 0001636974
- Portfolio Value
- $420.9M (Q2 2024)
- SEC Filing
- 0001636974-24-000006 ↗ filed Aug 13, 2024
Holdings Value
Holdings 11 stocks · $420.9M
| SIX Six Flags Entertainment Corp. | 28.34% | 3,599,808 | $119.3M | Reduce -3.5% |
| WDC Western Digital Corp. | 13.99% | 776,989 | $58.9M | Reduce -11.2% |
| STX Seagate Technology Holdings | 12.02% | 490,160 | $50.6M | Reduce -12.5% |
| UNH Unitedhealth Group Inc. | 10.98% | 90,776 | $46.2M | New |
| PDD PDD Holdings Inc. | 8.03% | 254,238 | $33.8M | Reduce -23.0% |
| EDU New Oriental Educatio-SP ADR | 7.22% | 390,822 | $30.4M | Reduce -17.3% |
| JD Jd.com Inc.-ADR | 6.85% | 1,116,363 | $28.8M | Reduce -27.6% |
| TAL Tal Education Group- ADR | 5.70% | 2,249,906 | $24.0M | Reduce -3.3% |
| GOOGL Alphabet Inc. Class A | 3.50% | 80,808 | $14.7M | Reduce -3.8% |
| GDXJ Vaneck Junior Gold Miners | 2.72% | 272,286 | $11.5M | Add +72.4% |
| HOG Harley-Davidson Inc. | 0.64% | 80,838 | $2.7M | Reduce -3.6% |
Portfolio Sells Q1 2024 → Q2 2024
| JD Jd.com Inc.-ADR | Reduce -27.6% | 6.85% | −3.99 |
| EDU New Oriental Educatio-SP ADR | Reduce -17.3% | 7.22% | −3.31 |
| BEKE Ke Holdings Inc.-ADR | Sold out | 0.00% | −2.35 |
| PDD PDD Holdings Inc. | Reduce -23.0% | 8.03% | −1.82 |
| STX Seagate Technology Holdings | Reduce -12.5% | 12.02% | −1.35 |
| WDC Western Digital Corp. | Reduce -11.2% | 13.99% | −1.34 |
| TAL Tal Education Group- ADR | Reduce -3.3% | 5.70% | −1.07 |
| HOG Harley-Davidson Inc. | Reduce -3.6% | 0.64% | −0.30 |
| GOOGL Alphabet Inc. Class A | Reduce -3.8% | 3.50% | +0.24 |
| SIX Six Flags Entertainment Corp. | Reduce -3.5% | 28.34% | +3.15 |